CEO Watchlist: Week In Review (11/30/25)

Time For A Year End Rally?! Here's 3 Stocks We Are Looking To Buy Before 2026! (Source)

Stocks mentioned: $NOW, $RBRK, $UBER

Seasonality is one of the most misunderstood tools in investing, yet it remains one of the most consistent ways to predict price action in the stock market. At its core, seasonality data tracks how markets have historically performed, not just on a yearly basis, but monthly, weekly, and even daily. This has allowed investors, who are willing to do a little bit of research, to gain an edge on the stock market. Like any piece of data, it cannot predict the future with 100% certainty, but by using nearly a century of market behavior instead of emotions or headline news stories, it has allowed us to outperform the market consistently over time. This is why professional investors treat seasonality as a core input, especially during periods of uncertainty.

When you zoom out across 96 years of S&P 500 performance, December consistently is one of the best months of the entire year for positive stock market returns. The data is surprisingly consistent. Even in decades marked by war, inflation, recessions, and policy swings, December has shown remarkable resilience. Critics argue that relying on seasonality alone is too simplistic since past results never guarantee future outcomes. That is true, which is why we never just use seasonality data. We have a multitude of datasets along with our fundamental and technical analysis that we do on every single stock we want to own/trade. Now although we don't only use seasonality data, it does remain a core part of our investing strategies.

Going into 2026, we want to be buying stocks. The data is very strong and it all points to a December that should be positive. Because of this, we have taken out our holiday shopping list a little early, and have begun to buy stocks. Our full list of stocks we own, as well as our watchlist of 20+ stocks we're looking to buy, is available to our Investment Club Members, so if you're a Club Member, [CLICK HERE] to access not just our entire portfolio of stocks/options, but also our watchlist of stocks we are looking to buy over the coming weeks. If you're NOT an Investment Club Member, we still wanted to give you a sample of the stocks we are planning on buying, so with that being said, here are 3 stocks that we are buying this week:

ServiceNow (NOW)
Rubrik (RBRK)
Uber (UBER)

The data suggests that December is historically a strong month for stocks. Whether that's because hedge funds are chasing performance into the end of the year, or it's just the holiday season and people are spending money, whatever the reason is, the past century has shown us that stocks like to move up during this month. I, for one, am not the person to fight almost a century of data, so whether it plays out in my favor or not this year, I know over time, buying stocks into this month is going to be a net positive for my portfolio performance.

If you want to see all of the stocks and options trades we currently own and are going to be buying over the next month, as well as access to our "Stock Market Course", our "Options Trading Course", and everything else included in the CEO Watchlist Investment Club, we recommend taking advantage of our Cyber Monday Sale by [CLICKING HERE], which grants you 40% OFF permanently when signing up. We only have 43 spots available before we are no longer accepting new students. It is a first-come, first-serve basis, so if your purchase fails to go through, that means all the spots have been filled, and you will have to e-mail us at [email protected] to get put on the waiting list. I look forward to welcoming you all in the Investment Club this week!

These 5 Tech Stocks Might Become "Strong Buys" For Our Portfolios This Week After Earnings... (Source)

Stocks mentioned: $NVDA, $MDB, $CRWD, $CRM, $OKTA, $SNOW

Investors love to talk about earnings season as if it is just a parade of numbers, but it is much more than that. Quarterly results serve as an X-ray of the entire economy, showing where spending is growing, where it is slowing, and which companies are gaining or losing real demand. When earnings improve across an industry, financial markets respond because profits reveal the true state of business health. This is why the next five trading days matter for every serious investor. We are about to get a concentrated wave of reports across one of the most important parts of the modern economy: enterprise software.

All year long, the market has been obsessed with hardware stocks led by Nvidia (NVDA) and the GPU supply chain. This obsession created a major imbalance. Wall Street priced in an AI boom almost entirely through physical infrastructure, while overlooking the software layer that actually turns raw computing power into revenue, efficiency, and real business value. That gap created an under-appreciation problem. Software stocks have lagged, valuations have compressed, and investors have rotated heavily toward servers, chips, and data center plays. The rebuttal here is that hardware deserved the attention because it drove immediate revenue growth. However, that focus ignored a simple truth: AI infrastructure only matters when companies build software on top of it.

This is why the opportunity right now sits in software. Under-appreciated groups tend to snap back sharply once narrative and fundamentals align, and we believe this week is the turning point. These companies were forced to streamline budgets, shift to profitable growth, and reaccelerate product innovation through AI. They have done that work quietly while hardware rallied loudly. If earnings confirm real improvement, software leaders could begin a major catch-up trade. Five companies sit at the center of that setup, each reporting this week.

