PODCAST · business
Stock Club
by MyWallSt
Welcome to the Stock Club podcast, where we bring you weekly episodes on the most significant changes in the world of investing. Delve into the inner workings of investing, stock news and strategies, all geared towards helping you become a better investor. Join the MyWallSt team, as they sit down to share the latest investing stories. If you want to stay ahead in the game, this podcast is for you.
Episodes
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Ireland’s New Investment Account Explained: €2K Tax vs €11K | With Paul Overy
Ireland’s budget brings three big changes for investors: capital gains tax falling from 33% to 31%, exit tax on funds dropping from 38% to 35%, and a brand new Irish investment account opening on July 1, 2027. Emmet sits down with Paul Overy, founder of Ask About Wealth and author of The Tricks…
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Is AI One Big Circular Deal? Inside the $3.6 Trillion Web | Stock Club 332
Emmet and Mike step back from individual stock picks this week to dig into something that's been quietly rattling markets: the circular nature of AI industry financing. OpenAI recently walked back its own annualized revenue figure from roughly $68 billion to $50 billion after admitting the larger...
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Netflix (NFLX): Bull vs Bear, Is This a Buy After Falling 50%?
This week Stock Club tries something new: instead of each picking a different stock, Emmet and Mike go head to head on the same one. Mike makes the bear case against Netflix (NASDAQ:NFLX), and Emmet, a 22-year shareholder, argues the bull case, both from today's price after the stock has fallen...
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Could Eli Lilly (NYSE:LLY) Become the First $10 Trillion Stock?
Emmet turns this week's episode into a guessing game, teasing five clues before revealing a 150-year-old company that's become one of the most important businesses in the world: Eli Lilly (NYSE:LLY). Founded in Indianapolis in 1876, Lilly introduced the world's first commercially available…
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Coupang (CPNG) & Nike (NKE): 2 Stocks Down 50% That We Still Like
Emmet and Mike each pick a stock that's been hammered, down at least 50 percent from its highs, and make the case for why the sell-off has gone too far. Emmet starts with Coupang (NYSE:CPNG), often called the Amazon of South Korea, built around a Rocket Delivery network that gets orders to...
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2 AI-Proof Stocks We're Watching: Waste Management (WM) & Viking (VIK)
This week Emmet and Mike do the opposite of every other Stock Club episode lately: they go looking for businesses that have nothing to do with artificial intelligence. Mike makes the case for Waste Management (NYSE:WM), arguing that strict environmental and zoning laws have made it nearly...
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Ireland's New Investment Tax Scheme Explained & An AI Pick from Investicon
Emmet and Mike recap Investicon 2026, MyWallSt's investor event in Dublin, and unpack two of the biggest ideas to come out of it. First, they break down a major shift coming for Irish investors around deemed disposal tax and long term investment savings, and why the current eight year exit tax…
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Moderna's Cancer Vaccine Breakthrough & Why Uber Could Win the Robotaxi War
Moderna (NASDAQ:MRNA) is back in the headlines after phase three success for what's being called a cancer vaccine, built on the same mRNA technology that powered its Covid vaccine. We discuss just how significant it is that this treatment has gotten this far in trials, why the pandemic…
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Motley Fool Co-Founder David Gardner's Top 10 Stock Picks, One Is Up 138,000% | Stock Club 325
Ahead of Investicon, we run through Motley Fool co-founder David Gardner's ten greatest stock recommendations of all time, a league table that includes Tesla (NASDAQ:TSLA), Netflix (NASDAQ:NFLX), Booking Holdings (NASDAQ:BKNG), Amazon (NASDAQ:AMZN) and Nvidia (NASDAQ:NVDA), his best call by the...
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Chapters Group: Europe's Mini Constellation Software With Compounding Quality's Pieter Slegers
Stock Club Episode 324 This week on Stock Club, we're joined by Pieter Slegers of Compounding Quality, one of the biggest names to come out of the Substack investing world. Pieter breaks down why Chapters Group AG (Frankfurt:CHG) has become one of his highest conviction Tiny Titans picks…
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Ouster & Schaeffler: Two More Investicon Stock Picks, One Year Later | Stock Club 323
Stock Club 323We're revisiting two more stocks pitched at last year's Investicon to see how they've performed, and one of them has been on an incredible run. Ouster (NASDAQ:OUST), the San Francisco lidar sensor maker, is up roughly 90% since it was first flagged, with gross margins climbing from...
