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#235: Two Market-Beating Stocks You've Never Heard Of07 Nov 202400:44:22

Mike and Emmet pitch you their favorite stocks from Nexus I. These Swedan-based companies have outperformed the market since joining Nexus and are still appealing investments with long runways.


You won’t want to miss this episode, which offers the full, research rundown of two great, undiscovered gems.


Reminder: Nexus II launches next week. Don’t miss out!


MyWallSt is extremely pleased to announce Nexus II.

OG Nexus debuted last year and has trounced the S&P 500. Using a combination of state-of-the-art AI, screening, and real human intelligence to identify companies that, for the most part, are unheard of but have giant potential and strong momentum

Nexus II will debut in November but we have decided to cap membership to this exclusive club. To reserve your spot email us at pod@mywallst.com

We might even throw in a deal.

pod@mywallst.com



Become a successful investor by checking out all the content MyWallSt has to offer:

📩 Email us: pod@mywallst.com

📚 Learn the fundamentals of investing by downloading our free Learn app: https://bit.ly/3DXPOz7

💻 Keep updated on stock market news by visiting our blog: https://mywallst.com/blog/

🎧 Tune in to our podcast Stock Club to stay updated on weekly news: https://mywallst.com/stock-investment-podcast/

🎉 Follow MyWallSt on social:

🐦 Twitter: @MyWallStHQ

💃 TikTok: @MyWallSt

📸 Instagram: @MyWallSt

🖥️ Facebook: @MyWallSt

👔 LinkedIn: MyWallSt




00:00 Welcome to Stock Club

05:46 Highlighting Swedish Investment Culture

09:09 Deep Dive into Bonesupport

22:05 Exciting Future for Bonesupport

27:36 Lifco AB: A Diversified Investment

31:28 The Power of Conglomerates

42:29 Conclusion and Final Thoughts


Hosted on Acast. See acast.com/privacy for more information.

#234: Robinhood is Now Officially a Gambling App31 Oct 202400:41:12

Headlines were aflutter this week with news that Wall Street’s problematic cousin, Robinhood, will begin offering users the ability to gamble on the upcoming United States election. Mike and Anne Marie unpack the offering and what it means for Robinhood’s topline and “trustworthy” branding.


Later on, Mike discusses Calloway Golf’s decision to spin off Top Golf. The acquisition was only completed in 2021 but the economics of chicken wings and corporate events have obviously lost their luster.


Finally, Anne Marie dives into Snapchat and Reddit’s latest earnings calls to understand how their advertisement models differ and what their futures might hold.



MyWallSt is extremely pleased to announce Nexus II.


OG Nexus debuted last year and has trounced the S&P 500. Using a combination of state-of-the-art AI, screening, and real human intelligence to identify companies that, for the most part, are unheard of but have giant potential and strong momentum


Nexus II will debut in November but we have decided to cap membership to this exclusive club. To reserve your spot email us at pod@mywallst.com


We might even throw in a deal.

pod@mywallst.com



Become a successful investor by checking out all the content MyWallSt has to offer:

📩 Email us: pod@mywallst.com

📚 Learn the fundamentals of investing by downloading our free Learn app: https://bit.ly/3DXPOz7

💻 Keep updated on stock market news by visiting our blog: https://mywallst.com/blog/

🎧 Tune in to our podcast Stock Club to stay updated on weekly news: https://mywallst.com/stock-investment-podcast/

🎉 Follow MyWallSt on social:

🐦 Twitter: @MyWallStHQ

💃 TikTok: @MyWallSt

📸 Instagram: @MyWallSt

🖥️ Facebook: @MyWallSt

👔 LinkedIn: MyWallSt



00:00 Intro

01:48 Masayoshi Son's Investment Blunders

03:57 Robinhood's Controversial Moves

11:08 Callaway's Topgolf Debacle

21:03 Future of Callaway and Topgolf

25:56 Snapchat’s Latest Earnings

33:19 Reddit's Impressive Growth

39:32 Snapchat's Stock-Based Compensation Issues


Hosted on Acast. See acast.com/privacy for more information.

#225: Your Next Buy: Nike or SpaceX?29 Aug 202400:50:45

Nike’s stock hit a hot streak in August, up almost 15%. However, it’s coming off a five-year low. Tune in and decide if this legendary sportswear brand is worth a buy or if years of mismanagement have left the swoosh high and dry.


The team also discusses SpaceX’s efforts to save the astronauts stranded in space by the Boeing Starliner. SpaceX is now the U.S. government’s default space contractor but the rocket launcher seems unlikely to IPO. Don’t fret though Elon fans! Mike has some ideas how you can still get a slice of the SpaceX pie.


Finally, we run through Eli Lilly’s latest release, Chick-fil-A’s streaming service, and Canada’s EV tariffs.



Are you ready to start you investment journey? MyWallSt would love to help.

To thank our loyal listeners, all MyWallSt products are 20% off with code: STOCKCLUB20

Click here to join Horizon.

Monthly pricing is now available.



Become a successful investor by checking out all the content MyWallSt has to offer:

📩 Email us: pod@mywallst.com

📚 Learn the fundamentals of investing by downloading our free Learn app: https://bit.ly/3DXPOz7

💻 Keep updated on stock market news by visiting our blog: https://mywallst.com/blog/

🎧 Tune in to our podcast Stock Club to stay updated on weekly news: https://mywallst.com/stock-investment-podcast/

🎉 Follow MyWallSt on social:

🐦 Twitter: @MyWallStHQ

💃 TikTok: @MyWallSt

📸 Instagram: @MyWallSt

🖥️ Facebook: @MyWallSt

👔 LinkedIn: MyWallSt


00:00 Intro

04:35 Boeing Stranded Astronauts

08:50 How to Buy Shares in SpaceX

12:50 The Fall of Nike?

31:16 Is Nike a Bargain Buy?

38:10 Eli Lilly Announces Cheaper Weight Loss Drug

43:56 Chick-fil-A Streamer

46:31 Canadian Tariff On Chinese EVs


Hosted on Acast. See acast.com/privacy for more information.

#135 Grindr Grinds To A Halt 09 Dec 202200:44:55

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The IPO market has been pretty dry in 2022, so when a company soars more than 4-fold on its public debut, people take notice.


