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. 2d ago

    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

    1h 11m

  2. Jun 14

    Is the SpaceX IPO a Trap for Retail Investors? + $NU + $MRLN (E136)

    SpaceX is finally going public and it might be the most hyped IPO in a generation. But does that make it a buy, a trade, or a trap? Luke and Krzysztof have completely different plans, and neither one is obvious. This week also covers a tiny autonomous aviation startup that jumped 30% on a massive red day, why Luke dumped $WISE and owns $NU instead, and why the easy money on big IPOs is almost never made by the people watching from home. 🚀 Luke owns SpaceX *already* — but he's locked out, taxed, and has zero control over what happens next. His plan is more complicated than you'd think. $SPCX 🎴 Krzysztof refuses to be a long-term SpaceX holder — and instead wants to swing trade the IPO hype with options. Is he right to ignore the Rocket Lab lesson? 🎯 The musical chairs problem: why retail investors almost always arrive after the easy money is gone — and what to do about it. 🤖 A tiny pre-revenue company called $MRLN (Merlin) jumped 30% on one of the worst market days in months after a US Special Operations milestone. Krzysztof bought it impulsively. Was it genius or madness? 🎓 Is autonomous flying actually *easier* to solve than self-driving cars? Krzysztof makes the contrarian case and braces for pushback from a pilot in the Patreon community. 💰 Luke sold every share of $WISE after the AML scandal deepened and explains exactly why a 2-3 year regulatory headache makes it uninvestable right now, even if the business model is sound. 📊 $NU (Nubank) serves over 135 million customers, more than half of all adults in Brazil. Luke breaks down why it's trading at just 13x forward earnings despite 40% loan book growth, and what the real bear case actually is. 🌴 Krzysztof offers to document his live SpaceX options trades in real time for Patreon Dolphins. Tune in if you want to watch a philosopher-investor try to outsmart the hype machine. Segments: 00:00:00 The Musical Chairs Problem With IPOs 00:01:06 SpaceX IPO Week — What's Actually Happening 00:05:45 Luke's SpaceX Position: Locked Up, Taxable & Out of Control 00:09:24 Luke's Plan to Build a Real $SPCX Position 00:12:26 Krzysztof's Contrarian Take: Swing Trade the Hype, Don't Own It 00:20:21 $MRLN Merlin Inc — Autonomous Flight for the US Military 00:24:00 Is Autonomous Flying Easier Than Self-Driving Cars? 00:33:39 The Bear Case for Merlin: No Revenue, 200x Sales 00:39:53 Why Luke Sold All His $WISE Stock 00:45:07 $NU Nubank — Banking Half of Brazil at 13x Earnings 00:53:14 The Nubank Bear Case: Loan Book Risk in a Developing Market ********** 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 ********** Keywords: SpaceX IPO, $SPCX, IPO investing, retail investor traps, IPO hype cycle, Merlin Inc, $MRLN, autonomous aviation, autonomous flight, military tech stocks, Wise AML scandal, $WISE, Nubank, $NU, Brazil fintech, neobank investing, options trading IPO, swing trading, pre-revenue stocks

    1h 5m

  3. Trailer

    Welcome to the Wall Street Wildlife Investing Podcast

    Where the worlds of technology, business, finance, stock markets, and animal spirits collide. Perfect for those who know there’s an intelligent and principled way to become wealthy but haven’t yet had a good jungle guide, Luke ‘The Badger 🦡’ Hallard and Krzysztof ‘Monkey 🍌’ Piekarski bring you investing insights and principles to help you better understand how to make $$ money in the stock market. Wall Street Wildlife is a gateway to deep, quality investing research and principles. Are you ready to become a beast of an investor? 🦁

    1 min

  4. Jun 7

    Is IREN Becoming a Serious AI Cloud Contender? + Buying SpaceX Pre-IPO + $WISE (E135)

