#246: What Stocks to Buy After the DeepSeek Sell-Off

Stock Club

Player FM - Internet Radio Done Right

85 subscribers

dört yıl önce eklendi

İçerik MyWallSt tarafından sağlanmıştır. Bölümler, grafikler ve podcast açıklamaları dahil tüm podcast içeriği doğrudan MyWallSt veya podcast platform ortağı tarafından yüklenir ve sağlanır. Birinin telif hakkıyla korunan çalışmanızı izniniz olmadan kullandığını düşünüyorsanız burada https://tr.player.fm/legal özetlenen süreci takip edebilirsiniz.

The So What from BCG

1
Re-Recruiting and Other New HR Strategies You Can’t Ignore 18:09

7 gün önce18:09

Daha Sonra Çal

Listeler

Beğen

Beğenildi

18:09

HR is no longer just about managing people—it’s about shaping the future of work. Jens Baier, BCG’s HR transformation expert, discusses how AI and shifting employee expectations are forcing companies to rethink talent strategies. From re-recruiting to upskilling employees, HR must adapt to a rapidly changing landscape. Learn More: Jens Baier: https://on.bcg.com/41ca7Gv BCG on People Strategy: https://on.bcg.com/3QtAjro Decoding Global Talent: https://on.bcg.com/4gUC4IT…

1 yıl önce 52:26

MP3•Bölüm sayfası

It was a hectic week on the stock market thanks to our latest AI overlord: DeepSeek.

After announcing its R1 model achieved performance on par with OpenAI’s o1 reasoning model for a mere $6 million, big tech and energy stocks sold off. Maybe we don’t need to spend billions of dollars to achieve a juiced-up Siri.

Mike and Emmet unpack DeepSeek, what it means for the biggest AI stocks, and share a healthy dose of tin foil hat conspiracy theories. Geopolitical factors could certainly be at play.

Stick around until the end to hear two solid, boring, AI-free stock pitches. If you need a reminder to diversify your portfolio, here it is.

If you’ve ever wanted to follow along with one of the world’s most successful long-term investors, now is the time. Horizon follows Emmet’s journey to uncover the next 100 bagger, one of which might just be from Ireland. If you’d like to read about this stock and a dozen other incredible investments, sign up for Horizon.

We have an exclusive offer for our podcast listeners, to grab it, email us at frank@mywallst.com

Don’t wait.

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:

🐦 Twitter: @MyWallStHQ

💃 TikTok: @MyWallSt

📸 Instagram: @MyWallSt

🖥️ Facebook: @MyWallSt

👔 LinkedIn: MyWallSt

00:00 Intro

03:18 DeepSeek's Impact on the Stock Market

07:50 Innovation Through Scarcity

23:04 Geopolitical Implications and Skepticism

29:29 Winners and Losers in the AI Race

37:32 NVIDIA's Market Challenges

41:56 Two Non-AI Stocks Worth a Look

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

250 bölüm

#Trading #Business #MyWallSt #Stock #Stock Picks #Stock Market

#246: What Stocks to Buy After the DeepSeek Sell-Off

Stock Club

85 subscribers

published 1 yıl önce

Paylaş

MP3•Bölüm sayfası

It was a hectic week on the stock market thanks to our latest AI overlord: DeepSeek.

Mike and Emmet unpack DeepSeek, what it means for the biggest AI stocks, and share a healthy dose of tin foil hat conspiracy theories. Geopolitical factors could certainly be at play.

Stick around until the end to hear two solid, boring, AI-free stock pitches. If you need a reminder to diversify your portfolio, here it is.

We have an exclusive offer for our podcast listeners, to grab it, email us at frank@mywallst.com

Don’t wait.

