Wall Street Wildlife Investing Podcast

Krzysztof and Luke
  • 5.0 (24)
  • Investing
  • Updated Weekly

Stop gambling with your money and learn proven stock market investing strategies from two professionals with 40+ years of combined experience. Each episode provides expert financial advice, going beyond the hype to reveal the secrets to identifying the world's top-performing companies (and weeding out the trash). Whether you're considering investing for beginners or looking to sharpen your investing knowledge, we are here to guide you. Subscribe today and gain the edge you need to build lasting wealth in today's market. #investing #stockmarket #financialadvice #wealthbuilding

  1. 3d ago

    The $45B Near-Miss - How Leverage Almost Ate a Genius Call (E144)

    A 24-year-old prodigy builds a $45 billion fund on a single correct idea about AI, then watches 67% of it evaporate in a month. This week, Badger and Monkey dissect the brutal drawdown at Situational Awareness, the hedge fund that was right about everything except how to survive being right. It's not dead, but it's a gut-check case study in what leverage does even when your thesis holds. What went wrong, what it reveals about greed, ego, and leverage, and what every retail investor can learn before the next correction hits them. ⚠️ A $45B fund lost 67% in 30 days while holding positions that were fundamentally CORRECT — here's the brutal lesson on why being right isn't enough 🧠 Krzysztof names his greatest investing mistake over decades — and it's not what most people expect 🎯 Luke's mechanical 15% rule saved him from the $RKLB round-trip — and it has nothing to do with predicting the market 📊 $RKLB did a 58% round trip in 10 weeks — Badger walks through exactly how he managed it in real time 🤖 Was Leopold Aschenbrenner actually wrong about AI infrastructure? The contrarian case that's making Krzysztof rethink his entire portfolio 🎓 4X leverage explained plainly: why the structure of your bet can wreck you even when the call itself is right ********** If you want to see our furry faces, this podcast is also available on YouTube at ⁠youtube.com/@WallStreetWildlife?sub_confirmation=1⁠ ********** SUPPORT THE SHOW AND BECOME A PATREON: wallstreetwildlife.com ********** Follow us at: ⁠⁠x.com/7LukeHallard ⁠x.com/7FlyingPlatypus ********** Fiscal.AI is the Complete Stock Research Platform for fundamental investors. With its beautiful design and institutional-quality data, Fiscal AI is incredibly powerful and easy to use. Get 15% off any premium plan with: fiscal.ai/wildlife ********** Monkey’s “Zen, Nietzsche, How to Live” Substack: firephilosophy.substack.com ********** To use the same portfolio tracking tool as Luke, check-out: portseido.com/?fpr=lukehallard ********** Disclosure: Wall Street Wildlife hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation ********** Fed up with the stock market giving you a hard time? - Invest like seasoned pros with over 40 years in the game - Discover the world's leading companies - Sharpen your best investing practices and ditch the worst - Learn how to start investing - Essential investing principles to boost your returns Keywords: Situational Awareness hedge fund, Leopold Aschenbrenner, AI infrastructure stocks, leverage investing, hedge fund blowup, $RKLB, Rocket Lab, position sizing, portfolio risk management, greed and investing, ego investing mistakes, AI drawdown 2024, $ASTS, AST SpaceMobile, $IRIN, margin call, 4x leverage explained, investing psychology, Kelly Criterion, long short fund, Citadel, Micron earnings, AI data centers, retail investor mistakes, Wall Street Wildlife

  2. Aug 2

    AST Space Mobile Deep Dive $ASTS (E143)

