Stock Club

MyWallSt
  • 4.8 (99)
  • Investing
  • Updated Weekly

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. 6d ago

    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, while Prophet is a five-minutes-a-month system that has trounced the average market returns over 17 years.Stock Club Episode 320 Ten of the biggest medical device companies in the world are down between 5% and 54% year to date and it has almost nothing to do with their underlying businesses. Abbott Labs (NYSE:ABT), Intuitive Surgical (NASDAQ:ISRG), Boston Scientific (NYSE:BSX), Stryker (NYSE:SYK), Medtronic (NYSE:MDT) and more are all suffering from the same thing: money rotating out of quality businesses and into the AI infrastructure trade. We break down why this is happening, which companies look most interesting at current valuations, and whether this is a genuine long term buying opportunity or a value trap. Plus: small modular reactors and the nuclear energy stocks being backed by Google, Amazon and Microsoft to power the AI data center buildout including the one pick and shovels play that could underpin the entire industry. Investicon is coming to Dublin on August 27th — email brian@mywallst.com for tickets and early bird codes. Stocks & Companies Mentioned Medical Devices: Abbott Laboratories (NYSE:ABT)Intuitive Surgical (NASDAQ:ISRG)Stryker (NYSE:SYK)Medtronic (NYSE:MDT)Boston Scientific (NYSE:BSX)Edwards Lifesciences (NYSE:EW)Becton Dickinson (NYSE:BDX)Alcon (NYSE:ALC)ResMed (NYSE:RMD)Dexcom (NASDAQ:DXCM)Nuclear / SMR: NuScale Power (NYSE:SMR)Nano Nuclear Energy (NASDAQ:NNE)Centrus Energy (NYSE:LEU)Constellation Energy (NASDAQ:CEG)Vistra (NYSE:VST)Referenced: SK Hynix (KRX:000660)Microsoft (NASDAQ:MSFT)Google/Alphabet (NASDAQ:GOOGL)Amazon (NASDAQ:AMZN)Meta (NASDAQ:META)

  2. Jul 9

    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 brian@mywallst.com for tickets and early bird codes.Subscribe to Prophet: UseProphet.com or email Frank@mywallst.comAt 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, while Prophet is a five-minutes-a-month system that has trounced the average market returns over 17 years.Stock Club Episode 319The Magnificent Seven dominated markets for years but in the first half of 2026, the rest of the S&P 500 is up over 14% while the Mag 7 is up just 2%. So what's actually winning? Memory and storage. SanDisk (NASDAQ:SNDK) is up 717%, Micron (NASDAQ:MU) 274%, Western Digital (NASDAQ:WDC) 245% and every single one of them is completely sold out. Their clients aren't negotiating price, they're negotiating how much they're even allowed to buy.We break down the top 10 best and 10 worst performing S&P 500 stocks of 2026 so far, why AI infrastructure is the only game in town, and what the collapse of consulting giants and software stocks tells us about where the market is headed next.Stocks & Companies MentionedTop Performers:SanDisk (NASDAQ:SNDK)Micron Technology (NASDAQ:MU)Western Digital (NASDAQ:WDC)Intel (NASDAQ:INTC)Seagate Technology (NASDAQ:STX)Dell Technologies (NYSE:DELL)Marvell Technology (NASDAQ:MRVL)Applied Materials (NASDAQ:AMAT)Corning (NYSE:GLW)Flex (NASDAQ:FLEX)Worst Performers / Discussed:Microsoft (NASDAQ:MSFT)Meta (NASDAQ:META)Tesla (NASDAQ:TSLA)Amazon (NASDAQ:AMZN)Alphabet/Google (NASDAQ:GOOGL)Apple (NASDAQ:AAPL)Intuit/TurboTax (NASDAQ:INTU)CoStar Group (NASDAQ:CSGP)Boston Scientific (NYSE:BSX)ETFs Mentioned:Semiconductor ETF (NASDAQ:SMH)Software ETF (NASDAQ:IGV)#stockclub #mywallst #sandisk #micron #westerndigital #nvidia #magnificentseven #SP500 #semiconductors #AIstocks #techinvesting #investing #stockmarket #growthinvesting #Intel #memorystock #investicon #2026stocks