Here are the 5 stocks we are watching this week:

MongoDB (MDB): A critical database platform that powers AI applications, modern apps, and cloud-native tools. MDB benefits directly from the rise of unstructured data that AI models rely on.
CrowdStrike (CRWD): A cybersecurity leader that protects enterprise systems through AI driven threat detection. As more compute moves to the cloud, CRWD becomes a non-negotiable part of corporate security.
Salesforce (CRM): The backbone of enterprise customer management with new AI features that help companies automate workflows and improve sales efficiency. CRM captures the shift toward productivity software.
Okta (OKTA): A key identity and access management platform in a world where breaches are rising and zero trust security is becoming standard. Any improvement in growth or margins here could support the broader cybersecurity narrative.
Snowflake (SNOW): A leading data cloud company enabling businesses to unify and analyze massive data sets. SNOW sits at the heart of AI model deployment and large scale analytics.

This week’s earnings are not just another checkpoint, they are a stress test for the entire software sector after a year of being overshadowed. If these companies deliver strong results, the market will have to reprice software’s role in the AI economy. The conditions are set, the valuations are discounted, and the catalysts are arriving right on schedule. The catch-up trade is not speculative, it is structural, and the mispricing is becoming too large to ignore.

"Super Investor" Spotlight: David Rolfe (Source)

Stocks mentioned: $TSM, $META, $GOOGL, $AAPL, $MSFT, $PYPL, $BKNG, $V, $TSCO, $MSI

This week’s "Super Investor" Spotlight highlights David Rolfe, the veteran Chief Investment Officer of Wedgewood Partners and one of the most consistent long term compounders in modern portfolio management. For newer readers, a “Super Investor” is a fund manager with decades of proven outperformance, a repeatable strategy, and the ability to navigate multiple market cycles without abandoning core principles. Rolfe has earned this title through disciplined stock selection, a focus on high return businesses, and an unwavering commitment to owning companies with durable competitive advantages.

One look at Rolfe’s Q3 2025 13F shows a portfolio that is concentrated, intentional, and built on structural megatrends such as digital transformation, AI infrastructure, enterprise software, and long term consumer resilience. Rolfe rarely trades for headlines. Instead, he gradually scales positions when fundamentals strengthen and trims when valuations run too far or risk profiles shift. This quarter, he added to nearly every one of his top positions. This behavior tells us he sees continued upside across his core holdings and believes the long term earnings power of these companies remains underappreciated.

Here are Rolfe’s Top 10 Holdings by Portfolio Weighting:

Taiwan Semiconductor (TSM) – 9.7%
Meta Platforms (META) – 9.5%
Alphabet (GOOGL) – 9.2%
Apple (AAPL) – 7.8%
Microsoft (MSFT) – 7.5%
PayPal (PYPL) – 5.9%
Booking Holdings (DKNG) - 5.8%
Visa (V) – 5.6%
Tractor Supply (TSCO) – 5.1%
Motorola Solutions (MSI) – 4.8%

In summary, David Rolfe’s latest 13F reveals an investor doubling down on world class companies with durable revenue, strong pricing power, and structural tailwinds behind them. His top 10 holdings have barely changed over time which signals enduring conviction. The subtle adds across tech, payments, and consumer services form a clear message: the long term winners are still winning. This is why we watch Rolfe closely. His steady hand, disciplined framework, and sharp understanding of competitive moats offer a roadmap for any investor looking to build wealth through quality, conviction, and multi decade compounding.

INSIDER STOCK TRADES FROM THE WEEK:

1. Door Dash (DASH) - Alfred Lin, Director, bought roughly $100,000,000 of DASH for $188.07/share on Nov. 25, 2025, but it wasn't reported to the public until Nov. 28, 2025. (Source)

2. Bausch Health (BHC) - Paulson & Co., the investment firm founded by billionaire John Paulson, bought over $15,600,000 of BHC at an average of $6.25/share on Nov. 25, 2025, but it was most recently reported to the public on Nov. 28, 2025. (Source)

3. Standard Biotools (LAB) - Casdin Partners Master Fund, a hedge fund for biotech investments, bought over $10,000,000 worth of LAB at an average price of $1.13/share between Nov. 24-25, 2025, but it was most recently reported to the public on Nov. 26, 2025. (Source)

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