Are you better at picking stocks than us? Let's find out! Brian and i have
partnered with stockcard.io to launch a fun new stock picking contest for 2022.
Brian and i each created a new 5 stock portfolio that we think will outperform the market from
here. Your goal is to create a 5 stock portfolio that you think will crush our portfolios returns
during the year. Whoever's portfolio performs the best in 2022 we'll win $1,000 in cash.
thanks to stock card.io for sponsoring today's video All right Brian what's the first stock
in your portfolio this year Unity Software is my first stock and i have a couple reasons for
choosing this first of all this is a company as a platform that helps gamers build games
but even more so looking forward this is going to be integral in the building of the metaverse
second i love this company's business model they have operate and create subscription revenue one
is a flat fee the other is usage based and i love when those two are married together
and third this company has strong financials lots of cash not much debt and the potential
for really strong free cash flow well i'm not picking indie software for my portfolio this is
a stock that both of us actually own brian it is and it's not hard to see why this company scores
really well on both of our investing frameworks sure does well brian what's your first stock
i'm going to start it off with pinterest ticker symbol p-i-n-s this is a company that i've liked
essentially since it came public why first off this is a founder-led business i love to
invest in founder-led companies secondly this company's financials are fantastic high margin
profitable free cash flow positive and third and most importantly this company's market cap is
only about $25 billion when you compare that to some other social networking companies they are
much bigger i think there's plenty of room for pinterest to catch up to them so it should be no
surprise that this is a stock that you own and i don't but that's not because i don't like it yeah
this company actually scores really well on both of our investing frameworks all right brian what's
next for you the next stock that i have is SEA limited whose operations are mainly in southeast
asia now there are three parts to this company but i'm really in it for the long term because
of shoppi the e-commerce site and c-money the payment site the third section which is the gaming
section called garina is what pays the bills for now especially with their big hit game free fire
i'm okay with it paying the bills for now but it doesn't interest me in the long term overall i'm a
huge fan of the wide modes that this company has in terms of switching costs brand value network
effect and even low cost production now this is a company that you own and have been very bullish
on ever since we first researched that i haven't been smart enough to buy shares but that doesn't
mean it doesn't score well in my system it gets a middle of the road score but this scores very
well in your checklist yes it does brian what is your second stock up next for me is Novoure
a company that i don't think we've mentioned on this channel yet but their ticker symbol is nvcr
novocur is a medical device company that's focused on treating cancer what i love about this company
is that its product is non-rival so that means that you can still use chemotherapy radiation
therapy and surgery and this company's product so there's no natural competitor second the real
reason i'm putting novacure on my portfolio this year is because of its pipeline the company has a
huge pipeline that is packed with opportunity and there should be multiple data readouts in 2022
that could send the stock higher finally because an investment here depends on the pipeline the
fda is a big wild card however this system has no systemic toxicity risk therefore i think the
odds of fda approval are very very high although i could be dead wrong about that now brian it should
be no surprise given your specialty in the medical technology area this is a stock that you own
but not one that i'm comfortable owning yet and yet this company actually scored pretty well on
your investing checklist it scored much better on my investing checklist now this is a company
that's definitely on the higher risk side but in my case i think the potential reward justifies the
risk all right brian what's up next for you the next stock for me is mercado libre the leading
e-commerce platform in latin america why do i love it well first of all i love the company's
optionality they started out as just an e-commerce platform but now they have a payment solution
mercado pago that's taking over the countries where it's present second i believe the
company has very wide moats in terms of low cost production and shipping items the network effect
for the e-commerce site high switching costs for mercado pago third the stock is down markedly over
the past six months and i think this represents an enticing entry point for investors while this
stock is not on my five stock portfolio this company has been in my personal portfolio for
years and it's actually one of my top holdings and as you can see this company scores well both
on your framework and it has the highest score of any company i've run through mine well brian what
is your third stock a growth company that is down on its luck and that is zoom video communications
ticker zm why invest in zoom first off this is a founder-led business and i absolutely love the ceo
and founder of this company second the company's financials are jaw-droppingly stellar it's as
good as it gets for any company and third just like with mercado libre this stock is way down
on its luck i think that 2022 is going to be a rebound year for both the business and the stock
brian like some other stocks we've had in this this isn't in my portfolio for this contest but
it is one that we both own in real life and that's because it gets very very very good scores on both
of our checklists all right brian what's stock number four this is one of my highest conviction
holdings and that's axon enterprises ticker axon this is the company behind taser stun guns that
most police forces use but also the body cameras why do i love it well first it's had the same
mission since day one to protect life and every decision the company has made has been guided by