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Two Overlooked AI Stocks Worth Knowing About
Cloudflare (NYSE:NET) is up 30% in the last year and powers an estimated 20% of the most valuable sites on the internet, but is it actually worth 300 times cash flow? This week we do a deep dive on one of the most complex and consistently expensive stocks in the market, breaking down how...
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How PayPal Went from Wall Street Darling to Unwilling Takeover Target
At MyWallSt, we believe great investing is about patience, discipline, and owning outstanding businesses. Our team researches global stocks, publishes transparent performance, and helps investors build long-term wealth without hype or guesswork. Horizon is our long-term buy-and-hold service…
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One Industry for Reliable Returns. One for a Moonshot. Here Are Our Picks. | Stock Club 320
At MyWallSt, we believe great investing is about patience, discipline, and owning outstanding businesses. Our team researches global stocks, publishes transparent performance, and helps investors build long-term wealth without hype or guesswork. Horizon is our long-term buy-and-hold service…
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The Stocks Quietly Beating Nvidia in 2026 | Stock Club 319
Investicon is coming to Dublin on August 27th, info and tickets at https://www.investicon.ie/ or email [email protected] for tickets and early bird codes.Subscribe to Prophet: UseProphet.com or email [email protected] MyWallSt, we believe great investing is about patience, discipline, and...
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Bending Spoons: The Company Behind Vimeo, Evernote and AOL Is About to Go Public | Stock Club 318
At MyWallSt, we believe great investing is about patience, discipline, and owning outstanding businesses. Our team researches global stocks, publishes transparent performance, and helps investors build long-term wealth without hype or guesswork. Horizon is our long-term buy-and-hold service…
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#317: Our Favorite Japanese Stocks
This week, Mike and Emmet head to Japan in search of overlooked growth stocks. Japan is home to some of the world's oldest businesses, with more than 140 companies claiming histories of over 500 years. Many of them have survived by following two simple rules: hold plenty of cash and avoid debt.…
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#316: How to Find 100-Bagger Stocks (w/ Neeraj Khemlani and Matthew Ankrom)
This week, Mike sits down with Neeraj Khemlani and Matthew Ankrom, the minds behind The Coffee Can Investor, to discuss one of our favorite investing topics: finding and holding stocks capable of returning 100x. We open with Neeraj and Matthew walking us through the story behind the "coffee can"...
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#315: How to Invest Through Booms, Busts & Bubbles (w/ Ben Carlson)
This week, Mike sits down with investor and author Ben Carlson to discuss the habits, mindsets, and mistakes that define successful investing. We start with the two variables Ben believes matter more than anything else: your time horizon and your risk profile. While most investors focus on…
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#314: Can SpaceX Really Be Worth $2 Trillion?
Ahead of its highly anticipated IPO, SpaceX is reportedly targeting a valuation between $1.75 trillion and $2 trillion, numbers that would make it one of the largest public companies in the world from day one. This week, Mike and Emmet ask: does the business justify the hype? In 2025, revenue...
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#313: Wall Street's Craziest Stories
This week, Mike and Emmet share some of the craziest stories in stock market history. Starting with a chimpanzee named Raven, who became a star during the dot-com bubble. After throwing darts at a board of internet stocks, her assembled portfolio returned 213% in 1999, making her the 22nd most...
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#312: Cerebras: 2026's biggest IPO?
This week, we dive into one of the hottest new companies in AI and the market: Cerebras (CBRS). The company only just IPO’d, but it’s already valued at close to $100 billion. Even more astonishing? Cerebras was founded just 11 years ago by five engineers. Its core thesis is radical: the...
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#311: Are We in an AI Bubble?
The market is on an absolute tear right now, and it’s raising some serious questions. Lucky for you, Mike and Emmet want to upack them all. Despite the crazy macroeconomic conditions, the market keeps performing. The Nasdaq Composite is up roughly 38% in the last year. And when you zoom in on...
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#310: Modern Value Investing w/ Jose Mayora
The typical definition of Value Investing: Buying an asset for less than it’s truly worth. But according to this week’s guest Jose Najarro, the concept is widely misunderstood. Too often, value investing is associated with older, slower companies, think utilities, and traditional metrics like low...
