Podcast · 62 episodes
Stock Club
by MyWallSt · English
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.
Latest episodes
Coupang (CPNG) & Nike (NKE): 2 Stocks Down 50% That We Still LikeStock Club episode comparing Coupang (CPNG) and Nike (NKE), both down ~50%+; argues Coupang’s plunge is driven by a major customer data breach and regulatory fines, while Nike’s is driven by brand…16 Sep 2026 · 52 min
2 AI-Proof Stocks We're Watching: Waste Management (WM) & Viking (VIK)The episode argues for “AI-proof” long-term businesses by focusing on real-world demand that wouldn’t disappear even if AI hype faded.10 Sep 2026 · 42 min
Ireland's New Investment Tax Scheme Explained & An AI Pick from InvesticonStock Club episode recap: Ireland’s New Investment Tax Scheme Explained & an AI pick from Investicon.3 Sep 2026 · 42 min
All episodes
Coupang (CPNG) & Nike (NKE): 2 Stocks Down 50% That We Still LikeStock Club episode comparing Coupang (CPNG) and Nike (NKE), both down ~50%+; argues Coupang’s plunge is driven by a major customer data breach and regulatory fines, while Nike’s is driven by brand…16 Sep 2026 · 52 min · 16 chapters
2 AI-Proof Stocks We're Watching: Waste Management (WM) & Viking (VIK)The episode argues for “AI-proof” long-term businesses by focusing on real-world demand that wouldn’t disappear even if AI hype faded.10 Sep 2026 · 42 min · 14 chapters
Ireland's New Investment Tax Scheme Explained & An AI Pick from InvesticonStock Club episode recap: Ireland’s New Investment Tax Scheme Explained & an AI pick from Investicon.3 Sep 2026 · 42 min · 17 chapters
Moderna's Cancer Vaccine Breakthrough & Why Uber Could Win the Robotaxi WarThe episode covers two main investment themes: Moderna’s cancer vaccine breakthrough and Uber’s robotaxi prospects.27 Aug 2026 · 49 min · 17 chapters
Motley Fool Co-Founder David Gardner's Top 10 Stock Picks, One Is Up 138,000% | Stock Club 325Stock Club episode revisiting Motley Fool co-founder David Gardner’s “top 10” stock recommendations and why they worked, using specific past picks (especially Nvidia and Netflix) to argue for…20 Aug 2026 · 51 min · 18 chapters
Chapters Group: Europe's Mini Constellation Software With Compounding Quality's Pieter SlegersStock Club episode with Pieter Slegers (Compounding Quality) discussing his enthusiasm for Chapters Group (a “mini Constellation” software acquirer in Europe), plus his small-cap investing service…13 Aug 2026 · 37 min · 13 chapters
Ouster & Schaeffler: Two More Investicon Stock Picks, One Year Later | Stock Club 323The episode revisits two Investicon 2025 stock picks one year later, framing them as “key pick and shovel” plays for robotics/automation.6 Aug 2026 · 38 min · 14 chapters
Two Overlooked AI Stocks Worth Knowing AboutRecap of insights from Investicon “year zero,” then pitches two AI-related stocks Eric Bleeker recommended last year: Cloudflare and Vertiv Holdings, plus discussion of AI tailwinds, valuations, and…30 Jul 2026 · 42 min · 16 chapters
How PayPal Went from Wall Street Darling to Unwilling Takeover TargetThree market stories—(1) Moonshot’s Chinese AI model Kimi K3 reportedly outperforming major US models at lower cost and with open-source distribution; (2) SpaceX’s post-IPO lock-up schedule creating…23 Jul 2026 · 39 min · 16 chapters
One Industry for Reliable Returns. One for a Moonshot. Here Are Our Picks. | Stock Club 320Stock Club 320 debates two “buy the whole industry” thought experiments for a 10-year hold: one for reliable returns and one for a moonshot, then names top businesses in each.16 Jul 2026 · 50 min · 18 chapters
The Stocks Quietly Beating Nvidia in 2026 | Stock Club 319The episode reviews the first half of 2026 stock performance and argues that AI-driven hardware bottlenecks (especially memory and storage) are powering the biggest winners, while the “Magnificent…9 Jul 2026 · 47 min · 15 chapters
Bending Spoons: The Company Behind Vimeo, Evernote and AOL Is About to Go Public | Stock Club 318Bending Spoons’ IPO and business model—acquiring struggling internet brands (AOL, Vimeo, Evernote, Eventbrite, StreamYard) and turning them profitable via heavy cost cuts, a shared “spoon engine,”…2 Jul 2026 · 35 min · 18 chapters
#317: Our Favorite Japanese StocksThe hosts discuss “evergreen” Japanese stocks, framing Japan’s long-lived “shinise” businesses as cash-rich and debt-averse, then applying strict screens (market cap under ~$20B, strong revenue…25 Jun 2026 · 42 min · 14 chapters
#316: How to Find 100-Bagger Stocks (w/ Neeraj Khemlani and Matthew Ankrom)How to identify and hold “100-bagger” stocks (100x returns) using “coffee can” long-term investing, emphasizing essential, non-sexy businesses and the psychology/discipline to endure decades of…18 Jun 2026 · 55 min · 17 chapters
#315: How to Invest Through Booms, Busts & Bubbles (w/ Ben Carlson)Ben Carlson explains how to invest through market booms, busts, and bubbles by focusing on time horizon and personal risk profile; he argues against market timing, discusses “fun account” behavioral…11 Jun 2026 · 48 min · 18 chapters
#314: Can SpaceX Really Be Worth $2 Trillion?A debate on SpaceX’s upcoming IPO and whether its implied $1.75–$2T valuation is justified, plus how Elon Musk’s control and AI spending shape the story.4 Jun 2026 · 44 min · 19 chapters
#313: Wall Street's Craziest Stories“Wall Street’s Craziest Stories,” a Stock Club episode about bizarre stock-market events across eras, emphasizing chaos, retail momentum, and market structure failures.28 May 2026 · 45 min · 15 chapters
#312: Cerebras: 2026's biggest IPO?Cerebras’ IPO and whether it can challenge Nvidia; also a broader discussion of the coming 2026 IPO wave (OpenAI/Anthropic/SpaceX).21 May 2026 · 39 min · 16 chapters
#311: Are We in an AI Bubble?Whether markets are in an “AI bubble” amid a fast NASDAQ rally; discussion centers on semiconductors, AI capex/fundamentals, and bubble-adjacent conditions, plus a separate stock story about GameStop…14 May 2026 · 40 min · 13 chapters
#310: Modern Value Investing w/ Jose MayoraModern value investing centered on capital allocation and reinvestment returns (ROIC/ROE), not just low P/E or mature-company screens.7 May 2026 · 45 min · 17 chapters
#309: 2 Legacy Stocks for Long-term InvestingLong-term investing discussion focused on two “legacy” stocks: Intel (turnaround driven by U.S.30 Apr 2026 · 44 min · 24 chapters
#308: The Best and Worst Business PivotsThe “best and worst business pivots,” defining a pivot as a deliberate strategy change based on new information, often involving changes to product, customer, business model, and market focus.23 Apr 2026 · 46 min · 18 chapters
#307: Is SpaceX’s IPO a Buy?Stock Club episode #307 debates whether SpaceX’s upcoming IPO is a “buy,” focusing on valuation, timing, and market-structure concerns.16 Apr 2026 · 51 min · 16 chapters
#306: Ireland’s New Investment Scheme ExplainedIreland’s proposed new EU-backed “savings and investment account” (ISA-like) expected in 2027/early 2028, with tax handled at source.9 Apr 2026 · 38 min · 19 chapters