  3. Jul 2

    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, while Prophet is a five-minutes-a-month system that has trounced the average market returns over 17 years.An Italian tech company is about to go public and you've almost certainly used one of its products. Bending Spoons (IPO filing: July 2026) has quietly built a portfolio of over a billion registered users by acquiring beaten-down internet brands like Vimeo, Evernote, Eventbrite, AOL, WeTransfer, and StreamYard, then slashing costs by up to 90% and rebuilding them with AI. This week we break down their ruthless but fascinating business model, how they're applying AI to run a 500-person company managing billions of users, and whether this upcoming IPO is worth watching.We also check in on Following Prophet, MyWallSt's algorithmic stock portfolio up 45.5% in the last 12 months, 183.6% over five years, and 2,394% since inception in December 2009.Plus: Investicon is coming to Dublin on August 27th, featuring Motley Fool co-founder David Gardner as VIP guest. Tickets and early bird codes available: email brian@mywallst.com.Stocks & Companies Mentioned:Bending Spoons — IPO pendingVimeo (NASDAQ:VMEO)Eventbrite (NYSE:EB) acquired by Bending SpoonsPowell Industries (NASDAQ:POWL)MedPace Holdings (NASDAQ:MEDP)WESCO International (NYSE:WCC)Constellation Software (TSX:CSU)Ferrari (NYSE:RACE)Brunello Cucinelli (BIT:BC)AOL — private (owned by Bending Spoons)Evernote — private (owned by Bending Spoons)WeTransfer — private (owned by Bending Spoons)StreamYard — private (owned by Bending Spoons)Links Mentioned:Investicon: Dublin (Aug 27): Email Brian@mywallst.com for tickets Subscribe to Prophet: Email Frank@mywallst.com

  4. Jun 25

    #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. But after decades of economic stagnation, a new wave of corporate reforms is pushing Japanese businesses to become more growth-oriented and shareholder-friendly. To uncover some of the market's most promising opportunities, Emmet screens the entire Japanese stock market for companies with market caps below $20 billion, strong returns on equity, high returns on invested capital, and rapidly accelerating revenue growth. One company that stands out is Sanrio (8136.T), the owner of some of Japan's most recognizable intellectual property. Despite growing revenue at an impressive pace in recent years, its valuation has actually become cheaper relative to its historical averages—a combination investors rarely get to see. Mike then pitches his favorite company of the bunch: Smaregi (4431.T), a fast-growing software business often described as Japan's answer to Square. While countries like China and South Korea have embraced digital payments, Japan remains surprisingly dependent on cash. As the country pushes toward a cashless future, Smaregi's point-of-sale and merchant software platform could be perfectly positioned to benefit. The pair also explore VRAIN Solution (135A.T), an AI-powered manufacturing software company helping factories automate quality control and safety inspections, ANYCOLOR (5032.T), one of the most unusual media businesses you'll ever encounter, and BuySell Technologies (7685.T), a fast-growing platform capitalizing on Japan's booming second-hand luxury and collectibles market. Finally, Emmet shares his favorite idea from the entire list: OneCareer (4377.T), a founder-led recruitment and career platform that combines elements of LinkedIn, Glassdoor, and SaaS software. With revenue growing more than 40% annually and returns on equity continuing to climb, it could be one of the most compelling small-cap growth stories in Japan today. Psssst…. We don’t think you’ll want to miss this year’s Investicon. Grab your early bird tickets now: https://www.investicon.ie/ Prophet, MyWallSt's latest investing service, is focused on delivering market-beating in less than 5 minutes a month. Click here to join now or email frank@mywallst.com for a deal. 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: 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 Intro 01:02 The Japanese Stock Market10:37 Sanrio Breakdown15:08 Smaregi’s Cashless Wave26:32 Vrain AI Factories30:22 ANYCOLOR VTuber Empire34:37 BuySell Technologies37:14 OneCareer HR Data SaaS

