About this video

• Video Title: I Watched 200 Finance Videos. Buy These 14 Stocks!
• Channel: Adriconomics
• Speakers: Not specified in transcript.
• Duration: 00:15:52

Overview

This video summarizes stock recommendations from 50 finance YouTubers, aggregating their picks for 2026. The presenter analyzed over 200 videos to identify stocks that received multiple recommendations, filtering for long-term investment ideas. The video categorizes these stocks into tiers based on the number of recommendations they received and highlights specific picks with justifications from various YouTubers. The presenter also reveals their personal stock purchase based on this research.

Key takeaways

• Methodology: The presenter analyzed recommendations from 50 finance YouTubers, focusing on stock picks for 2026. A stock needed at least four recommendations from different YouTubers to be included.
• Tiered Recommendations: Stocks are presented in tiers based on the number of recommendations, from four votes up to nine votes.
• Diverse Stock Selection: The list includes a mix of established tech giants (Magnificent Seven) and other companies across various sectors like software, payments, e-commerce, and fintech.
• YouTuber Insights: The video incorporates clips from various finance YouTubers explaining their rationale for recommending specific stocks, covering aspects like valuation, growth potential, and competitive advantages.
• Presenter's Choice: The presenter reveals they bought PayPal, citing its low price and potential despite acknowledged risks, after reviewing the aggregated recommendations.

Here are the tiers and the stocks mentioned within them, based on the number of YouTube recommendations:

Tier 1: Recommended by Four Investors

• Salesforce (CRM)
• Shift 4 (SHIFT)
• Veritiv (VRTV)
• Uber
• Zeta
• PayPal
• Netflix
• Nvidia
• Meta
• MercadoLibre (MELI)
• Adobe

Tier 2: The Fallen Giants (Five Votes)

• The transcript doesn't explicitly list a "Tier 2" with five stocks, but PayPal and Netflix were mentioned as receiving five recommendations.

Tier 3: Better than Nvidia? (Six-Seven Votes)

• Meta (Six votes mentioned)
• MercadoLibre (MELI) (Seven votes mentioned)

Tier 4: Top 3 Most Recommended Stocks (Eight-Nine Votes)

• Alphabet (Google) (Mentioned as being in the top tier, likely 8-9 votes)
• Sofi (Mentioned as having a "cult following" and being in the top recommendations)
• Amazon (AMZN) (Recommended by nine YouTubers)

Here's a ranking of the stocks based on the number of YouTube recommendations, as presented in the video:

• Nine Recommendations:
  • Amazon (AMZN)
• Eight Recommendations:
  • Alphabet (Google)
• Seven Recommendations:
  • MercadoLibre (MELI)
• Six Recommendations:
  • Meta
• Five Recommendations:
  • PayPal
  • Netflix
• Four Recommendations:
  • Salesforce (CRM)
  • Shift 4 (SHIFT)
  • Veritiv (VRTV)
  • Uber
  • Zeta
  • Adobe

Here are the reasons provided in the transcript for recommending Zeta, VRTV, and Shift 4:

• Zeta:

  • It is considered undervalued and cheap.
  • The market may be starting to recognize its value, as indicated by recent stock price increases on no news.
  • The presenter notes a "cult following" for the company.

• Veritiv (VRTV):

  • The total addressable market (TAM) for data centers is projected to grow significantly by 2030 (to $70-90 billion annually).
  • Veritiv is currently making about $9 billion per year.
  • The increase in TAM is expected to benefit VRTV, positioning it as the "gold standard" in the industry.
  • There's an expectation of a 3-4x increase in VRTV's operating income in the next couple of years.

• Shift 4 (SHIFT):

  • Management projects the company can deliver $1 billion in free cash flow by the end of 2027.
  • With a $7 billion market cap, this projected free cash flow makes it attractive, even if achieved a few years down the road.
  • The valuation is considered favorable in light of this potential.