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:

🐦 Twitter: @MyWallStHQ

💃 TikTok: @MyWallSt

📸 Instagram: @MyWallSt

🖥️ Facebook: @MyWallSt

👔 LinkedIn: MyWallSt

00:00 Intro

03:18 DeepSeek's Impact on the Stock Market

07:50 Innovation Through Scarcity

23:04 Geopolitical Implications and Skepticism

29:29 Winners and Losers in the AI Race

37:32 NVIDIA's Market Challenges

41:56 Two Non-AI Stocks Worth a Look

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

250 bölüm

#Trading #Business #MyWallSt #Stock #Stock Picks #Stock Market

Tüm bölümler

1
#250: Hims & Hers Stock Plummets 35% – Is Now the Time to Buy? 54:19

5 gün önce54:19

54:19

This year has been a wild one for Hims & Hers. Thanks to the shortage of GLP-1 weight loss drugs such as Ozempic, Wegovy, and Zepbound, Hims was able to sell an unapproved compounded semaglutide. This caused sales to soar, with revenue up 95% in its most recent quarter. However, Hims' luck may have run out, as the U.S. FDA announced that the drug shortage is over and that it will clamp down on unapproved semaglutide. Is the sell-off justified, or is this a great time for investors to grab a piece of the pie? Keeping with the bioscience theme, Emmet unpacks the recent sell-off of genetics company Illumina. Once a darling of the market—up 110x since its debut—the stock is now down 80% from its all-time high. To wrap up, Mike and Emmet break down the recent announcement that deemed disposal and the higher ETF tax rate will be reviewed under Budget 2026. Let the Irish rejoice. MyWallSt’s Horizon service follows founder, long-term investor, and beloved podcaster Emmet Savage. This week, Emmet will be pitching a stock that has seen revenue surge 200% since 2021 and has just secured a lucrative government contract. A few lucky podcast listeners can grab an exclusive discount and unlock this stock and other future 100-baggers. To grab this deal, email us at frank@mywallst.com Don’t wait. 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: 🐦 Twitter: @MyWallStHQ 💃 TikTok: @MyWallSt 📸 Instagram: @MyWallSt 🖥️ Facebook: @MyWallSt 👔 LinkedIn: MyWallSt 00:00 Intro 05:30 Illumina: A Tale of Two Investors 26:55 Hims & Hers: Telehealth and Weight Loss Drugs 33:49 Hims & Hers: Earnings Report and Future Guidance 46:11 Irish Tax Changes and Investment Landscape Hosted on Acast. See acast.com/privacy for more information.…

1
#249: Two Stocks Warren Buffett is Buying 48:22

12 gün önce48:22

48:22

The Oracle of Omaha has spoken, and Stock Club is all ears. This week, in his most recent 13F filing, Buffett disclosed two new investments: Constellation Brands and Domino’s Pizza. Anne Marie and Mike are here to break down both and discuss their long- and short-term outlooks. Constellation and its beer brands—Modelo, Corona, and Pacifico—are thriving, yet its stock is down 30% this year. Younger generations are drinking less, and the Mexico-based company could bear the brunt of tariffs. Still, Buffett sees an opportunity. Is this beer bargain worth a closer look? Plus, Buffett doubles down on Domino’s, the pizza giant with a brilliant business model. While international expansion has temporarily slowed, this longtime Wall Street favorite may still have room to run. To wrap up, Anne Marie revisits Nike after its new CEO, Elliot Hill, gave a detailed interview to Fortune and the brand released its first Super Bowl commercial in 27 years. MyWallSt’s Nexus is on the hunt for the next great 100-bagger. Leveraging the power of AI and the expertise of seasoned investor Emmet Savage, Nexus searches the globe for hidden gems that can supercharge your portfolio. This week, it’s discovered a doozy. With a return on equity (ROE) above 100%, $150 billion in funds under management, and a steady dividend, you won’t want to miss this exclusive find. We have an unbelievable offer for our podcast listeners. to grab it, email us at frank@mywallst.com Don’t wait. 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: 🐦 Twitter: @MyWallStHQ 💃 TikTok: @MyWallSt 📸 Instagram: @MyWallSt 🖥️ Facebook: @MyWallSt 👔 LinkedIn: MyWallSt 00:00 Intro 06:10 Warren Buffett's 13F Filing Insights 14:12 Buffett's New Investment: Constellation Brands 19:37 Long-term Headwinds in the Alcohol Industry 23:16 Impact on Wine and Beer Revenues 30:33 Warren Buffett Takes a Slice of Domino’s 41:15 Nike's New Leadership and Future Plans Hosted on Acast. See acast.com/privacy for more information.…