that mission second there's a ton of optionality this is a company that went from being a
manufacturer of a stun gun to a software as a service company i love that and third there's no
real competition when it comes to providing these services to enforcement agencies in the united
states and increasingly around the world yet again brian this is a company that is not going to be
in my five stock sampler however i do own it and largely because of your bullishness on this well
there you go you can blame me if it doesn't pan out but it still gets a pretty high score on both
of our frameworks sure does very investable business brian what is your fourth stock
yet another company that i'm guessing a lot of people haven't heard of and this is called Semler
scientific the ticker symbol here is smlr and this is a company that is sub $1 billion so it's the
smallest company on the portfolio list today why buy this company well first off semmler is focused
on a medical device that makes it much much easier and less invasive for people to diagnose
peripheral artery disease which is a major medical problem in the united states and really around the
world equally as impressive is this company is already ridiculously profitable and has a very
clean balance sheet very very impressive given this company's size and third since its market
cap is so small i think the opportunity ahead of this business is just huge so therefore it
should be no surprise that this company is in my portfolio and yet much like with nova cure
because of my non-specialty in the med tech space i don't own it and this is one of those companies
that scores much better on my checklist than it does that's yours one big caveat here there are
some major customer concentration issues that you need to be aware of if you're going to look at
someone i'm comfortable with that risk brian's not hence the difference in our scores all right brian
tell us about stock number five my last stock for this contest is airbnb ticker symbol ABNB why do
i like airbnb well first i love the company's mission which is to help anyone belong anywhere
it's guided them to go from just offering rooms to offering experiences and i think when tough
times hit you see that they do everything they can to help anyone belong anywhere they stand by that
second i believe that they've got a wide mode there are network effects at play there is also
really strong brand value here and third along the same lines as zoom and mercato libre i think
the stock has been held down in this case because people are worried about kovid propping up again
i think that over time obviously that will be less of a concern and the strength of airbnb's business
will come through ryan this is a stock that i know that you've owned essentially since it came public
i have yet to pull the trigger on it but i do think it's a very high quality business and that's
especially true if you look at how this company scores on both of our checklists that's right it
gets a pretty good score in your checklist and it gets an above 12 on mine which is what makes it
anti-fragile all right brian bring us home what's your last pick for this year one of my favorites
and that is fiverr ticker symbol fvrr like many of the stocks that's on this checklist this stock
is down on its luck recently however i have owned and liked fiverr very much for the long term for
several reasons first off this company's top line is still growing at a very very fast rate
i think that can continue for many years to come second off this is a founder led businesses i
love investing in companies where the founder is still in charge and third this company's financial
statements are very very strong very high gross margins tons of operating leverage ahead lots
of free cash flow financially i think this company is in great shape now you've dug into this company
a lot more than i have and so you own the stock i don't i'm still questioning how strong the mode is
fair enough but as a user of fiverr myself i can tell you that i really like using this platform
from the consumer perspective and this company scores extremely well on my checklist that's
pretty well on yours too all right well there you have it there's our 10 stocks to start 2022.
if you think that you can put together a better portfolio than us here's how you proceed
first head on over to stockcard.io and if you haven't done so yet create a profile after you've
registered for the site click on your research and then click on the bottom tab that says your
portfolios once you've done that click on the tab that says new portfolio to create your five stock
samples you'll see this screen come up and the two most important things is that you put a portfolio
name at the top and that when it says portfolio goal you must select the beat the brian's contest
without that you won't be a part of the contest on the next page just upload a simple image fill in
the data to see on your screen and move on to the next screen on the final screen click that button
that says submit and make portfolio public that's how we'll be able to track what you're doing this
screen will come up and it is your portfolio's home page for this contest now you have to put
your stocks in to do that look for the button in the lower right hand corner that says new order
a screen will come up and you have to fill it in with things like the ticker symbol the date
and then you can put in just buying one share of whatever stock is entering this portfolio do that
five times and you have your portfolio for the beat the brian's contest so there you
have it we hope that you're gonna compete against us this contest is live as of today
so head on over to stockcard.io to create your own portfolio and compete against us
now there's no cheating all five stocks that you pick have to be entered on the same day the day
that the portfolio is created which means no back dating your return you can also enter this contest
at any time throughout 2022 so if you're watching this on any day before december 31st 2022 you can
still enter the contest for free check out this video's show notes for more information
on contest rules and details i don't know about you brian but i am looking forward to
getting crushed by our viewers in 2022. it will be fun to see how this plays out and hopefully,
we can discover some new stocks that we should research along the way brian's out