Stock Club

Stock Club is usually home to high-risk, high-reward tech stocks on the cutting edge of tomorrow, but this week, Emmet and Mike bring you two down-to-earth value stocks that hold a special place in their hearts. While the S&P is on a tear, these well-known names (at least to our listeners) have been down in the dumps, creating a great opportunity to add them to the foundation of your portfolio. Not only that, one of them even made it into Prophet’s portfolio. Emmet goes back in time to break down the foundation of Europe’s greatest conglomerate, LVMH, and argues that the recent pullback makes for a great entry opportunity. With more than 70 brands spanning clothing, alcohol, leather goods, watches, and makeup, it’s the perfect way to get a taste of luxury. Meanwhile, Mike heads in the opposite direction to talk about the earth’s greatest asset: water — or at least the infrastructure that provides it. Core & Main, long a favorite of the MyWallSt team, experienced a sell-off following its September earnings, but its long-term investment thesis remains strong. Tune in to hear the full pitches. Our Horizon portfolio is a boutique service led by our co-founder and lead investor, Emmet Savage. Emmet has built his career on finding life-changing investments and believes the next hundred-bagger is already within his holdings. According to 100-bagger expert Chris Mayer, “no one owns more 100-baggers than Emmet.” To claim your exclusive Horizon discount, head to mywallst.com/horizon or email us at 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: ❌ X: @MyWallStHQ 💃 TikTok: @MyWallSt 📸 Instagram: @MyWallSt 🖥️ Facebook: @MyWallSt 👔 LinkedIn: MyWallSt

Emmet and Mike are back to discuss the latest stock market moves. Mike breaks down the U.S. government’s attempts to reduce reliance on foreign companies by investing in homegrown alternatives. The rare metals market is dominated by China, while semiconductor production is concentrated in Taiwan — a geopolitical risk the Trump administration isn’t willing to take. This has led the U.S. government to take stakes in Intel, MP Materials, Lithium Americas, and Trilogy Metals. Later, Emmet walks us through Howmet Aerospace Inc., a stock Prophet has been holding for a few months and enjoying a 60%+ return. It’s part of a new segment called “Following Prophet.” Our Horizon portfolio is a boutique service led by our co-founder and lead investor, Emmet Savage. Emmet has built his career on finding life-changing investments and believes the next hundred-bagger is already within his holdings. According to 100-bagger expert Chris Mayer, “no one owns more 100-baggers than Emmet.” To claim your exclusive Horizon discount, head to mywallst.com/horizon or email us at 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: ❌ X: @MyWallStHQ 💃 TikTok: @MyWallSt 📸 Instagram: @MyWallSt 🖥️ Facebook: @MyWallSt 👔 LinkedIn: MyWallSt

This week, Emmet is joined by an absolute legend of investing — co-founder of The Motley Fool, David Gardner. David is here to discuss his new book, Rule Breaker Investing: How to Pick the Best Stocks of the Future and Build Lasting Wealth, and share a few kernels of wisdom with the Stock Club fanbase. Way back in the 1990s, Emmet stumbled upon David and his “6 Traits of a Rule Breaker Stock,” which helped him find opportunities like Netflix and MercadoLibre. David believes those six traits are still relevant today and can help investors find the next generation of life-changing stocks, even in the age of AI and algorithmic trading. Tune in to hear why David believes great stocks are worth holding even after they’ve reached impressive highs, the importance of optimism, and how to hold a stock when pessimism persists. This is coming from the man who held Amazon through the early 2000s and several 50%+ declines — he knows what he’s talking about. Finally, we get to hear his favorite small-cap stock and his three “desert island” stocks. Whether you’re a new investor or an old sage of Wall Street, this episode is worth a listen. Our Horizon portfolio is a boutique service led by our co-founder and lead investor, Emmet Savage. Emmet has built his career on finding life-changing investments and believes the next hundred-bagger is already within his holdings. According to 100-bagger expert Chris Mayer, “no one owns more 100-baggers than Emmet.” To claim your exclusive Horizon discount, head to mywallst.com/horizon or email us at 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: ❌ X: @MyWallStHQ 💃 TikTok: @MyWallSt 📸 Instagram: @MyWallSt 🖥️ Facebook: @MyWallSt 👔 LinkedIn: MyWallSt 00:00 Intro01:58 Emmet’s Introduction to The Motley Fool03:24 Interview with David Gardner07:14 David's New Book: Rule Breaker Investing14:50 The Six Traits of Rule Breaker Stocks20:39 The Power of Optimism in Investing24:34 Spotting Greatness Early33:57 The Role of AI in Long-Term Investing36:49 Listener Questions and David’s Favorite Small-Cap44:52 Desert Island Stock Picks

