Chit Chat Stocks Our 6 Favorite Never Sell Stocks + Analyzing Ackman’s Portfolio And Shareholder Letter $UBER $CMG
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Oct 3, 2025 In this engaging discussion, the hosts dive into the power of AI and e-commerce, spotlighting Shopify's new partnership with OpenAI. They analyze Nike's recent earnings challenges while exploring the innovative Texas Stock Exchange. The duo reveals their top picks for 'never sell' stocks, including the brand stewardship of Nintendo and the founder-led strategies of Coupang and Wise. They also discuss Amazon's ambitious Project Kuiper and the implications of Electronic Arts' massive leveraged buyout, along with Bill Ackman's insightful portfolio highlights.
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Nintendo's Centuries-Long Brand Stewardship
- Brett cites Nintendo as a classic long-horizon company that nurtures brands and avoids oversaturation.
- He sees Nintendo's management culture and entertainment moat as reasons to hold long-term.
Coupang Mirrors Bezos-Like Customer Obsession
- Ryan describes Coupang's founder Bomb Kim owning control and prioritizing long-term customer obsession over short-term margins.
- He compares Coupang's investments to early Amazon CapEx to build durable customer value.
Interactive Brokers' Founder-Led Efficiency
- Brett calls Interactive Brokers a 'never sell' because of founder ownership, operational efficiency, and durable margins.
- He notes IBKR's culture of driving down prices for customers and long-term user growth.