1
#248: Lessons from Our Best Performing Stock (Up 27X) 56:04

19 gün önce56:04

56:04

Back in 2016, MyWallSt pitched Shopify, the newly listed Canadian e-commerce player targeting the SMB market. Since then, Shopify has grown by 2,600% (a 26X bagger). However, it hasn’t been a straight road—who can forget the 2021 sell-off that saw the stock drop almost 80%? But no fear, this potential Amazon killer has returned stronger than ever. Tune in as Mike and Emmet break down the attributes that made and make Shopify a great investment, including its unique founding story, strategic pivots, and impressive financials. It’s also a great case study for investors hunting for the next 10X stock. For more 10X resources, check out our previous episode, “How to Find 10X Stocks”. Spotify: https://open.spotify.com/episode/7ftVfcXJ5NRCpHznskMscb?si=lYFApgRdQ5CEsAOzfYN3DA Apple Podcasts: https://podcasts.apple.com/us/podcast/stock-club/id1358756008?i=1000679322917 Youtube: https://youtu.be/5BYk3bF5FHM If you’ve ever wanted to follow along with one of the world’s most successful long-term investors, now is the time. Horizon follows Emmet’s journey to uncover the next 100-bagger based on his decades of investing experience. If you’d like to read about his latest stock pick and a dozen other incredible investments, sign up for Horizon. We have an exclusive offer for our podcast listeners, to grab it, email us at frank@mywallst.com Don’t wait. 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: 🐦 Twitter: @MyWallStHQ 💃 TikTok: @MyWallSt 📸 Instagram: @MyWallSt 🖥️ Facebook: @MyWallSt 👔 LinkedIn: MyWallSt 00:00 Intro 04:19 Discussing Shopify’s Rise 15:37 Shopify's Unique Founding Story and Fast Rise 31:42 Expanding Total Addressable Market 37:31 The Power of Compounding 45:20 Shopify's Current Financial Overview Hosted on Acast. See acast.com/privacy for more information.…

1
#247: The Future of Water 47:26

26 gün önce47:26

47:26

From Michael Burry to Nancy Pelosi, the future of water is on everyone’s mind. To this end, this week, Emmet is joined by Susan Kennedy, CEO of Cadiz Inc. Cadiz is a leading water solutions innovator delivering access to safe, reliable, and affordable water across the southwest United States. Susan Kennedy served as Chief of Staff of California Governor Arnold Schwarzenegger, was a founder of Advanced Microgrid Solutions, the first A.I. platform for trading renewable energy, and was Commissioner of the California Public Utilities Commission. Tune in as Emmet and Susan discuss the history and challenges of water infrastructure in California, Cadiz's innovative approach to water storage, treatment, and conveyance, and the future of private sector investment in critical infrastructure. Susan also discusses Cadiz's groundbreaking partnerships with Native American tribes and the company's vision for sustainable water management in the face of climate change. If you’ve ever wanted to follow along with one of the world’s most successful long-term investors, now is the time. Horizon follows Emmet’s journey to uncover the next 100-bagger based on his decades of investing experience. If you’d like to read about his latest stock pick and a dozen other incredible investments, sign up for Horizon. We have an exclusive offer for our podcast listeners, to grab it, email us at frank@mywallst.com Don’t wait. 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: 🐦 Twitter: @MyWallStHQ 💃 TikTok: @MyWallSt 📸 Instagram: @MyWallSt 🖥️ Facebook: @MyWallSt 👔 LinkedIn: MyWallSt 00:00 Intro 00:59 Susan Kennedy's Career Highlights 03:14 The Importance of Water in California 08:53 Cadiz: A Clean Water Solutions Company 10:51 Cadiz Business Model 15:13 Challenges and Opportunities in Water Infrastructure 21:19 Future Prospects and Innovations Hosted on Acast. See acast.com/privacy for more information.…