This week, Mike and Emmet venture onto the shores of the healthcare industry to identify some potential hundred-baggers. Emmet breaks down Oscar Health, a stock often discussed by investors on X and Reddit. The company was founded to bring technological disruption to the health insurance market, particularly among providers and plans operating under the Affordable Care Act. It has solid revenue growth, narrowing losses, and a strong leadership team—but it could still fall victim to sector restructuring. Mike takes on Medpace Holdings, a clinical research provider that helps biotechs outsource their testing and trials. The company has shown consistent growth and operates a business model that eliminates many of the risks of investing directly in pharma. However, its stock may now be prohibitively expensive after an eye-watering run-up earlier this year. Both of these stocks come from our premium products, Horizon and Nexus, so you won’t want to miss this sneak peek. Apologies for Mike’s sound—he was recording next to a construction site. Our Horizon portfolio is a boutique service led by our co-founder and lead investor, Emmet Savage. Emmet has built his career on finding life-changing investments and believes the next hundred-bagger is already within his holdings. According to 100-bagger expert Chris Mayer, “no one owns more 100-baggers than Emmet.” To claim your exclusive Horizon discount, head to mywallst.com/horizon or email us at 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: ❌ X: @MyWallStHQ 💃 TikTok: @MyWallSt 📸 Instagram: @MyWallSt 🖥️ Facebook: @MyWallSt 👔 LinkedIn: MyWallSt

The Multibagger King returns to Stock Club. Chris Mayer, author of 100 Baggers: Stocks That Return 100-to-1 and How to Find Them, inspired the creation of our international portfolio, Nexus, which aims to uncover great investments on foreign shores. In this throwback episode, he talks to us about his own approach to international investing. Tune in to hear about his favorite brokerages, the quantitative and qualitative metrics he values most, and a few of his favorite potential 100x stocks in Europe. He also shares some Swedish names that we’re quite fond of ourselves. Prophet, MyWallSt's latest investing service, is focused on delivering market-beating in less than 5 minutes a month. We are running a seven day free trial for our followers. No commitment, cancel anytime. Click here to grab your trial. 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 00:00 Introduction and Context01:42 Brokerage Solutions for International Stocks03:03 Identifying Multibagger Stocks04:16 Deep Dive into Specific Stocks14:22 Revenue Growth vs. Return on Equity19:03 Teqnion and Long-Term Investment Strategies

If you’re fatigued with the Magnificent Seven and their eye-watering valuations, maybe it’s time to look at some smaller market caps. Pieter Slegers, founder of Compounding Quality, is back to discuss his new investing service, Tiny Titans. By focusing on small caps, an investor can outperform the market by about 4% a year. But by combining this with some of Slegers’ “Compounding Quality” characteristics, such as positive free cash flow and high insider ownership, that outperformance can increase to 6.5%. Pieter’s goal is to achieve a yearly return of 15%, which would double your money every five years—perfect for long-term investors. Tune in to hear about the importance of a stock checklist, what he looks for in a Tiny Titan, and to get a sneak peek at a stock on his watchlist. To learn more about Pieter and the Tiny Titans service, head to https://www.tinytitansexclusive.net. Prophet, MyWallSt's latest investing service, is focused on delivering market-beating in less than 5 minutes a month. We are running a seven day free trial for our followers. No commitment, cancel anytime. Click here to grab your trial. 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 00:00 Intro01:33 Peter's Investment Philosophy06:54 The Potential of Small Cap Stocks17:27 Screening for Quality Small Caps25:18 The Importance of Checklists31:29 Exceptions to the Rule38:38 Examples of Tiny Titans