    The AI infrastructure land grab is accelerating — and this week, Krzysztof drops a deep dive into his #1 portfolio holding that rewrites the bull case entirely. Meanwhile, Luke's longtime fintech darling just got hit with a half-billion-euro money laundering investigation on the same week it relisted on NASDAQ. Timing couldn't be worse. Here's what's really at stake: 🤖 $IREN just went from Bitcoin miner to potential hyperscaler — and NVIDIA's $3.4B bet on their Sweetwater site might be the most important data center deal you haven't heard about 🎯 Krzysztof holds $IREN at 21% of his King of the Jungle portfolio — and after this earnings call, he's not trimming. Here's why that conviction is earned, not reckless 📊 The revenue miss that spooked the algos vs. the thesis that actually matters — why Krzysztof calls it a "nothing burger" and what would change his mind 🌐 $IREN vs. CoreWeave vs. Nebius: the neo-cloud battle nobody's framing correctly — and the one financial metric that makes CoreWeave a no-touch for Monkey 💰 $WISE drops 18% on AML bombshell — Luke worked in global anti-money laundering for a major bank, and his read is genuinely alarming. This isn't a dip-buy moment 🎴 SpaceX IPO ticker confusion is already making people rich — the meme crew is running a pump on Virgin Galactic $SPCE and it's equal parts hilarious and predatory 🧠 What would Rafa Nadal's grit look like in a retail investor? The question that reframes every market downturn you'll ever face Segments: 00:00:56 Welcome + Episode Overview 00:02:25 Rafa Nadal Documentary: The Grit Investors Are Missing 00:09:53 Monkey vs. Samantha the Rabbit: AI Stock Picker Experiment Update 00:14:31 Daily Investment Decisions — Good Habit or Bad Habit? 00:23:02 SpaceX IPO Ticker Trap: The $SPCE Meme Pump Explained 00:30:29 $IREN Deep Dive: From Bitcoin Miner to NVIDIA's Chosen Partner 00:43:00 $IREN vs. CoreWeave vs. Nebius: Why Krzysztof Chose the Land 00:59:31 $IREN Position Sizing: Is 21% of a Portfolio Ever Justified? 01:01:26 $WISE AML Scandal: Luke's Inside Take from His Banking Past 01:13:09 Would Luke Buy or Sell $WISE Today? Live Portfolio Decision ********** 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: $IREN, $WISE, $SPCE, SpaceX IPO, NVIDIA data center, AI infrastructure investing, anti-money laundering, AML compliance, neo-cloud stocks, CoreWeave vs IREN, Nebius vs IREN, Sweetwater data center, position sizing, conviction investing, retail investor psychology, investing grit, Rafa Nadal investing mindset, AI stock picker experiment, King of the Jungle portfolio, pre-IPO meme pump, Mirantis acquisition, data center power moat, Wise PLC investigation, fintech regulation risk, Wall Street Wildlife

    1h 17m

  5. May 30

    What Four Expert Investors Own Right Now $NVDA $AXON $CRWD $ASTS $RKLB $VOO (E134)

    Four investors. Four wildly different portfolios. One crossover episode that gets uncomfortably honest about conviction, concentration, and whether the rules of investing have actually changed. Wall Street Wildlife's Luke and Krzysztof team up with Bear and Drowsy from Shooting the Bull Pod — and the result is one of the most candid portfolio conversations we've ever recorded. 🤖 One investor is sitting on a 43% Nvidia position — and his defense of it might actually change your mind about concentration risk 🎯 Bear vs. Drowsy vs. Badger vs. Monkey: four real portfolios laid side-by-side, and the differences are stark — who's right? 🌐 Has the Law of Large Numbers been repealed? $NVDA at $5T, Micron hitting $1T, Anthropic at $1T private — is gravity still a thing? 🧠 The trimming problem: why Bear sells too early, why Drowsy almost never sells, and the psychological trick that separates long-term winners from hyperactive traders 🚀 $RKLB and $ASTS under the microscope — are space stocks the real opportunity hiding in plain sight, or another 3D printing moment? 💀 A mea culpa on NeoClouds: Drowsy admits they "got it completely wrong" on Nebius — and what that confession reveals about investing humility $NBIS 🎓 Krzysztof's evolution from quality-compounder to rock-flipper: the philosophical pivot that explains everything about his portfolio today 🌴 Dark horse stocks nobody's talking about: Hinge Health, Oddity, MercadoLibre, Sterling Infrastructure, Palo Alto Networks — the roundtable gets spicy at the end $HNGE $ODD $MELI $STRL $PANW Sources: Shooting the Bull podcast: https://open.spotify.com/show/5qH1zzezA4EnHHGibgzJlb Growth Stock Investing subreddit: https://www.reddit.com/r/GrowthStockInvesting/ Segments: 00:00:00 Four Investors, One Portfolio Showdown — The Crossover Begins 00:05:14 Golden Age of Individual Investing? AI, Community & the New Edge 00:07:54 Is This 2021 Again? What's Different (and Scarier) About This Rally 00:15:19 Defending a 43% $NVDA Position — Drowsy Makes His Case 00:23:10 Portfolio Concentration Debate: Quality Giants vs. Rocks & Rubble 00:35:40 Krzysztof's Confession: Why He Abandoned Blue-Chip Investing 00:43:03 $RKLB Sleep-at-Night Numbers & How Luke Actually Manages Risk 00:59:26 The Practical Trick That Stops You From Trading Too Much 01:05:00 $ASTS Deep Dive: Is Space the Most Overlooked Sector Right Now? 01:16:18 NeoClouds, Nebius & the Stocks They Got Wrong 01:20:01 Final Roundtable: One Stock Each That Deserves More Attention ********** 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 ********** To portfolio track like 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: $NVDA, $RKLB, $ASTS, $CRWD, $AXON, Nvidia concentration risk, position sizing, portfolio management, Rocket Lab, AST SpaceMobile, Hinge Health, Oddity ODD, MercadoLibre, Nebius, NeoClouds, law of large numbers, trimming stocks, investing psychology, growth stock investing, Shooting the Bull Pod, AI infrastructure stocks, Micron trillion dollar, SpaceX IPO, technical analysis investing