1
#246: What Stocks to Buy After the DeepSeek Sell-Off 52:26

5 weeks önce52:26

52:26

It was a hectic week on the stock market thanks to our latest AI overlord: DeepSeek. After announcing its R1 model achieved performance on par with OpenAI’s o1 reasoning model for a mere $6 million, big tech and energy stocks sold off. Maybe we don’t need to spend billions of dollars to achieve a juiced-up Siri. Mike and Emmet unpack DeepSeek, what it means for the biggest AI stocks, and share a healthy dose of tin foil hat conspiracy theories. Geopolitical factors could certainly be at play. Stick around until the end to hear two solid, boring, AI-free stock pitches. If you need a reminder to diversify your portfolio, here it is. If you’ve ever wanted to follow along with one of the world’s most successful long-term investors, now is the time. Horizon follows Emmet’s journey to uncover the next 100 bagger, one of which might just be from Ireland. If you’d like to read about this stock and a dozen other incredible investments, sign up for Horizon. We have an exclusive offer for our podcast listeners, to grab it, email us at frank@mywallst.com Don’t wait. 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: 🐦 Twitter: @MyWallStHQ 💃 TikTok: @MyWallSt 📸 Instagram: @MyWallSt 🖥️ Facebook: @MyWallSt 👔 LinkedIn: MyWallSt 00:00 Intro 03:18 DeepSeek's Impact on the Stock Market 07:50 Innovation Through Scarcity 23:04 Geopolitical Implications and Skepticism 29:29 Winners and Losers in the AI Race 37:32 NVIDIA's Market Challenges 41:56 Two Non-AI Stocks Worth a Look Hosted on Acast. See acast.com/privacy for more information.…

1
#245: Up 10,000% Overnight? 51:03

6 weeks önce51:03

51:03

It’s the start of earnings season, which can only mean one thing: Netflix’s quarterly report. As a longtime Netflix investor, Emmet, was thoroughly impressed, tune in to hear his thoughts on more than 20 years of ownership. Then Mike unpacks Trump’s meme coin and what it means for the next four years of investing. Speculative assets are definitely on the rise, keep your money close to your chest. Finally, after last week’s rant, Emmet and Mike talk capital gains taxes in Ireland and abroad. As a newly wealthy nation, Irish taxation is behind the times, but we’re not the worst in Europe. You won’t want to miss this debate and opportunity to air your own grievances. If you’ve ever wanted to follow along with one of the world’s most successful long-term investors, now is the time. Horizon follows Emmet’s journey to uncover the next 100 bagger, one of which might just be from Ireland. If you’d like to read about this stock and a dozen other incredible investments, sign up for Horizon. We have an exclusive offer for our podcast listeners, to grab it, email us at frank@mywallst.com Don’t wait. 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: 🐦 Twitter: @MyWallStHQ 💃 TikTok: @MyWallSt 📸 Instagram: @MyWallSt 🖥️ Facebook: @MyWallSt 👔 LinkedIn: MyWallSt 00:00 Intro 01:52 Netflix's Impressive Earnings Report 15:34 Meme Coins and US Politics 25:17 Global Capital Gains Tax Overview 36:20 Impact of CGT on Investment Decisions 46:47 Historical Context and Future of CGT Hosted on Acast. See acast.com/privacy for more information.…

1
#244: Our Favorite Irish Stocks 57:56

7 weeks önce57:56

57:56

Stock Club spends 51 weeks a year looking abroad, dissecting companies from the U.S.A. to Mozambique. However, this week, we decided to bring the pod home and discuss our favorite stocks from Ireland. All of these businesses launched on the Irish Stock Exchange, but just like Stock Club, have achieved global success. Pour yourself a pint and tune in. Mike kicks us off by unpacking Flutter Entertainment, the owner of Paddy Power and rapidly growing FanDuel. Meanwhile, Emmet talks Molten Ventures, a public venture capital firm, and the bane of every backpacker’s life, Ryanair. We finish on AerCap, the largest aviation leasing company in the world. If you’ve ever wanted to follow along with one of the world’s most successful long-term investors, now is the time. Horizon follows Emmet’s journey to uncover the next 100 bagger, one of which might just be from Ireland. If you’d like to read about this stock and a dozen other incredible investments, sign up for Horizon. We have an exclusive offer for our podcast listeners, to grab it, email us at frank@mywallst.com Don’t wait. 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: 🐦 Twitter: @MyWallStHQ 💃 TikTok: @MyWallSt 📸 Instagram: @MyWallSt 🖥️ Facebook: @MyWallSt 👔 LinkedIn: MyWallSt 00:00 Introduction and Casual Banter 05:13 TikTok Ban Speculations 14:31 Irish Stock Exchange Overview 21:20 Molten Ventures: A Unique VC Firm 28:56 Flutter Entertainment: A Gambling Giant 36:58 Ryanair: The King of Cheap Travel 44:20 Aercap: A Complex Aviation Story Hosted on Acast. See acast.com/privacy for more information.…

