Join the MyWallSt investing team as they sit down to chat about the companies and strategies that shape their investing life. This Stock Club is for everyone!

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Earnings Recap & Apple's Secretive Healthcare Plans

In today’s episode, we take a look at CrowdStrike’s earnings for Q4, we dive into Apple’s most recent foray into healthcare, we give an update on Salesforce, and we take a look at two companies that impressed us the most this earnings season.

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

An Ode to the World's Greatest Investor

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

What's Going on in Digital Advertising?

We’re talking all things ads today, with Meta up to its old tricks of copying its rivals' homework. We also take a look at The Trade Desk and Roku as connected TV becomes a more prominent factor in the digital ad space and Emmet and Anne Marie pitch two promising stocks to close out the show.

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

10 Breakthrough Technologies of 2023

On today's episode of Stock Club, we break down the AI wars that are developing in Big Tech as Microsoft has its eyes set on Google's search browser dominance.

• Can ChatGPT really revive Bing to become a legitimate competitor to Google Search?
• And what about Google's newly launched Bard chatbot?

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

AI Wars

On today's episode of Stock Club, we break down the AI wars that are developing in Big Tech as Microsoft has its eyes set on Google's search browser dominance. Can ChatGPT really revive Bing to become a legitimate competitor to Google Search? And what about Google's newly launched Bard chatbot?

We also:

• Discuss the green shoots in the IPO market and a number of restaurant companies that are looking to go public in 2023
• Chat about the future of streaming now that Warner Bros Discovery has started to license out its content
• And we pitch two earnings reports that have caught our eye

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

Charging & Fearless

Sign up for Charging & Fearless today and receive a new stock pitch in your inbox every week. This service is absolutely free and draws on MyWallSt’s expert analyst team to deliver new and exciting investment opportunities from all over the world. Sign up here. 

We have an Irish theme running through this week’s episode. With Ryanair reporting earnings this week, we take the opportunity to dive deeper into the Irish airline and its enigmatic CEO.

We also: 

• Discuss Stripe’s announcement that it plans to go public within the next year
• And we ask whether TikTok could be banned in the U.S.

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

Activist Season

It’s activist season right now, with 177 activist campaigns announced worldwide last quarter, the most since 2018. Kicking off the show with perhaps the biggest name of them all, Elliott Management, which has just announced that it has built a stake in SaaS pioneer, Salesforce.

This week on Stock Club, the crew also:

• Look at Nelson Peltz’s efforts to get on the Disney board,
• Answer a listener question about Netflix’s subscribers,
• Pitch three companies that we like that may have benefitted from the influence of an activist investor.

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

Our Most Controversial Episode

This week, we thought we’d shake things up.

It’s been a slow news week so we’ve decided to stir up a bit of controversy. In the era of Prince Harry’s book Spare, apparently the only way to get a bit of attention is to lay it all out, the good, the bad, and the debatable.

Anne Marie and Emmet examine their own investment boundaries and the ethical debates that happen behind the scenes of controversial stock picks.

The crew also answer the question:

What company are you impressed by but wouldn’t invest in for ethical reasons?

We hope you enjoy!

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

Microsoft Goes Browsing In The AI Aisle

If you haven’t heard of ChatGPT and OpenAI yet, get to learning because according to some this is the next big thing.

The incredibly sophisticated AI bot has been the talk of the town since its launch in late 2022. It came out this week that Microsoft is looking to invest $10 billion in the AI startup, valuing it at $29 billion. We break down the proposed investment, and ask, should workers be worried the machines are going to take our jobs?

In this episode, we also:

• Break down Southwest Airline’s recent fiasco,
• Talk about Roku’s decision to get back into hardware,
• Give you another exciting Elevator Pitch, which might help you get through airport security quicker.

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

Regulators ‘Check In’ For Airbnb

A new year brings with it renewed hope and a chance to really look at things with a fresh perspective. With that being said, join Mike, Anne Marie, and Rory as they discuss some of the biggest headlines to emerge out of 2023’s opening week.

The team also takes a look at some of the best investing resolutions to help us make the new year more profitable and forget all about the nightmare that was the market in 2022.

In this episode, we also:

• Discuss Airbnb’s current legal woes.
• Take a look at how Bill Ackman is taking on Big Soda,
• And so much more!

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

Stock Club’s Big Fat Wrap Up of 2022

The Stock Club crew look back at the chaos that was the 2022 market.

Welcome to our wrap-up of the year (maybe post-mortem is a better phrase to use).

2022 has seen the S&P 500 fall drastically, record-breaking inflation, the collapse of crypto, a war breakout, a rapid turnaround in economic policy from every Central Bank, a stock market crash, gold falling — have we missed anything?

We ask Emmet, who has been fully invested through the Dot com crash, and multiple other previous financial disasters, how has 2022 compared?

In this episode:

• We go through some Stock Club stats — how have we done this year?
• Anne Marie discusses social media as a whole and breaks down what has gone wrong at Meta,
• Rory takes a look at the man who hasn’t been out of the headlines this year for more than 5 minutes, Elon Musk.

Happy Holidays!

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

An Acquisition Lost In The Blizzard?

Remember when Microsoft announced the $69 billion blockbuster acquisition of games developer Activision Blizzard? Well, it seems to have gotten under the skin of every regulator known to man, with the Federal Trade Commission now getting in on the action, seeking to block the deal of the Call of Duty producer.

We ask Rory to give us a recap of the rollercoaster that has been this acquisition, and ask, gun to his head, does he think the deal with go through?

In this episode, we also:

• Discuss the next big threat to Meta’s ad platform,
• Ask why streaming sites keep cancelling your favorite shows!
• Give you two more exciting elevator pitches.

To stay ahead of the curve, don’t forget to sign up for MyWallSt’s daily newsletter, Opening Bell, here.

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

Grindr Grinds to a Halt

The IPO market has been pretty dry in 2022, so when a company soars more than 4-fold on its public debut, people take notice.

Even more so when that company is a household name for many. The LGBTQ dating app, Grindr, went public via SPAC in November and its first day was quite the rollercoaster. Anne Marie discusses the business and explains why the stock has been so volatile.

In this episode, we also:

• Discuss why private equity is buying up so many public software companies,
• Take a deep dive into Hubspot,
• Give you two elevator pitches on Arcos Dorados Holdings and Aritzia.

Plus lots more.

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

Should Sports Teams be Public Companies?

Tune in to hear Mike, Rory, and Emmet discuss some World Cup-inspired investing news as they dive into the takeover rumours swirling around Manchester United. They also ask whether or not sports teams should even be traded publicly at all.

In this episode, we also discuss:

• We examine Bob Iger’s return as CEO of Disney,

• Rory breaks down PayPal’s Recent downturn,

• And lots more.

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

The Winner Risks It All ft. Jana Haines

For this episode, we chatted to the legendary Jana Haines, the Chief Strategy Officer at ARK Invest.

Cathie Wood’s right-hand woman gave us a great insight into the world of finance and investing from her years of experience on Wall Street. A standout from the interview is Jana’s attitude towards risk and how it’s vital for not only financial success, but also for a thriving career.

Jana also shares:

• Her thoughts on the crypto market and the rise of the retail investor,

• How we can make investing seem more appealing as a career choice for women,

• If ESG investing is a worthwhile investing strategy or a marketing ploy,

• And advice for young investors starting their journey.

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

Looking for older episodes of the Stock Club podcast? Click here to access all of our episodes back to January 2018.