Even more so when that company is a household name for many. The LGBTQ dating app, Grindr, went public via SPAC in November and its first day was quite the rollercoaster. Anne Marie discusses the business and explains why the stock has been so volatile.


In this episode, we also:


  • Discuss why private equity is buying up so many public software companies,
  • Take a deep dive into Hubspot,
  • Give you two elevator pitches on Arcos Dorados Holdings and Aritzia.


Plus lots more.



MyWallSt operates a full disclosure policy. MyWallSt staff may hold long positions in some of the companies mentioned in this podcast.


Hosted on Acast. See acast.com/privacy for more information.

#134 Should Sports Teams be Public Companies?02 Dec 202200:38:47

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Tune in to hear Mike, Rory, and Emmet discuss some World Cup-inspired investing news as they dive into the takeover rumours swirling around Manchester United. They also ask whether or not sports teams should even be traded publicly at all.


In this episode, we also discuss:


  • Bob Iger's return as CEO of Disney,
  • Rory breaks down PayPal's Recent downturn,
  • And lots more.


MyWallSt operates a full disclosure policy. MyWallSt staff may hold long positions in some of the companies mentioned in this podcast.


Hosted on Acast. See acast.com/privacy for more information.

#133 The Winner Risks It All ft. Jana Haines25 Nov 202200:39:48

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For this episode, we chatted to the legendary Jana Haines, the Chief Strategy Officer at ARK Invest.


Cathie Wood's right-hand woman gave us a great insight into the world of finance and investing from her years of experience on Wall Street. A standout from the interview is Jana's attitude towards risk and how it's vital for not only financial success, but also for a thriving career.


Jana also shares:


  • Her thoughts on the crypto market and the rise of the retail investor,


  • How we can make investing seem more appealing as a career choice for women,


  • If ESG investing is a worthwhile investing strategy or a marketing ploy,


  • And advice for young investors starting their journey.

Hosted on Acast. See acast.com/privacy for more information.

#132 A Complete House Of Cards?18 Nov 202200:44:22

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Join the Stock Club team on Wednesday, November 23rd for their first-ever live podcast event!


Emmet, Anne Marie, Rory, and Mike are hosting this exciting event to discuss: Beating the Market in 2023.


Grab your tickets before they're all gone, limited to just 100.


Visit Eventbrite to purchase your ticket here.


Tune in to hear Emmet explain something that has dominated the financial headlines this week — the collapse of the cryptocurrency exchange FTX. What exactly does this mean for the crypto market?


Plus:


  • We're also breaking down earnings from America’s big retailers,
  • Emmet discusses his favorite financial metric for investors to track,
  • Elevator pitches are back — Anne Marie and Emmet are giving you one each!


MyWallSt operates a full disclosure policy. MyWallSt staff may hold long positions in some of the companies mentioned in this podcast.


Hosted on Acast. See acast.com/privacy for more information.

#131 Does The Ride-Hailing Industry Need a Lyft? 11 Nov 202200:44:04

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Join the Stock Club team on Wednesday, November 23rd for their first-ever live podcast event!


Emmet, Anne Marie, Rory, and Mike are hosting this exciting event to discuss: Beating the Market in 2023.


Grab your tickets before they're all gone, limited to just 100.


Visit Eventbrite to purchase your ticket here.

After publishing a mixed bag for earnings, we discuss Lyft's report and compare it to the stellar results its rival Uber just released. We also go through the department of labor's latest proposal and decide if it will make it harder for companies to treat workers as independent contractors and state the possible implications of it for companies like Uber and Lyft.c


In this episode, we also discuss:


  • The circus that is Twitter right now and Elon Musk's latest shenanigans,
  • Whether people are prioritizing their Netflix subscriptions over food.



MyWallSt operates a full disclosure policy. MyWallSt staff may hold long positions in some of the companies mentioned in this podcast.


Hosted on Acast. See acast.com/privacy for more information.

#130 The Not So Distant Future ft. Brett Winton 04 Nov 202200:52:27

Build a high-growth portfolio based on tried and tested strategies and sign up to Horizon today 👉 Get instant access


Join the Stock Club team on Wednesday, November 23rd for their first-ever live podcast event!


Emmet, Anne Marie, Rory, and Mike are hosting this exciting event to discuss: Beating the Market in 2023.


Grab your tickets before they're all gone, limited to just 100.


Visit Eventbrite to purchase your ticket here.


Now back to this week's episode!


Emmet interviews Brett Winton, who has the enviable title of Chief Futurist at Ark Invest.


In this episode, Emmet and Brett discuss the future and what it might hold for technological innovation. Emmet also managed to get Brett's 5 top stock picks.


During the interview, Brett also explains:


  • What technologies will define the next 50 years,
  • When will AI out-invest humans,
  • The role of cryptocurrency and digital ownership,
  • And lots more.


MyWallSt operates a full disclosure policy. MyWallSt staff may hold long positions in some of the companies mentioned in this podcast.


Hosted on Acast. See acast.com/privacy for more information.

#129 Social Media S.O.S28 Oct 202200:54:14

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Social media as we know it is dying. With advertising revenues declining as rapidly as company valuations, it's clear that we're about to enter into a new era of how social media companies operate.


In this social media special of the Stock Club podcast, listen in as we discuss the reasons why advertisers are pulling their spend from traditional digital channels, as well as what the metaverse might really mean for Facebook and the impact that Elon Musk will have on Twitter.


In this episode, we also discuss:


  • How the boring world of HR stocks could actually be a profitable one for investors.
  • And Anne Marie pitches Warner Music Group — a company she likes so much that she's given it a green light!


MyWallSt operates a full disclosure policy. MyWallSt staff may hold long positions in some of the companies mentioned in this podcast.


Hosted on Acast. See acast.com/privacy for more information.

#128 Netflix's Second Act21 Oct 202200:49:53

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After a terrible year on the market so far, Netflix surprised everyone this week — including itself — when it added more than double the number of new subscribers in the last quarter than it had expected.


Now, with more big changes coming in the form of a new advertising tier and a crackdown on password sharing, is Netflix entering its second act?


In this episode, we also discuss:


  • Why the former Nikola Motors CEO was found guilty of fraud
  • 3 key insights from the master investor, Bill Mann
  • And Mike pitches us an up-and-coming payment platform from Latin America —dLocal.


MyWallSt operates a full disclosure policy. MyWallSt staff may hold long positions in some of the companies mentioned in this podcast.


