Stock Club

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.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 00:00 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

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: MyWallSt 00:00 Intro 02:16 Dividend Stocks Setup 11:33 Why Dividends Stick 17:09 Modern Era Buybacks 21:34 Dividend Aristocrats ETF 25:46 Investor AB 29:45 Altria 34:33 Tokio Marine 37:58 Verizon 44:56 Waste Management 46:32 Irish Investing Law and Deemed Disposal

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: MyWallSt 00:00 Intro04:31 Time Machine Setup05:27 2019 Picks Recap19:20 Growth Portfolio Takeaways24:11 Waste Management26:36 Rocket Lab30:12 Uber 33:56 Mercado Libre40:15 CRISPR43:10 Constellation Software52:40 Podcast Favorites Recap

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.com 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: MyWallSt 00:00 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

Salesforce, Workday, HubSpot, Atlassian, ServiceNow, Adobe, and more are all down in the dumps. Is the age of B2B software supremacy at an end? Long favored for their revenue growth and strong margin profiles, many of these stocks have benefited from (and struggled with) lofty valuations. But AI—and the advent of “vibe coding”—is putting their moats under threat, so Mike and Emmet dig in to determine which software giants are oversold and which may be entering terminal decline. The one thing they agree on: being mission-critical makes all the difference. Software that provides systems of record, essential workflows, or cybersecurity is unlikely to be disrupted by internal tools built with Claude Code. As Emmet puts it, “outsiders are confusing creation with responsibility.” Most large organizations have complex, layered tech stacks that must be consistently maintained and cannot be readily replaced. It’s far more likely that existing providers will add AI capabilities. This argument has made CrowdStrike, Adobe, and Atlassian appealing to Emmet. Beyond this, Mike believes software specialists creating tools for tight verticals and peculiar niches are unlikely to be upended by AI newcomers, as their markets are too small to attract meaningful attention. This has kept Constellation Software on his watchlist. However, both agree that non-essential business software, like Notion or Typeform, could be on the chopping block. We wrap with an edition of Follow the Prophet. 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.com 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: MyWallSt 00:00 Intro03:52 The SaaS Apocalypse09:37 Mission Critical Software: Winners and Losers25:33 Switching Costs: The Underappreciated Moat28:28 Vertical Software and Niche Markets35:12 Resilient Software Companies49:55 Follow Prophet

This week, Emmet is joined by a legend in financial publishing, Porter Stansberry. Porter is a master at recognizing and managing financial risk—and educating the public along the way. He even delivered positive returns during the 2008 financial crisis. Porter shares his bull and bear case for America, weighing freedom of opportunity against excessive borrowing. He’s wary of U.S. Treasuries and worries the country could face a technical default similar to those in 1933 and 1971. He also outlines his views on the A.I. bubble, drawing lessons from the Dot-Com era. Tune in to hear why Porter believes corporate spinoffs are underappreciated investments, the role of gold in your portfolio, and which psychological traits differentiate successful investors. We wrap up with Buy, Hold, or Sell and an edition of Desert Island Stocks. 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: MyWallSt 00:00 Intro 04:56 The Bull and Bear Case for America12:23 Navigating the AI Investment Landscape17:00 The Value of Corporate Spinoffs22:08 Psychological Traits of Successful Investors24:23 Investing in Essential Services31:39 Quickfire Round: Buy, Hold, or Sell36:30 Desert Island Stocks

If you are one of the 800,000 people in Ireland who do not have a workplace pension, your paycheck may be a bit lighter this month. This week, Ireland’s Auto-Enrolment Pension Scheme (a.k.a. MyFutureFund) launched, aiming to address the shortcomings of the State Pension. If you are part of this cohort, 1.5% of your gross salary is now being directed into a retirement account. Luckily for Stock Club listeners, we’re joined by Ralph Benson from MoneyCube to walk you through all the details. With an ageing population and inflation on the rise, auto-enrolment is a key way Europeans can help ensure their comfort in retirement — but there’s a lot to unpack. One especially important point: if you’re in the highest tax bracket in Ireland, you may be leaving money on the table by relying solely on auto-enrolment. Additionally, fund selection is fairly limited, giving you little control over where your money is invested. Some questions we answer: If you find yourself in auto-enrolment, you won’t want to miss this episode. For more information head to: MyFutureFund.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. 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 Intro01:42 Details and Impact of Auto-enrolment06:39 Unknowns of the scheme, withdrawals and fees16:16 Auto-enrolment vs Private Pensions (Tax benefits)24:04 What should I do if I’m an employer? 24:58 Will I be enrolled if I’m self-employed? 25:36 My employer hasn’t spoken to me about auto-enrolment , should I ask them about it? 27:12 Should I start my own personal pension or stick to auto-enrolment? 29:00 Can I have both a personal pension and auto-enrolment? 31:02 Is auto-enrolment good for Ireland’s overall pension market? 32:32 Impact on the Irish investing landscape40:43 One thing every Irish investor should know