In 2023, you’d be hard-pressed to find a Wall Street analyst who wasn’t in love with Lululemon. The stock was a classic example of a long-term, buy-and-hold winner, with a strong brand, enviable profit margins, and plenty of expansion opportunities. However, coming into 2025, the company’s façade started to crack, with revenue growth slowing to single digits and comparable in-store sales falling. It appears the American market may be reaching saturation, with competition hot on Lulu’s heels. On top of that, tariffs are taking a healthy bite out of the bottom line, leaving its EBITDA “on the floor.” The stock is now the worst-performing name on the S&P 500 in 2025. That said, international markets—particularly in China—remain vibrant, and Lulu hopes to reinvigorate domestic sales through R&D innovation. Is the market’s pricing an overreaction, or a reasonable adjustment for a brand transitioning from growth to value? Mike also touches on Microsoft’s agreement with recent IPO Nebius, which sent the stock soaring. Prophet, MyWallSt's latest investing service, is focused on delivering market-beating in less than 5 minutes a month. We are running a three-month free trial for our followers. No commitment, cancel anytime. Click here to grab your trial. 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

This week, we bring you a debate every investor has had over the last year: Is Tesla still a buy? Mike starts off by breaking down the brand’s difficulties in Europe, with sales sliding across markets—particularly in the Nordics, Germany, and France. Some of this can be attributed to Musk’s political antics, but Mike argues that a bigger concern is the automaker’s inability to maintain its moat. Tesla faces more competition in the EV space than ever, especially from cheaper manufacturers in China, and has failed to provide either a more economical model or significant upgrades to existing tech to attract new buyers. There’s also the argument that Musk’s attention is divided between his many companies—not to mention his Twitter usage—which may have caused him to take his eye off the Tesla ball. However, Emmet takes the counterpoint and explores the importance of Tesla’s speculative tech. The brand has just begun testing its robotaxis in Texas, and if successful, it could become the cheapest autonomous provider, as it isn’t reliant on LiDAR sensors. Additionally, Musk has promised that humanoid Optimus robots will eventually account for 80% of the company’s value—but it remains very unclear when they will come to market. As any long-term Tesla investor knows, Musk has a tendency to overpromise, especially when it comes to timelines. We leave the question with you: Would you pick up Tesla shares today for the long term? Prophet, MyWallSt's latest investing service, is focused on delivering market-beating in less than 5 minutes a month. We are running a three-month free trial for our followers. No commitment, cancel anytime. Click here to grab your trial. 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 4:20 Tesla’s Declining Sales 19:11 Elon Musk's Overexposure and Distractions 26:12 Tesla’a Speculative Tech 31:41 Tesla's Robotaxi Launch 39:37 The Future of Tesla's Humanoid Robot, Optimus 43:08 Speculations and Market Impact

Mike and Emmet are back from Investicon with two phenomenal stock picks shared by the event’s expert panel. Mike breaks down Chapters Group (ETR: CHG), a vertical market software acquirer modeled after Constellation Software. With ~98% customer retention, ~90% gross margins, and disciplined capital allocation, the business is scaling rapidly. Though not cheap, Compounding Quality’s Pieter Slegers believes its leadership and growth outlook make it compelling. Later, Emmet covers a pick from AI investing expert Eric Bleeker: Ouster (OUST), a provider of lidar sensors essential for autonomous driving and robotics. It’s an intriguing pick-and-shovel play for the future of automation. While risky—since it could be disrupted by emerging technologies and some manufacturers (e.g., Tesla) have opted to move forward without it—lidar is still likely to enjoy a few decades of solid growth. If you’d like to get a complete list of the stocks and ideas pitched at Investicon, new Horizon subscribers get a exclusive summary when they sign-up. To avail of this offer and hear more about Emmet’s Horizon portfolio, drop us an email at 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 Intro06:21 Deep Dive into The Chapters Group16:21 Challenges and Risks in Niche Markets24:31 Eric Bleecker's Stock Pitch: Ouster26:02 Understanding LIDAR Technology30:02 Ouster's Market Potential and Financials