Hosted on Acast. See acast.com/privacy for more information.

#127 Will Disney Bet Big On DraftKings?14 Oct 202200:46:49
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As online gambling become legal in more states across the U.S., there are rumours abound that Disney-owned ESPN is set to ink a big deal with DraftKings. What would this deal look like exactly, and how big of a boost would it give both companies?


In this episode, we also discuss:


  • Why chipmakers like AMD and Nvidia are in for more trouble with new export restrictions against China.
  • The biggest thing investors need to keep an eye out for this holiday season — excess inventory.
  • And Mike pitches us the latest cybersecurity company on his watchlist — Palo Alto Networks.


MyWallSt operates a full disclosure policy. MyWallSt staff may hold long positions in some of the companies mentioned in this podcast.


Hosted on Acast. See acast.com/privacy for more information.

#126 Cruising For A Bruising07 Oct 202200:48:33

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At the start of COVID-19, the cruise-liner industry was one of the hardest hit as travel ground to a halt and ships were berthed.


But even though the travel industry has recovered well post-pandemic, companies like Carnival Cruise Line, Norwegian Cruise Line, and Royal Caribbean Cruises now all find themselves in new difficulties that may pave the way toward bankruptcy.


In this episode, we also discuss:


  • Why worries over Tesla’s delivery troubles are missing the bigger picture.
  • What Emmet thinks of Netflix's move towards an ad-supported tier.
  • And Anne Marie pitches Hostess Brands — the makers of the infamous Twinkie.


MyWallSt operates a full disclosure policy. MyWallSt staff may hold long positions in some of the companies mentioned in this podcast.


Hosted on Acast. See acast.com/privacy for more information.

#224: The End of Dating Apps? 22 Aug 202400:41:47

Anne Marie is here to discuss the disastrous fall of Bumble and Match Group. Bumble is down 90% and Match is down 75% from all-time highs, is this the end of dating apps? Subscription fees are rising but paid users are falling, how will these internet OGs cover the revenue slump?


Later, Emmet dissects Fubo’s success in its lawsuit, warding off Disney and Warner Brothers. Is this small, sports streamer worth a look?



Emmet also discusses his latest pitch for Horizon. To unlock it, grab your discount and head to the link below.

To thank our loyal listeners, all MyWallSt products are 20% off with code: STOCKCLUB20

Click here to join Horizon.

Monthly pricing is now available.



Become a successful investor by checking out all the content MyWallSt has to offer:

📩 Email us: pod@mywallst.com

📚 Learn the fundamentals of investing by downloading our free Learn app: https://bit.ly/3DXPOz7

💻 Keep updated on stock market news by visiting our blog: https://mywallst.com/blog/

🎧 Tune in to our podcast Stock Club to stay updated on weekly news: https://mywallst.com/stock-investment-podcast/

🎉 Follow MyWallSt on social:

🐦 Twitter: @MyWallStHQ

💃 TikTok: @MyWallSt

📸 Instagram: @MyWallSt

🖥️ Facebook: @MyWallSt

👔 LinkedIn: MyWallSt



00:00 Intro

03:01 Waymo's Self-Driving Car Dilemma 08:19 The Struggles of Match Group and Bumble 24:18 Niche Dating Apps and Their Growth 27:03 How Match and Bumble are Trying to Claw Their Way Back 35:41 FuboTV: A Niche Streaming Service


Hosted on Acast. See acast.com/privacy for more information.

#125 The Desert Island Stock Special30 Sep 202200:41:11

📈 Get 20% off Horizon with code “STOCKCLUB” and build a high-growth portfolio based on tried and tested strategies 👉 https://mywallst.com/stock-picking-subscription-service/


This week, to celebrate our very first Horizon members' event, Rory and Anne Marie each pitch their three favourite desert island stocks — companies that they'd be happy to invest in today and hold for the next couple of decades.


Rory picks two companies that have been consistently strong performers through different market conditions, but also adds a more high-risk company that he thinks will be multiple times larger in a few decades.


Meanwhile, Anne Marie's picks include one of the world's most famous brands, a company that's environmentally conscious, and an excitingly small company looking to disrupt the American healthcare system.


Find out more about Horizon here and how you can follow Emmet in building his high-growth portfolio.


MyWallSt operates a full disclosure policy. MyWallSt staff may hold long positions in some of the companies mentioned in this podcast.


Hosted on Acast. See acast.com/privacy for more information.

#124 Adobe Snatches Up Figma23 Sep 202200:37:54

📈 Get 20% off Horizon with code “STOCKCLUB” and build a high-growth portfolio based on tried and tested strategies 👉 https://mywallst.com/stock-picking-subscription-service/


Late last week, Adobe announced that it was splashing out $20 billion to buy Figma — almost double the amount Figma was last valued at. Is this a case of Adobe muscling out a hot young competitor before it gets any bigger, or can Figma sit within the wider Adobe universe?


In this episode, we also discuss:


  • The implications of the GTA VI hack for Take-Two Interactive.
  • Why the Ethereum merge could be bad news for GPU makers like Nvidia.
  • And Mike pitches us a solar energy company — Enphase Energy (listen to the full pitch here).


Do you want to grab our new special insight report — 18 Screaming Buy Stocks from the Greatest Investing Gurus — for a $200 discount? Just click here to get your discount before Sunday!


MyWallSt operates a full disclosure policy. MyWallSt staff may hold long positions in some of the companies mentioned in this podcast.


Hosted on Acast. See acast.com/privacy for more information.

#123 Whatever You Do, Don't Panic! ft. Sean Keyes16 Sep 202200:43:39

📈 Get 20% off Horizon with code “STOCKCLUB” and build a high-growth portfolio based on tried and tested strategies 👉 https://mywallst.com/stock-picking-subscription-service/


On this week's Stock Club, we're joined by Seán Keyes — Finance Correspondent with The Currency. Sean recently wrote a piece called 'Don't Let Fear Mess Up Your Returns', which proves that the very worst thing you can do when the market is in the red is panic.


Emmet and Seán also discuss:


  • Seán's predictions for the stock market over the next couple of months.
  • What Seán’s best investments and worst investing mistakes have been.
  • And if he would buy, sell or hold Bitcoin at the moment.


MyWallSt operates a full disclosure policy. MyWallSt staff may hold long positions in some of the companies mentioned in this podcast.