If you thought last week was a treat, Mike and Emmet are here to double your luck. They bring you six more stocks to fill out your portfolio across different tastes and risk factors. Check in with your needs and add to your shortlists. We’ll pitch you: Magnificent Seven Google (Alphabet) (NASDAQ: GOOG) He can’t pitch Tesla twice in the same month, so despite trying to avoid the AI bubble, Emmet couldn’t resist pitching Google—especially as Google Gemini appears to be gaining ground on OpenAI. It’s certainly the king of data, and its financial health is leaps and bounds ahead of most AI incumbents. Amazon (NASDAQ: AMZN) Diversification rules the day, and some speculative bets still bake growth into this mega-cap. With chips and automation in the works, Amazon could still manage a second (even a third) act. Biotech Danaher Corporation (NYSE: DHR) A major player in healthcare, diagnostics (its largest segment by revenue), and life sciences. Mike likes it for its diversification and razor-and-blade model, plus it has seen healthy improvement over the last few quarters. Emmet thinks it might be the best company you’ve never heard of. Recursion Pharmaceuticals, Inc. (NASDAQ: RXRX) An incredibly risky biotechnology company focused on discovering and developing drugs using AI. It targets orphan diseases—those affecting fewer than 250,000 people. Its revenue is lumpy, and it remains unprofitable. Nothing to Do with AI (Snooze City) Waste Management, Inc. (NYSE: WM) Trucks, bins, holes in the ground—a perfect Peter Lynch “disgusting” stock. It’s essential and unsexy, but a consistent performer with rock-solid fundamentals and a healthy dividend. Dutch Bros Inc. (NYSE: BROS) An easy-to-understand coffee chain in the midst of major expansion. Focused on the drive-thru market, it owns most of its locations (rather than franchising) and has posted solid 6% same-store sales growth. 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. 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 Intro04:23 Magnificent Seven: Google15:29 Amazon21:40 Biotech Stocks: Danaher28:14 Recursion Pharmaceuticals39:25 Not an AI Stock: Waste Management45:23 Dutch Bros55:47 Following Prophet

For investors looking to refresh their portfolios heading into the new year, we’ve got a list of stocks hot off the presses. Mike and Emmet unpack: Small Caps: Relais Group (HEL: RELAIS), a Finnish auto aftermarket specialist. Vertical Aerospace Ltd (NYSE: EVTL), a specialist in eVTOLs (electric vertical takeoff and landing aircraft). European Stocks: Camurus AB (STO: CAMX), a biotechnology company focused on improving treatments for opioid addiction. Vinci SA (EPA: DG), a French infrastructure giant that operates airports, toll roads, and construction companies worldwide. They also charge Mike tolls every month. A Fallen Warrior: Novo Nordisk (CPH: NOVO-B), the owner of Ozempic and Wegovy. Rivian (NASDAQ: RIVN), the 2021 EV darling that has yet to recapture the market’s love. Tune in to hear Mike and Emmet’s favorites—and which stocks they’d add to their personal portfolios. We wrap with a fresh edition of 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. 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 Intro01:40 Stock Picks: Under a Billion Market Cap02:54 Relay Group: European autoparts08:25 Vertical Aerospace: High Risk, High Reward20:00 Camurus AB, a biotech innovator24:50 Vinci SA: The King of French Infrastructure29:26 Stock Downturns and Opportunities30:45 Investment Case for Novo Nordisk35:13 Rivian: The EV Truck Contender44:42 Follow Prophet