    This week, we took the long, scenic, cosmic route through AST SpaceMobile, a company we think has a real shot at mattering — both for the problem it solves and for the investors who don't fall off the drunken-price-action rollercoaster.This five hour epic episode goes deep, don't miss the full hour heated bull vs bear debate that answers the question, should you invest in $ASTS?Segments:00:00:00 PART 1: THE GAP — Abel's phone call 00:03:16 90% of Earth, 3bn people, no signal 00:07:30 Fishermen, M-Pesa and GDP growth 00:11:04 When Wire Was King: the AT&T years 00:15:49 The case against universal coverage00:22:15 PART 2: THE GRAVEYARD — all dead 00:23:15 Five companies, $17bn, no survivors 00:24:58 Iridium: the $3,000 brick phone 00:29:04 Globalstar and Apple's SOS 00:32:35 LightSquared, Ligado and the FCC 00:37:20 The handset trap and spectrum trap 00:39:55 Rocket Lab buys Iridium $RKLB00:41:46 PART 3: ABEL — one man's company? 00:42:25 45, rich, one impossible problem 00:44:36 No salary, $50m in, 71.6% control 00:58:51 The Kerrisdale short, answered 01:05:20 Wisniewski: the banker who quit 01:11:03 Mikitani, Rakuten and the call01:15:30 PART 4: THE SCIENCE — the physics 01:16:58 What is light? Faraday and Maxwell 01:25:46 170x further away, 29,000x weaker 01:30:36 223 sq m vs Starlink and Iridium 01:35:54 Phased arrays: 20,000 antennas 01:43:43 The bent pipe: dumb satellites win01:56:23 PART 5: THE BIRDS — the hardware 01:58:20 Block 2: 6 up, 7 lost, 8-10 flying 02:04:48 Inside the Midland factory 02:07:05 The only chart that matters 02:14:59 The Tesla Model 3 ramp lesson $TSLA02:18:57 PART 6: SPECTRUM WARS — invisible 02:26:54 Don't buy spectrum, partner for it 02:28:49 Ligado: $550m for $9-27bn of value 02:37:46 1,150 MHz vs T-Mobile's 5 02:43:35 Japan picks AST, Europe follows02:49:32 PART 7: THE BUSINESS — the model 02:50:18 AST doesn't sell you anything 02:53:52 $10 a month, split 50/50 02:54:44 Scrooge McBadger objects 03:04:42 Are 90% margins credible? 03:07:04 The hidden business: defence03:12:31 PART 8: THE COMPETITION 03:14:11 T-Satellite live: 16 million users 03:15:22 Amazon buys Globalstar $AMZN 03:20:55 Wild card: Starlink V3 and Starship 03:27:01 Badger: it's a commodity 03:32:56 China and India carve up a quarter03:39:40 PART 9: THE MONEY 03:41:29 Valuation today is a fool's errand 03:45:22 Burn rate, and how dilution hurts 03:46:36 The billion dollar raise 03:49:46 Bears: zero. Bulls: a trillion03:52:22 PART 10: BULL VS BEAR 03:52:56 The bull case: Abel's July tweet 03:59:46 Space AI edge computing 04:03:30 The bear concedes the technology 04:05:59 Bear: European regulatory approval 04:13:43 Bear: hostage to a rival's rockets 04:37:18 Bear: the space mob is a risk 04:39:26 Shout-outs: Kook, Anpanman, CatSE 04:49:12 The Badger reveal 04:53:21 The bookend, and the 911 call ********** If you want to see our furry faces, this podcast is also available on YouTube at ⁠youtube.com/@WallStreetWildlife?sub_confirmation=1⁠ ********** SUPPORT THE SHOW AND BECOME A PATREON: wallstreetwildlife.com ********** Follow us at: ⁠⁠x.com/7LukeHallard ⁠x.com/7FlyingPlatypus ********** Fiscal.AI is the Complete Stock Research Platform for fundamental investors. With its beautiful design and institutional-quality data, Fiscal AI is incredibly powerful and easy to use. Get 15% off any premium plan with: fiscal.ai/wildlife ********** Disclosure: Wall Street Wildlife hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation ********** Fed up with the stock market giving you a hard time? - Invest like seasoned pros with over 40 years in the game - Discover the world's leading companies - Sharpen your best investing practices and ditch the worst - Learn how to start investing - Essential investing principles to boost your returns