Hosted on Acast. See acast.com/privacy for more information.

#122 Bed Bath & Beyond Belief09 Sep 202200:35:17

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From a dead-in-the-water retailer to a meme-stock monster, the past few years have been quite the rollercoaster ride for Bed Bath & Beyond.


Now, with the company facing accusations of fraud and the prospect of severe restructuring, we pull Bed Bath & Beyond apart to figure out what's really going on.


In this episode, we also discuss:


  • Apple's latest iPhone event and how advertising is set to become its next big moneymaker.
  • Why Volkswagen and Porsche are set to launch the biggest IPO of the year.
  • And Anne Marie pitches one of the wildest companies yet — Build-A-Bear! 


Want to listen to Anne Marie's full pitch for Build-A-Bear? Check out the extended version of Stock Club — for free — in the MyWallSt app now!


MyWallSt operates a full disclosure policy. MyWallSt staff may hold long positions in some of the companies mentioned in this podcast.


Hosted on Acast. See acast.com/privacy for more information.

#121 Can Amazon Save Peloton?02 Sep 202200:33:06

📈 Get 20% off Horizon with code “STOCKCLUB” and build a high-growth portfolio based on tried and tested strategies 👉 https://mywallst.com/stock-picking-subscription-service/


It's been a tough couple of years for Peloton, but with a new CEO at the helm and a new sales partnership with Amazon, are we starting to see the green shoots of a comeback?


In this episode, we also:


  • Discuss why Elon Musk might soon be proven right over his Twitter claims.
  • Give you an exclusive peek at one of our subscriber-only Stock of the Month pitches.
  • And Rory pitches us a BBQ manufacturer.


Want to check out Rory's full pitch for Weber? Check out the extended version of Stock Club in the MyWallSt app — for free!


MyWallSt operates a full disclosure policy. MyWallSt staff may hold long positions in some of the companies mentioned in this podcast.


Hosted on Acast. See acast.com/privacy for more information.

#120 Why is Meta so Cheugy?26 Aug 202200:32:40

📈 Get 20% off Horizon with code “STOCKCLUB” and build a high-growth portfolio based on tried and tested strategies 👉 https://mywallst.com/stock-picking-subscription-service/


Cheugy (/ˈtʃuːɡi/ CHOOG-ee) — a pejorative description of lifestyle trends associated with millennials, an aesthetic that has been described as "the opposite of trendy" or "trying too hard".


With Instagram planning on ripping off yet another hot young social media app, has the artist-formerly-known-as Facebook finally reached peak uncool?


In this episode, we also discuss:


  • Amazon's intentions with all of its healthcare acquisitions
  • Why Pure Storage might be the best (and most boring) stock you've never heard of
  • And we showcase our ignorance by breaking down one of the most controversial companies of the moment — FaZe Holdings.


Listen to Mike's full pitch for FaZe Holdings in the extended version of Stock Club, live in the MyWallSt app now!


MyWallSt operates a full disclosure policy. MyWallSt staff may hold long positions in some of the companies mentioned in this podcast.


Hosted on Acast. See acast.com/privacy for more information.

#119 The Return of WeWork’s Adam Neumann19 Aug 202200:41:42

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This week, Andreessen Horowitz, a Silicon Valley venture capital firm, announced it had invested $350 million in Flow, a “community-driven” rental startup founded by Adam Neumann. This values the company at $1 billion and it hasn’t even opened its door yet. We discuss the announcement, the return of Neumann, and the American housing crisis.

In this episode we also explore:

  • Rivian’s latest quarter
  • And check in with Evolent Health, a stock that’s managed to do well in 2022

If you want to hear Rory’s extended elevator pitch in full, make sure to listen to the extended version of the podcast in the MyWallSt app.

MyWallSt operates a full disclosure policy. MyWallSt staff may hold long positions in some of the companies mentioned in this podcast.

--- Send in a voice message: https://anchor.fm/stock-club/message

--- Send in a voice message: https://anchor.fm/stock-club/message


Hosted on Acast. See acast.com/privacy for more information.

#118 Amazon Makes it Into Your Home12 Aug 202200:39:11

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Through the acquisition of Roomba-maker iRobot, Amazon is strengthening its position in the smart-home market. We talk through the deal, how iRobot investors are feeling, and whether a company like Amazon should have access to detailed maps of our homes.

In this episode we also discuss:

  • Lemonade and Beyond Meat’s earnings reports
  • And Emmet talks us through the latest meme-stock rally.


If you want to hear Anne Marie's extended elevator pitch in full, make sure to listen to the extended version of the podcast in the MyWallSt app by going to mywallst.com.


MyWallSt operates a full disclosure policy. MyWallSt staff may hold long positions in some of the companies mentioned in this podcast.

--- Send in a voice message: https://anchor.fm/stock-club/message


Hosted on Acast. See acast.com/privacy for more information.

#117 Activist Investors, For Better or Worse?05 Aug 202200:27:00

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In today's Stock Club we discuss famed activist investor Elliot Management building a stake in both Pinterest and PayPal. With a checkered history of a combative investing style, we ask whether Elliot's influence will have a long-term positive effect on both companies.

In this episode, we also discuss:

  • Airbnb's earnings and why it fell on a great quarter
  • And we identify what’s going wrong at Roku.


If you want to hear Anne Marie's elevator pitch in full, make sure to listen to the extended version of the podcast in the MyWallSt app by going to mywallst.com.


MyWallSt operates a full disclosure policy. MyWallSt staff may hold long positions in some of the companies mentioned in this podcast.

--- Send in a voice message: https://anchor.fm/stock-club/message


Hosted on Acast. See acast.com/privacy for more information.

#116 Should We Heed Walmart's Warning?29 Jul 202200:39:36

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In today's Stock Club we discuss Walmart's press release in which it forecast a drop in profits for the rest of the year. As the country's largest retailer, it casts a long shadow and warnings of tough times ahead as inflation puts pressure on the U.S. consumer rocked the retail sector. 


What does this mean for the wider economy? 


In this episode, we also discuss:


  • Snap’s earnings, the TikTok effect, and what this means for other ad platforms.
  • And Emmet answers your questions on the gene-editing industry.


If you want to hear Rory's 17-minute elevator pitch, make sure to listen to the extended version of the podcast in the MyWallSt app by going to mywallst.com.


