пиВОСА #47 Салатная стратегическая: все инвест-идеи на 2026

At 0:00 the video begins, at 1:00 the hosts talk about sleeping in salads, at 1:58 they gather to discuss strategies, at 4:23 they question whether Ozon is a growth company, at 6:30 they discuss more strategies, at 8:40 they greet Shadrin, at 10:45 they present a list of favorites, at 13:00 they talk about Polys and M.Video, at 16:30 they discuss the 'Sea Dog Vladimir', at 16:33 they give a brief summary of strategies, at 20:50 they discuss EMC as a new Lenta, at 23:02 they talk about the bipolarity of SKB, at 27:05 they cover MTS and MTSB, at 28:44 they discuss the poetic strategy of Solida, at 35:10 they discuss metallurgists long or short, at 36:10 they talk about Alrosa as a hidden diamond, at 38:30 they discuss VTB long, at 40:15 they present a scenario of de‑escalation from Sber, at 41:10 they present the best strategy ever, at 52:18 they discuss VIM on oil, at 52:40 they present two strategies from Alpha, at 55:40 they ask where fresh names are, at 1:01:00 they present the result of the 2025 ideas, at 1:04:10 they show Alenka's portfolio, at 1:07:00 they explain why broker strategies make no sense, at 1:11:48 they present ideas from Market Pen, looking wider.