Stock Club

MyWallSt
  • 5,0 (15)
  • INVESTISSEMENT
  • CHAQUE SEMAINE

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.

  1. -2 J

    #278: How to Find Hidden, High Quality, Small-Cap Stocks

    If you’re fatigued with the Magnificent Seven and their eye-watering valuations, maybe it’s time to look at some smaller market caps. Pieter Slegers, founder of Compounding Quality, is back to discuss his new investing service, Tiny Titans. By focusing on small caps, an investor can outperform the market by about 4% a year. But by combining this with some of Slegers’ “Compounding Quality” characteristics, such as positive free cash flow and high insider ownership, that outperformance can increase to 6.5%. Pieter’s goal is to achieve a yearly return of 15%, which would double your money every five years—perfect for long-term investors. Tune in to hear about the importance of a stock checklist, what he looks for in a Tiny Titan, and to get a sneak peek at a stock on his watchlist. To learn more about Pieter and the Tiny Titans service, head to https://www.tinytitansexclusive.net. Prophet, MyWallSt's latest investing service, is focused on delivering market-beating in less than 5 minutes a month. We are running a seven day free trial for our followers. No commitment, cancel anytime. Click here to grab your trial. 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: ❌ X: @MyWallStHQ 💃 TikTok: @MyWallSt 📸 Instagram: @MyWallSt 🖥️ Facebook: @MyWallSt 👔 LinkedIn: MyWallSt 00:00 Intro01:33 Peter's Investment Philosophy06:54 The Potential of Small Cap Stocks17:27 Screening for Quality Small Caps25:18 The Importance of Checklists31:29 Exceptions to the Rule38:38 Examples of Tiny Titans

    44 min

  2. 11 SEPT.

    #277: Lululemon, the Market’s Most Undervalued Stock?

    In 2023, you’d be hard-pressed to find a Wall Street analyst who wasn’t in love with Lululemon. The stock was a classic example of a long-term, buy-and-hold winner, with a strong brand, enviable profit margins, and plenty of expansion opportunities. However, coming into 2025, the company’s façade started to crack, with revenue growth slowing to single digits and comparable in-store sales falling. It appears the American market may be reaching saturation, with competition hot on Lulu’s heels. On top of that, tariffs are taking a healthy bite out of the bottom line, leaving its EBITDA “on the floor.” The stock is now the worst-performing name on the S&P 500 in 2025. That said, international markets—particularly in China—remain vibrant, and Lulu hopes to reinvigorate domestic sales through R&D innovation. Is the market’s pricing an overreaction, or a reasonable adjustment for a brand transitioning from growth to value? Mike also touches on Microsoft’s agreement with recent IPO Nebius, which sent the stock soaring. Prophet, MyWallSt's latest investing service, is focused on delivering market-beating in less than 5 minutes a month. We are running a seven day free trial for our followers. No commitment, cancel anytime. Click here to grab your trial. 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: ❌ X: @MyWallStHQ 💃 TikTok: @MyWallSt 📸 Instagram: @MyWallSt 🖥️ Facebook: @MyWallSt 👔 LinkedIn: MyWallSt

    54 min

  3. 4 SEPT.

    #276: Is Tesla’s Stock Still a Buy?

    This week, we bring you a debate every investor has had over the last year: Is Tesla still a buy? Mike starts off by breaking down the brand’s difficulties in Europe, with sales sliding across markets—particularly in the Nordics, Germany, and France. Some of this can be attributed to Musk’s political antics, but Mike argues that a bigger concern is the automaker’s inability to maintain its moat. Tesla faces more competition in the EV space than ever, especially from cheaper manufacturers in China, and has failed to provide either a more economical model or significant upgrades to existing tech to attract new buyers. There’s also the argument that Musk’s attention is divided between his many companies—not to mention his Twitter usage—which may have caused him to take his eye off the Tesla ball. However, Emmet takes the counterpoint and explores the importance of Tesla’s speculative tech. The brand has just begun testing its robotaxis in Texas, and if successful, it could become the cheapest autonomous provider, as it isn’t reliant on LiDAR sensors. Additionally, Musk has promised that humanoid Optimus robots will eventually account for 80% of the company’s value—but it remains very unclear when they will come to market. As any long-term Tesla investor knows, Musk has a tendency to overpromise, especially when it comes to timelines. We leave the question with you: Would you pick up Tesla shares today for the long term? Prophet, MyWallSt's latest investing service, is focused on delivering market-beating in less than 5 minutes a month. We are running a seven day free trial for our followers. No commitment, cancel anytime. Click here to grab your trial. 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 4:20 Tesla’s Declining Sales 19:11 Elon Musk's Overexposure and Distractions 26:12 Tesla’a Speculative Tech 31:41 Tesla's Robotaxi Launch 39:37 The Future of Tesla's Humanoid Robot, Optimus 43:08 Speculations and Market Impact