This week, Mike and Emmet take a step back to discuss the broader market landscape heading into 2026 and what industries they’re watching. 2025 was a pretty spectacular year for the S&P so its normal to feel the party can’t go on forever. Mike reminds investors that corrections are a normal part of investing—and that the best preparation is owning businesses you’re willing to hold through a downturn, while keeping some cash on hand to take advantage of bargains if markets pull back. Emmet strikes a more optimistic note, arguing that the rally may have room to continue as corporate earnings have largely delivered so far. That said, the market’s confidence could be tested if Nvidia takes a stumble. But there is still some value out there, only 2 of the Magnificent 7 outperformed the market. Emmet then checks in with Tesla, one of his longest held stocks. He’s done with flashy demos and wants to see real products hit the market—particularly in autonomous driving. Overall car sales are slowing so its time for Elon to walk the walk and support the company’s lofty valuation. Mike highlights an area of healthcare he’s keeping a close eye on: treatments for opioid use disorder. With U.S. government funding for treatment programs expanding, this could become a meaningful tailwind for pharmaceutical companies operating in the space—many of which have already appeared across MWS services. We wrap up with a fresh edition of Follow Prophet. Stock Club’s one-word resolution for 2026: Community. Our listeners are an invaluable part of the podcast, and we want to hear more from you. Subscribe, leave a comment with your thoughts, or drop us an email with your questions. Prophet, MyWallSt's latest investing service, is focused on delivering market-beating in less than 5 minutes a month. Click here to join now. 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 Intro 03:40 Market Predictions for 2026 12:46 Tesla's Future: Challenges and Opportunities 25:26 Autonomous Driving: The Next Frontier? 30:07 The Continued Threat of the Opioid Crisis 33:47 Promising Treatments for Opioid Use Disorder 41:18 Will the Rally Continue? 50:33 Following Prophet

In celebration of the New Year, Mike brings you a recap of our favorite interviews from 2025. More importantly for investors looking for an edge, we share some of the top stock picks from Wall Street’s greatest investors. Tune in to catch highlights from David Gardner, Chris Hill, Clem Chambers, Pieter Slegers, and Eric Bleeker—plus insights into Ireland’s Auto-Enrolment pension scheme and tips on how to keep your confidence heading into 2026. Prophet, MyWallSt's latest investing service, is focused on delivering market-beating in less than 5 minutes a month. Click here to join now. 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 Intro01:25 David Gardner on Finding Great Investments Early05:17 David Quinn on the Irish Investing Landscape10:34 Emma Farley on Auto Enrollment in Ireland16:24 Eric Bleecker on AI Investment Opportunities20:06 David Gardner on the Power of Optimism in Investing23:17 David Quinn on Irish Property Investment26:17 The Importance of a Long-Term Mindset30:01 Stock Picks: Chris Hill's Top Three Investments37:21 Contrarian Investment: Intel's Potential40:46 European Small Cap Stocks: Chapters Group44:14 Desert Island Stocks: David Gardner's Picks

As the year winds down, Emmet and Mike look back on their favorite investing stories, stocks, and turkeys from 2025. Mike touches on the obvious: AI and the “pick-and-shovel” plays that have ridden its wave. Chipmakers and storage manufacturers are among the market’s biggest winners. Even Intel, long the ugly stepsister of Nvidia and AMD, is up nearly 80% thanks to government investment and the push to bring manufacturing back to the United States. Emmet discusses the fallout from the Liberation Day tariffs and the subsequent market rally. It’s an important reminder for long-term investors that sell-offs are inevitable—as are recoveries. Moving on to stocks, Emmet covers Wave Life Sciences (WVE), the latest pharmaceutical company to debut a weight-loss drug. Unlike Ozempic and Wegovy, WVE-007 is taken once and does not impact patients’ muscle mass, sending the company’s stock soaring. However, the drug is still in early testing and likely years away from market. Mike heads to safer waters, pitching Google. Despite a slow start, its latest Gemini 3.5 model has Sam Altman sweating, while its tidy collection of existing businesses keeps printing cash. Unlike OpenAI and Anthropic, it doesn’t need to focus on monetization, giving it a leg up in the race for market share. Finally, we bring you 2025’s biggest turkeys. Emmet goes with Oklo, the maker of small modular reactors. Its stock is up 15x over the last year despite not yet having a working reactor. Mike picks MicroStrategy, the riskiest way to buy Bitcoin. It’s down 40% year to date, while Bitcoin is down just 4%—lovely. 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”. Horizon will be repriced to $2999 in 2026 but for a limited time, Stock Club listeners can grab an exclusive discount and lock in our 2025 price. To get yours, email frank@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 Intro03:32 The AI Revolution12:28 Liberation Day and Market Shocks18:59 Stock of the Year: Wave Life Sciences30:11 Google's Remarkable 2025 Performance35:56 Oklo: A Market Turkey43:04 MicroStrategy: A Bitcoin Gamble