    1h 30m

  6. May 24

    Is This $2.4B Biotech About to Explode? + $MELI & $ISRG (E133)

    Three stocks, three debates, one ticking clock. This week on Wall Street Wildlife, Krzysztof drops a live biotech catalyst with a 24-hour window, Luke defends his 20-year 'sugar daddy' holding, and a Latin American e-commerce giant is quietly being stress-tested. Plus: Krzysztof reveals a wild AI experiment he's launching in public — and betting real money against it. 💊 Luke's been holding $ISRG since 2006 without selling a single share — but is robotic surgery's best growth already behind it, or is this still the future of medicine? 📊 Medtronic just got FDA clearance. Competition is finally arriving at Intuitive Surgical's door — and margins are showing it. How worried should long-term holders be? 🧬 Krzysztof makes a live, time-sensitive case for a $2.4B biotech with a catalyst dropping the very next day — and explains why the market may be badly mispricing it. $RLAY 🌐 $MELI is growing revenue at 49% year-over-year — so why has the stock been going south? Luke explains the deliberate margin sacrifice and why he's still buying anyway. 🧠 Luke admits he expects $MELI to keep falling for six months... and bought more anyway. Krzysztof calls this a contradiction. Luke disagrees. Who's right? 🤖 Krzysztof built an AI he named Samantha Rabbit, designed specifically not to lie to him — and he's putting $5/day on himself vs. the machine in a 6-month public stock-picking contest! Segments: 00:00:00 Cold Open: The Future of Surgery & Live Biotech Catalyst 00:01:13 Intro + King of the Jungle Portfolio Review 00:05:52 Community Portfolio Update: 11 Nominations & Why Pitching Changes Everything 00:11:28 $ISRG Deep Dive: Is Intuitive Surgical Still Worth Owning After 20 Years? 00:20:28 $ISRG Bear Case: Competition, GLP-1s, and Flat Margins 00:30:46 Relay Therapeutics: The Biotech With a 24-Hour Catalyst 00:44:42 Relay Bear Case: One-Trick Pony or Magical Molecule? 00:54:48 $MELI Deep Dive: Is Mercado Libre's Investment Phase a Buying Opportunity? 01:05:37 $MELI Bear Case: Emerging Market Risk & Shrinking Margins 01:12:09 Big Reveal: Krzysztof Builds an AI Stock Picker & Bets Against It ********** 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: $ISRG, $MELI, Relay Therapeutics, Intuitive Surgical, Mercado Libre, robotic surgery investing, biotech catalyst, PI3K inhibitor, GLP-1 impact on surgery, Latin America e-commerce, emerging market stocks, AI stock picking, position sizing, biotech binary event, razor and blades business model, gross margin compression, compounding stocks, long-term investing, King of the Jungle portfolio, community portfolio, Wall Street Wildlife, growth investing, contrarian biotech, clinical trial investing

    1h 18m

  7. May 17

    Four Stocks, Two Hosts, Zero Sugarcoating — Bull vs. Bear (E132)