    1 h

  4. 28 AOÛT

    #275: 2 Stocks to Buy That Wall Street Is Ignoring

    Mike and Emmet are back from Investicon with two phenomenal stock picks shared by the event’s expert panel. Mike breaks down Chapters Group (ETR: CHG), a vertical market software acquirer modeled after Constellation Software. With ~98% customer retention, ~90% gross margins, and disciplined capital allocation, the business is scaling rapidly. Though not cheap, Compounding Quality’s Pieter Slegers believes its leadership and growth outlook make it compelling. Later, Emmet covers a pick from AI investing expert Eric Bleeker: Ouster (OUST), a provider of lidar sensors essential for autonomous driving and robotics. It’s an intriguing pick-and-shovel play for the future of automation. While risky—since it could be disrupted by emerging technologies and some manufacturers (e.g., Tesla) have opted to move forward without it—lidar is still likely to enjoy a few decades of solid growth. If you’d like to get a complete list of the stocks and ideas pitched at Investicon, new Horizon subscribers get a exclusive summary when they sign-up. To avail of this offer and hear more about Emmet’s Horizon portfolio, drop us an email at 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 Intro06:21 Deep Dive into The Chapters Group16:21 Challenges and Risks in Niche Markets24:31 Eric Bleecker's Stock Pitch: Ouster26:02 Understanding LIDAR Technology30:02 Ouster's Market Potential and Financials

    43 min

  5. 14 AOÛT

    274: The Hottest AI Stock on the Market

    We're discussing two very different stocks today on Stock Club. One is the hottest stock on the market and one of the few companies being absolutely transformed by AI. Up 500% in the last year and almost 50,000% since 2022, this one is something you can't miss. The other is a European microcap that you've almost certainly never heard of. The stock is due for a turnaround with new franchises coming to the fore and excellent customer feedback, this could be the high-risk, high-reward stock you've been waiting for. Investicon is just one week away. This is your last chance to grab tickets. Some of the finest investing minds across stock-picking, AI, wealth management, and even whiskey are coming to the Irish Stock Exchange on August 21. Get your tickets here: https://www.investicon.ie/ Check out the market-beating returns of our breakthrough product: -Prophet is up over 1,468% over the last 16 years -That’s an average of 21.6% annual return -It’s almost 2X the S&P 500 returns. We've built a system where you spend just 5 minutes a month, buy the initial ten stocks in the portfolio, and then let Prophet's monthly rebalancing do the heavy lifting. Every 4th Friday, it analyzes 67,000 miles of market data, sells under-performers, and buys new winners—keeping your portfolio optimised without you ever having to dive into charts or reports. To get full access to Prophet right now for free, sign up for your 90-day trial: https://www.useprophet.com/mwsoffer Become a successful investor by checking out all the content MyWallSt has to offer: 📚 Learn the fundamentals of investing by downloading our free Learn app 💻 Keep updated on stock market news by visiting our blog 🎉 Follow MyWallSt on social: 🐦 Twitter: @MyWallStHQ 💃 TikTok: @MyWallSt 📸 Instagram: @MyWallSt 🖥️ Facebook: @MyWallSt 👔 LinkedIn: MyWallSt

    50 min

  6. 7 AOÛT

    #273: Is Novo Nordisk a Buy? An Undervalued Stock or Falling Knife?

