EPISODE · Jul 7, 2025 · 1H 9M
E87: Networking, "The Big Beautiful Bill," and two 100%+ Stock Wins in two months!
from Wall Street Wildlife Investing Podcast · host Krzysztof and Luke
⚡ Is the market facing an energy crisis? A controversial new bill threatens to decimate the renewable sector, and we're unpacking what it means for your portfolio. Does chaos create opportunity this time around?🔋 Krzysztof's 100%+ Winner - how Krzysztof navigated the psychological challenges of buying the dip at $6.26, turning doubt into a double in two months. Hear about this AI / Bitcoin / Energy bottleneck play that's now his third-largest King of the Jungle portfolio holding📡 Luke's 100% Winner - investor enthusiasm for this space tech company propels it to a $16 billion valuation. Is this ambitious bet on satellite-to-phone connectivity the next rocket ship, or just a black hole for cash?📊 The Damodaran Framework: Story vs Numbers - Using the "Three Ps Test" (Possible, Plausible, Probable) to evaluate pre-revenue companies. How to invest in stories without falling into hopium traps🧮 Quantum Computing Reality Check - Luke buys more quantum computing puts. These "companies" trade at $3 billion+ market caps, but do they have a plausible business model?🎯 Risk Management Masterclass - Different approaches for different life stages: Luke's disciplined 2% allocation to AST vs Krzysztof's conviction-sized positions in pre-revenue plays🌐 The Power of Investor Networking, and why teaching family and friends to invest can improve your own resultsSegments: 00:00 Introduction08:03 Networking with Investors15:24 Teaching Family to Invest 17:12 The Big Beautiful Bill Energy Crisis 29:53 Krzysztof's 100% winner: Psychology of Buying the Dip 38:13 Luke's 100% winner: Is this Pre-Revenue Company Growing too Fast?52:17 Portfolio Philosophy: Risk vs Reward 54:05 More Quantum Computing Shorts59:56 Damodaran's Three Ps Framework 01:07:00 Clear-Eyed Investing vs Hopium**********If you want to see our furry faces, this podcast is also available on YouTube at https://www.youtube.com/@WallStreetWildlife?sub_confirmation=1**********SUPPORT THE SHOW AND BECOME A PATREON:https://patreon.com/wallstreetwildlife**********Find more episodes of the podcast at wallstreetwildlife.com where you can also get our "10 Laws of the Investing Jungle" free PDF download, and you can follow us at:x.com/7LukeHallardx.com/7FlyingPlatypusWall Street Wildlife is also on Instagram @wallstreetwildlife**********Fiscal.AI is the Complete Stock Research Platform for fundamental investors. With its beautiful design and institutional-quality data, Fiscal AI is incredibly powerful and easy to use.Get 15% off any premium plan with:https://fiscal.ai/wildlife**********Listen to the Chit Chat Stocks Podcast for discussions on stocks, financial markets, super investors, and more. Follow the show on Spotify, Apple Podcasts, or YouTubehttps://open.spotify.com/show/4SBtOWGEOmD9pmltgIXO8r**********To use the same portfolio tracking tool as Luke, check-out:https://www.portseido.com/?fpr=lukehallard**********Monkey’s “Zen, Nietzsche, How to Live” Substack:http://firephilosophy.substack.com**********Disclosure: Wall Street Wildlife hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation**********Fed up with the stock market giving you a hard time?- Invest like seasoned pros with over 40 years in the game- Discover the world's leading companies- Sharpen your best investing practices and ditch the worst- Learn how to start investing- Essential investing principles to boost your returns
What this episode covers
⚡ Is the market facing an energy crisis? A controversial new bill threatens to decimate the renewable sector, and we're unpacking what it means for your portfolio. Does chaos create opportunity this time around?🔋 Krzysztof's 100%+ Winner - how Krzysztof navigated the psychological challenges of buying the dip at $6.26, turning doubt into a double in two months. Hear about this AI / Bitcoin / Energy bottleneck play that's now his third-largest King of the Jungle portfolio holding📡 Luke's 100% Winner - investor enthusiasm for this space tech company propels it to a $16 billion valuation. Is this ambitious bet on satellite-to-phone connectivity the next rocket ship, or just a black hole for cash?📊 The Damodaran Framework: Story vs Numbers - Using the "Three Ps Test" (Possible, Plausible, Probable) to evaluate pre-revenue companies. How to invest in stories without falling into hopium traps🧮 Quantum Computing Reality Check - Luke buys more quantum computing puts. These "companies" trade at $3 billion+ market caps, but do they have a plausible business model?🎯 Risk Management Masterclass - Different approaches for different life stages: Luke's disciplined 2% allocation to AST vs Krzysztof's conviction-sized positions in pre-revenue plays🌐 The Power of Investor Networking, and why teaching family and friends to invest can improve your own resultsSegments: 00:00 Introduction08:03 Networking with Investors15:24 Teaching Family to Invest 17:12 The Big Beautiful Bill Energy Crisis 29:53 Krzysztof's 100% winner: Psychology of Buying the Dip 38:13 Luke's 100% winner: Is this Pre-Revenue Company Growing too Fast?52:17 Portfolio Philosophy: Risk vs Reward 54:05 More Quantum Computing Shorts59:56 Damodaran's Three Ps Framework 01:07:00 Clear-Eyed Investing vs Hopium**********If you want to see our furry faces, this podcast is also available on YouTube at https://www.youtube.com/@WallStreetWildlife?sub_confirmation=1**********SUPPORT THE SHOW AND BECOME A PATREON:https://patreon.com/wallstreetwildlife**********Find more episodes of the podcast at wallstreetwildlife.com where you can also get our "10 Laws of the Investing Jungle" free PDF download, and you can follow us at:x.com/7LukeHallardx.com/7FlyingPlatypusWall Street Wildlife is also on Instagram @wallstreetwildlife**********Fiscal.AI is the Complete Stock Research Platform for fundamental investors. With its beautiful design and institutional-quality data, Fiscal AI is incredibly powerful and easy to use.Get 15% off any premium plan with:https://fiscal.ai/wildlife**********Listen to the Chit Chat Stocks Podcast for discussions on stocks, financial markets, super investors, and more. Follow the show on Spotify, Apple Podcasts, or YouTubehttps://open.spotify.com/show/4SBtOWGEOmD9pmltgIXO8r**********To use the same portfolio tracking tool as Luke, check-out:https://www.portseido.com/?fpr=lukehallard**********Monkey’s “Zen, Nietzsche, How to Live” Substack:http://firephilosophy.substack.com**********Disclosure: Wall Street Wildlife hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation**********Fed up with the stock market giving you a hard time?- Invest like seasoned pros with over 40 years in the game- Discover the world's leading companies- Sharpen your best investing practices and ditch the worst- Learn how to start investing- Essential investing principles to boost your returns
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E87: Networking, "The Big Beautiful Bill," and two 100%+ Stock Wins in two months!
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