Santa’s Stock Wishlist: Companies We’d Love to Buy (If the Price Was Right)

What It Covers

Dave and Andrew share their investment wish lists, identifying quality companies trading at expensive valuations they would purchase if prices dropped, covering sectors from software to e-commerce to restaurant franchises.

Key Questions Answered

• •Latin American E-Commerce: Mercado Libre has grown revenue at 30% or more for 27 consecutive quarters (over seven years), delivering next-day packages across Argentina, Brazil, Mexico, and Colombia with potential to triple market cap from $106 billion.
• •Credit Scoring Monopoly: FICO generates 82% gross margins and 39% free cash flow margins from credit scoring services, with real estate professionals consistently choosing FICO over competitors because banks and customers understand the established scoring system better.
• •Software Capital Efficiency: Companies like Intuit and MSCI demonstrate extreme profitability with 80%+ gross margins and 40%+ free cash flow margins, operating capital-light business models that consistently compound returns despite perpetually expensive valuations around 34-45 PE ratios.
• •Restaurant Franchise Scaling: Wingstop operates 2,900 locations with potential to triple store count toward Subway's 10,000+ location scale, representing multi-year growth runway through simple replication of a proven chicken wing concept across new geographies.