Stock Club

Osad

• Bending Spoons: The Company Behind Vimeo, Evernote and AOL Is About to Go Public | Stock Club 318 02.07.2026 34min

  At MyWallSt, we believe great investing is about patience, discipline, and owning outstanding businesses. Our team researches global stocks, publishes transparent performance, and helps investors build long-term wealth without hype or guesswork. Horizon is our long-term buy-and-hold service, while Prophet is a five-minutes-a-month system that has trounced the average market returns over 17 years.An Italian tech company is about to go public and you've almost certainly used one of its products. Bending Spoons (IPO filing: July 2026) has quietly built a portfolio of over a billion registered users by acquiring beaten-down internet brands like Vimeo, Evernote, Eventbrite, AOL, WeTransfer, and StreamYard, then slashing costs by up to 90% and rebuilding them with AI. This week we break down their ruthless but fascinating business model, how they're applying AI to run a 500-person company managing billions of users, and whether this upcoming IPO is worth watching.We also check in on Following Prophet, MyWallSt's algorithmic stock portfolio up 45.5% in the last 12 months, 183.6% over five years, and 2,394% since inception in December 2009.Plus: Investicon is coming to Dublin on August 27th, featuring Motley Fool co-founder David Gardner as VIP guest. Tickets and early bird codes available: email brian@mywallst.com.Stocks & Companies Mentioned:Bending Spoons — IPO pendingVimeo (NASDAQ:VMEO)Eventbrite (NYSE:EB) acquired by Bending SpoonsPowell Industries (NASDAQ:POWL)MedPace Holdings (NASDAQ:MEDP)WESCO International (NYSE:WCC)Constellation Software (TSX:CSU)Ferrari (NYSE:RACE)Brunello Cucinelli (BIT:BC)AOL — private (owned by Bending Spoons)Evernote — private (owned by Bending Spoons)WeTransfer — private (owned by Bending Spoons)StreamYard — private (owned by Bending Spoons)Links Mentioned:Investicon: Dublin (Aug 27): Email Brian@mywallst.com for tickets Subscribe to Prophet: Email Frank@mywallst.com
• #317: Our Favorite Japanese Stocks 25.06.2026 42min

  This week, Mike and Emmet head to Japan in search of overlooked growth stocks.Japan is home to some of the world's oldest businesses, with more than 140 companies claiming histories of over 500 years. Many of them have survived by following two simple rules: hold plenty of cash and avoid debt. But after decades of economic stagnation, a new wave of corporate reforms is pushing Japanese businesses to become more growth-oriented and shareholder-friendly.To uncover some of the market's most promising opportunities, Emmet screens the entire Japanese stock market for companies with market caps below $20 billion, strong returns on equity, high returns on invested capital, and rapidly accelerating revenue growth.One company that stands out is Sanrio (8136.T), the owner of some of Japan's most recognizable intellectual property. Despite growing revenue at an impressive pace in recent years, its valuation has actually become cheaper relative to its historical averages—a combination investors rarely get to see.Mike then pitches his favorite company of the bunch: Smaregi (4431.T), a fast-growing software business often described as Japan's answer to Square. While countries like China and South Korea have embraced digital payments, Japan remains surprisingly dependent on cash. As the country pushes toward a cashless future, Smaregi's point-of-sale and merchant software platform could be perfectly positioned to benefit.The pair also explore VRAIN Solution (135A.T), an AI-powered manufacturing software company helping factories automate quality control and safety inspections, ANYCOLOR (5032.T), one of the most unusual media businesses you'll ever encounter, and BuySell Technologies (7685.T), a fast-growing platform capitalizing on Japan's booming second-hand luxury and collectibles market.Finally, Emmet shares his favorite idea from the entire list: OneCareer (4377.T), a founder-led recruitment and career platform that combines elements of LinkedIn, Glassdoor, and SaaS software. With revenue growing more than 40% annually and returns on equity continuing to climb, it could be one of the most compelling small-cap growth stories in Japan today.Psssst…. We don’t think you’ll want to miss this year’s Investicon. Grab your early bird tickets now: https://www.investicon.ie/Prophet, MyWallSt's latest investing service, is focused on delivering market-beating in less than 5 minutes a month.Click here to join now or email frank@mywallst.com for a deal.Become a successful investor by checking out all the content MyWallSt has to offer:📚 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:❌ X: @MyWallStHQ💃 TikTok: @MyWallSt📸 Instagram: @MyWallSt🖥️ Facebook: @MyWallSt👔 LinkedIn: MyWallSt00:00 Intro01:02 The Japanese Stock Market10:37 Sanrio Breakdown15:08 Smaregi’s Cashless Wave26:32 Vrain AI Factories30:22 ANYCOLOR VTuber Empire34:37 BuySell Technologies37:14 OneCareer HR Data SaaS
• #316: How to Find 100-Bagger Stocks (w/ Neeraj Khemlani and Matthew Ankrom) 18.06.2026 54min

  This week, Mike sits down with Neeraj Khemlani and Matthew Ankrom, the minds behind The Coffee Can Investor, to discuss one of our favorite investing topics: finding and holding stocks capable of returning 100x.We open with Neeraj and Matthew walking us through the story behind the "coffee can" strategy. Inspired by an old investing experiment, Matt set out to build the ultimate long-term portfolio for his three daughters, a collection of businesses he hopes could one day be worth hundreds of millions of dollars. But what exactly makes a 100-bagger?Drawing on years of research, Matt explains the common traits shared by some of the greatest stock market winners of the last half-century. His research found that many were founder-led, generated recurring revenue, operated in seemingly boring industries, and consistently reinvested capital at high rates for decades.The vast majority weren't flashy consumer brands or cutting-edge tech companies. Instead, many were business-to-business operators providing mission-critical products and services, think nuts and bolts, seals and gaskets, and industrial supplies.Of course, finding a 100-bagger is only half the battle. Holding one is much harder.The average 100-bagger endured drawdowns of roughly 70% on its journey, giving retail investors an edge. Unlike professional fund managers, individual investors aren't forced to think in quarters or even years, they can think in decades.We also discuss the mathematics of compounding, why exponential growth is so difficult for humans to grasp, and how even Warren Buffett accumulated the vast majority of his wealth later in life.Finally, Matt shares one of his favorite potential future 100-baggers: TechnologyOne (ASX: TNE), an Australian software business quietly embedding itself into the daily operations of universities and local governments while investing heavily in AI-powered products.Psssst…. We don’t think you’ll want to miss this year’s Investicon. Grab your early bird tickets now: https://www.investicon.ie/Prophet, MyWallSt's latest investing service, is focused on delivering market-beating in less than 5 minutes a month.Click here to join now or email frank@mywallst.com for a deal.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:❌ X: @MyWallStHQ💃 TikTok: @MyWallSt📸 Instagram: @MyWallSt🖥️ Facebook: @MyWallSt👔 LinkedIn: MyWallSt00:00 Intro 01:17 Coffee can origin story 05:28 Identifying hundred baggers 13:35 Holding through drawdowns 24:49 Retail investors hidden benefit 30:56 Investicon 33:07 Finding 100-baggers in the current market 35:50 Matt’s favorite 100-bagger 45:15 Why write The Coffee Can Investor 48:34 Building a financial legacy
• #315: How to Invest Through Booms, Busts & Bubbles (w/ Ben Carlson) 11.06.2026 47min