    Four companies. Two hosts. One brutal question: which stocks deserve your conviction right now, and which ones are just good stories hiding ugly fundamentals? This week, Luke and Krzysztof go bull-vs-bear on four names — and the conclusions might surprise you. The "too hard pile" is getting bigger, and maybe that's the smartest move in this market. 🎴 Luke's brutal poker night becomes the perfect metaphor for today's market — when momentum matters more than fundamentals, what does that mean for your portfolio? 🤖 $IREN just landed a $3.4B contract with NVIDIA itself. Is this the ultimate validation of the AI infrastructure thesis — or is the dilution quietly eating your returns? 💊 $TMDX is down 40% in months, but the business is saving lives and expanding into Europe. Is the market throwing away a generational compounder? 📊 $TTD looked like an untouchable compounder — until Amazon showed up charging 1% vs. 20%. Is The Trade Desk a falling knife or a forever-broken business model? 🧠 Why do smart investors refuse to say "I don't know"? Krzysztof makes the case that the "too hard pile" isn't weakness — it's your edge. 🌐 $LMND reports 71% revenue growth and the stock drops 20% from after-hours highs. What the algos saw that retail missed — and the financial engineering hiding behind the headline numbers. Segments: 00:00:00 Cold Open: Shame, Stories & the Investor Ego 00:00:54 Intro + Luke's Poker Night Disaster 00:05:01 Narrative vs. Fundamentals: When Story IS the Investment 00:07:04 $RKLB Brag: Luke's 25-Bagger in Rocket Lab 00:09:17 $TTD: Is The Trade Desk a Falling Knife? 00:13:12 Amazon Is Eating The Trade Desk's Lunch — The 1% vs 20% Problem 00:20:22 $LMND: Lemonade's 71% Revenue Growth Hides a Messy Truth 00:27:07 Why Lemonade Crashed After a "Great" Earnings Report 00:35:14 $TMDX: The Company Keeping Organs Alive (and Why the Selloff Is Wrong) 00:43:55 $IREN: NVIDIA Just Wrote a $3.4B Check — What That Really Means 00:53:41 The Dilution Problem: Is $IREN Being Straight With Investors? 00:59:06 Wrap-Up: Two Dogs, Two Donkeys & the Too Hard Pile ********** 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: $TTD, $LMND, $TMDX, $IREN, $RKLB, The Trade Desk, Lemonade insurance, TransMedics, IREN AI infrastructure, Rocket Lab, programmatic advertising, Amazon advertising, AI data centers, organ transplant investing, narrative investing, too hard pile, falling knife stocks, NVIDIA ecosystem, dilution risk, free cash flow manipulation, stock-based compensation, growth investing psychology, position sizing, King of the Jungle portfolio, Wall Street Wildlife

    1h 2m

  8. May 10

    Is $WISE About to Explode on the NASDAQ? (E131)

    The largest UK fintech is abandoning the London Stock Exchange for the NASDAQ — and Luke thinks it could be an inflection point. This solo deep-dive makes the bull AND bear case on one of his highest-conviction holdings, right before the dual listing goes live. Here's what every investor needs to know before May 11th. 💰 Why $WISE is ditching London for the NASDAQ — and what it means for shareholders who already own the UK listing 📊 The numbers behind the conviction: 27% volume growth, 22% more active customers, and a take rate that keeps falling on purpose 🎓 How Wise actually moves money across borders — the elegant infrastructure trick that lets them undercut every bank on the planet 🎯 Luke's reverse DCF breakdown: what growth rate the market is currently pricing in, and whether that's a gift or a trap 💀 The bear case we can't hide from: falling take rates + rising costs = a business model that only works if volume growth never stops 🤖 Stablecoins and the Genius Act — is crypto a real existential threat to $WISE, or just a question every investor asks and never acts on? 🌐 The index inclusion catalyst: why Russell 1000 membership in 2027 could trigger a wave of institutional buying nobody's talking about yet Sources: Shooting the Bull with Drowsy and Bear: https://open.spotify.com/show/5qH1zzezA4EnHHGibgzJlb?si=XkN43t9ZRUuAD8Mh2RMvzg&nd=1&dlsi=a7c955266e91477f Segments: 00:00:00 Welcome — Solo Episode & What's Coming to WSW 00:01:21 What Is Wise and How Does It Actually Work? 00:04:08 The NASDAQ Dual Listing: Dates, Mechanics & What Shareholders Need to Do 00:09:05 $WISE Key Numbers: Volume Growth, Customers & Take Rate 00:11:08 Rising Costs: Investment in Growth or a Warning Sign? 00:12:44 $WISE Valuation: Reverse DCF & The Inflection Point Thesis 00:14:54 Bear Case #1: The Take Rate Trap 00:15:48 Bear Case #2: Stablecoins & Crypto — Real Threat or Overhyped? 00:18:11 Luke's Conviction: 4 Years as Customer & Shareholder ********** 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: $WISE, Wise PLC, NASDAQ dual listing, fintech investing, cross-border payments, stablecoins, Genius Act, take rate, reverse DCF, index inclusion, Russell 1000, Wise platform, fintech stock, London Stock Exchange, UK fintech, free cash flow, institutional buying, crypto vs fintech, position sizing, high conviction investing, compounding moat, growth investing, Luke Hallard, Wall Street Wildlife

    20 min
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5
out of 5
24 Ratings

About

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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