1
#243: Uber: An Unbelievable Buy? 47:16

8 weeks önce47:16

47:16

It’s a new year and a great time to set your 2025 investing resolutions. Join Mike and Emmet as they distill their favorite investing habits for long-term success. Later, the team unpacks Uber. With the rise of autonomous driving tech, the ride-hailing app’s stock has become tantalizingly cheap. Is this market pariah worth a cautious look? Tune in to hear a full overview of the industry, including Uber's challenges and opportunities, Waymo's advancements, and Tesla's unique approach to autonomous driving. The episode wraps up with a contemplation on the broader impact of driverless technology, including potential shifts in industries dependent on human driving. Recently, Emmet reinvested two stocks he believes will become 100 baggers in his lifetime. One of which was recently pitched by The Motley Fool’s Bill Mann. They’re high-risk, high-reward, but are businesses that could be world-changing. We have an exclusive offer for our podcast listeners, to grab it, email us at pod@mywallst.com Don’t wait. 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 Introduction and Catching Up 03:25 New Year's Resolutions for Investing 12:06 Uber Faces Autonomous Challengers 26:40 Uber's Market Position and Financials 37:06 Comparing Tesla and Waymo 44:10 The Future of Autonomous Driving Hosted on Acast. See acast.com/privacy for more information.…

1
#242: Top Stocks for 2025 1:03:25

9 weeks önce1:03:25

1:03:25

Welcome to 2025! Join the Stock Club team as we pitch our favorite stocks and industries for 2025. Emmet jumps into the revolutionary gene-editing technology CRISPR and its potential to reshape biology and medicine. Anne Marie examines three major brands—Nike, Disney, and Starbucks—whose stock prices have slumped and evaluates their recovery prospects for the year ahead. Finally, Mike discusses the 'Magnificent Seven' tech giants and the potential impact of their massive AI investments on the market. Tune in to explore these exciting developments and investment opportunities. Recently, Emmet reinvested two stocks he believes will become 100 baggers in his lifetime. One of which was recently pitched by The Motley Fool’s Bill Mann. They’re high-risk, high-reward, but are businesses that could be world-changing. We have an exclusive offer for our podcast listeners, to grab it, email us at pod@mywallst.com Don’t wait. 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 Introduction to Groundbreaking Gene Editing Technology 07:59 Deep Dive into CRISPR Technology 18:05 Ethical Concerns and Future of CRISPR 26:06 Nike's Challenges and Opportunities 33:56 Activist Investors Shake Up Disney 42:03 Starbucks' Identity Crisis 48:19 The Magnificent Seven: Tech Giants in 2025 54:45 Amazon's Stock Anomaly and Bezos' Influence 01:01:47 Closing Thoughts and Reflections Hosted on Acast. See acast.com/privacy for more information.…