    Novo Nordisk faced another tough earnings season, with the stock falling 30% after it revised its growth guidance due to increased competition from Eli Lilly and the (now-illegal) compounders. This has brought the stock down to a tantalizing 12x earnings. Is this a great time to pick up shares, or are investors risking catching a falling knife? Novo is attempting to fend off the competition by launching its own direct-to-consumer Wegovy service in the United States, which will sell its drugs for $499 a month—less than half the previous cash price. Combined with a new management team, Novo has a lot of irons in the fire. Perhaps these efforts will bolster its long-term outlook. Later, Emmet discusses the impact of AI investment on the broader economy. Emerging in the midst of the 2023 market downturn, the AI race has spurred an extreme infrastructure spending boom from tech companies, especially the Magnificent Seven. They’ve pumped $151 billion into the economy so far. Is it a bubble, or the new normal in tech? Mike and Emmet also touch on Elon Musk's $30 billion pay day. Is this infamous CEO still worth the premium? Five lucky listeners can claim a complimentary ticket to Investicon when they sign up for Horizon. To hear more about the offer and claim your ticket, email us. 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 Stock Market Sentiment and Initial Discussion 01:52 Elon Musk’s $30 Billion Pay Day 09:01 Deep Dive into Novo Nordisk 21:35 Nova's Billion-Dollar Sales and Competitive Landscape 28:18 The Future of AI and Its Economic Impact

    45 min

  7. 31 JUILL.

    #272: Building Wealth in Ireland (Saving, Investing, Auto-Enrolment)

    This week, Mike sits down with Emma Farrelly, a Qualified Financial Adviser (QFA) and Retirement Planning Adviser (RPA) from Future Financial Planning in Dublin. Emma walks through what every twenty-something needs to know about saving for success, the risks of relying solely on property as an investment, and what auto-enrolment means for both employees and employers. She also gives her two cents on our sworn enemy — deemed disposal — and the broader Irish wealth landscape. As a newly rich country, Ireland still has a lot to learn about building generational wealth but the tide is definitely turning. If you’re Irish, you won’t want to miss this episode. For a limited time, new subscribers to Horizon get a complimentary ticket to Investicon. Grab you ticket here: https://www.mywallst.com/horizon 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 01:54 Personal Finance Checklist 08:29 Advice for Young Professionals 12:12 Financial Planning for Mid-Career Individuals 21:26 Deemed Disposal and Challenges in Irish Investing 29:15 Auto Enrollment Legislation Explained 41:59 Addressing the Gender Pension Gap

    47 min

  8. 24 JUILL.

    #271 Chris Hill’s 3 Stocks to Buy Now and Hold Forever

    This week, Emmet is joined by legendary investor Chris Hill. Chris was one of the Motley Fool’s longest-standing employees, contributing 26 years of expertise and stock pitches. He was the host of the Motley Fool’s Money podcast, which began in 2009. Earlier this year, he launched Money Unplugged, where he interviews guests about their money stories, struggles, and financial insights. Chris shares his favorite guest splurges and money regrets—highlights include fancy cars, commemorative popcorn buckets, and expensive rocks. You might be surprised which ones fall into each category. He also reveals his three favorite investments to buy now and hold forever. Interestingly, there’s significant overlap with the portfolios of Emmet, Anne Marie, and Mike. Great minds think alike. Prophet, MyWallSt's latest investing service, is focused on delivering market-beating in less than 5 minutes a month. We are running a three-month free trial for our followers. No commitment, cancel anytime. Click here to grab your trial. 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 Intro05:15 Welcome Chris Hill10:45 Early Experiences with Money18:50 Splurging and Regretful Purchases36:15 Chris Hill’s Top 3 Stock Picks49:10 Morgan Housel’s New Book

    35 min
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À propos

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.

Informations

  • Créateur
    MyWallSt
  • Années d’activité
    2018 - 2025
  • Épisodes
    278
  • Classement
    Tout public
  • Copyright
    © MyWallSt
  • Site Web de l’émission
    Stock Club

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