MyWallSt operates a full disclosure policy. MyWallSt staff may hold long positions in some of the companies mentioned in this podcast.

--- Send in a voice message: https://anchor.fm/stock-club/message


Hosted on Acast. See acast.com/privacy for more information.

#223: The Secrets to Creating Wealth15 Aug 202400:40:19

Emmet reflects on his investing career and discusses the difference between wealth creation and wealth preservation. The beginning of your career is the time to take risks and find life-changing investments.


Emmet wants to hear your thoughts on his latest solo podcast. Drop him an email with your feedback and potential segment names at pod@mywallst.com .


Meanwhile, Mike and Anne Marie break down the biggest stories on Wall Street. Warren Buffet sells half his Apple stock, Starbucks poaches a CEO, Ozempic-maker Novo Nordisk misses earnings, and Google spars with the US government. All the big names are in play.



If you’re looking for international diversification, you’ll find it in Emmet’s latest Horizon pick.

To thank our loyal listeners, all MyWallSt products are 20% off with code: STOCKCLUB20

Click here to join Horizon.

Monthly pricing is now available.



Become a successful investor by checking out all the content MyWallSt has to offer:

📩 Email us: pod@mywallst.com

📚 Learn the fundamentals of investing by downloading our free Learn app: https://bit.ly/3DXPOz7

💻 Keep updated on stock market news by visiting our blog: https://mywallst.com/blog/

🎧 Tune in to our podcast Stock Club to stay updated on weekly news: https://mywallst.com/stock-investment-podcast/

🎉 Follow MyWallSt on social:

🐦 Twitter: @MyWallStHQ

💃 TikTok: @MyWallSt

📸 Instagram: @MyWallSt

🖥️ Facebook: @MyWallSt

👔 LinkedIn: MyWallSt


00:00 Intro

02:10 Wealth Creation vs. Wealth Preservation

18:01 Starbucks steals Chipotle’s CEO

23:29 Federal Court rules Google is a Monopoly

30:23 Novo Nordisk Misses Earnings

34:45 Warren Buffet sells 510 million shares of Apple


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#115 Will Elon Musk Be Forced To Buy Twitter?22 Jul 202200:31:52

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Even though he says he doesn't want to, Twitter is now planning on taking Elon Musk to court to try and force him to buy the company for the previously agreed-upon price of $44 billion.

What's the likelihood of Elon Musk being forced to buy Twitter? And for Twitter investors, has this just become a lose/lose situation?

In this episode, we also discuss:

  • Netflix's recent earnings report and why losing 1 million subscribers isn't actually a bad thing.
  • The fallout from the Uber files leaks and the viability of the ride-sharing industry as a whole.
  • And why the strong dollar is becoming a big problem for many companies this earnings season. 

Check out Anne Marie's full pitch for Deckers Brands — the owners of Uggs and Hoka — in MyWallSt for free. Just download our app for iOS or Android, or go to mywallst.com

MyWallSt operates a full disclosure policy. MyWallSt staff may hold long positions in some of the companies mentioned in this podcast.

--- Send in a voice message: https://anchor.fm/stock-club/message


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#114 My Worst Investing Mistake ft. Austin Lieberman15 Jul 202200:46:25

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Mistakes — we all make them! The best thing about mistakes, however, is that they can make us better investors.

In the latest episode of the Stock Club podcast, we're joined by Austin Lieberman — a self-taught stock analyst and investor — to discuss what his best and worst investing mistakes were.

In this interview, we also:

  • Find out how Austin taught himself to become an analyst.
  • Hold a stock playoff, where Austin picks between some of the market's most-talked-about stocks.
  • And Austin also picks three companies he would buy and hold now for the next 10 years.

Want to find out what companies Austin would pick? Then listen to the extended version of Stock Club — for free — in the MyWallSt app now by going to mywallst.com 

MyWallSt operates a full disclosure policy. MyWallSt staff may hold long positions in some of the companies mentioned in this podcast.

--- Send in a voice message: https://anchor.fm/stock-club/message


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#113 Cyclical Stocks: Recession-Proof Alternatives?08 Jul 202200:30:46

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With fears of a recession growing, many investors are now searching for companies that might perform well during periods of economic downturn. Check in with the MyWallSt team we discuss cyclical stocks and what types of stocks might do well in a recession.

In this episode, we also discuss:

  • The rise of TikTok as it approaches $12 billion in annual revenue.
  • The demise of Klarna and the buy now pay later (BNPL) industry.
  • And we also pitch two companies that are on our watchlist right now — On Holdings and BarkBox.

Listen to Rory's full pitch for On Holdings in the MyWallSt app now. All you need to do is follow this link — https://link.mywallst.app/UC2haIzEurb — and create a free account!

MyWallSt operates a full disclosure policy. MyWallSt staff may hold long positions in some of the companies mentioned in this podcast.

--- Send in a voice message: https://anchor.fm/stock-club/message


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#112 Robinhood, No Good01 Jul 202200:33:03

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With its stock down close to 80% since its IPO less than a year ago, it's been a tough start to life as a public company for Robinhood. Now, with regulators circling and crypto companies eyeing it up as a potential acquisition target, is there any way back?

In this episode, we also discuss:

  • The banning of Juul e-cigarettes in the US and if similar bans are coming for alcohol companies. 
  • Why Zendesk is becoming a private company.
  • And Rory and Anne Marie give their elevator pitches for two companies they are researching at the moment — NerdWallet and McCormick. 

Want to listen in to Anne Marie's full pitch on NerdWallet? Then check out the extended version of Stock Club, available exclusively in the MyWallSt app right now.

MyWallSt operates a full disclosure policy. MyWallSt staff may hold long positions in some of the companies mentioned in this podcast.

--- Send in a voice message: https://anchor.fm/stock-club/message


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#111 Why Are So Many Tech Companies Laying Off Staff?24 Jun 202200:37:08

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Fears about the economy have been compounded recently as dozens of tech companies announce that they are cutting jobs. Coinbase, Redfin, Tesla, Stitch Fix, Robinhood, and Peloton… lay-offs for all of these have added a lot of fear and uncertainty for both employees and the wider market.

Are job cuts just part of the wider economic environment, or are they red flags for the companies involved?

In this episode, we also chat about:

  • The crypto crash and how it might affect the stock market.
  • And the perfect stock investment to weather current market volatility.