  3. Jul 26

    Badger's 23-Year Investing Playbook + $PLTR + $AMPG [E142]

    Two very different investors. One philosophy episode that might change how you think about your entire approach to the market. This week, Luke lays out his complete investing framework — 23 years, 23% CAGR, distilled into rules you can actually use — while Krzysztof makes the case for a $161M micro-cap that could be the infrastructure backbone of the AI + satellite era. Plus: is Palantir a world-changing tool or a surveillance weapon you shouldn't own? 🧠 Luke's single most powerful investing rule — and why 'press no buttons' is actually a superpower most investors will never master 🎯 The 3-skill hierarchy that explains why most stock pickers are working on the least important skill (and what to focus on instead) 💀 Krzysztof admits he's 'a disaster right now' — but the King of the Jungle track record tells a more complicated story 🤖 $AMPG: a 46-person Long Island company that might be the only American-made radio supplier for the AI + satellite revolution 🚀 Why $ASTS led Krzysztof down a rabbit hole to amplifiers, NVIDIA partnerships, and a micro-cap with a massive upcoming earnings catalyst 📊 $PLTR is trading at 113x free cash flow — and Luke owns it anyway. Here's the uncomfortable math behind that decision 🌐 The ethical tightrope of owning Palantir: surveillance weapon or the reason COVID vaccines reached 300 million arms? 🎓 Cash as an emotional hedge: why Luke runs 23% cash right now and how it rewires your psychology during drawdowns Segments: 00:00:00 Pessimists Sound Smart But Optimists Make Money 00:01:13 Episode Overview: Philosophy, $AMPG & $PLTR 00:01:33 What Is Philosophy — And Why It Shapes Your Portfolio 00:07:14 Luke's 23-Year Investing Framework Explained 00:14:03 The 3 Skills of Investing (Most People Focus on the Wrong One) 00:17:45 Rules That Keep Luke Emotionally Neutral: Cash, Caps & Inaction 00:24:51 Drawdowns in Days Not Dollars: The Mindset Trick That Works 00:35:32 Should You Buy $AMPG? Krzysztof's King of the Jungle Pick 00:43:49 American-Made RF Tech: The Huawei Angle Nobody's Talking About 00:48:02 $PLTR Deep Dive: Gotham, Foundry & AIP Explained Simply 00:51:07 Is Palantir Dangerously Overvalued? The Bear Case in Plain English 00:53:12 The Ethics of Owning Palantir — An Honest Conversation ********** If you want to see our furry faces, this podcast is also available on YouTube at ⁠youtube.com/@WallStreetWildlife?sub_confirmation=1⁠ ********** SUPPORT THE SHOW AND BECOME A PATREON: wallstreetwildlife.com ********** Follow us at: ⁠⁠x.com/7LukeHallard ⁠x.com/7FlyingPlatypus ********** Fiscal.AI is the Complete Stock Research Platform for fundamental investors. With its beautiful design and institutional-quality data, Fiscal AI is incredibly powerful and easy to use. Get 15% off any premium plan with: fiscal.ai/wildlife ********** Monkey’s “Zen, Nietzsche, How to Live” Substack: firephilosophy.substack.com ********** To use the same portfolio tracking tool as Luke, check-out: portseido.com/?fpr=lukehallard ********** Disclosure: Wall Street Wildlife hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation ********** Fed up with the stock market giving you a hard time? - Invest like seasoned pros with over 40 years in the game - Discover the world's leading companies - Sharpen your best investing practices and ditch the worst - Learn how to start investing - Essential investing principles to boost your returns Keywords: $PLTR, Palantir, $AMPG, AmpliTech, investing philosophy, position sizing, cash allocation, portfolio management, behavioral finance, investing psychology, growth investing, long-term investing, Kelly Criterion, $RKLB, $ASTS, NVIDIA, AIP Palantir, RF amplifiers, 5G infrastructure, AI infrastructure, micro-cap stocks, valuation, free cash flow, King of the Jungle, Wall Street Wildlife