  5. Jun 18

    #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" strategy. Inspired by an old investing experiment, Matt set out to build the ultimate long-term portfolio for his three daughters, a collection of businesses he hopes could one day be worth hundreds of millions of dollars. But what exactly makes a 100-bagger? Drawing on years of research, Matt explains the common traits shared by some of the greatest stock market winners of the last half-century. His research found that many were founder-led, generated recurring revenue, operated in seemingly boring industries, and consistently reinvested capital at high rates for decades. The vast majority weren't flashy consumer brands or cutting-edge tech companies. Instead, many were business-to-business operators providing mission-critical products and services, think nuts and bolts, seals and gaskets, and industrial supplies. Of course, finding a 100-bagger is only half the battle. Holding one is much harder. The average 100-bagger endured drawdowns of roughly 70% on its journey, giving retail investors an edge. Unlike professional fund managers, individual investors aren't forced to think in quarters or even years, they can think in decades. We also discuss the mathematics of compounding, why exponential growth is so difficult for humans to grasp, and how even Warren Buffett accumulated the vast majority of his wealth later in life. Finally, Matt shares one of his favorite potential future 100-baggers: TechnologyOne (ASX: TNE), an Australian software business quietly embedding itself into the daily operations of universities and local governments while investing heavily in AI-powered products. Psssst…. We don’t think you’ll want to miss this year’s Investicon. Grab your early bird tickets now: https://www.investicon.ie/ Prophet, MyWallSt's latest investing service, is focused on delivering market-beating in less than 5 minutes a month. Click here to join now or email frank@mywallst.com for a deal. 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 Intro 01:17 Coffee can origin story 05:28 Identifying hundred baggers 13:35 Holding through drawdowns 24:49 Retail investors hidden benefit 30:56 Investicon 33:07 Finding 100-baggers in the current market 35:50 Matt’s favorite 100-bagger 45:15 Why write The Coffee Can Investor 48:34 Building a financial legacy

  6. Jun 11

    #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 picking the right stocks, Ben argues that understanding your willingness, need, and ability to take risk is far more important and often the difference between staying the course and making costly mistakes. From there, we talk market history. Ben explains why studying past booms and busts isn't about predicting the future but understanding the range of outcomes markets are capable of producing. History teaches us how quickly sentiment can swing from euphoria to panic and why investors should always expect the unexpected. We also tackle one of investing's most persistent temptations: market timing. Ben argues that trying to jump in and out of markets introduces more problems than it solves, creating a psychological battle that's incredibly difficult to win consistently. To combat the temptation, Ben proposes his concept of a "fun account"—setting aside a small portion of your portfolio for speculation, trading, crypto, or whatever scratches your investing itch. Done correctly, it can help investors stay disciplined with the other 90% of their wealth while learning just how difficult it is to outperform a simple buy-and-hold strategy. With AI stocks soaring and trillion-dollar IPOs dominating headlines, we naturally have to talk today's market environment. Ben reflects on how technological revolutions have always created uncertainty, why comparing today's AI boom to previous market manias is both useful and dangerous, and why keeping an open mind remains essential for investors. He also explores why markets seem to move faster than ever before. Finally, Ben explains why optimism may be an investor's most important asset. While crashes, recessions, and bear markets are inevitable, long-term investing ultimately requires a belief that businesses, economies, and human innovation will continue moving forward. Psssst…. We don’t think you’ll want to miss this year’s Investicon. Grab your early bird tickets now: https://www.investicon.ie/ Prophet, MyWallSt's latest investing service, is focused on delivering market-beating in less than 5 minutes a month. Click here to join now or email frank@mywallst.com for a deal. 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 Intro02:47 Time Horizon And Risk06:20 Why Market Timing Fails11:46 The Fun Account Idea20:22 Trillion Dollar IPOs 21:39 Promo 23:49 Ben on Space X’s IPO28:41 Why Markets Move Faster35:13 Importance of Optimism44:01 Preparing For Big Drawdowns