  This week, Mike sits down with investor and author Ben Carlson to discuss the habits, mindsets, and mistakes that define successful investing.We start with the two variables Ben believes matter more than anything else: your time horizon and your risk profile. While most investors focus on picking the right stocks, Ben argues that understanding your willingness, need, and ability to take risk is far more important and often the difference between staying the course and making costly mistakes.From there, we talk market history. Ben explains why studying past booms and busts isn't about predicting the future but understanding the range of outcomes markets are capable of producing. History teaches us how quickly sentiment can swing from euphoria to panic and why investors should always expect the unexpected.We also tackle one of investing's most persistent temptations: market timing. Ben argues that trying to jump in and out of markets introduces more problems than it solves, creating a psychological battle that's incredibly difficult to win consistently. To combat the temptation, Ben proposes his concept of a "fun account"—setting aside a small portion of your portfolio for speculation, trading, crypto, or whatever scratches your investing itch. Done correctly, it can help investors stay disciplined with the other 90% of their wealth while learning just how difficult it is to outperform a simple buy-and-hold strategy.With AI stocks soaring and trillion-dollar IPOs dominating headlines, we naturally have to talk today's market environment. Ben reflects on how technological revolutions have always created uncertainty, why comparing today's AI boom to previous market manias is both useful and dangerous, and why keeping an open mind remains essential for investors. He also explores why markets seem to move faster than ever before.Finally, Ben explains why optimism may be an investor's most important asset. While crashes, recessions, and bear markets are inevitable, long-term investing ultimately requires a belief that businesses, economies, and human innovation will continue moving forward.Psssst…. We don’t think you’ll want to miss this year’s Investicon. Grab your early bird tickets now: https://www.investicon.ie/Prophet, MyWallSt's latest investing service, is focused on delivering market-beating in less than 5 minutes a month.Click here to join now or email frank@mywallst.com for a deal.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:❌ X: @MyWallStHQ💃 TikTok: @MyWallSt📸 Instagram: @MyWallSt🖥️ Facebook: @MyWallSt👔 LinkedIn: MyWallSt00:00 Intro02:47 Time Horizon And Risk06:20 Why Market Timing Fails11:46 The Fun Account Idea20:22 Trillion Dollar IPOs21:39 Promo23:49 Ben on Space X’s IPO28:41 Why Markets Move Faster35:13 Importance of Optimism44:01 Preparing For Big Drawdowns
• #314: Can SpaceX Really Be Worth $2 Trillion? 04.06.2026 44min

  Ahead of its highly anticipated IPO, SpaceX is reportedly targeting a valuation between $1.75 trillion and $2 trillion, numbers that would make it one of the largest public companies in the world from day one. This week, Mike and Emmet ask: does the business justify the hype?In 2025, revenue reached $18.7 billion, up 33% year over year. But the company also posted a net loss of roughly $5 billion, including a staggering $4.3 billion loss in the first quarter of 2026 alone.While SpaceX's established businesses, Starlink and Launch Services, continue to expand, the division attracting the most scrutiny is xAI.Despite contributing just 17% of revenue, xAI generated billions in losses as Elon Musk pours money into competing with the likes of OpenAI and Anthropic. The company has burned through billions on AI infrastructure, but investors are betting today's losses could become tomorrow's dominance.There are also concerns around governance, float, and a potential merger. Musk controls roughly 85% of the company's voting power, giving him near-total control over board appointments, executive pay, and strategic decisions. Meanwhile, only a small percentage of shares will initially be available to trade, creating the potential for significant volatility once the stock hits public markets. Rumors are also swirling that SpaceX and Tesla could eventually combine forces, creating one of the most ambitious corporate structures in history.Ultimately, investors are being asked to pay a premium today for technologies that may not fully arrive for years—or even decades.Only time will tell whether SpaceX becomes the company that powers interplanetary travel, AI infrastructure, and space-based energy systems. If it does, today's valuation may end up looking cheap. If not, this could go down as one of the most ambitious IPOs ever brought to market.We wrap up with another episode of Follow Prophet.Psssst…. We don’t think you’ll want to miss this year’s Investicon. Grab your early bird tickets now: https://www.investicon.ie/Prophet, MyWallSt's latest investing service, is focused on delivering market-beating in less than 5 minutes a month.Click here to join now or email frank@mywallst.com for a deal.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:❌ X: @MyWallStHQ💃 TikTok: @MyWallSt📸 Instagram: @MyWallSt🖥️ Facebook: @MyWallSt👔 LinkedIn: MyWallSt00:00 Intro03:36 SpaceX IPO Preview07:24 Valuation14:20 Governance And Control Risks21:05 Tesla SpaceX Merger Talk30:00 IPO Timing Buy Or Wait40:23 Follow Prophet
• #313: Wall Street's Craziest Stories 28.05.2026 45min