  4. Jul 19

    Does Uber Survive If Waymo Goes Solo? $TSLA vs $UBER + Procept BioRobotics $PRCT (E141)

    Two gorillas, one marketplace — and Waymo just walked out the door. This week Luke and Krzysztof tear apart three King of the Jungle stocks with real money on the line, debate whether active fund management is structurally broken, and wade into the most confusing rights offering either of them has ever seen. Buckle up. 💀 Fundsmith, the legendary UK fund manager just abandoned his own principles — and Luke says it proves you should NEVER give your money to an active manager, no matter how good their track record 🤖 Waymo ditched Uber's platform to go solo. Luke owns $UBER. Is his entire thesis now in jeopardy — or is this actually fine? 🚗 $TSLA at 180x earnings: is it a car company, an AI company, or just a Musk narrative trade? The hosts disagree on when, or whether, to buy 💊 Krzysztof makes the case for $PRCT (Procept BioRobotics) at near all-time lows and explains exactly what he's watching in the August 5th earnings call before he adds a single share 🎯 Down 40% on a position and refusing to add, Krzysztof walks through the discipline behind sitting on your hands when every instinct says buy 🎓 The Fundsmith collapse explained: why "do nothing" is the right strategy for YOU but a career-ending strategy for a fund manager — and why that misalignment matters ⚡ EOS Energy's rights offering has become a genuine disaster — death spiral mechanics, four-cent warrants, and brokers who have no idea what's happening. Krzysztof breaks it all down and tells you what to do RIGHT NOW if you're a holder Segments: 00:00:00 Cold Open 00:11:00 Fundsmith's Fallure: Why Even the Best Fund Managers Crack 00:20:13 $PRCT Procept BioRobotics — Near All-Time Low, August 5th Catalyst 00:36:13 How to Sit on Your Hands When You're Down 40% 00:41:20 $TSLA Tesla — Car Company, AI Play, or Pure Narrative? 00:54:07 $UBER vs Robotaxi: Does Uber Survive If Waymo Goes Solo? 01:01:00 The Gorilla Problem: Why Krzysztof Isn't Convinced on $UBER 01:13:37 $EOS Energy Rights Offering Disaster — What Holders Must Do Now 01:23:11 Learning in Public: Why We Don't Delete Our Mistakes ********** If you want to see our furry faces, this podcast is also available on YouTube at ⁠youtube.com/@WallStreetWildlife?sub_confirmation=1⁠ ********** SUPPORT THE SHOW AND BECOME A PATREON: wallstreetwildlife.com ********** Follow us at: ⁠⁠x.com/7LukeHallard ⁠x.com/7FlyingPlatypus ********** Fiscal.AI is the Complete Stock Research Platform for fundamental investors. With its beautiful design and institutional-quality data, Fiscal AI is incredibly powerful and easy to use. Get 15% off any premium plan with: fiscal.ai/wildlife ********** Monkey’s “Zen, Nietzsche, How to Live” Substack: firephilosophy.substack.com ********** To use the same portfolio tracking tool as Luke, check-out: portseido.com/?fpr=lukehallard ********** Disclosure: Wall Street Wildlife hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation ********** Fed up with the stock market giving you a hard time? - Invest like seasoned pros with over 40 years in the game - Discover the world's leading companies - Sharpen your best investing practices and ditch the worst - Learn how to start investing - Essential investing principles to boost your returns Keywords: $UBER, $TSLA, $PRCT, $EOS, Procept BioRobotics, Tesla robotaxi, Uber Waymo, Fundsmith Terry Smith, active management, rights offering, aquablation, Optimus robot, full self-driving FSD, robotaxi investing, network effects, position sizing, investing psychology, King of the Jungle portfolio, razor blade business model, med tech investing, EOS Energy warrants, retail investor mistakes, anchoring bias, compounding stocks, growth investing

