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#175 Tesla's Rise, Netflix's Comeback, and Airbnb's Unforeseen Triumph

September 14th, 2023

In this episode, we take a deep dive into the Twitter poll that Emmet shared recently, asking which of Tesla, Airbnb, Netflix, or Atlassian you would buy and hold for 30 years.

MyWallSt operates a full disclosure policy. MyWallSt staff may hold long positions in some of the companies mentioned in this podcast.

#174 Your Exclusive Guide to Wealth Through Long-Term Investing

September 7th, 2023

In this episode, we kick things off by exploring the concept of long-term investing and how it has evolved over the years. We discuss the power of generational investing and its potential to mitigate taxes.

MyWallSt operates a full disclosure policy. MyWallSt staff may hold long positions in some of the companies mentioned in this podcast.

#173 Unlocking Japan's Investment Potential, OpenAI's New Product & The Housing Market

August 31st, 2023

Welcome to Episode #173 of Stock Club. In this episode we address all the buzz around the Japanese Stock Market while dissecting why stocks like Ajinomoto, Calbee, and Nissan trade below book value while actively pursuing growth and investor trust.

MyWallSt operates a full disclosure policy. MyWallSt staff may hold long positions in some of the companies mentioned in this podcast.

#172 Silicon Valley's Darkest Secrets & Softbank's Billion Dollar Gamble

August 24th, 2023

Welcome to Episode #172 of Stock Club with Michael O’Mahony, Anne Marie and Emmet Savage. In this episode we explore the world of CPUs and GPUs, and how to navigate this complex landscape in the face of burgeoning competition. We dissect the growth trajectory of ARM and delve into the intriguing historical con job of Pixelon.

MyWallSt operates a full disclosure policy. MyWallSt staff may hold long positions in some of the companies mentioned in this podcast.

#171 The Truth of Celsius Vs Monster, Berkshire Hathaway’s Big Bets & Nitori's Impact

August 17th, 2023

Welcome to Episode #171, where we delve into the strategies that catapulted CELSIUS to triumph in the competitive energy drink market. 

From unique branding tactics to insightful market targeting, we've got it all covered. But that's not all – we also draw intriguing parallels between investment decisions and the 2022 Men's Soccer World Cup Final.

MyWallSt operates a full disclosure policy. MyWallSt staff may hold long positions in some of the companies mentioned in this podcast.

#170 Cracking the Code on Unions & Equity Risk Premium

August 11th, 2023

Welcome to Episode #170 of Stock Club as we dig deep into the impact of unions on public companies, the historic Hollywood strike, the dramatic downfall of Yellow Trucking, and more! 

We cover the case study of Costco, a company that chose to defy conventions by offering industry-leading wages and benefits to its employees without the need for a union.

Ever heard of the Equity Risk Premium (ERP)? It's time to break down this financial phenomenon that plays a pivotal role in influencing markets.

Join us as we dissect its impact on the S&P 500 and the yield of the 10-year treasury inflation. We also uncover how Italy and Spain are rewriting the rules with their windfall tax approach targeting banks that fail to serve their consumers. 

MyWallSt operates a full disclosure policy. MyWallSt staff may hold long positions in some of the companies mentioned in this podcast.

#169 SoFi Recap & Ad Industry Rundown

Today we discuss SoFi’s blowout Q2 with the stock kicking off the week on a high. We also do a rundown of recent ad earnings, superconductors, and the dystopian Worldcoin. Enjoy!

MyWallSt operates a full disclosure policy. MyWallSt staff may hold long positions in some of the companies mentioned in this podcast.

#168 Spotify Earnings Review & an IPO Renaissance

Today we discuss Spotify’s second quarter as well as a new potential threat from TikTok. We also talk about some green shoots in the IPO market, Twitter’s calamitous rebranding, and problems at ChatGPT. Enjoy!

MyWallSt operates a full disclosure policy. MyWallSt staff may hold long positions in some of the companies mentioned in this podcast.

Big Trouble in Little Hollywood

Today we discuss Netflix’s second quarter as well as the impact the strikes in Hollywood are having on the business. We also break down Ford’s price cuts, Barbie’s revival of cinema, and the Sphere that seems to be taking over Las Vegas. Enjoy!

MyWallSt operates a full disclosure policy. MyWallSt staff may hold long positions in some of the companies mentioned in this podcast.

The Twitter Killer

Today we discuss Instagram’s new Twitter Killer, Threads, we take a look at Levi Strauss as an investment, and we pitch a Japanese business growing revenue at 200% year-over-year. Enjoy!

MyWallSt operates a full disclosure policy. MyWallSt staff may hold long positions in some of the companies mentioned in this podcast.

2023 Half-Time Report

With the first half of 2023 in the books, we’re going to do a mini-review of the last six months on the market. We talked about the biggest stories so far, as well as checking in on what’s going on internationally. We also touch on some of the biggest stories to come out from the past week. Enjoy!

MyWallSt operates a full disclosure policy. MyWallSt staff may hold long positions in some of the companies mentioned in this podcast.

How to Invest in AI feat. Michael Loukas

We are joined on this episode by a very special guest: Michael Loukas. Michael is an active fund manager and the CEO of True Mark Investments, the issuer of a number of ETFs including the TRUESHARES TECHNOLOGY, AI & DEEP LEARNING ETF. We talk about how to invest in AI, the pitfalls many investors face, and of course end the show with a couple of stock pitches. Enjoy!

MyWallSt operates a full disclosure policy. MyWallSt staff may hold long positions in some of the companies mentioned in this podcast.

CAVA IPO, Anti-ESG Funds and more

Today we’re talking about Cava’s IPO. We break down the business, its history, and its valuation, and try to find out what has got investors so hungry for the stock. We also chat about what this means for the IPO market as a whole, as well as discuss topics like the current concentration issues at the top of the market, Warren Buffett’s expansion in Japan, and why investors are no longer interested in anti-ESG funds. Enjoy!

MyWallSt operates a full disclosure policy. MyWallSt staff may hold long positions in some of the companies mentioned in this podcast.