We're discussing two very different stocks today on Stock Club. One is the hottest stock on the market and one of the few companies being absolutely transformed by AI. Up 500% in the last year and almost 50,000% since 2022, this one is something you can't miss. The other is a European microcap that you've almost certainly never heard of. The stock is due for a turnaround with new franchises coming to the fore and excellent customer feedback, this could be the high-risk, high-reward stock you've been waiting for. Investicon is just one week away. This is your last chance to grab tickets. Some of the finest investing minds across stock-picking, AI, wealth management, and even whiskey are coming to the Irish Stock Exchange on August 21. Get your tickets here: https://www.investicon.ie/Check out the market-beating returns of our breakthrough product:Prophet is up over 1,468% over the last 16 yearsThat’s an average of 21.6% annual returnIt’s almost 2X the S&P 500 returns.We've built a system where you spend just 5 minutes a month, buy the initial ten stocks in the portfolio, and then let Prophet's monthly rebalancing do the heavy lifting. Every 4th Friday, it analyzes 67,000 miles of market data, sells under-performers, and buys new winners—keeping your portfolio optimised without you ever having to dive into charts or reports.To get full access to Prophet right now for free, sign up for your 90-day trial: https://www.useprophet.com/mwsofferBecome a successful investor by checking out all the content MyWallSt has to offer:📩 Email us: 📚 Learn the fundamentals of investing by downloading our free Learn app: 💻 Keep updated on stock market news by visiting our blog: 🎧 Tune in to our podcast Stock Club to stay updated on weekly news: 🎉 Follow MyWallSt on social:🐦 Twitter: @MyWallStHQ💃 TikTok: @MyWallSt📸 Instagram: @MyWallSt🖥️ Facebook: @MyWallSt👔 LinkedIn: MyWallSt

Novo Nordisk faced another tough earnings season, with the stock falling 30% after it revised its growth guidance due to increased competition from Eli Lilly and the (now-illegal) compounders. This has brought the stock down to a tantalizing 12x earnings. Is this a great time to pick up shares, or are investors risking catching a falling knife? Novo is attempting to fend off the competition by launching its own direct-to-consumer Wegovy service in the United States, which will sell its drugs for $499 a month—less than half the previous cash price. Combined with a new management team, Novo has a lot of irons in the fire. Perhaps these efforts will bolster its long-term outlook. Later, Emmet discusses the impact of AI investment on the broader economy. Emerging in the midst of the 2023 market downturn, the AI race has spurred an extreme infrastructure spending boom from tech companies, especially the Magnificent Seven. They’ve pumped $151 billion into the economy so far. Is it a bubble, or the new normal in tech? Mike and Emmet also touch on Elon Musk's $30 billion pay day. Is this infamous CEO still worth the premium? Five lucky listeners can claim a complimentary ticket to Investicon when they sign up for Horizon. To hear more about the offer and claim your ticket, email us. 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 Stock Market Sentiment and Initial Discussion 01:52 Elon Musk’s $30 Billion Pay Day 09:01 Deep Dive into Novo Nordisk 21:35 Nova's Billion-Dollar Sales and Competitive Landscape 28:18 The Future of AI and Its Economic Impact

This week, Mike sits down with Emma Farrelly, a Qualified Financial Adviser (QFA) and Retirement Planning Adviser (RPA) from Future Financial Planning in Dublin. Emma walks through what every twenty-something needs to know about saving for success, the risks of relying solely on property as an investment, and what auto-enrolment means for both employees and employers. She also gives her two cents on our sworn enemy — deemed disposal — and the broader Irish wealth landscape. As a newly rich country, Ireland still has a lot to learn about building generational wealth but the tide is definitely turning. If you’re Irish, you won’t want to miss this episode. For a limited time, new subscribers to Horizon get a complimentary ticket to Investicon. Grab you ticket here: https://www.mywallst.com/horizon 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 01:54 Personal Finance Checklist 08:29 Advice for Young Professionals 12:12 Financial Planning for Mid-Career Individuals 21:26 Deemed Disposal and Challenges in Irish Investing 29:15 Auto Enrollment Legislation Explained 41:59 Addressing the Gender Pension Gap