Plus, you can also check out Mike's full pitch on Zoetis here by tuning in and listening to Stock Club in the MyWallSt app.

MyWallSt operates a full disclosure policy. MyWallSt staff may hold long positions in some of the companies mentioned in this podcast.

--- Send in a voice message: https://anchor.fm/stock-club/message


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#110 Why The Market is Crashing ft. Brian Feroldi17 Jun 202200:35:05

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Inflation, interest rates, supply chain issues, wars… the S&P 500 has officially entered a bear market and there are countless reasons why.

However, financial educator and author Brian Feroldi doesn't just think that crashes and downturns make sense — he thinks there are big opportunities out there for investors that manage to hold on through the pain.

In this interview, Emmet and Brian also chat about:

  • The biggest investing mistake that they've both made.
  • The origins of the S&P 500 and the Dow Jones.
  • and the 5 companies that Brian would buy today and hold forever.

Want to hear Brian's opinion on cryptocurrencies? Check out this episode of Stock Club in the MyWallSt app and get some bonus content — for free!

--- Send in a voice message: https://anchor.fm/stock-club/message


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#109 Will Apple Dominate The Buy Now, Pay Later Space?10 Jun 202200:32:41

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The buy now, pay later (BNPL) industry was rocked this week after Apple announced that it was throwing its hat in the ring. What exactly will Apple's BNPL product look like and are they now the company to beat?

In this episode, we also talk about:

  • The latest on the rumors that Netflix will buy Roku.
  • The reasons why Sheryl Sandberg is leaving Facebook/Meta.
  • And we pick our favorite dividend-paying companies.

Listen to Rory's full pitch on AppHarvest in the MyWallSt app and find out if it's a good investment. Simply follow this link or go to app.mywallst.com and sign up — for free!

MyWallSt operates a full disclosure policy. MyWallSt staff may hold long positions in some of the companies mentioned in this podcast.

--- Send in a voice message: https://anchor.fm/stock-club/message


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#108 The Demise of Fast Fashion03 Jun 202200:33:34

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After a rapid rise to popularity, the fast fashion industry has had a big fall from grace recently thanks to its huge carbon emissions and poor history of worker treatment. With one of the original pioneers of the industry, Missguided, now going into administration, have we seen the tide shift away from $1 bikinis and $5 dresses into more sustainable fashion trends?

In this episode, we also discuss:

  • How Salesforce managed to report great earnings when so many other SaaS stocks are struggling.
  • What's going on over at Starbucks with leadership changes and unionization efforts.
  • And our Elevator Pitches for Naked Wines and Steinway Musical Instruments.

Want to hear Anne Marie's full pitch for Steinway? Then check out the extended version of Stock Club, exclusively in the MyWallSt app now!

MyWallSt operates a full disclosure policy. MyWallSt staff may hold long positions in some of the companies mentioned in this podcast.

--- Send in a voice message: https://anchor.fm/stock-club/message


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#107 Tesla Falls Foul of ESG27 May 202200:34:24

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To most people's minds, Tesla is leading the global charge towards a more sustainable future. So why on earth was it removed from the S&P 500's ESG Index, which tracks companies that have good environmental, social, and governance ratings?

Even big polluters like ExxonMobil are on the list!

In this episode, we also discuss:

  • The shock departure of Under Armour’s CEO Patrik Frisk and what it means for the company's turnaround plans
  • Our latest thoughts on Eventbrite now that the pandemic restrictions have lifted
  • And get Elevator Pitches on two companies — Asana and the recently IPO'd Bausch + Lomb.

Want to listen to our full pitch on Bausch + Lomb, as well as get out analyst notes? Check out the extended cut of Stock Club in the MyWallSt app now. 

You can also get $250 off a subscription to Horizon for a limited time only. Just click here to redeem this offer or use this link — https://bit.ly/3GnnqsS 

MyWallSt operates a full disclosure policy. MyWallSt staff may hold long positions in some of the companies mentioned in this podcast.

--- Send in a voice message: https://anchor.fm/stock-club/message


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#106 How Does The Crypto Crash Affect The Stock Market?20 May 202200:37:42

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It’s been a rough couple of weeks for the stock market, but it’s been just as bad for cryptos.

With the likes of Bitcoin, Ethereum, and Litecoin all plunging in value — not to mention the disaster that was Terra LUNA — we chat about how the recent crypto crash could have a knock-on effect on the stock market too.

In this episode, we also discuss:

  • Good earnings reports from Duolingo and Sea Limited.
  • Why Disney's stock has fallen back to 2015 levels.
  • And elevator pitches for eXp World Holdings and Beyond Meat.

Want to check out the full elevator pitch for Beyond Meat and find out if it's a good investment? Then click here to listen to the extended version of Stock Club — for free — in the MyWallSt app. 

MyWallSt operates a full disclosure policy. MyWallSt staff may hold long positions in some of the companies mentioned in this podcast.

--- Send in a voice message: https://anchor.fm/stock-club/message


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#222: Macroeconomics and Investing with Mike Singleton08 Aug 202400:50:03

Mike interviews Mike Singleton the founder and senior analyst of Invictus Research. Singleton focuses on macroeconomic trends and helps investors understand the mountains of available economic data.

Tune in to hear Singleton’s take on inflation, sky-high valuations, and diversification. He’ll also break down the differences between long-term investing and macroeconomic investing which is more focused on shorter-term business cycles.



If you’re looking for international diversification, you’ll find it in Emmet’s latest Horizon pick.

To thank our loyal listeners, all MyWallSt products are 20% off with code: STOCKCLUB20

Click here to join Horizon.

Monthly pricing is now available.



Become a successful investor by checking out all the content MyWallSt has to offer:

📩 Email us: pod@mywallst.com

📚 Learn the fundamentals of investing by downloading our free Learn app: https://bit.ly/3DXPOz7

💻 Keep updated on stock market news by visiting our blog: https://mywallst.com/blog/

🎧 Tune in to our podcast Stock Club to stay updated on weekly news: https://mywallst.com/stock-investment-podcast/

🎉 Follow MyWallSt on social:

🐦 Twitter: @MyWallStHQ

💃 TikTok: @MyWallSt

📸 Instagram: @MyWallSt

🖥️ Facebook: @MyWallSt

👔 LinkedIn: MyWallSt



00:00 Intro

06:17 The most important economic data for the market

10:32 Long-term investing vs. Macroeconomic investing

17:44 The market and inflation

26:52 US elections and the market

31:00 Are the stock market and the economy different?

