“Multi-Baggers” – Jordan McNamee's Highest Conviction Picks | In the Money with Amber Kanwar

👉 Click Here to Subscribe:    / @inthemoneyclips   📺 Main Channel:    / @inthemoneypod   “Multi-Baggers” – Jordan McNamee's Highest Conviction Picks | In the Money with Amber Kanwar Jordan McNamee of the Optimist Fund begins by revisiting his past calls — highlighting a standout winner in Carvana (CVNA), which is up roughly 30% since his last appearance and remains a top three position with even higher conviction, as he doubles down on its path to becoming the largest and most profitable used car retailer in the U.S. He contrasts that with HelloFresh (HFG), which he exited after the thesis broke, underscoring his disciplined approach to cutting positions when fundamentals diverge. But the name he’s bringing back with conviction is ThredUp (TDUP), a past pick that’s still a core idea today. Despite volatility, he sees a long runway for growth in the online consignment model, with strong margin expansion and earnings power ahead — arguing the stock is deeply undervalued at current levels. From there, he adds two new high-conviction ideas: Wayfair (W), which he believes is entering a powerful recovery with accelerating growth and margin expansion after years of housing weakness, and First Advantage (FA), a beaten-down background screening leader poised to benefit from a recovery in hiring, trading at what he views as an exceptionally low valuation for a business with improving growth and earnings momentum. Watch More from In the Money: All Episodes:    / @inthemoneypod   Pro Picks:    • Pro Picks | Clips from In the Money with A...   ETF Minute:    • ETF Minute   Links https://inthemoneypod.com/   / inthemoneypod     / inthemoneypod     / inthemoneypod   https://facebook.com/profile.php?id=6... Sponsors Pro Picks is brought to you by ATB Financial. For more information on ATB Cormark Capital Markets visit https://ATB.com/inthemoney DISCLAIMERS The information provided in this podcast is for informational purposes only and does not constitute financial, investment, or professional advice.The views expressed by the host and guests are their own and do not necessarily reflect the opinions of any organization or company. The host and guests may maintain positions in any securities discussed on the podcast. Always consult with a qualified financial advisor or professional before making any investment decisions. About In the Money: In the Money delivers expert stock picks, actionable ideas, and timely money management tips. Hosted by business journalist Amber Kanwar, each episode features interviews with top portfolio managers who suggest ways to achieve good returns. Covering everything from ETFs and Canadian stocks to global investing trends, dividend strategies, and risk management, this show is made for DIY investors, stock market enthusiasts, and anyone looking to sharpen their financial strategy. Contact: [email protected] #IntheMoney #Investing #StockMarket #CanadianInvesting #FinancialNews