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If I Could ONLY Buy One Stock in 2026, This Would Be It (Here's Why)

Everything MoneyFeb 24, 2026

The creator discusses their investment philosophy of buying great companies at a discount to their intrinsic value, rather than speculating on hype stocks. They emphasize building a basket of high-quality businesses and waiting for the right price entry point. While they own 13 stocks from a list of 33 they'd like to own forever, they are currently focused on one specific company where they see a significant disconnect between price and value due to industry fear and a beaten-down stock price.

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Tickers discussed in this post

VNeutralLow ConvictionSignal-backedSecondary

Visa is being analyzed for its value and price.

AXPNeutralLow ConvictionSignal-backedSecondary

American Express is being analyzed for its value and price.

INTUNeutralLow ConvictionSignal-backedSecondary

Intuit is a candidate due to its current price relative to its value.

TGTNeutralLow ConvictionSignal-backedSecondary

Target is a candidate due to its current price relative to its value.

SFMNeutralLow ConvictionSignal-backedSecondary

Sprouts is a candidate due to its current price relative to its value.

NKENeutralLow ConvictionSignal-backedSecondary

Nike is a candidate due to its current price relative to its value.

ADBENeutralLow ConvictionSignal-backedSecondary

Adobe is a candidate due to its current price relative to its value.

LUVNeutralLow ConvictionSignal-backedSecondary

Southwest Airlines is a candidate due to its current price relative to its value.

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