This week, Emmet is joined by legendary investor Chris Hill. Chris was one of the Motley Fool’s longest-standing employees, contributing 26 years of expertise and stock pitches. He was the host of the Motley Fool’s Money podcast, which began in 2009. Earlier this year, he launched Money Unplugged, where he interviews guests about their money stories, struggles, and financial insights. Chris shares his favorite guest splurges and money regrets—highlights include fancy cars, commemorative popcorn buckets, and expensive rocks. You might be surprised which ones fall into each category. He also reveals his three favorite investments to buy now and hold forever. Interestingly, there’s significant overlap with the portfolios of Emmet, Anne Marie, and Mike. Great minds think alike. Prophet, MyWallSt's latest investing service, is focused on delivering market-beating in less than 5 minutes a month. We are running a three-month free trial for our followers. No commitment, cancel anytime. Click here to grab your trial. 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 Intro05:15 Welcome Chris Hill10:45 Early Experiences with Money18:50 Splurging and Regretful Purchases36:15 Chris Hill’s Top 3 Stock Picks49:10 Morgan Housel’s New Book

Mike is joined by Clem Chambers, financial journalist, author, and contributor to Forbes, Fox, and Wired. Clem is a self-described contrarian investor who seeks opportunities in inefficient markets. Tune in to hear his breakdown of why the U.K. stock market has fallen behind but is still a great place to find compounding stocks. Later, Clem discusses the opportunity he sees in Intel. Despite being left behind by Nvidia, Intel’s manufacturing capabilities in Europe and the United States may make it an ideal acquisition target for chip rivals looking to secure themselves against geopolitical tensions. Finally, hear why Clem has sold out of Bitcoin—despite being an early adopter—and learn about his three favorite investments right now. For a limited time, new subscribers to Horizon get a complimentary ticket to Investicon. Grab you ticket here: https://www.mywallst.com/horizon 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 Intro02:31 Contrarian and Value Investing Strategies07:27 Challenges in the UK Stock Market17:30 Advice for New Investors31:58 Understanding FOMO and Contrarian Investing33:46 Intel: A Classic Contrarian Investment38:45 The Importance of Gold in Global Tensions43:52 The Risks and Realities of Cryptocurrency51:46 Top Contrarian Investments and AI's Impact on Energy

The IPO market has been a barren wasteland since the carefree days of 2020. But this week, we bring you an IPO that might actually be worth a look. Figma has released its hotly anticipated S-1, revealing a business firing on all cylinders—with double-digit revenue growth, a 132% net dollar retention rate, and, most notably, profitability. The company now hopes to extend its land-and-expand sales model beyond the UI/UX space, though that will introduce new competition. It’s also betting big on AI, while trying to not alienate the designers who have championed the brand, a delicate balancing act that a strong management team may just pull off. Later, Emmet explores the impact of Trump’s ‘Big Beautiful Bill’ on Airbnb hosts. Thanks to new tax write-offs, becoming a short-term landlord just got a whole lot easier—and cheaper. For a limited time, new subscribers to Horizon get a complimentary ticket to Investicon. Grab you ticket here: https://www.mywallst.com/horizon 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 Introduction to the Most Appealing IPO 08:13 Figma's IPO and Market Position 18:51 Figma's Financials and Market Potential 25:54 Exploring the Competitive Landscape of Figma 36:52 The Impact of Trump's Big Beautiful Bill on Airbnb

Anne Marie and Mike are back and they are here to pitch two big name stocks trading on the cheap. First up: Novo Nordisk. The Ozempic darling soared in 2024, but tough competition from Eli Lilly and a tumultuous relationship with Hims & Hers has left this pharmaceutical in the bin. Mike goes over its latest troubles but reminds us that it’s a market leader in a rapidly expanding market. Should you pick up this discounted giant? Tune in to hear the full pitch. Later, Anne Marie breaks down Nike. Her favorite stock for 2025, Nike is in the middle of a significant brand realignment resulting in some short-term pain. However, suffering may be coming to an end according to its latest quarterly report, and the market is beginning to warm back up to the long-suffering swoosh. Can the home of “Just Do It” beat the tariff blues? Make sure to grab your copy of our “The ‘Sell America’ Thesis” here: https://www.mywallst.com/the-sell-america-thesis If you’re looking for great international growth stocks to supercharge your portfolio, look no further than Nexus II. Since its launch in November 2024, Nexus II has been trouncing the S&P 500. To celebrate, we’re offering our loyal listeners a phenomenal discount—so good, we can’t share it publicly. To claim your discount, email us at pod@mywallst.com There are a limited number of early bird tickets available for Investicon. Grab yours here: https://shorturl.at/B6BJk 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 03:37 US Dollar Decline and Portfolio Implications 10:03 Novo Nordisk: A Deep Dive 29:37 Potential Beyond Obesity Treatment 33:24 Nike's Comeback Story 45:34 Marketing and Brand Positioning