38:45 Are sky-high valuations the new normal?


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#105 2022's Tech Market ft. Beth Kindig13 May 202200:27:13

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We've another great interview for you this week! 

Beth Kindig is the lead tech analyst with the i/o fund — one of the highest-performing tech-focused stock portfolios in the world. She’s also a prolific writer, commentator, and public speaker in the investing world, contributing her expertise to the likes of MarketWatch, Forbes, The Motley Fool, and Venture Beat.

In this special interview, Emmet and Beth chat about:

  • Her thoughts on the current tech market and what investors should do with such volatility.
  • Why Bitcoin could still be one of the best investments you could make.
  • And hold a stock playoff, where Emmet quizzes Beth on some of the market’s most talked-about stocks including — Shopify, Atlassian, Unity, and Nvidia — to find her eventual winner.

Remember, Stock Club listeners in the MyWallSt app get some bonus content. This week, you can listen in as Beth picks the one investment that she is most excited about right now (the answer might surprise you!). Just click here to listen in or follow this link — https://link.mywallst.app/FJzMB74gYpb

MyWallSt operates a full disclosure policy. MyWallSt staff may hold long positions in some of the companies mentioned in this podcast.

--- Send in a voice message: https://anchor.fm/stock-club/message


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#104 What Does The Future Hold For Teladoc?06 May 202200:38:00

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Teladoc was once one of the best-performing stocks on the MyWallSt shortlist. Now, it's fallen more than 85% in a little more than a year.

Is this an investment we should draw a line under or is there any way back for Teladoc?

In this episode, we also chat about:

  • Why Amazon experienced slower growth in the last quarter.
  • The reasons why Coca-Cola is the perfect stock to weather the inflation storm.
  • And Mike pitches Shift4 — the payment processor for companies like SpaceX and BetMGM.

Want to listen to Mike's full pitch for Shift4? Then check out the extended version of Stock Club (for free!) in the MyWallSt app now.

MyWallSt operates a full disclosure policy. MyWallSt staff may hold long positions in some of the companies mentioned in this podcast.

--- Send in a voice message: https://anchor.fm/stock-club/message


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#103 Will Twitter Work Better As A Private Company?29 Apr 202200:35:36

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For the third week in a row, we're talking about Elon Musk and Twitter…

With Musk's deal to buy the social media site accepted by the Twitter board this week, we take a look at the likelihood of the deal going through and ask if Twitter might actually work better as a private company.

In this episode, we also discuss:

  • The rapid rise and fall of CNN+.
  • The role of activist investors in the modern market.
  • And Rory gives his full elevator pitch for Trex, a major manufacturer of wood-alternative composite decking.

Want to hear Rory's full pitch? Then check out the extended version of Stock Club — for free — in the MyWallSt app now!

Don't forget to check out our brand new app, Compound, for iOS now.

MyWallSt operates a full disclosure policy. MyWallSt staff may hold long positions in some of the companies mentioned in this podcast.

--- Send in a voice message: https://anchor.fm/stock-club/message


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#102 What Happens If Elon Buys Twitter?22 Apr 202200:35:31

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Another week, another episode spent talking about Elon Musk and Twitter… 

Nobody knows exactly what's going to happen, but check out this week's episode where we give our best guesses.

We also discuss:

  • Why Netflix thinks it will lose 2 million subscribers this quarter.
  • The new social media app that all the kids are down with.
  • And why WeWork might finally be a good investment.

Check out our full pitch for WeWork by listening to the episode — for free — in the MyWallSt app now. Make sure to listen to our brand new podcast too, FML: Fund My Life.

MyWallSt operates a full disclosure policy. MyWallSt staff may hold long positions in some of the companies mentioned in this podcast.

--- Send in a voice message: https://anchor.fm/stock-club/message


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#101 Why Are So Many Companies Having Stock Splits?15 Apr 202200:31:08

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Alphabet, Amazon, Tesla, and now Shopify — why are all of these big companies having stock splits at the minute? 

In this episode, we also discuss:

  • The latest in the Elon Musk/Twitter saga
  • The impact that the seller-strike will have on Etsy
  • And give two more companies the Elevator Pitch treatment — Vimeo and Gogoro.

Want to listen to our full 10-minute pitch on Vimeo and find out why we still have some concerns about it as an investment? Then head over to the MyWallSt app, where you can listen to the full episode — for free! 

MyWallSt operates a full disclosure policy. MyWallSt staff may hold long positions in some of the companies mentioned in this podcast.

--- Send in a voice message: https://anchor.fm/stock-club/message


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#100 The Future of the Gaming Industry ft. Aaron Bush08 Apr 202200:42:08

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In this special episode of Stock Club, MyWallSt is delighted to welcome Aaron Bush — a writer and investor focused on the business of gaming. Previously an analyst with The Motley Fool, Aaron is now focused on his gaming industry consultancy and research firm, Naavik.

Listen in as James and Aaron chat about:

  • The current state of the gaming industry
  • What’s behind all of the recent industry M&As
  • The future of Netflix’s gaming ambitions
  • The role of blockchain in the future of gaming…

…and which gaming stocks Aaron has his eye on right now.

Listen to this episode and more bonus episodes of the Stock Club podcast — for free! — by creating an account in the MyWallSt app now! 

MyWallSt operates a full disclosure policy. MyWallSt staff may hold long positions in some of the companies mentioned in this podcast.

--- Send in a voice message: https://anchor.fm/stock-club/message


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#99 Can Buzzfeed Reinvent Itself?01 Apr 202200:33:16

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Buzzfeed recently reported on its first quarter since going public back in December, and it wasn't pretty. From Pulitzer prizes to Harry Potter quizzes, is this company having an identity crisis?

In this episode, we also discuss:

  • The logic behind Netflix buying gaming companies.
  • Our favourite investing movies.
  • And give two companies the elevator pitch treatment — Allbirds and Target.

If you want to listen to our extended pitch for Target, make sure to head over to the MyWallSt app where you can listen — for free! 

MyWallSt operates a full disclosure policy. MyWallSt staff may hold long positions in some of the companies mentioned in this podcast.

