Linas's Newsletter

Linas's Newsletter

The Stock Picks That Quietly Beat the Market (Again) 📈💸

My 2025 portfolio outperformed the S&P 500 by 2× and surpassed most top hedge funds. Here’s how each company actually performed & what it means for investing in 2026 📊

Linas Beliūnas's avatar
Linas Beliūnas
Jan 19, 2026
∙ Paid

👋 Hey, Linas here! Welcome to another special issue of my daily newsletter. Each day, I focus on 3 stories that are making a difference in the financial technology space. Coupled with things worth watching & the most important money movements, it’s the only newsletter you need for all things when Finance meets Tech. If you’re reading this for the first time, it’s a brilliant opportunity to join a community of 370k+ FinTech leaders:

In 2025, my select group of stocks beat the S&P 500 by 2x and outperformed the absolute majority of the world’s biggest hedge funds. Again.

Today, I’m ranking each of the stocks based on their performance. You will find a quick summary about every company in the list, and how 2025 was for them, along with deep dives and bonus reads on what made them stand out last year.

This will serve as a good reflection of the year and should help guide your thinking for optimal investing strategies in 2026. Let’s dive in.

P.S. for a broader year-end review, read this:

Top FinTech & AI Stories of 2025: A Year of Convergence 🔗⚡ [FREE to read for everyone]

#11 Fiserv

User's avatar

Continue reading this post for free, courtesy of Linas Beliūnas.

Or purchase a paid subscription.
© 2026 Linas Beliūnas · Privacy ∙ Terms ∙ Collection notice
Start your SubstackGet the app
Substack is the home for great culture