  5. Jul 12

    Is AI Making Cybersecurity Stocks Unmissable? $CRWD vs $PANW + $ODD (E140)

    The AI hacking apocalypse is closer than you think — and two companies are quietly positioning themselves as the last line of defense for every business on earth. This week, Badger makes the bull case for the two cybersecurity gorillas dominating the sector, Monkey digs into a beaten-down beauty-tech turnaround with a suspiciously fixable problem, and together they rain cold water on one of the hottest narratives in investing right now. 🛡️ $CRWD vs $PANW — Badger owns both and is adding more. But are these priced-for-perfection giants still a buy at nosebleed valuations, or is the AI tailwind big enough to justify the premium? 🤖 Project Glasswing: Why Anthropic quietly handed $CRWD and $PANW a massive moat over every other cybersecurity vendor — and what it means for the companies left out in the cold. 🧠 Quantum computing: hype, hope, or the most uninvestable sector on the planet? Badger and Monkey deliver a blunt verdict that Andreas from Patreon definitely didn't want to hear. 🎯 Monkey's contrarian bet on Oddity $ODD — a 49% single-day collapse, a Meta algorithm crisis, and a balance sheet that's almost as big as the market cap. Is this the setup he's been waiting for? 📊 The real numbers behind Palo Alto's "31% revenue growth" — and why that headline figure is smoke and mirrors hiding a very different story. 🎓 Why waiting for quantum computing to prove itself isn't cowardice — it's strategy. The Nvidia lesson every early-stage tech investor needs to hear. Segments: 00:00:00 Cold Open: AI Hacking & The Cybersecurity Reckoning 00:01:09 Intro 00:04:50 Quantum Computing: Uninvestable Hype or Early Opportunity? 00:15:30 Why You Don't Need to Be Early — The Nvidia Lesson 00:19:32 Oddity: Beauty-Tech Turnaround or Meta Dependency Trap? $ODD 00:28:34 $ODD Balance Sheet Deep-Dive: Trading at Cash Value? 00:39:00 $CRWD CrowdStrike: The AI-Native Security Gorilla 00:49:33 $PANW Palo Alto Networks: Cheaper Giant or Frankenstein Platform? 00:58:16 $CRWD vs $PANW: Which One Do You Actually Buy? 01:05:00 Project Glasswing: Why Anthropic Just Changed the Cybersecurity Game ********** If you want to see our furry faces, this podcast is also available on YouTube at ⁠youtube.com/@WallStreetWildlife?sub_confirmation=1⁠ ********** SUPPORT THE SHOW AND BECOME A PATREON: wallstreetwildlife.com ********** Follow us at: ⁠⁠x.com/7LukeHallard ⁠x.com/7FlyingPlatypus ********** Fiscal.AI is the Complete Stock Research Platform for fundamental investors. With its beautiful design and institutional-quality data, Fiscal AI is incredibly powerful and easy to use. Get 15% off any premium plan with: fiscal.ai/wildlife ********** Monkey’s “Zen, Nietzsche, How to Live” Substack: firephilosophy.substack.com ********** To use the same portfolio tracking tool as Luke, check-out: portseido.com/?fpr=lukehallard ********** Disclosure: Wall Street Wildlife hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation ********** Fed up with the stock market giving you a hard time? - Invest like seasoned pros with over 40 years in the game - Discover the world's leading companies - Sharpen your best investing practices and ditch the worst - Learn how to start investing - Essential investing principles to boost your returns

  6. Jul 5

    Is Narrative Investing Genius or Just Survivorship Bias? (E139)

