What Stock Would Warren Buffett Buy If He Started Over In 2024?
About This Episode
In this special 'Stockapalooza' episode, Shaan and Sam each present a detailed investment case for a single stock they believe can outperform the S&P 500 over the next decade. Shaan pitches TKO Group Holdings (UFC/WWE) as a recession-proof monopoly on human nature, while Sam makes the case for Ferrari as a high-margin luxury brand that thrives on exclusivity and the Lindy effect.
Episode Description
Show Notes
- 0:00Intro
- 3:00Rules of Stock-a-palooza
- 7:305 reasons to buy brands not stocks
- 9:30Shaan's stock pick: TKO
- 18:30But the risks...
- 21:00Forecast: Rising micro tide
- 27:30Sam's rule: Numbers be damned
- 29:00LVMH model
- 33:00Sam's pick: Ferrari
- 36:00The ultimate brand play: Exclusivity
- 43:30The downsides
- 49:00Lamborghini’s revenge
Check Out Sam's Stuff
Check Out Shaan's Stuff
Key Takeaways
Apply the 'Buffett Formula' by looking for companies with high understandability, durable economic moats, and the ability to generate significant cash flow without heavy capital reinvestment.
Evaluate potential investments through the 'Lindy Effect,' which suggests that the longer a non-perishable brand or idea has existed, the longer it is likely to persist into the future.
Look for 'Missionary' founders rather than 'Mercenaries'—businesses that prioritize brand integrity and exclusivity (like Ferrari's intentional supply limits) often achieve far higher profit margins than those chasing mass-market volume.