  7. Jun 4

    #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 reached $18.7 billion, up 33% year over year. But the company also posted a net loss of roughly $5 billion, including a staggering $4.3 billion loss in the first quarter of 2026 alone. While SpaceX's established businesses, Starlink and Launch Services, continue to expand, the division attracting the most scrutiny is xAI. Despite contributing just 17% of revenue, xAI generated billions in losses as Elon Musk pours money into competing with the likes of OpenAI and Anthropic. The company has burned through billions on AI infrastructure, but investors are betting today's losses could become tomorrow's dominance. There are also concerns around governance, float, and a potential merger. Musk controls roughly 85% of the company's voting power, giving him near-total control over board appointments, executive pay, and strategic decisions. Meanwhile, only a small percentage of shares will initially be available to trade, creating the potential for significant volatility once the stock hits public markets. Rumors are also swirling that SpaceX and Tesla could eventually combine forces, creating one of the most ambitious corporate structures in history.Ultimately, investors are being asked to pay a premium today for technologies that may not fully arrive for years—or even decades. Only time will tell whether SpaceX becomes the company that powers interplanetary travel, AI infrastructure, and space-based energy systems. If it does, today's valuation may end up looking cheap. If not, this could go down as one of the most ambitious IPOs ever brought to market. We wrap up with another episode of Follow Prophet. Psssst…. We don’t think you’ll want to miss this year’s Investicon. Grab your early bird tickets now: https://www.investicon.ie/ Prophet, MyWallSt's latest investing service, is focused on delivering market-beating in less than 5 minutes a month. Click here to join now or email frank@mywallst.com for a deal. 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 Intro03:36 SpaceX IPO Preview07:24 Valuation14:20 Governance And Control Risks21:05 Tesla SpaceX Merger Talk30:00 IPO Timing Buy Or Wait40:23 Follow Prophet

  8. May 28

    #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 successful money manager in the United States that year. Then there’s the story of Jonathan Lebed — essentially a 14-year-old version of Jordan Belfort. During the early internet era, Lebed made nearly $1 million running pump-and-dump schemes from his bedroom, buying penny stocks before hyping them up in online chat rooms using fake accounts. The strategy was wildly illegal… but also wildly effective. We also revisit one of the strangest moments of the post-COVID market frenzy: Hertz (HTZ). After filing for bankruptcy, the stock somehow surged nearly 9x as retail investors piled in. Even more bizarre? The company nearly raised fresh capital by selling shares in the bankrupt business — and investors who bought during the chaos actually ended up making money. From there, we move to one of the most famous short squeezes ever: Volkswagen (VOW3). What began as Porsche quietly building a stake in the automaker spiraled into absolute panic on Wall Street, as hedge funds crowded into what they believed was a “risk-free” arbitrage trade. Instead, Volkswagen briefly became the most valuable company in the world as the stock exploded over three days. And finally, we tell the story of the “ramen-eating hermit” who made $20 million in 10 minutes.After a catastrophic trading error at Mizuho Securities triggered chaos on the Tokyo Stock Exchange, one obscure retail trader spotted the mistake faster than institutional investors, bought aggressively, and walked away with a fortune. Meanwhile, the brokerage firm behind the error lost an estimated $347 million. Stay until the end to hear which story the lads love most. Psssst…. We don’t think you’ll want to miss this year’s Investicon. Grab your early bird tickets now: https://www.investicon.ie/ Prophet, MyWallSt's latest investing service, is focused on delivering market-beating in less than 5 minutes a month. Click here to join now or email frank@mywallst.com for a deal. 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 Intro 02:22 Chimp Beats Wall Street 08:19 Teen Jordan Belfort 14:25 Hertz Bankrupt Stock Surge 21:58 Investicon announcement 25:08 Volkswagan Short Squeeze 37:23 Ramen Trader Windfall 43:38 Favorite Story and Wrap

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Hosts & Guests

4.8
out of 5
99 Ratings

About

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.

Information

  • Creator
    MyWallSt
  • Years Active
    2018 - 2026
  • Episodes
    320
  • Rating
    Clean
  • Copyright
    © MyWallSt
  • Show Website
    Stock Club

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