    What if the secret edge in investing isn't a spreadsheet — it's a story? This week Luke and Krzysztof sit down with Daniel Joshua Rubin, screenwriter, author of *27 Essential Principles of Story*, and a self-described "narrative investor" who's been quietly compounding by asking one question: is this a hero worth backing? The conversation gets spicy fast, with all three disagreeing on where narrative ends and delusion begins. 🎓 Daniel breaks down why ALL investing is storytelling 🧠 The Reese's Peanut Butter Cup theory of investing: why numbers alone and narrative alone both fail, and what happens when you combine them 💀 Survivorship bias hits hard — for every Netflix, there are 99 narratives that died quietly on the side of the road. How do you tell the difference *before* the crash? 📊 Luke pulls up the $ZM chart live and shows exactly when the narrative AND the numbers broke down simultaneously — and why one without the other got investors wrecked 🎯 The "drunken pilot" test: Daniel's framework for spotting a bad CEO before the numbers catch up — and why the math guys always miss it 🌐 From Blockbuster's villain arc to CrowdStrike's redemption story to Trade Desk's gathering storm — real companies dissected as hero's journeys 🤖 Nebius vs. the field, Reddit's narrative moat, and why Daniel thinks consumer-facing brands are where narrative investing has the sharpest edge 🎴 The pop quiz that stumped everyone: what do you do when a terrible narrative produces a 12X return? (Aehr Test Systems says hello) $AEHR Sources: Daniel Joshua Rubin: https://storyprinciples.com/ Segments: 00:00:00 What Is Narrative Investing? The Core Idea 00:10:20 Story Structure Meets Stock Analysis: Hero, Villain, Object of Desire 00:18:44 Survivorship Bias: The Dark Side of Narrative Investing 00:23:28 $ZM Zoom Case Study: When Narrative and Numbers Both Break 00:30:27 What Great CEOs Look Like — Grit, Humility, and Quiet Intensity 00:38:43 The Drunken Pilot Test: Spotting Bad Leadership Before the Numbers Do 00:51:33 $CRWD CrowdStrike, Trade Desk, and Branding as a Signal 00:59:48 Numbers vs. Narrative: Do You Actually Need Both? 01:09:09 Aehr Test Systems and the Limits of Narrative Investing 01:17:52 Final Verdicts: Where Narrative Has an Edge (and Where It Doesn't) ********** If you want to see our furry faces, this podcast is also available on YouTube at ⁠youtube.com/@WallStreetWildlife?sub_confirmation=1⁠ ********** SUPPORT THE SHOW AND BECOME A PATREON: wallstreetwildlife.com ********** Follow us at: ⁠⁠x.com/7LukeHallard ⁠x.com/7FlyingPlatypus ********** Fiscal.AI is the Complete Stock Research Platform for fundamental investors. With its beautiful design and institutional-quality data, Fiscal AI is incredibly powerful and easy to use. Get 15% off any premium plan with: fiscal.ai/wildlife ********** Monkey’s “Zen, Nietzsche, How to Live” Substack: firephilosophy.substack.com ********** To use the same portfolio tracking tool as Luke, check-out: portseido.com/?fpr=lukehallard ********** Disclosure: Wall Street Wildlife hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation ********** Fed up with the stock market giving you a hard time? - Invest like seasoned pros with over 40 years in the game - Discover the world's leading companies - Sharpen your best investing practices and ditch the worst - Learn how to start investing - Essential investing principles to boost your returns

  7. Jun 28

    The Glowing Eyeball vs the Obesity Drug: $SPHR and $NVO Debated (E138)