1
#241: The Best of Stock Club 2024 29:35

11 weeks önce29:35

29:35

In this special episode of Stock Club, we bring you our favorite moments from 2024. Tune in to hear the best of our interviews, featuring insights from Wall Street commodities trader Dan Dicker, cybersecurity expert Shane Curran, macroeconomic analyst Mike Singleton, and more. Plus, revisit Emmet’s AI-Proof Stocks and Mike’s pitch for all markets to be more like Sweden. We cover renewable energy, cybersecurity investments, macroeconomic metrics, AI-proof stocks, advantages of private equity, and investing at all-time highs. This is a must-listen if you’re looking for the perfect Pick-n-Mix for the market as we head into the new year. Recently, Emmet reinvested two stocks he believes will become 100 baggers in his lifetime. One of which was recently pitched by The Motley Fool’s Bill Mann. They’re high-risk, high-reward, but are businesses that could be world-changing. We have an exclusive offer for our podcast listeners, to grab it, email us at pod@mywallst.com Don’t wait. pod@mywallst.com Become a successful investor by checking out all the content MyWallSt has to offer: 📩 Email us: pod@mywallst.com 📚 Learn the fundamentals of investing by downloading our free Learn app: https://bit.ly/3DXPOz7 💻 Keep updated on stock market news by visiting our blog: https://mywallst.com/blog/ 🎧 Tune in to our podcast Stock Club to stay updated on weekly news: https://mywallst.com/stock-investment-podcast/ 🎉 Follow MyWallSt on social: 🐦 Twitter: @MyWallStHQ 💃 TikTok: @MyWallSt 📸 Instagram: @MyWallSt 🖥️ Facebook: @MyWallSt 👔 LinkedIn: MyWallSt 00:00 Welcome and Year-End Thank You 01:49 Interview with Dan Dicker on Energy and AI 05:03 Shane Curran on Top Cybersecurity Stocks 07:58 Macroeconomic Insights with Mike Singleton 09:35 Emmett Savage's AI-Proof Stock Picks 11:35 Gary Fox on Entrepreneurial Insights 14:25 Dan Dicker on Retail vs. Institutional Trading 17:34 Mike's Take on Investor-Friendly Stocks 20:50 Derek Riley on EV Industry Picks 24:10 Private Equity vs. Public Shares with Shuttle Co-Founders 25:44 Investing at All-Time Highs Hosted on Acast. See acast.com/privacy for more information.…

1
#240: 2024's Biggest Investing Stories 54:30

12 weeks önce54:30

54:30

In this episode of Stock Club, Emmet, Anne Marie, and Mike explore the major themes of 2024. Emmet dives deep into the rapid development of AI, discussing its impact and future potential. Mike highlights the unexpected boom in nuclear energy, driven by increased electricity demands from AI operations. Anne Marie rounds out the discussion with insights on the resurgence of the movie industry, focusing on the success of IMAX and its growth prospects. Tune in for an engaging year-in-review and insights on what to expect moving forward. Last week, Emmet reinvested in two stocks he believes will become 100 baggers in his lifetime. One of which was recently pitched by The Motley Fool’s Bill Mann. They’re high-risk, high-reward, but are businesses that could be world-changing. We have an exclusive offer for our podcast listeners, to grab it, email us at pod@mywallst.com Don’t wait. pod@mywallst.com Become a successful investor by checking out all the content MyWallSt has to offer: 📩 Email us: pod@mywallst.com 📚 Learn the fundamentals of investing by downloading our free Learn app: https://bit.ly/3DXPOz7 💻 Keep updated on stock market news by visiting our blog: https://mywallst.com/blog/ 🎧 Tune in to our podcast Stock Club to stay updated on weekly news: https://mywallst.com/stock-investment-podcast/ 🎉 Follow MyWallSt on social: 🐦 Twitter: @MyWallStHQ 💃 TikTok: @MyWallSt 📸 Instagram: @MyWallSt 🖥️ Facebook: @MyWallSt 👔 LinkedIn: MyWallSt 00:00 Intro 04:51 Listener Shoutouts: Matt and Daniel 07:44 The AI Revolution: 2024 and Beyond 22:56 Nuclear Energy: The Power Behind AI 39:34 The Future of Movie Theaters: IMAX 54:23 Holiday Wishes and Podcast Plans Hosted on Acast. See acast.com/privacy for more information.…