  This week, Mike and Emmet share some of the craziest stories in stock market history.Starting with a chimpanzee named Raven, who became a star during the dot-com bubble. After throwing darts at a board of internet stocks, her assembled portfolio returned 213% in 1999, making her the 22nd most successful money manager in the United States that year.Then there’s the story of Jonathan Lebed — essentially a 14-year-old version of Jordan Belfort. During the early internet era, Lebed made nearly $1 million running pump-and-dump schemes from his bedroom, buying penny stocks before hyping them up in online chat rooms using fake accounts. The strategy was wildly illegal… but also wildly effective.We also revisit one of the strangest moments of the post-COVID market frenzy: Hertz (HTZ). After filing for bankruptcy, the stock somehow surged nearly 9x as retail investors piled in. Even more bizarre? The company nearly raised fresh capital by selling shares in the bankrupt business — and investors who bought during the chaos actually ended up making money.From there, we move to one of the most famous short squeezes ever: Volkswagen (VOW3). What began as Porsche quietly building a stake in the automaker spiraled into absolute panic on Wall Street, as hedge funds crowded into what they believed was a “risk-free” arbitrage trade. Instead, Volkswagen briefly became the most valuable company in the world as the stock exploded over three days.And finally, we tell the story of the “ramen-eating hermit” who made $20 million in 10 minutes.After a catastrophic trading error at Mizuho Securities triggered chaos on the Tokyo Stock Exchange, one obscure retail trader spotted the mistake faster than institutional investors, bought aggressively, and walked away with a fortune. Meanwhile, the brokerage firm behind the error lost an estimated $347 million.Stay until the end to hear which story the lads love most.Psssst…. We don’t think you’ll want to miss this year’s Investicon. Grab your early bird tickets now: https://www.investicon.ie/Prophet, MyWallSt's latest investing service, is focused on delivering market-beating in less than 5 minutes a month.Click here to join now or email frank@mywallst.com for a deal.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:❌ X: @MyWallStHQ💃 TikTok: @MyWallSt📸 Instagram: @MyWallSt🖥️ Facebook: @MyWallSt👔 LinkedIn: MyWallSt00:00 Intro02:22 Chimp Beats Wall Street08:19 Teen Jordan Belfort14:25 Hertz Bankrupt Stock Surge21:58 Investicon announcement25:08 Volkswagan Short Squeeze37:23 Ramen Trader Windfall43:38 Favorite Story and Wrap
• #312: Cerebras: 2026's biggest IPO? 21.05.2026 38min

  This week, we dive into one of the hottest new companies in AI and the market: Cerebras (CBRS).The company only just IPO’d, but it’s already valued at close to $100 billion. Even more astonishing? Cerebras was founded just 11 years ago by five engineers.Its core thesis is radical: the architecture underpinning AI computing is fundamentally flawed.Cerebras argues that GPUs—the chips powering today’s AI boom—were never actually designed for deep learning. They just happened to be dramatically better than CPUs. So instead of improving on existing designs, Cerebras built something entirely different from the ground up: the Wafer Scale Engine (WSE).The result is a system that eliminates many of the bottlenecks caused by connecting multiple chips together while delivering memory bandwidth reportedly 7,000 times greater than traditional GPU setups.But for all the excitement, there are real concerns too.The company initially filed for an IPO in 2024, but the process was delayed after a national security review. It also came under heavy scrutiny after investors discovered it relied heavily on a single UAE-linked customer, G42. Even today, two UAE organizations account for roughly 86% of Cerebras’ revenue—an enormous concentration risk for any business.Still, the growth has been hard to ignore.Cerebras generated roughly $510 million in revenue in 2025, up 76% year-over-year, while swinging from a massive net loss to profitability. The business has also aggressively expanded into cloud AI infrastructure, signing major deals with OpenAI, Amazon Web Services, and customers including Meta (META), Mistral AI, Perplexity AI, and Mayo Clinic. Its OpenAI compute agreement alone is reportedly worth more than $20 billion through 2028.So the big question is simple: is Cerebras worth $100 billion?We then cover Elon Musk’s lawsuit against OpenAI, Sam Altman’s declining reputation, Anthropic’s revenue acceleration, and what it all means for the stock market, with many AI companies eyeing IPOs. 2026 could end up being the biggest year on record for public markets.Psssst…. We don’t think you’ll want to miss this year’s Investicon. Grab your early bird tickets now: https://www.investicon.ie/Prophet, MyWallSt's latest investing service, is focused on delivering market-beating in less than 5 minutes a month.Click here to join now or email frank@mywallst.com for a deal.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:❌ X: @MyWallStHQ💃 TikTok: @MyWallSt📸 Instagram: @MyWallSt🖥️ Facebook: @MyWallSt👔 LinkedIn: MyWallSt00:00 Intro03:36 Meet Cerebras12:39 Benchmarks Speed Advantage17:32 Financials20:45 Bull Case22:11 Bear Case24:54 Elon Musk and OpenAI32:36 AI IPO wave
• #311: Are We in an AI Bubble? 14.05.2026 39min

  The market is on an absolute tear right now, and it’s raising some serious questions. Lucky for you, Mike and Emmet want to upack them all.Despite the crazy macroeconomic conditions, the market keeps performing. The Nasdaq Composite is up roughly 38% in the last year. And when you zoom in on individual stocks, things get even crazier.SanDisk (SNDK) is up 63% in a month, 450% in six months, and an eye-watering 3,800% over the last 12 months. Micron (MU) has jumped 86% in a month and nearly 8x in a year, while Western Digital (WDC) is up around 1,000% over the same period. Even lesser-known names like AXT (AXTI) are suddenly flying, up roughly 700% year-to-date.In fact, the top 10 stocks over the past 12 months have outperformed the top performers in the 12 month run-up to the dot-com bubble – a stat that’s hard to ignore.So… are we in an AI bubble?Skeptics like Michael Burry argue this rally looks even more extreme than 1999. And to be fair, many of the classic bubble ingredients are there: stretched valuations, momentum chasing, and heavy concentration in a single theme.But there’s a strong counterargument too.We’ve just come through a blockbuster earnings season, with the median earnings surprise hitting 6% – the best since 2022. AI demand isn’t just hype; companies are struggling to keep up. Hyperscalers like Amazon (AMZN), Microsoft (MSFT), and Alphabet (GOOGL) are pouring hundreds of billions into infrastructure, signaling that this could be a real productivity revolution.Still, that level of spending raises some eyebrows.And while AI stocks dominate headlines, there’s another side to this market.Plenty of high-quality businesses are being left behind, with money rotating aggressively into AI. Stocks like McDonald's (MCD), Home Depot (HD), Mercado Libre (MELI), Lululemon (LULU), and Accenture (ACN) are sitting near 52-week lows – along with a host of medical leaders like Abbott Laboratories (ABT), Medtronic (MDT), and Intuitive Surgical (ISRG). These are durable, proven businesses – but right now, if you’re not AI, you’re being ignored. So five years from now, would you rather own today’s high-flying AI names or these overlooked compounders trading at a discount?And finally, we dive into one of the wildest stories in the market right now: GameStop (GME) reportedly exploring a deal to acquire eBay (EBAY). GameStop is worth about $12 billion and to pull off the deal it could end up needing as much as $65 billion. Meaning, it would likely need to issue a massive amount of new shares and take on tens of billions in debt, raising serious questions about dilution and feasibility.We wrap with Follow Prophet.Prophet, MyWallSt's latest investing service, is focused on delivering market-beating in less than 5 minutes a month.Click here to join now or email frank@mywallst.com for a deal.Psssst…. We don’t think you’ll want to miss this year’s Investicon. Grab your early bird tickets now: https://www.investicon.ie/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:❌ X: @MyWallStHQ💃 TikTok: @MyWallSt📸 Instagram: @MyWallSt🖥️ Facebook: @MyWallSt👔 LinkedIn: MyWallSt00:00 Intro02:22 Nasdaq Surge Bubble Talk05:18 Semiconductor Mania Stats16:21 C3 AI as Bubble Counterpoint21:43 Undervalued Stocks and Market Rotation24:38 GameStop Bids for eBay35:47 Following Prophet
• #310: Modern Value Investing w/ Jose Mayora 07.05.2026 45min