    Two companies making the world genuinely better — one a glowing eyeball printing money in the desert, the other a century-old drug giant that invented the obesity revolution. So why are both kind of terrible investments right now? Luke and Krzysztof go head-to-head on $SPHR (Sphere Entertainment) and $NVO (Novo Nordisk) in this week's King of the Jungle bull-bear debate — and the tension is real. 🎯 Krzysztof bought $SPHR at ~$50. It's now $150. Is it a 3-bagger worth holding — or time to squeeze the last drop from the lemon? 📊 $NVO is trading at 10x earnings while $LLY trades at 40x. Screaming value trap or generational discount? Luke makes the case — then almost talks himself out of it live on air. 🌐 SpaceX IPO day sparks a bigger debate: why a company losing $10B still justifies a $2.2T valuation — and what most investors get wrong about forward-looking markets. 🧠 "You can love a company and hate the stock." The uncomfortable investing truth both hosts keep circling back to — and what it means for YOUR portfolio. 🚀 SpaceX vs Meta: Krzysztof breaks down why comparing current financials is almost meaningless — and the one bias both hosts admit they share about Zuckerberg's empire. 💊 Novo Nordisk's Cagrisema failed its head-to-head vs Lilly. The stock dropped 45% in a year. Luke owns it anyway. Krzysztof has zero desire to touch it. Who's right? 🎯 The Sphere's real constraint isn't content — it's geography. Luke makes the bear case: how many cities on Earth can actually host one of these things profitably? 🤖 When good stories get too well-known, the edge disappears. Krzysztof shares why he's increasingly hunting investments he doesn't even *like* — purely on the investment case. Segments: 00:00:00 Cold Open: Loving a Company vs Loving the Stock 00:00:49 Intro + SpaceX IPO Day — Options Strategy & What Comes Next 00:04:31 SpaceX vs Meta: Why Comparing Current Financials Misses the Point 00:11:17 $SPHR Bull Case: How the Giant Glowing Eyeball Learned to Print Money 00:15:33 $SPHR Bear Case: How Many Cities Can Actually Host a Sphere? 00:22:39 $SPHR Verdict: Would You Buy at $150? (Krzysztof Answers Honestly) 00:30:23 $NVO Deep Dive: Novo Nordisk — Cheap for a Reason or Generational Value? 00:36:32 $NVO vs $LLY: 10x Earnings vs 40x — Is the Gap Justified? 00:40:28 Why Luke Hasn't Sold $NVO Yet (And Why That Might Be a Mistake) 00:46:51 The Meta-Lesson: When Knowing the Story Kills Your Edge ********** If you want to see our furry faces, this podcast is also available on YouTube at ⁠youtube.com/@WallStreetWildlife?sub_confirmation=1⁠ ********** SUPPORT THE SHOW AND BECOME A PATREON: wallstreetwildlife.com ********** Follow us at: ⁠⁠x.com/7LukeHallard ⁠x.com/7FlyingPlatypus ********** Fiscal.AI is the Complete Stock Research Platform for fundamental investors. With its beautiful design and institutional-quality data, Fiscal AI is incredibly powerful and easy to use. Get 15% off any premium plan with: fiscal.ai/wildlife ********** Monkey’s “Zen, Nietzsche, How to Live” Substack: firephilosophy.substack.com ********** To use the same portfolio tracking tool as Luke, check-out: portseido.com/?fpr=lukehallard ********** Disclosure: Wall Street Wildlife hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation ********** - Invest like seasoned pros with over 40 years in the game - Discover the world's leading companies - Sharpen your best investing practices and ditch the worst - Learn how to start investing - Essential investing principles to boost your returns Keywords: $SPHR, $NVO, Novo Nordisk, Sphere Entertainment, $LLY, Eli Lilly, SpaceX IPO, Ozempic, Wegovy, semaglutide, weight loss stocks, value trap, growth investing, forward-looking valuation, position sizing, dividend investing, options strategy, implied volatility, biotech investing, love the company hate the stock, Meta vs SpaceX valuation, Las Vegas Sphere, compounding stocks

  8. Jun 21

    Is $EOSE an 11-Bagger That's Just Getting Started? (E137)