This week, we continue our run-up to Investicon with Anthony Sheehy. Anthony Sheehy is the owner and co-founder of several pioneering brands in the Irish whiskey industry, including the world’s first Irish whiskey auction platform. His expertise spans the industry—from warehousing, logistics, and sourcing to tourism, marketing, and investment. He’s here to break down everything you need to know about whiskey investing, from finding a bottle worth buying and storing your collectible whiskey to avoiding dubious marketing tactics. He also talks about his upcoming ETF project, which aims to help investors buy a stake in a single bottle. Don’t miss Anthony’s talk at Investicon, where he’ll be pitching three bottles to buy and hold for the next 10 years. There are a limited number of early bird tickets available for Investicon. Grab yours here: https://shorturl.at/B6BJk 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 Introduction to High-Value Whiskey Collectibles 01:53 Anthony's Journey into Whiskey Collecting 05:54 Investment Strategies in Whiskey: Bottles, Casks, and Distilleries 17:58 Anthony's Personal Collection and Living the Dream 23:08 Investing in Single Cask Releases 28:47 The Catalyst for Irish Whiskey Auctions

This week, we continue our run-up to Investicon with Pieter Slegers. Pieter is the founder of Compounding Quality, a leading investment newsletter with more than 425,000 subscribers. His mission is to educate and empower long-term investors by focusing on high-quality companies and timeless investing principles—and that’s exactly what he delivers in this week’s episode. Alongside Emmet, Pieter breaks down Evolution AB and Kinsale Capital, both cash-generating giants poised for impressive futures. Tune in to hear Pieter’s favorite traits of an exceptional investment, the importance of valuation metrics, and how institutional investors sometimes get it wrong. Don’t miss Pieter’s talk at Investicon, where he’ll be pitching three stocks with 10X potential. There are a limited number of early bird tickets available for Investicon. Grab yours here: https://shorturl.at/B6BJk 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 02:19 Defining Quality in Investments 05:31 Traits of Multibagger Stocks 09:43 Case Study: Games Workshop 21:30 Understanding Valuation in Investments 27:10 Case Study: Evolution AB 34:08 Spotlight on Kinsale Capital 40:35 Why You Should Come to Investicon

This week, Stock Club brings you an Investicon preview with Eric Bleeker from 24/7 Investing. Eric is an expert in AI investing, the founder of the AI Investor Podcast, and one of Nvidia’s earliest proponents. He’s here to walk you through the current market outlook. While he doesn’t shy away from comparisons to the dot-com bubble, he still believes AI will be a life-changing addition to your portfolio. Although AI-specific stocks aren’t cheap, there are plenty of indirect, “pick and shovel” plays that have caught his attention. Tune in to hear a few great ideas. Eric also shares a preview of what to expect during his Investicon presentation. There are a limited number of early bird tickets available for Investicon. Grab yours here: https://shorturl.at/B6BJk 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 02:18 AI's Impact on Various Industries 03:26 AI Bubbles and Market Trends 07:11 AI in Advertising and Social Media 10:30 Overlooked AI Companies 24:53 Picks and Shovels of AI

The MyWallSt team has big news! On 21 August 2025, we’re hosting Investicon live in Dublin at the historic Irish Stock Exchange. We’ll be bringing our stock and ETF expertise to the stage, alongside a star-studded panel of experts across various investing specialties. The group will cover everything from wealth preservation strategies to high-flying AI stocks—and even the emerging whiskey investment space. Our own Emmet Savage will be pitching three stocks he believes could 100x. Our guest list includes: Lois CoxPieter SlegersTim KohnEric BleekerMark McLaughlinAnthony SheehyWe hope to see you on the floor of the exchange! There are a limited number of early bird tickets available for Investicon. Grab yours here: https://shorturl.at/B6BJk 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 03:13 Introducing Investicon 16:42 Topics at Investicon: Stocks, AI, and Whiskey 22:23 Investing in Whiskey 25:04 Speaker Lineup and Topics 30:58 AI Experts and Investment Insights 33:26 Money Management and Wealth Preservation