  The typical definition of Value Investing: Buying an asset for less than it’s truly worth. But according to this week’s guest Jose Najarro, the concept is widely misunderstood.Too often, value investing is associated with older, slower companies, think utilities, and traditional metrics like low price-to-earnings or price-to-book ratios. But those alone don’t define value. Every valuation comes with a set of implicit assumptions, and the real skill lies in unpacking them and deciding whether they’re realistic.In fact, some of Jose’s best-performing investments would never have been labeled “value plays” by conventional standards. Instead, he describes his philosophy as a modern take on value investing. His book, Wall Street’s Blind Spots, explores this idea in depth.Most importantly: you can’t judge a business purely by its cash flows – you have to look at what it does with them. Companies that reinvest cash poorly, such as buying back stock at inflated prices, can destroy value. On the other hand, businesses that consistently generate high returns on invested capital deserve a premium.Jose points to companies that can achieve around 20% returns on invested capital (ROIC) as the gold standard. Apple is a classic example: the success of the iPod funded the development of the iPhone, the iPhone funded the launch of wearables, and enormous long-term returns were achieved. Amazon is another, continually reinvesting into new ventures and compounding value over time.This framework raises important questions in today’s AI race. For instance, Google is expected to spend around $200 billion in capital expenditures this year. To justify that, it would need to generate roughly $220 billion in profit to achieve a 20% return – an outcome Jose views as far from certain. He draws parallels between today’s AI infrastructure buildout and telecom investments during the dot-com bubble: companies like AT&T and Verizon survived, but their stocks stagnated as they were trapped in endless cycles of reinvestment to maintain customers. The big payoff never came while companies that used that infrastructure flourished.His final takeway: investing, especially value investing, is a game of patience. Avoid the temptation of FOMO and focus on long-term fundamentals.Prophet, MyWallSt's latest investing service, is focused on delivering market-beating in less than 5 minutes a month.Click here to join now or email frank@mywallst.com for a deal.Psssst…. We don’t think you’ll want to miss this year’s Investicon. Grab your early bird tickets now: https://www.investicon.ie/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:❌ X: @MyWallStHQ💃 TikTok: @MyWallSt📸 Instagram: @MyWallSt🖥️ Facebook: @MyWallSt👔 LinkedIn: MyWallSt00:00 Intro04:25 Defining Value Investing08:11 Modern Value Investing19:40 AI Bubble Risk23:06 Value Investing Even as Growth Stocks Rally28:59 The Rise of the Retail Investor35:16 Best Valuation Metric42:00 Common Valuation Mistakes
• #309: 2 Legacy Stocks for Long-term Investing 30.04.2026 43min

  With all the talk of IPOs and upstarts, it’s a great time to remember that legacy players can still pack a punch. This week, we look at two companies that have been on public markets for decades and have been all over the headlines lately: Intel(NASDAQ: INTC) and Berkshire Hathaway (NYSE: BRK.B).Intel has been on the Stock Club radar for about nine months, when it was first pitched by Clem Chambers. Since then, it’s up more than 270%, driven by many of the factors he predicted like outsized chip demand, a push to deconsolidate manufacturing capacity, and increased government investment. It’s a pretty monumental occasion, considering this is the first time Intel has reached an all-time high since the dot-com bubble.In its most recent quarter, Intel reported revenue of $13.6 billion, well above estimates of $12.4 billion, while also delivering a significant expansion in gross margins and raising its revenue forecast. Definitely a stock worth a look if you can get past the valuation.Berkshire is in the news for a completely different reason: its new CEO, Greg Abel. While Abel assumed the role in January, this will be his first annual meeting – arguably Berkshire’s most beloved tradition.Compared to Warren Buffett, Abel is expected to take a more hands-on approach, often touring facilities across the company’s many subsidiaries and favoring direct involvement in operations.So far in his tenure, he’s accomplished four notable things:First, on his first day as CEO, he closed Berkshire’s $9.7 billion acquisition of OxyChem, Occidental’s chemical subsidiary.Second, on March 4th, Berkshire resumed share buybacks for the first time since May 2024, repurchasing about $226 million of stock. Clearly, Abel sees Berkshire itself as a buy and wouldn’t deploy that kind of capital otherwise.Third, he personally invested his entire $15.3 million after-tax salary into Berkshire Class B shares.Finally, he invested $1.8 billion into Tokio Marine, taking Berkshire’s total Japanese equity exposure above $46 billion.We’ll certainly be tuning in to the annual meeting on May 2nd.We wrap by telling you which one we’d invest $10K in.Prophet, MyWallSt's latest investing service, is focused on delivering market-beating in less than 5 minutes a month.Click here to join now or email frank@mywallst.com for a deal.Psssst…. We don’t think you’ll want to miss this year’s Investicon. Grab your early bird tickets now: https://www.investicon.ie/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:❌ X: @MyWallStHQ💃 TikTok: @MyWallSt📸 Instagram: @MyWallSt🖥️ Facebook: @MyWallSt👔 LinkedIn: MyWallSt00:00 Intro01:53 Two Legacy Picks03:29 Intel Turnaround Setup05:05 CHIPS Act Boost08:14 Q1 Earnings Surge15:00 Buy Sell Or Regret17:45 Berkshire AGM Story20:05 Succession To Greg Abel and32:48 Operator Versus Investor40:34 Warren Buffet’s Japan Trade Playbook42:03 10k Pick
• #308: The Best and Worst Business Pivots 23.04.2026 46min