--- Send in a voice message: https://anchor.fm/stock-club/message


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Netflix and No Chill25 Mar 202200:33:39
After years of being chill with how subscribers spread the love with their accounts, Netflix is now making moves to crack down on password sharing. What do these changes tell us about Netflix's future, and will Disney+ catch up now that it's making its services cheaper? In this episode, we also discuss:
  • How Boeing managed to ruin its reputation by focusing too much on profit.
  • Why Footlocker could become the next Reddit-fuelled meme stock.
  • And we dig into one of the most exciting companies that IPO'd last year to see if it's a good investment.

If you want to check out the extended version of this episode, jump on over to the MyWallSt app now and listen… for free! 

MyWallSt operates a full disclosure policy. MyWallSt staff may hold long positions in some of the companies mentioned in this podcast.

--- Send in a voice message: https://anchor.fm/stock-club/message

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Confluent, Oatly, Olaplex: A Tough Year for IPOs17 Mar 202200:35:40
A lot of companies have been having a tough time on the market recently, but none so much as those that have recently floated. Market debutants like Confluent, Oatly, and Olaplex have all seen their share price plummet in the months since they went public. Is this a problem with the companies themselves, or is it a symptom of the wider market? In this episode, we also discuss:
  • The effect that sanctions against Russia will have on companies like Apple, Coca-Cola, and McDonald's.
  • Elon Musk being investigated by the SEC for insider trading.
  • And pitch two companies on our watchlist at the moment.

To listen to the rest of the Stock of the Month Podcast, simply follow this link (https://link.mywallst.app/SKw30UrVrob) and create your free MyWallSt account.

MyWallSt operates a full disclosure policy. MyWallSt staff may hold long positions in some of the companies mentioned in this podcast.--- Send in a voice message: https://anchor.fm/stock-club/message

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100 Baggers with Chris Mayer11 Mar 202200:28:56

We're taking a break from the norm this week to bring you a very special interview with Chris Mayer — investor, portfolio manager, and author of '100 Baggers: Stocks That Return 100-to-1 and How to Find Them'.

In this interview, Emmet asks Chris about the strategy he uses for finding 100 baggers — those rare companies that grow 100-fold in value.

Chris shares the two key attributes he looks for in early-stage companies, answers some listener questions, and even gives some insight on the stocks that he likes the look of today!

To catch up on all the latest investing analysis in MyWallSt, check out mywallst.com

MyWallSt operates a full disclosure policy. MyWallSt staff may hold long positions in some of the companies mentioned in this podcast.

 

--- Send in a voice message: https://anchor.fm/stock-club/message

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#221: Are We in An AI Bubble?01 Aug 202400:52:07

Anne Marie and Mike break down Google’s $13 billion quarterly AI spend. Can the search king find a way to make its AI investment profitable? The market doesn’t seem to think so.


We then bring you an earnings round-up covering LVMH, Dexcom, Chipotle Mexican Grill, and Universal Music Group. Luxury spending is decreasing, Dexcom gets rocked by poor sales, and UMG feuds with TikTok, but Chipotle is growing like gangbusters. Long live big burritos.


If you’re looking for international diversification, you’ll find it in Emmet’s latest Horizon pick.

To thank our loyal listeners, all MyWallSt products are 20% off with code: STOCKCLUB20

Click here to join Horizon.

Monthly pricing is now available.


Become a successful investor by checking out all the content MyWallSt has to offer:

📩 Email us: pod@mywallst.com

📚 Learn the fundamentals of investing by downloading our free Learn app: https://bit.ly/3DXPOz7

💻 Keep updated on stock market news by visiting our blog: https://mywallst.com/blog/

🎧 Tune in to our podcast Stock Club to stay updated on weekly news: https://mywallst.com/stock-investment-podcast/

🎉 Follow MyWallSt on social:

🐦 Twitter: @MyWallStHQ

💃 TikTok: @MyWallSt

📸 Instagram: @MyWallSt

🖥️ Facebook: @MyWallSt

👔 LinkedIn: MyWallSt


00:00 Intro

01:00 LVMH earnings, luxury crisis?

14:41 Google and AI Spend

26:05 Dexcom Disaster Quarter

32:32 Chipotle delivers great earnings

39:45 UMG


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Cautionary Tales: MoviePass08 Mar 202200:22:29

Welcome to Cautionary Tales, a new series from MyWallSt where we unpack the most spectacular flops in business history and identify all the red flags along the way — and hopefully learn a lesson or two that will make us all better investors.

In this episode, we take a look at one of the most spectacular company implosions of recent years — the rapid rise and fall of MoviePass.

Listen to the most recent edition of Cautionary Tales — The Bubble of 1720 — for free in MyWallSt right now. 

MyWallSt operates a full disclosure policy. MyWallSt staff may hold long positions in some of the companies mentioned in this podcast.--- Send in a voice message: https://anchor.fm/stock-club/message

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Will Amazon Buy Teladoc?04 Mar 202200:41:05
After announcing a partnership earlier this week, Teladoc stock spiked as investors speculated that Amazon might be considering a takeover. What's the likelihood of such a deal actually taking place, and would it be good news for Teladoc investors?In this episode, we also discuss:
  • The current state of the iBuying industry, including earnings from Zillow and Opendoor.
  • The reasons why Shopify stock has fallen 60% in the last few months.
  • And our favourite female-led businesses.

To catch up on all the latest investing analysis in MyWallSt, check out mywallst.com

MyWallSt operates a full disclosure policy. MyWallSt staff may hold long positions in some of the companies mentioned in this podcast.--- Send in a voice message: https://anchor.fm/stock-club/message

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Roku: Stock of the Month Revisited25 Feb 202200:33:41

It's been a rough couple of weeks for Roku, with its share price being cut in half since the start of the year. Listen in as we discuss the balance of short-term concerns versus long-term opportunities with this divisive stock.

In this episode, we also discuss:

  • The impact that Google's new privacy changes will have on advertising
  • Earnings from Teladoc, Imax, Virgin Galactic, and Home Depot
  • And our analysts pick their two favorite boring companies.

Check out all of the latest analyses, including our brand new stock pick, by going to https://app.mywallst.com/signup and creating a free account.

MyWallSt operates a full disclosure policy. MyWallSt staff may hold long positions in some of the companies mentioned in this podcast.

  

--- Send in a voice message: https://anchor.fm/stock-club/message

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