1
#239: How to Find 10x Stocks 54:15

13 weeks önce54:15

54:15

If you’re on the hunt for a life-changing investment, you won’t want to miss this episode. Emmet and Mike break down everything you need to find a 100-bagger. From revenue growth to a focus on innovative reinvestment, they cover 10 key characteristics you need to look for in a potential 10x or even 100x stock. So grab a pen and paper and start screening your favorite businesses. Don't miss out on these investment strategies that helped Emmet catch giants early! This week, Emmet is reinvesting in two stocks he believes will become 100 baggers in his lifetime. One of which was recently pitched by The Motley Fool’s Bill Mann. They’re high-risk, high-reward, but are businesses that could be world-changing. We have an exclusive offer for our podcast listeners, to grab it, email us at pod@mywallst.com Don’t wait. pod@mywallst.com Become a successful investor by checking out all the content MyWallSt has to offer: 📩 Email us: pod@mywallst.com 📚 Learn the fundamentals of investing by downloading our free Learn app: https://bit.ly/3DXPOz7 💻 Keep updated on stock market news by visiting our blog: https://mywallst.com/blog/ 🎧 Tune in to our podcast Stock Club to stay updated on weekly news: https://mywallst.com/stock-investment-podcast/ 🎉 Follow MyWallSt on social: 🐦 Twitter: @MyWallStHQ 💃 TikTok: @MyWallSt 📸 Instagram: @MyWallSt 🖥️ Facebook: @MyWallSt 👔 LinkedIn: MyWallSt 00:00 Intro 06:32 Intro to 10 Attributes 10:34 Revenue Growth 13:03 Total Addressable Market (TAM) 17:02 Innovation 23:18 Scalable Business Models and High Gross Margins 33:35 Visionary Leadership 37:30 Starting Valuation 45:42 Significant Insider Ownership 48:13 Low Competition and High Barriers to Entry 50:42 Reinvestment Strategies Hosted on Acast. See acast.com/privacy for more information.…

1
#238: This Stock's Huge Bitcoin Gamble Could Define 2024 44:10

14 weeks önce44:10

44:10

If you’re worried we’re in a bubble, avert your ears. This week, Mike dives into MicroStrategy, the business intelligence stock that last popped during the early 2000s and is now riding the crypto wave to all-time highs. Dubious loans, bitcoin bets, and a cooky CEO, this story has ominous written all over it. Meanwhile, Anne Marie dives into Google’s latest run-in with the Department of Justice. Will the king of search be forced to sell Chrome and Android or will this latest anti-trust bid fizzle out? Tune in to find out. Finally, Anne Marie checks in with Vimeo. The video hosting and editing site made a big splash in 2020 but has since drifted away from its target customer. Is this pivot a great idea or act of desperation? At our Horizon Live event, Emmet picked his desert island stock. It's high-risk, high-reward, but it is one of those businesses that could truly be world-changing. Luckily, it’s already in Horizon and will be next week’s buy alert. We have an exclusive offer for out podcast listeners, to grab it, email us at pod@mywallst.com Don’t wait. pod@mywallst.com Become a successful investor by checking out all the content MyWallSt has to offer: 📩 Email us: pod@mywallst.com 📚 Learn the fundamentals of investing by downloading our free Learn app: https://bit.ly/3DXPOz7 💻 Keep updated on stock market news by visiting our blog: https://mywallst.com/blog/ 🎧 Tune in to our podcast Stock Club to stay updated on weekly news: https://mywallst.com/stock-investment-podcast/ 🎉 Follow MyWallSt on social: 🐦 Twitter: @MyWallStHQ 💃 TikTok: @MyWallSt 📸 Instagram: @MyWallSt 🖥️ Facebook: @MyWallSt 👔 LinkedIn: MyWallSt 00:00 Intro 05:01 Google's Antitrust Troubles 16:16 Microsoft’s Fight with the DOJ in 2001 25:45 Horizon Promo 26:30 MicroStrategy’s Bitcoin Bet 35:04 Leveraged ETFs and Market Madness 39:07 Check in with Vimeo Hosted on Acast. See acast.com/privacy for more information.…

