Best Ideas Club: 2025 Halftime Report

A members-only analysis of our portfolio of stocks that's beating the S&P 500 in 2025.

Author

Phil Rosen
August 03, 2025

Welcome to the Best Ideas Club. As a paying member, you get a report every Sunday that unpacks one actionable, high-conviction investment idea sourced from an interview with a world-class investor. 

We have published 26 stock picks so far in 2025. Today we are sharing our mid-year performance review, analyzing our winners and losers and lessons from the first half of the year.

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