  In light of Allbirds’ (NASDAQ: BIRD) head-scratching transition to an AI compute infrastructure company, Mike and Emmet break down some of the market’s best and worst business pivots.In simple terms, a pivot is when a business decides to stop doing what it’s known for and pursue something else. This can be proactive, like Slack giving up its gaming business to develop its internal communication tool, or reactive, like Netflix opting to move into streaming in response to digital competition.Emmet kicks things off with Nokia (NYSE: NOK). It started as a paper mill in Finland back in 1865. In the early ’90s, it exited its legacy businesses to focus entirely on mobile phones and network equipment, eventually ending up in a cell phone duopoly with Ericsson. However, Nokia is also a key example of how quickly market leadership can be lost when a company fails to anticipate major shifts – in this case, the move to smartphones. Luckily, it pivoted again, going all in on infrastructure and investing heavily in 5G, and it currently has a market cap of more than $50 billion.Saab started out building fighter jets for the Swedish military in the 1930s before expanding into cars after the war. In 1989, GM came in, bought half of the car company, and split it away from the aerospace division. By 2008, it was struggling and eventually went under. However, Saab AB (SAAB-B.ST) is thriving, with record backlog and profitability.Another post-war success story, Hyundai started as a civil engineering company helping Korea rebuild, eventually pivoting to car manufacturing in the 1960s. During the Asian financial crisis, Hyundai made a deliberate decision to move upmarket, investing heavily in design, engineering, and quality. Over time, it transformed from producing low-quality vehicles into a reliable, stylish, and increasingly desirable automaker.Finally, one of the market’s most infamous pivot stories: MicroStrategy (NASDAQ: MSTR). It was initially focused on information systems in the ’90s, rising and collapsing during the dot-com bubble. While its stock never fully recovered, its core business continued generating cash over the next 20 years. In 2020, CEO Michael Saylor decided to go all in on Bitcoin, and the stock is up 15x since. Today, the company holds $61.5 billion in Bitcoin on its balance sheet – about 4% of the current supply – at an average price of $75,527. Unfortunately, if Bitcoin falls below this price, it could trigger a massive sell-off of both MSTR and Bitcoin – not ideal.We wrap with Follow Prophet.Prophet, MyWallSt's latest investing service, is focused on delivering market-beating in less than 5 minutes a month.Click here to join now or email frank@mywallst.com for a deal.Psssst…. We don’t think you’ll want to miss this year’s Investicon. Grab your early bird tickets now: https://www.investicon.ie/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:❌ X: @MyWallStHQ💃 TikTok: @MyWallSt📸 Instagram: @MyWallSt🖥️ Facebook: @MyWallSt👔 LinkedIn: MyWallSt(adjust these after intro)00:00 Intro02:40 Allbirds Goes AI07:34 What Is a Pivot12:05 Nokia Reinvents Itself18:52 Saab Cars to Defense28:09 Hyundai From Construction to Cars34:03 MicroStrategy Bitcoin Bet43:22 Follow Prophet Picks
• #307: Is SpaceX’s IPO a Buy? 16.04.2026 50min

  This week, we’re discussing one of the most significant IPOs of all time: SpaceX.While space travel began as a government-led effort, over the past few decades it has increasingly become the domain of the private sector. For those who need a refresher on the business of space—and SpaceX specifically—Emmet has you covered with a detailed preamble.SpaceX consists of three core businesses: rocket launches and space haulage, Starlink internet, and government and defense communications infrastructure known as Starshield. The long-term goal across all three is to drive down the cost of space launches and become the go-to provider for space infrastructure companies. However, SpaceX has also recently acquired xAI, bringing Twitter, Grok, and their associated costs into the picture.For Mike, this is key to understanding why the company may pursue an IPO.You might think that after years of sparring with investors, Musk would want to avoid public markets—especially given how well the business is performing privately. But with xAI now in the mix, SpaceX needs significant capital to build out data centers and attract top engineering talent. This creates tension for investors who are primarily interested in the company’s core space business.As of this recording, SpaceX is targeting a $1.75 trillion valuation, implying it would go public at 56x revenue and 109x EBITDA. That’s extremely lofty—even with the Musk premium. Interestingly, the NASDAQ has also made aggressive rule changes to fast-track SpaceX’s inclusion in the NASDAQ-100, which would prompt a number of passive funds (such as QQQ) to purchase shares upon debut. This could further inflate the stock’s valuation, and Mike worries it may leave retail investors holding the bag while providing a liquidity event for private investors. Emmet agrees, comparing SpaceX’s unconventional path to market to the SPAC boom of 2020.Overall, both believe that while SpaceX is a once-in-a-generation company, it may not be a once-in-a-generation investment.Porter & Co came to Ireland to film a documentary about Prophet, if you’d like to get an exclusive first look, drop an email to pod@MyWallSt.comOur Horizon portfolio is a boutique service led by our co-founder and lead investor, Emmet Savage. According to 100-bagger expert Chris Mayer, “no one owns more 100-baggers than Emmet”.This week, he’s adding a new stock that has passed 3 AI screeners and got a shout out from Porter Stansbury. Lucky for Stock Club listeners, they can claim as exclusive offer by emailing: frank@mywallst.com.Psssst…. We don’t think you’ll want to miss this year’s Investicon. Grab your early bird tickets now: https://www.investicon.ie/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:❌ X: @MyWallStHQ💃 TikTok: @MyWallSt📸 Instagram: @MyWallSt🖥️ Facebook: @MyWallSt👔 LinkedIn: MyWallSt(adjust these after intro)00:00 Intro04:08 SpaceX IPO Hype Begins07:50 Space Race to Moon Landing22:51 IPO Filing Details and Why Now27:41 NASDAQ Rule Changes34:22 SpaceX Three Businesses45:08 Launch Costs Collapse47:56 Would You Buy on IPO?
• #306: Ireland’s New Investment Scheme Explained 09.04.2026 38min

  The day we’ve been hoping for is finally here. The Irish government has announced a new investing scheme to provide people in Ireland with an easy, tax-efficient way to access the markets. There are hundreds of billions of euros sitting in Irish current accounts, and it’s time they get to work.Back by popular demand, Dave Quinn from Investwise joins us to break down why these accounts are being introduced, how they’ll work, and what they might look like.Simon Harris has stated that Ireland will follow the Swedish model, allowing users to invest up to $28K tax-free, with anything above that taxed at 1% annually.Dave believes Revolut and other “new banks” are unlikely to initially enter this market, as they may not want to handle the tax reporting and administrative burden. Instead, it will likely be life insurance companies, such as Zurich, offering insurance-wrapped ETFs (not be ideal). He also believes that pensions remain the best option for most long-term investors. However, the introduction of these accounts could eventually lead to the removal of deemed disposal.Mike and Dave agree on the most important thing the government needs to get right: investor education. Ireland hasn’t had generations of investors to help young people understand the power of compounding and the importance of protecting their money from inflation so we have to get this right via accessible education.Our Horizon portfolio is a boutique service led by our co-founder and lead investor, Emmet Savage. According to 100-bagger expert Chris Mayer, “no one owns more 100-baggers than Emmet”.This week, he’s adding a new stock that has passed 3 AI screeners and got a shout out from Porter Stansbury. Lucky for Stock Club listeners, they can claim as exclusive offer by emailing: frank@mywallst.com.Psssst…. We don’t think you’ll want to miss this year’s Investicon. Grab your early bird tickets now: https://www.investicon.ie/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:❌ X: @MyWallStHQ💃 TikTok: @MyWallSt📸 Instagram: @MyWallSt🖥️ Facebook: @MyWallSt👔 LinkedIn: MyWallSt00:00 Intro 07:22 EU Push to Mobilize Cash 13:53 How the Account Works 15:15 Swedish Model Explained 19:19 Who Will Offer It 21:08 Funds Only Limited Choice? 25:48 Pensions Versus Liquidity 28:45 Financial Literacy Rollout 35:28 Tax Treatment Uniformity
• Stock Red Flags to Avoid Before They Destroy Your Portfolio 02.04.2026 47min