    Two years ago, Badger called EOS Energy garbage. Monkey wouldn't shut up about it. Today, the stock is up 1,000% and the story is just getting stronger. This week on Wall Street Wildlife, we settle the $EOSE vs $AXON bet, dissect a rights offering that could make or break $EOSE shareholders, and go live on SpaceX IPO day to watch history happen in real time. 🚀 SpaceX opens at $160+ on IPO day — Badger and Monkey called it live, almost to the dollar, and neither can quite believe it 📊 $EOSE is up 1,000% since the bet was made — but was it 3,000% at the peak, did Monkey leave serious money on the table? 💀 The rights offering explained: dilution is coming for $EOSE shareholders — but is it actually a gift in disguise, or a warning sign? 🎯 Badger bought back into $AXON after cutting it — what changed, what still bothers him, and why Motorola just became a threat worth watching 🧠 Why can't two investors who trust each other actually pull the trigger on each other's best ideas? The psychology of the "stock tip problem" 🦫 Monkey's Samantha Rabbit vs. Monkey daily stock-picking experiment: week three update, early surprises, and a new options data module for Patreons 🌴 The show identity question: are WSW just two animals shooting the sh*t, or is there a responsibility to say more when a stock goes up 450%? Segments: 00:00:00 Introduction & SpaceX IPO Day Live 00:02:05 SpaceX Price Bet: Badger vs. Monkey (Live) 00:05:30 What Is Wall Street Wildlife Actually For? 00:11:35 Samantha Rabbit vs. Monkey: Week 3 Update 00:19:26 How to Start Investing (Badger's On-Ramp Principles) 00:21:00 The EOS Energy vs. Axon Bet: Two-Year Results Revealed 00:27:01 $EOSE Deep Dive: Rights Offering, Cerberus & Frontier Power USA 00:49:31 $AXON Deep Dive: Why Badger Sold, And Why He Bought Back 01:01:38 Motorola vs. Axon: The Counter-Drone War Begins 01:03:25 SpaceX IPO Price Confirmed Live — $2 Trillion Valuation $SPCX 01:05:07 SpaceX: Top 5 Company in 8 Years? Badger vs. Monkey ********** If you want to see our furry faces, this podcast is also available on YouTube at ⁠youtube.com/@WallStreetWildlife?sub_confirmation=1⁠ ********** SUPPORT THE SHOW AND BECOME A PATREON: wallstreetwildlife.com ********** Follow us at: ⁠⁠x.com/7LukeHallard ⁠x.com/7FlyingPlatypus ********** Fiscal.AI is the Complete Stock Research Platform for fundamental investors. With its beautiful design and institutional-quality data, Fiscal AI is incredibly powerful and easy to use. Get 15% off any premium plan with: fiscal.ai/wildlife ********** Monkey’s “Zen, Nietzsche, How to Live” Substack: firephilosophy.substack.com ********** To use the same portfolio tracking tool as Luke, check-out: portseido.com/?fpr=lukehallard ********** Disclosure: Wall Street Wildlife hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation ********** Fed up with the stock market giving you a hard time? - Invest like seasoned pros with over 40 years in the game - Discover the world's leading companies - Sharpen your best investing practices and ditch the worst - Learn how to start investing - Essential investing principles to boost your returns Keywords: $EOSE, $AXON, SpaceX IPO, rights offering, long-duration energy storage, zinc batteries, Cerberus Capital, Frontier Power USA, counter-drone investing, Dedrone, Motorola Solutions, reverse DCF, stock-based compensation, position sizing, dilution explained, investing psychology, stock tip problem, $ASTS, Kelly Criterion, retail investor on-ramp, options strategy, King of the Jungle portfolio, Wall Street Wildlife, WSW, growth investing, contrarian investing, $SPCX

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Stop gambling with your money and learn proven stock market investing strategies from two professionals with 40+ years of combined experience. Each episode provides expert financial advice, going beyond the hype to reveal the secrets to identifying the world's top-performing companies (and weeding out the trash). Whether you're considering investing for beginners or looking to sharpen your investing knowledge, we are here to guide you. Subscribe today and gain the edge you need to build lasting wealth in today's market. #investing #stockmarket #financialadvice #wealthbuilding

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