Mike and Emmet are back and sharing their latest thoughts on the race to secure Warner Bros. Discovery. Despite a seemingly successful bid from Netflix to the tune of $82.7 billion, Paramount and its backers, David Ellison and Jared Kushner, are attempting a hostile takeover. With regulatory approval necessary for both potential deals, all roads lead through the White House. Later, Emmet discusses an often-overlooked feature of our AI-powered present: advances in cancer screenings and treatment protocols. Researchers are currently testing AI’s ability to identify tiny biomarkers in blood that could catch cancer much earlier than current scans. Lucky for our listeners, this tech isn’t restricted to research labs and can already be found on Wall Street. Emmet is a long-time investor in Guardant Health, a biotechnology company focused on liquid biopsy. Its tech helps match patients with effective treatments, detect relapse, and catch certain cancers early. With impressive Return on Invested Capital (ROIC) and revenue growth, it’s a great feel-good stock. We wrap with another edition of “Follow Prophet.” 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” and this week he has a particularly enticing stock. To find out its name and lock-in an exclusive Horizon discount, email us at frank@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 Intro02:46 Netflix's Bid for Warner Bros.16:13 AI Advancements in Cancer Diagnostics28:59 The Role of AI in Modern Medicine32:07 Spotlight on Guardant Health43:26 Guardant Health's Financial Growth and Future50:08 Following Prophet: Spotlight on DICOM Industries

The Magnificent Seven get all the love and attention, but it turns out 2025 is the year of hard drives. Western Digital (WDC) and its recent spinoff, Sandisk, are the best-performing stocks on the S&P 500. After boosting nuclear energy, GPUs, and big data companies, the AI demand wave has now hit the digital storage space. For Western Digital, that translates to 51% year-over-year revenue growth and earnings per share (EPS) up 137%. Not bad for a company founded in 1970. If hard drives don’t pique your interest, we also check in on the worst-performing stock of the year: Fiserv. Its unraveling includes dubious financial metrics, questionable leadership, and an unfortunate reliance on the Argentinian market. Tune in to hear all the juicy details. Even better, Mike and Emmet pick which stock they’d rather invest in right now. It’s a brutal game of “Would you rather buy a pick-and-shovel business with an eye-watering valuation or a potential falling knife?” To wrap up, you’ll also get a quick look at a new Prophet stock. 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” and this week he has a particularly enticing stock. To find out its name and lock-in an exclusive Horizon discount, email us at frank@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 Intro07:51 Western Digital's Remarkable Year15:06 AI and Data Storage Boom22:29 Worst Performer of the Year: Fiserv28:32 Clover's Dubious Finances37:32 Where Would You Put $10,00041:06 Follow Prophet

After the recent launch of Nexus III and last week’s peek behind the curtain of Nexus I and II, we’re bringing you one more Nexus sample. Fresh from Nexus’ latest crop of stocks, Mike pitches a business essential to the Australian mining industry—one with financials that would make even an investing master green with envy. Later, Emmet walks through the latest acquisition drama in Hollywood. With Warner Bros. Discovery up for sale, who is most likely to snap up the legacy player—Larry Ellison’s Paramount/Skydance or the O.G. streamer Netflix? Warner Bros. has an impressive catalog of IP, but it comes with a mountain of debt and a lack of strategic clarity. It’s possible the home of Harry Potter and DC Comics is more trouble than it’s worth—but time will tell. If you’re looking for great international growth stocks to supercharge your portfolio, look no further than Nexus III. To celebrate its launch, we’re offering a 50% discount for a limited time. Act quickly—this offer won’t last. To claim yours, email us at frank@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