  We normally talk about the characteristics we love to find in stocks. But this week, we bring you all the things we hate. We’ve all gotten caught in a hype cycle or seen an investment thesis degrade, so having a list of red flags to look for is a great way to check in with your portfolio.They include:Over-promising. It can be hard to spot fraud in the early days, but if a company is hyperbolic in its language, give it some time. Pre-revenue companies are especially prone to talking big, and they’re a hard pass for Mike.Management woes. Referencing Good to Great by Jim Collins, Emmet reminds us a great CEO is someone with fierce resolve and a degree of humility. The inverse can be very damaging and often looks like prioritizing short-term gains and selling significant stock during all-time highs. A revolving door of CEOs is also a huge red flag.Creative accounting. If you see a big difference between net profit and cash flows, or an overuse of adjusted EBITDA, you might want to think twice. These can indicate profits are tied up in unpaid bills or outsized stock-based compensation, which dilutes investors over time.Deteriorating fundamentals. Slowing revenue growth, compressed margins, bland return on equity (ROE), or rising customer acquisition costs can all signal a business entering decline. However, if you think you’ve spotted a potential turnaround play, these may also be present.Unforeseen circumstances. Significant, world-changing disruption is also hard to predict, which is why diversification is key. SaaS businesses being upended by AI is a good example.Valuation. You can buy great businesses, but at extreme prices they can be bad investments. Don’t completely avoid stocks at 25x earnings, as a company can keep delivering, but stay within the realms of reality.Customer concentration. Reliance on a single client can be a huge risk. It’s particularly prevalent among small businesses that serve enterprises. Progyny (PGNY) vs Amazon (AMZN) is a good case study.High dividend yield. Yields of 8–10% are often too high. If the payout ratio is above 100%, the company may be borrowing money to pay investors. That won’t last long.Binary outcomes. For example, pharmaceutical companies waiting for regulatory approval. If they fail, the business can collapse.After all that, Emmet brings us Follow Prophet, talking about its recent addition, SPX Technologies (SPXC).Finally, we celebrate Ireland’s new investing accounts. Simon Harris has announced that we will follow the Swedish model, with a launch expected in 2027. We’ll break down the full announcement next week.Our Horizon portfolio is a boutique service led by our co-founder and lead investor, Emmet Savage. According to 100-bagger expert Chris Mayer, “no one owns more 100-baggers than Emmet”.This week, he’s adding a new stock that has passed 3 AI screeners and got a shout out from Porter Stansbury. Lucky for Stock Club listeners, they can claim as exclusive offer by emailing: frank@mywallst.com.Psssst…. We don’t think you’ll want to miss this year’s Investicon. Grab your early bird tickets now: https://www.investicon.ie/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:❌ X: @MyWallStHQ💃 TikTok: @MyWallSt📸 Instagram: @MyWallSt🖥️ Facebook: @MyWallSt👔 LinkedIn: MyWallSt(adjust these after intro)00:00 Intro04:31 Shorting Stocks Talk10:35 Founder CEOs vs Insider Selling17:35 Creative Accounting22:35 Deteriorating Fundamentals30:59 Valuation Reality Check32:27 Customer Concentration34:20 High Dividend Yield37:25 Following Prophet43:24 Ireland’s New Investment Scheme
• 2 Australian (ASX) Stocks to Buy Right Now 26.03.2026 40min

  Investor Down Under — g’day. We’ve long loved hunting for underappreciated stocks abroad, and over the years we’ve realized Australia is a particularly great place to find them. With its investing culture on the rise, this week we’re highlighting some of our local favorites.Emmet brings you a “high-quality moonshot with revenue.” Out of character for him, it’s Telix Pharmaceuticals (ASX: TLX). He normally avoids pharma and fashion, mostly because it rhymes. Telix develops and sells radiopharmaceuticals, including diagnostic tools (“theranostics”), primarily in oncology.Its annualized revenue growth is a thing of beauty. It went from generating $4 million in revenue in 2020 to $800 million in 2025. That growth is driven entirely by its diagnostic technology, not treatment, which is still in development. This makes it a potentially less risky cancer-curing play.If you’re a fan of Aussie stocks and want to hear Mike’s all-time favorite, you’ll need a Nexus 3 subscription. But his second favorite is Supply Network Limited (SNL), a provider of bus and truck parts. It’s a classic Mike, and Peter Lynch, type of play.Its moat lies in its depth of inventory and expertise in parts interpreting. It also has strong local market knowledge. Trucking is huge in Australia, but fleets are aging and often consist of vehicles from dozens of manufacturers, many concentrated in different parts of the country. Knowing what parts will be needed and where is a major advantage. The company has also grown revenue at a 17% CAGR over the past decade.Modernization could pose a threat through automation or electrification, but it’s unlikely to play out meaningfully over the next decade.We wrap up with Mike and Emmet sharing how they would invest $10K across these stocks.If you’re a new investor looking to start off on the right foot, we think Stock of the Month is the service for you. Every month, we pitch you one accessible, long-term stock we love, with a comprehensive write-up. We’ve been lucky to have some big winners, like Shopify which has returned more than 2600% since we picked it in 2017.Head to https://www.mywallst.com/stock-of-the-month to get all the details.Psssst…. We don’t think you’ll want to miss this year’s Investicon. Grab your early bird tickets now: https://www.investicon.ie/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:❌ X: @MyWallStHQ💃 TikTok: @MyWallSt📸 Instagram: @MyWallSt🖥️ Facebook: @MyWallSt👔 LinkedIn: MyWallSt00:00 Intro01:40 Kalashi and predictive markets rant06:41 Why Focus on Australia14:39 Telex Pharmaceuticals 18:32 Why Telex Excites Investors20:44 Moat and Market Expansion21:52 Risks26:30 Supply Network Limited (ASX: SNL)28:40 Moat Through Parts Expertise and Market Outlook37:57 10K Split and Wrap Up
• #303: The AI Stocks No One is Talking About: Biotech Boom 19.03.2026 47min