1
#237: The Strategy That Saved Nintendo 42:44

15 weeks önce42:44

42:44

This week, Emmet delves into the fascinating history of Nintendo, exploring its origins as a playing card company in 1889 and its transformation through various innovative and sometimes unconventional business ventures. Learn how Nintendo deployed the Blue Ocean Strategy to achieve success despite more sophisticated offerings from Sony and Microsoft. By remembering the importance of fun, Nintendo returned to revenue and profitability on the backs of the Wii and Switch. Later, Mike covers the incoming Trump administration’s plans to roll back the electric vehicle credit and what it will mean for Elon Musk and Tesla. MyWallSt is extremely pleased to launch Nexus II. OG Nexus debuted last year and has trounced the S&P 500. Using a combination of state-of-the-art AI, screening, and real human intelligence to identify companies that, for the most part, are unheard of but have giant potential and strong momentum Nexus II will debut in November but we have decided to cap membership to this exclusive club. To reserve your spot email us at pod@mywallst.com We might even throw in a deal. pod@mywallst.com Become a successful investor by checking out all the content MyWallSt has to offer: 📩 Email us: pod@mywallst.com 📚 Learn the fundamentals of investing by downloading our free Learn app: https://bit.ly/3DXPOz7 💻 Keep updated on stock market news by visiting our blog: https://mywallst.com/blog/ 🎧 Tune in to our podcast Stock Club to stay updated on weekly news: https://mywallst.com/stock-investment-podcast/ 🎉 Follow MyWallSt on social: 🐦 Twitter: @MyWallStHQ 💃 TikTok: @MyWallSt 📸 Instagram: @MyWallSt 🖥️ Facebook: @MyWallSt 👔 LinkedIn: MyWallSt 00:00 Intro 07:04 Nintendo's Evolution and Experimentation 13:03 The Rise of Nintendo in the Gaming Industry 21:34 Nintendo's Modern Era and Blue Ocean Strategy 26:11 Conclusion: Nintendo's Legacy and Market Position 32:04 Current Events: Trump, Tesla, and the EV Market Hosted on Acast. See acast.com/privacy for more information.…

1
#236: 2 Undiscovered Stocks in the East and Trump’s Bubble 46:15

16 weeks önce46:15

46:15

Mike and Emmet reflect on the United States’ recent election and the joyous reaction from the market. Oil, Crypto, and financial stocks all jumped on news Donald Trump would be returning to the White House, while solar and environmental stocks plunged. However, First Solar may dodge the sell-off thanks to its American origins, excusing it from Trump’s tariff threats. Later, Mike and Emmet dive into the Charging and Fearless archives to discuss two high-risk, high-reward stocks that caught their eye. Both are from rapidly developing markets and have been considered for Horizon or Nexus. Tune in to hear the full pitches. Reminder: Nexus II launched this week and we have an introductory offer for a few, lucky Stock Club listeners. MyWallSt is extremely pleased to launch Nexus II. OG Nexus debuted last year and has trounced the S&P 500. Using a combination of state-of-the-art AI, screening, and real human intelligence to identify companies that, for the most part, are unheard of but have giant potential and strong momentum Nexus II will debut in November but we have decided to cap membership to this exclusive club. To reserve your spot email us at pod@mywallst.com We might even throw in a deal. pod@mywallst.com Become a successful investor by checking out all the content MyWallSt has to offer: 📩 Email us: pod@mywallst.com 📚 Learn the fundamentals of investing by downloading our free Learn app: https://bit.ly/3DXPOz7 💻 Keep updated on stock market news by visiting our blog: https://mywallst.com/blog/ 🎧 Tune in to our podcast Stock Club to stay updated on weekly news: https://mywallst.com/stock-investment-podcast/ 🎉 Follow MyWallSt on social: 🐦 Twitter: @MyWallStHQ 💃 TikTok: @MyWallSt 📸 Instagram: @MyWallSt 🖥️ Facebook: @MyWallSt 👔 LinkedIn: MyWallSt 00:00 Intro 03:17 Market Reactions to Trump's Election 13:43 Solar Industry Under Trump 25:36 Diving into Stock Picks: A Wild Ride 27:09 Kaspi: The Kazakhstani FinTech 36:23 InPost: The Polish Parcel Locker Giant Hosted on Acast. See acast.com/privacy for more information.…

Player FM'e Hoş Geldiniz!

Player FM şu anda sizin için internetteki yüksek kalitedeki podcast'leri arıyor. En iyi podcast uygulaması ve Android, iPhone ve internet üzerinde çalışıyor. Aboneliklerinizi cihazlar arasında eş zamanlamak için üye olun.