Mike and Emmet head back to foreign shores to talk about their favorite stocks from Nexus I and II in honor of the launch of Nexus III. Nexus, MyWallSt’s international portfolio, aims to ensure every long-term, high-growth investor has geographic diversification. If the AI hype and the S&P’s recent sell-off have you nervously checking your brokerage account, it’s a great time to make sure your portfolio has some foreign exposure to steady the ship—especially as many of the United States’ most innovative companies remain private, preventing retail investors from taking a piece. Mike breaks down Sweden’s MedCap AB, the star of Nexus I, which suffered a major sell-off at the beginning of the year but is back and better than ever. As a serial acquirer with an enviable management team, it’s an easy buy-and-hold player with diversification baked right in. Emmet pitches Bulgarian Internet of Things (IoT) player Shelly Group. With steady revenue growth and a solid market position, it’s set to ride the smart-home wave straight to the bank. But can it survive larger tech companies eager to swallow its potential? If you’re looking for great international growth stocks to supercharge your portfolio, look no further than Nexus III. To celebrate its launch, we’re offering a 50% discount for a limited time. Act quickly—this offer won’t last. To claim yours, email us at frank@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 Intro03:50 Introduction to Nexus III15:25 MedCAP AB: A Promising Investment24:57 Long-term Targets and Return on Equity27:33 Introduction to Shelly Group36:38 Shelly's Financial Performance and Growth41:54 Investment Risks and Strategic Expansion43:48 Comparing MedCAP and Shelly for Investment

As SoftBank sells off its Nvidia holdings to free up capital for OpenAI, it might be time to look for something with a less eye-watering valuation. Adobe, once one of Wall Street’s most beloved SaaS players, is down nearly 50% since 2024 despite rock-solid margins and consistent revenue growth. This has made it one of the cheapest stocks in the S&P 500 on a price-to-earnings basis and has bargain-hunting investors champing at the bit. However, Mike argues that Adobe’s sell-off stems from the market’s pessimistic outlook on the brand following the rise of AI-generated imagery. While Adobe has invested heavily in its own AI-powered tools—namely Firefly—competition from OpenAI and Google may undercut Adobe’s dominance across the creative stack. Do you think Adobe can stage a comeback, or is it a falling knife? To wrap up, Emmet walks us through one of Prophet’s latest stock picks: UL Solutions Inc. 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, email us at frank@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 Intro06:25 Adobe’s History and Evolution15:25 Current Financial Performance and Market Position24:22 The Impact of AI on Adobe and Graphic Design28:19 The Bull and Bear Case for Adobe35:19 Highlighting UL Solutions

This week, Mike is joined by Sean Tepper, the founder of Tykr, a platform focused on turning Wall Street newbies into confident investors. Like Mike and Emmet, Sean believes the stock market is a powerful tool for regular people to build life-changing wealth. From his favorite stock metrics to the importance of controlling your emotions and making regular deposits into your brokerage account, Sean provides invaluable insights on how investors can get ahead. Importantly, Sean highlights that market downturns are excellent opportunities to lock in future gains — a reminder that even as the market gets frothy, it may actually be a good thing for long-term investors. To wrap up, Sean shares his three favorite stocks right now. 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 Intro05:33 Advice for Beginner Investors09:12 Finding Good Stocks: Key Metrics12:34 Types of Stocks: Value, Growth, Speculative, and Dividend22:43 The 15-Minute Investment Strategy25:15 Stockpiling Opportunities34:36 Sean’s Favorite Stocks

In a surprise double feature, Mike and Emmet bring you two more “boring,” Peter Lynch–style businesses to ground your portfolio. In the wake of AI-fueled Big Tech layoffs, the market is undeniably frothy — so it’s a great time to take inspiration from some of the greatest investors of all time and pick up a few stocks that are complete snoozefests. Mike brings you one of Warren Buffett’s largest holdings, Moody’s, which — despite its consistent performance and Berkshire’s long tenure of ownership — is one of the least-talked-about stocks on Wall Street. Emmet believes this is because it’s a ratings agency and quite mundane, but the high valuation probably doesn’t help either. Still, it operates in a triopoly, making it a dependable bedrock stock to keep on your watchlist. Emmet then walks you through Ulta Beauty in the third installment of Follow Prophet. A long-time favorite among investors, the stock has been trading flat over the past few years and hopes to grow through international expansion, a partnership with Target, and exclusive products. Sign up to Prophet to see how long it stays in the portfolio. 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 Intro 04:51 Emotional Journey of Stock Investing14:51 Moody's: A Boring but Profitable Business24:49 The Challenge of Entering the Credit Rating Market28:36 'Following Profit' Episode Three: Ulta38:13 Ulta's Growth Strategy and Future Prospects40:43 Mary Dillon's Impact and Ulta's Partnership with Target

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