  This week, Emmet and Mike are digging into one of the hottest trends of our futuristic world: human longevity. We’ve all seen Bryan Johnson on our social feeds, but the business of living longer is more than just a meme. Today, new-age pharmaceutical companies are leveraging AI to reinvent the drug development process—making it faster, cheaper, and more customizable. If they’re successful, it could become one of the most important scientific innovations of all time.This raises the question: how do you invest in it?Emmet sees four categories:Metabolic longevity — Eli Lilly, Novo NordiskEarly disease detection — Guardant Health, Exact SciencesLongevity infrastructure — Thermo Fisher, Danaher CorpMoonshots — Recursion Pharmaceuticals IncBut which stocks are the lads’ favorites?Mike favors Tempus AI (TEM) for its two-pronged business model, composed of diagnostics and data. The diagnostics side is similar to Guardant Health, focusing on hereditary and sequencing tests. The data side consists of vast libraries of medical data that are licensed to other pharma and biotech companies, enabling things like trial design, pre-validation, and patient enrollment. They also have some impressive stats: net revenue retention sits at 126%, and they have over a billion dollars in backlog.Emmet goes with a stock he previously added to his watchlist, but later removed due to its complexity: Recursion Pharmaceuticals. It has a validated, full-stack platform for AI-driven drug discovery, but currently licenses data from Tempus AI. It recently achieved its first patented result from its AI system, which is considered a major breakthrough.They wrap up by sharing which stock they would invest in today.In celebration of St. Patrick’s Day, all of our services are on sale. From Horizon to Prophet, it’s a great time to find your next life-changing investment (at a discount). Importantly, our Insider Bot lives inside Horizon so if you want to invest like a CEO or CFO now is the time.To lock in your special rate, email frank@mywallst.comPsssst…. We don’t think you’ll want to miss this year’s Investicon. Grab your early bird tickets now: https://www.investicon.ie/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:❌ X: @MyWallStHQ💃 TikTok: @MyWallSt📸 Instagram: @MyWallSt🖥️ Facebook: @MyWallSt👔 LinkedIn: MyWallSt00:00 Intro01:31 Why Longevity Matters07:31 Demis Hassabis on the Future of AI15:08 Longevity Investing Archetypes24:16 Tempus AI Overview31:39 Recursion Pharma Pitch45:07 10K Portfolio Split
• #302: The One Metric You Need to Find Multibagger Stocks 12.03.2026 45min

  We’ve pitched you businesses and described graphs, but this week Mike and Emmet put the power in your hands and teach you how to find multibagger stocks. And it can be as simple as one metric: insider ownership.Inspired by the beloved book Investment Intelligence, we show you how to monitor and understand insider buying. This includes which executives to pay special attention to, how much is considered a meaningful purchase, and how to distinguish between virtue signalling and genuine investment.Overall, insiders are great at identifying when stocks are undervalued, especially when that undervaluation is driven by poor market sentiment. They might not be the best at timing the absolute bottom (to be fair, who is?), but they often reap the rewards over the long term.Emmet also reveals that the insider signal with the greatest historical returns is when a CEO buys shares after a large decline. If they’re willing to stake both their reputation and cold hard cash on better days ahead, it’s worth paying attention.It’s also an apt time for the topic, as there has been a flurry of insider buying recently, so Mike walks you through some of the biggest headlines.Anthony Noto, CEO of SoFi Technologies (SOFI), bought roughly $1 million worth of shares on March 2nd, almost calling the bottom to the cent.Scott Nuttall and Joseph Bae, Co-CEOs of KKR & Co. (KKR), also stepped in to buy shares despite growing concerns about the private credit market. With the stock down roughly 40% since July, the pair each purchased 100,000 shares across two rounds of buying. The cluster buying suggests leadership sees an opportunity.Greg Abel, Vice Chairman of Berkshire Hathaway (BRK.A, BRK.B) and Warren Buffett’s designated successor, has committed his $15 million salary to buying Berkshire shares. This appears to be as much a cultural signal as an investment decision, reinforcing Berkshire’s long-standing emphasis on alignment between management and shareholders.Jeff Green, CEO of The Trade Desk (TTD), bought nearly $150 million in shares at the beginning of the month. The stock has fallen significantly from its highs amid concerns that Amazon (AMZN) is building its own competing advertising platform. However, news broke on March 5th that The Trade Desk may partner with OpenAI on advertising opportunities and the stock soared. But everyone thinks the timing is a little suspicious.Andrew Robinson, CEO of Skyward Specialty Insurance (SKWD), has also been buying shares. The company recently caught Emmet’s eye so he was excited to see the disclosure.We wrap with Follow Prophet.In celebration of St. Patrick’s Day, all of our services are on sale. From Horizon to Prophet, it’s a great time to find your next life-changing investment (at a discount). Importantly, our Insider Bot lives inside Horizon so if you want to invest like a CEO or CFO now is the time.To lock in your special rate, email frank@mywallst.comPsssst…. We don’t think you’ll want to miss this year’s Investicon. Grab your early bird tickets now: https://www.investicon.ie/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:❌ X: @MyWallStHQ💃 TikTok: @MyWallSt📸 Instagram: @MyWallSt🖥️ Facebook: @MyWallSt👔 LinkedIn: MyWallSt00:00 Intro05:23 Why Insider Buying Matters17:09 Cluster Buys And Timing20:21 Insider Bot Alerts Explained22:10 SoFi Buys26:56 ServiceNow CEO Buys29:17 Trade Desk Mega Buy36:45 CFO Buys Matter41:18 Follow Prophet
• #301: The 6 Best Dividend Stocks to Buy 05.03.2026 54min