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#309: 2 Legacy Stocks for Long-term Investing
With all the talk of IPOs and upstarts, it’s a great time to remember that legacy players can still pack a punch. This week, we look at two companies that have been on public markets for decades and have been all over the headlines lately: Intel(NASDAQ: INTC) and Berkshire Hathaway (NYSE: BRK.B)....
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#308: The Best and Worst Business Pivots
In light of Allbirds’ (NASDAQ: BIRD) head-scratching transition to an AI compute infrastructure company, Mike and Emmet break down some of the market’s best and worst business pivots. In simple terms, a pivot is when a business decides to stop doing what it’s known for and pursue something else....
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#307: Is SpaceX’s IPO a Buy?
This week, we’re discussing one of the most significant IPOs of all time: SpaceX. While space travel began as a government-led effort, over the past few decades it has increasingly become the domain of the private sector. For those who need a refresher on the business of space—and SpaceX...
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#306: Ireland’s New Investment Scheme Explained
The day we’ve been hoping for is finally here. The Irish government has announced a new investing scheme to provide people in Ireland with an easy, tax-efficient way to access the markets. There are hundreds of billions of euros sitting in Irish current accounts, and it’s time they get to work....
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Stock Red Flags to Avoid Before They Destroy Your Portfolio
We normally talk about the characteristics we love to find in stocks. But this week, we bring you all the things we hate. We’ve all gotten caught in a hype cycle or seen an investment thesis degrade, so having a list of red flags to look for is a great way to check in with your portfolio. They...
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2 Australian (ASX) Stocks to Buy Right Now
Investor Down Under — g’day. We’ve long loved hunting for underappreciated stocks abroad, and over the years we’ve realized Australia is a particularly great place to find them. With its investing culture on the rise, this week we’re highlighting some of our local favorites. Emmet brings you a...
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#303: The AI Stocks No One is Talking About: Biotech Boom
This week, Emmet and Mike are digging into one of the hottest trends of our futuristic world: human longevity. We’ve all seen Bryan Johnson on our social feeds, but the business of living longer is more than just a meme. Today, new-age pharmaceutical companies are leveraging AI to reinvent the…
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#302: The One Metric You Need to Find Multibagger Stocks
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...
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#301: The 6 Best Dividend Stocks to Buy
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…
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#300: The One, Life-Changing Stock to Buy and Hold for the Next 10 Years
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...
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#299: What Autonomous Driving Stocks You Should Buy (and Tesla Isn’t One) (w/ Derek Reilly)
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...
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#298: What Software Stocks Should You Buy on the Dip?
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...
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#297: What Stocks to Buy During the AI Bubble (w/ Porter Stansberry)
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...
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#296: Everything You Need to Know About Ireland’s Auto-Enrolment Pension Scheme
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...
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#295: Even Bolder Stock Buys for 2026!?
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: A Magnificent Seven member on the up and up…
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#294: Our Boldest Stock Buys for 2026
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: A stock they love with a market cap under $1 billion A favorite European stock A stock down more than 30% from its all-time highs Small Caps: Relais...
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#293: What Stocks to Watch in 2026
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…
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#292: The Best Stocks According to Wall Street Greats
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,...
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#291: The Biggest Investing Stories and Stocks of 2025
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,...
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#290: A Secret AI Stock to Buy Right Now?
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...
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#289: The Best Performing Stock in the S&P 500
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...
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#288: An International Multibagger Stock to Buy Right Now
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...
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#287: 2 Stock with 10X Potential From Across the Globe
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…
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#286: The S&P 500’s Most Undervalued Stock?
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....
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#285: What Stocks to Buy in a Market Crash? (w/ Sean Tepper)
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…
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#284: The Warren Buffett Stock No One Is Talking About
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…
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ABOUT THIS SHOW
Welcome to the Stock Club podcast, where we bring you weekly episodes on the most significant changes in the world of investing. Delve into the inner workings of investing, stock news and strategies, all geared towards helping you become a better investor. Join the MyWallSt team, as they sit down to share the latest investing stories. If you want to stay ahead in the game, this podcast is for you.
HOSTED BY
MyWallSt
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