2026 Best Investment Ideas

[Spekulatius]

$CPNG

$BRO

$GTLB

$PINS

[Xerxes]

Uber ? 

[lnofeisone]

3 hours ago, Luke said:

Best investment for 2026 is to short Palantir and Tesla first trading day of the year and close the Position on last trading day of 2026. 

 

Too soon on PLTR, IMO. They are still closing ridiculous sales like their no-bid USDA deal valued at $300M and few others on the verge of closing (ICE, etc.) I think 2026 will have them close a lot of those deals and next admin will be looking very closely at them. 

[Saluki]

At these prices, I've been buying more Nintendo and Coupang again. Feels like I'm missing something because it's so cheap. Sold VG puts too (longer dated). Paypal still hasn't rebounded, but that means buying back more shares at cheaper prices and the bounce will be bigger. I like Crox (but I have enough) and I don't know if I would add it to best 2026 at $90 (vs $75 where I was drooling). 

 

 

 

My 2026 List (at these prices)

 

Nintendo

Coupang

Paypal

 

Watchlist

JOE 

Fairfax (buybacks)

MSCI (insider buying)

STNG (trading sardine)

CROX

Kraken Robotics (depending on Anduril contracts)

 

 

 

[lnofeisone]

Hyperspeculative:

LQDA (I have roughly 10% of my combined portfolios here but it's now all house money). 

 

Business recovery plays

ZTS

 

Stock recovery plays

CSU

CPNG

RYAN

PYPL

CROX

NTDOY

 

I own all of these though shares, sold puts, calls.

[Spekulatius]

2 minutes ago, lnofeisone said:

Hyperspeculative:

LQDA (I have roughly 10% of my combined portfolios here but it's now all house money). 

 

Business recovery plays

ZTS

 

Stock recovery plays

CSU

CPNG

RYAN

PYPL

CROX

NTDOY

 

I own all of these though shares, sold puts, calls.

I own CSU and PYPL, ZTS, CPNG and NTDOY amongst that list too. PYPL has more risk to their business model than others, but it’s the cheapest from this lot.

 

I think CSU will be a slow burner and appreciate over many years but probably not create a stellar return in any one year.

Edited December 19, 2025 by Spekulatius

[Gregmal]

MGM

[Rainier]

• LQDA
• CROX
• ZS, FTNT, PANW
• CNSWF
• MELI
• RDDT
• CPNG

Edited December 19, 2025 by Rainier

[zzzyx]

UHAL.b

[coffeecaninvestor]

I think a company like ADBE could rip higher next year if sentiment changes l. PYPL as well but those are probably my two lowest confidence positions.

 

theres a lot of cheap healthcare stocks as well but that could be a slow grind as the reprice and get things turned around. 

[Luke]

2 hours ago, lnofeisone said:

Too soon on PLTR, IMO. They are still closing ridiculous sales like their no-bid USDA deal valued at $300M and few others on the verge of closing (ICE, etc.) I think 2026 will have them close a lot of those deals and next admin will be looking very closely at them. 

You think? Mhhh, could be right that the stock appreciates even more but if we reach a trillion for this...maybe i should double down on the short then ha

[shhughes1116]

EQR Resources (EQR.AX)

Magna Mining (NICU.TO)

Nintendo 

Heartland Express

Entravision

Edited December 19, 2025 by shhughes1116

[Milu]

3 hours ago, Xerxes said:

Uber ? 

I’m quite bullish on Uber too, haven’t yet taken a position but getting close to it. I think the autonomous vehicle transition will be a big enough pie that uber, waymo, and Tesla can all do well. I’m impressed whenever I listen to Dara Khosrowsahi speak. 

[lnofeisone]

1 hour ago, Luke said:

You think? Mhhh, could be right that the stock appreciates even more but if we reach a trillion for this...maybe i should double down on the short then ha

This is my thesis anyway. I am waiting to start shorting it. Options are expensive either way as I'm not the only one thinking this way. 

[Spooky]

I'm on that CSU train.

 

Also still think Fairfax is a bargain.

[Xerxes]

3 hours ago, Milu said:

I’m quite bullish on Uber too, haven’t yet taken a position but getting close to it. I think the autonomous vehicle transition will be a big enough pie that uber, waymo, and Tesla can all do well. I’m impressed whenever I listen to Dara Khosrowsahi speak. 

 

I like Dara as well. 

 

I think Josh Brown does the best job articulating his views on Uber.

 

[Xerxes]

On 12/18/2025 at 6:43 PM, Marco Van Basten said:

I would pick: Visa, Moody's, GE, Safran, Amrize, RYAN (ticker symbol), Fairfax.   I am long them all and might change my mind at any time.  

 

 

I love General Electric and SAFRAN, but I think these are more "continue to hold through 2026" if you were wise enough to purchase them in 2022-23 as oppose to 2026 best IRR buy on a clean sheet of paper ?

 

[ICUMD]

Googl = no brainer.

[Marco Van Basten]

1 hour ago, Xerxes said:

 

 

I love General Electric and SAFRAN, but I think these are more "continue to hold through 2026" if you were wise enough to purchase them in 2022-23 as oppose to 2026 best IRR buy on a clean sheet of paper ?