  This week, we’re heading to safer shores — trading moonshots for mailboxes — and bringing you Emmet and Mike’s favorite dividend stocks.We’re growth investors at heart and would usually rather see smart R&D spending than dividend distributions. But for many investors, especially those approaching retirement, a few value stocks can be a smart addition to a portfolio.Emmet walks us through why a company might start offering a dividend — and why it might not. The decision can come down to a mix of cash availability, tax laws, pressure from large shareholders, and a desire to stay in the market’s good graces over the long term.He kicks things off with the Dividend Aristocrats (NOBL) ETF, an index of US companies that have increased their dividends for 25 consecutive years and meet certain size and liquidity requirements. Emmet calls it “the most solid investment in the world.”He then revisits the pitch from recent Stock Club guest Porter Stansberry and makes the case for Altria Group Inc (MO). He finishes his list with Verizon (VZ), a wireless giant with a healthy moat and a 6%+ dividend. But it’s also staring down the looming threat of satellite internet providers.Mike returns to familiar territory with Investor AB (STO: INVE-B), the “Swedish Berkshire Hathaway”, it's a holding company with stakes in public companies, medtech firms, and smaller private businesses. It’s a lovely way to snag a piece of the Swedish economy and is currently Mike’s largest position.He then heads east with Tokio Marine (TYO: 8766), a Japanese insurance company riding the wave of the country’s stock market recovery. He shocks no one by pitching a stock that made last week’s portfolio as well: Waste Management (WM). At least this time, you get the reassurance that it’s also this month’s Stock of the Month.We wrap up by checking in on Finance Minister Simon Harris’s recent comments about deemed disposal and the avenues available for investing in Ireland. With €170 billion sitting in Irish bank accounts, it’s clear that at least some of it could be put to work.Psssst…. We don’t think you’ll want to miss this year’s Investicon. Grab your early bird tickets now: https://www.investicon.ie/To celebrate our 300th episode, Stock of the Month is on sale for $149 for 2 years or $99 for one year. Grab your deal at https://www.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:❌ X: @MyWallStHQ💃 TikTok: @MyWallSt📸 Instagram: @MyWallSt🖥️ Facebook: @MyWallSt👔 LinkedIn: MyWallSt00:00 Intro02:16 Dividend Stocks Setup11:33 Why Dividends Stick17:09 Modern Era Buybacks21:34 Dividend Aristocrats ETF25:46 Investor AB29:45 Altria34:33 Tokio Marine37:58 Verizon44:56 Waste Management46:32 Irish Investing Law and Deemed Disposal
• #300: The One, Life-Changing Stock to Buy and Hold for the Next 10 Years 26.02.2026 59min

  To celebrate Stock Club’s 300th episode, Emmet and Mike attempt to find the next Nvidia.The idea spawned from a portfolio Emmet assembled back in 2019 in our early episode: “13 Stocks That Could Be the Next Netflix or Dell.” These represent the golden gooses of his investing career and prove it only takes one great stock to change your life.The original lineup included Shopify (SHOP), iRobot (IRBT), The Trade Desk (TTD), Veeva Systems (VEEV), Twilio (TWLO), Arista Networks (ANET), Tesla (TSLA), Baozun (BZUN), Duluth Trading (DLTH), Stitch Fix (SFIX), and H World Group (HTHT).Over the last seven years, there have been losers, but the winners more than made up for them. The total portfolio has returned 227% vs. the S&P 500’s 100%.So this week, Mike and Emmet attempt to recapture the magic and assemble a list of six stocks that could be future compounders.Mike starts conservatively with Waste Management (WM), the indisputable, undisruptable king of bins. It’s a dirty business, but someone has to do it, and it seems no one else is willing — giving this long-time Wall Street favorite a considerable moat.Emmet follows this up with a riskier stock, to say the least. He opted for Rocket Lab (RKLB), which was also a buy-and-hold pick of David Gardner on his recent Stock Club episode. It’s clear the race for space is heating up, and it’s arguably the best option on the market.Mike stays in the futuristic lane, picking Uber (UBER). He’s betting that it will be the great aggregator and the gateway between consumers and the somewhat segmented autonomous vehicle market. But it could get disrupted by a provider going straight to the people.Emmet then pitches one of his investing regrets, MercadoLibre (MELI), as he let these shares go too soon. It’s a slice of Latin America’s e-commerce and banking sectors and has an undersaturated market. In Brazil alone, its market share has doubled since 2020.They then wrap up with long-discussed CRISPR Therapeutics (CRSP), the leading provider of gene therapy, and Constellation Software (CSU), the great acquirer down in the dumps.Psssst…. We don’t think you’ll want to miss this year’s Investicon. Grab your early bird tickets now: https://www.investicon.ie/To celebrate our 300th episode, Stock of the Month is on sale for $149 for 2 years or $99 for one year. Grab your deal at https://www.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:❌ X: @MyWallStHQ💃 TikTok: @MyWallSt📸 Instagram: @MyWallSt🖥️ Facebook: @MyWallSt👔 LinkedIn: MyWallSt00:00 Intro04:31 Time Machine Setup05:27 2019 Picks Recap19:20 Growth Portfolio Takeaways24:11 Waste Management26:36 Rocket Lab30:12 Uber33:56 Mercado Libre40:15 CRISPR43:10 Constellation Software52:40 Podcast Favorites Recap
• #299: What Autonomous Driving Stocks You Should Buy (and Tesla Isn’t One) (w/ Derek Reilly) 19.02.2026 42min

  There are three princes in the autonomous taxi race: Google’s Waymo, Tesla, and Amazon’s Zoox. But who will win and claim the crown? All the smartest investors want to know.Luckily for them, this week Derek Reilly drops by Stock Club, fresh off the CES trade show, where he saw the latest self-driving tech.Derek believes Waymo is the gold standard, having achieved Level 4 autonomy thanks to its use of lidar, radar, cameras, and sophisticated mapping. With its expansion focused on dense urban areas, he thinks adoption will look like a hockey stick. But hot on its heels is Zoox, Amazon’s purpose-built autonomous vehicle (imagine a fridge on wheels).While Tesla may have been first to market, Derek feels its decision to forgo lidar could undermine its safety and performance. Skipping lidar may have made its system cheaper, easier to scale, and sleeker in design—but using multiple sensors helps ensure performance regardless of conditions.When it comes to seeing any of these providers on the streets of Ireland, it will likely be a few years yet. The United States is an easier testing ground, with standardized road signs and lenient regulations. The same cannot be said for the EU.Beyond taxis, NVIDIA’s “Alpamayo” chip could help all car manufacturers work toward autonomy, making it a compelling pick-and-shovel play in the space. But telling someone NVIDIA is a great stock isn’t exactly breaking news.Derek does highlight, however, a slew of autonomous-driving stocks focused on software, processors, data storage, and lidar sensors—for those looking for names outside the Magnificent Seven.Our Horizon portfolio is a boutique service led by our co-founder and lead investor, Emmet Savage. According to 100-bagger expert Chris Mayer, “no one owns more 100-baggers than Emmet”.For a limited time, 30 new subscribers to Horizon will get Nexus I, II, and III included for $1500.To claim your offer, email frank@mywallst.comProphet, MyWallSt's latest investing service, is focused on delivering market-beating in less than 5 minutes a month.Click here to join now or email frank@mywallst.com for a deal.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:❌ X: @MyWallStHQ💃 TikTok: @MyWallSt📸 Instagram: @MyWallSt🖥️ Facebook: @MyWallSt👔 LinkedIn: MyWallSt00:00 Intro04:33 Autonomous Driving 10106:27 Why Waymo Leads13:13 NVIDIA’s ‘AlphaMayo’16:48 Tesla FSD Debate22:56 Zooxs33:44 Beyond Robotaxis: Where Autonomous is Going38:32 Pick-and-Shovel Stock Plays