Source Post

Why Ben Felix is Wrong About Stock Picking

Sep 1, 2026

The creator argues against passive index investing, advocating for active stock picking. They present counter-arguments to common pro-index fund theses, citing studies that suggest active management and stock picking can outperform passive strategies, particularly through methods like tax-loss harvesting and high active share portfolios.

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Tickers discussed in this post

CVXNeutralLow ConvictionResearch Only

Chevron is mentioned as an example of a fossil fuel company that investors might hold through index funds, despite potential ethical objections.

XOMNeutralLow ConvictionResearch Only

Exxon is mentioned as an example of a fossil fuel company that investors might hold through index funds, despite potential ethical objections.

PMNeutralLow ConvictionResearch Only

Philip Morris is used as an example of a 'big tobacco' company that investors might hold through index funds, potentially against their ethical stance.

LMTNeutralLow ConvictionResearch Only

Lockheed Martin is mentioned as an example of a defense contractor that investors might inadvertently support through index funds, despite potential ethical objections.

MELINeutralLow ConvictionResearch Only

MercadoLibre was noted as one of seven stocks the creator was tracking, with an 18% gain.

ENVXNeutralLow ConvictionResearch Only

The VIX was mentioned as one of seven stocks the creator was tracking, which increased by 65%.

HUBSNeutralLow ConvictionResearch Only

HubSpot was listed as one of seven stocks the creator was tracking, which gained 30%.

LULUNeutralLow ConvictionResearch Only

Lululemon was mentioned as one of seven stocks the creator was tracking, which saw a 5% decrease.

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