 

You right, but I would still buy them today if a ton of money dropped into my lap.  Here is how I think about it: over the next several decades, the number of people traveling will go 3-5x.  This will be driven by China, India, Latin America, Vietnam, Philippines.  In addition if Uzbekistan, Africa, Iran, Pakistan, Indonesia manage to improve economically (for which in my opinion Pakistan and Iran need Kemal Ataturk), this will provide further tailwind.  Combine volume growth with tremendous pricing power, the fact that you have 70% market share in narrow body, and seemingly better engine for harsh/desert/India environment, and I see EBIT margin over 50% (TDG has 50% EBITDA - cap ex margin), revenues in real terms going up 5-10x over the next 30-50 years and free cash flow exceeding net income.  So volumes up 3-5x, revenues in real terms up 4-7x, EBIT up 8-14x in REAL terms.  

I bought Safran in 2022 and GE in early 2024 if I am not mistaken.  

[MungerWunger]

3 hours ago, Marco Van Basten said:

You right, but I would still buy them today if a ton of money dropped into my lap.  Here is how I think about it: over the next several decades, the number of people traveling will go 3-5x.  This will be driven by China, India, Latin America, Vietnam, Philippines.  In addition if Uzbekistan, Africa, Iran, Pakistan, Indonesia manage to improve economically (for which in my opinion Pakistan and Iran need Kemal Ataturk), this will provide further tailwind.  Combine volume growth with tremendous pricing power, the fact that you have 70% market share in narrow body, and seemingly better engine for harsh/desert/India environment, and I see EBIT margin over 50% (TDG has 50% EBITDA - cap ex margin), revenues in real terms going up 5-10x over the next 30-50 years and free cash flow exceeding net income.  So volumes up 3-5x, revenues in real terms up 4-7x, EBIT up 8-14x in REAL terms.  

I bought Safran in 2022 and GE in early 2024 if I am not mistaken.  

Any particular reason why you prefer GE / SAFRAN over TDG / HEI? Thanks!

[Marco Van Basten]

3 minutes ago, MungerWunger said:

Any particular reason why you prefer GE / SAFRAN over TDG / HEI? Thanks!

Better competitive position.  I think Heico is a great business, and frankly better than TDG.  I think TDG is running out of acquisition opportunities and there is increasing competition, including from TDG's former CEO.  You and I and ten billion dollars can compete with TDG by hiring a former CEO.  You and I and $50bn cannot compete with GE/Safran.  

[phil_Buffett]

MGM with buyback. Rentokil new Ceo and hopefully more pressure from Peltz. Safran.  Ferrari. Zoetis Rebound. Amazon and Alphabet. Biontech. Nintendo, Diageo. Rational AG from Germany is a German manufacturer and retailer of commercial and industrial kitchen equipment for thermal food preparation, Market Leader worldwide. very high ROIC and Share price is around P/E 28x. 

[UK]

15 hours ago, Xerxes said:

Uber ? 

 

I thought this was interesting discussion on the subject: https://stratechery.com/2025/robotaxis-and-suburbia/

[Xerxes]

16 hours ago, Marco Van Basten said:

You right, but I would still buy them today if a ton of money dropped into my lap.  Here is how I think about it: over the next several decades, the number of people traveling will go 3-5x.  This will be driven by China, India, Latin America, Vietnam, Philippines.  In addition if Uzbekistan, Africa, Iran, Pakistan, Indonesia manage to improve economically (for which in my opinion Pakistan and Iran need Kemal Ataturk), this will provide further tailwind.  Combine volume growth with tremendous pricing power, the fact that you have 70% market share in narrow body, and seemingly better engine for harsh/desert/India environment, and I see EBIT margin over 50% (TDG has 50% EBITDA - cap ex margin), revenues in real terms going up 5-10x over the next 30-50 years and free cash flow exceeding net income.  So volumes up 3-5x, revenues in real terms up 4-7x, EBIT up 8-14x in REAL terms.  

I bought Safran in 2022 and GE in early 2024 if I am not mistaken.  

 

the long term OEM forecast says it all. With half of them just replacing current aging aircraft. So the secular long term trend is there.
 

But these views above were also there in Jan 2020, (a month before Covid lockdowns) meaning that there is always that singular event that may come out of the left field, upsetting what seems today a non brainer. 
 

Point being there will always be something coming out of the left field that may present us with an actual opportunity 
 

[Xerxes]

13 hours ago, Marco Van Basten said:

Better competitive position.  I think Heico is a great business, and frankly better than TDG.  I think TDG is running out of acquisition opportunities and there is increasing competition, including from TDG's former CEO.  You and I and ten billion dollars can compete with TDG by hiring a former CEO.  You and I and $50bn cannot compete with GE/Safran.  

 

TDG and its mini-TDG-clones do not compete on their product/services. 

 

But they may compete on acquisition target. Even then the M&A targets that TDG is interested, the mini-TDG doesn’t have the financial wherewithal to buy, and the targets that the mini-TDG are interested are just too small for TDG. 
 

Both sides of scale presents advantages and disadvantages both to the incumbent and the new kid.