Stock Club
By MyWallSt
Stock ClubNov 26, 2021
The Return of WeWork’s Adam Neumann
This week, Andreessen Horowitz, a Silicon Valley venture capital firm, announced it had invested $350 million in Flow, a “community-driven” rental startup founded by Adam Neumann. This values the company at $1 billion and it hasn’t even opened its door yet. We discuss the announcement, the return of Neumann, and the American housing crisis.
In this episode we also explore:
- Rivian’s latest quarter
- And check in with Evolent Health, a stock that’s managed to do well in 2022
If you want to hear Rory’s extended elevator pitch in full, make sure to listen to the extended version of the podcast in the MyWallSt app.
MyWallSt operates a full disclosure policy. MyWallSt staff may hold long positions in some of the companies mentioned in this podcast.
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Amazon Makes it Into Your Home
Through the acquisition of Roomba-maker iRobot, Amazon is strengthening its position in the smart-home market. We talk through the deal, how iRobot investors are feeling, and whether a company like Amazon should have access to detailed maps of our homes.
In this episode we also discuss:
- Lemonade and Beyond Meat’s earnings reports
- And Emmet talks us through the latest meme-stock rally.
MyWallSt operates a full disclosure policy. MyWallSt staff may hold long positions in some of the companies mentioned in this podcast.
Activist Investors, For Better or Worse?
In today's Stock Club we discuss famed activist investor Elliot Management building a stake in both Pinterest and PayPal. With a checkered history of a combative investing style, we ask whether Elliot's influence will have a long-term positive effect on both companies.
In this episode, we also discuss:
- Airbnb's earnings and why it fell on a great quarter
- And we identify what’s going wrong at Roku.
MyWallSt operates a full disclosure policy. MyWallSt staff may hold long positions in some of the companies mentioned in this podcast.
Should We Heed Walmart's Warning?
In today's Stock Club we discuss Walmart's press release in which it forecast a drop in profits for the rest of the year. As the country's largest retailer, it casts a long shadow and warnings of tough times ahead as inflation puts pressure on the U.S. consumer rocked the retail sector.
What does this mean for the wider economy?
In this episode, we also discuss:
- Snap’s earnings, the TikTok effect, and what this means for other ad platforms.
- And Emmet answers your questions on the gene-editing industry.
MyWallSt operates a full disclosure policy. MyWallSt staff may hold long positions in some of the companies mentioned in this podcast.
Will Elon Musk Be Forced To Buy Twitter?
Even though he says he doesn't want to, Twitter is now planning on taking Elon Musk to court to try and force him to buy the company for the previously agreed-upon price of $44 billion.
What's the likelihood of Elon Musk being forced to buy Twitter? And for Twitter investors, has this just become a lose/lose situation?
In this episode, we also discuss:
- Netflix's recent earnings report and why losing 1 million subscribers isn't actually a bad thing.
- The fallout from the Uber files leaks and the viability of the ride-sharing industry as a whole.
- And why the strong dollar is becoming a big problem for many companies this earnings season.
MyWallSt operates a full disclosure policy. MyWallSt staff may hold long positions in some of the companies mentioned in this podcast.
My Worst Investing Mistake ft. Austin Lieberman
Mistakes — we all make them! The best thing about mistakes, however, is that they can make us better investors.
In the latest episode of the Stock Club podcast, we're joined by Austin Lieberman — a self-taught stock analyst and investor — to discuss what his best and worst investing mistakes were.
In this interview, we also:
- Find out how Austin taught himself to become an analyst.
- Hold a stock playoff, where Austin picks between some of the market's most-talked-about stocks.
- And Austin also picks three companies he would buy and hold now for the next 10 years.
Want to find out what companies Austin would pick? Then listen to the extended version of Stock Club — for free — in the MyWallSt app now by going to mywallst.com
MyWallSt operates a full disclosure policy. MyWallSt staff may hold long positions in some of the companies mentioned in this podcast.
Cyclical Stocks: Recession-Proof Alternatives?
With fears of a recession growing, many investors are now searching for companies that might perform well during periods of economic downturn. Check in with the MyWallSt team we discuss cyclical stocks and what types of stocks might do well in a recession.
In this episode, we also discuss:
- The rise of TikTok as it approaches $12 billion in annual revenue.
- The demise of Klarna and the buy now pay later (BNPL) industry.
- And we also pitch two companies that are on our watchlist right now — On Holdings and BarkBox.
MyWallSt operates a full disclosure policy. MyWallSt staff may hold long positions in some of the companies mentioned in this podcast.
Robinhood, No Good
With its stock down close to 80% since its IPO less than a year ago, it's been a tough start to life as a public company for Robinhood. Now, with regulators circling and crypto companies eyeing it up as a potential acquisition target, is there any way back?
In this episode, we also discuss:
- The banning of Juul e-cigarettes in the US and if similar bans are coming for alcohol companies.
- Why Zendesk is becoming a private company.
- And Rory and Anne Marie give their elevator pitches for two companies they are researching at the moment — NerdWallet and McCormick.
MyWallSt operates a full disclosure policy. MyWallSt staff may hold long positions in some of the companies mentioned in this podcast.
Why Are So Many Tech Companies Laying Off Staff?
Fears about the economy have been compounded recently as dozens of tech companies announce that they are cutting jobs. Coinbase, Redfin, Tesla, Stitch Fix, Robinhood, and Peloton… lay-offs for all of these have added a lot of fear and uncertainty for both employees and the wider market.
Are job cuts just part of the wider economic environment, or are they red flags for the companies involved?
In this episode, we also chat about:
- The crypto crash and how it might affect the stock market.
- And the perfect stock investment to weather current market volatility.
MyWallSt operates a full disclosure policy. MyWallSt staff may hold long positions in some of the companies mentioned in this podcast.
Why The Market is Crashing ft. Brian Feroldi
Inflation, interest rates, supply chain issues, wars… the S&P 500 has officially entered a bear market and there are countless reasons why.
However, financial educator and author Brian Feroldi doesn't just think that crashes and downturns make sense — he thinks there are big opportunities out there for investors that manage to hold on through the pain.
In this interview, Emmet and Brian also chat about:
- The biggest investing mistake that they've both made.
- The origins of the S&P 500 and the Dow Jones.
- and the 5 companies that Brian would buy today and hold forever.
Will Apple Dominate The Buy Now, Pay Later Space?
The buy now, pay later (BNPL) industry was rocked this week after Apple announced that it was throwing its hat in the ring. What exactly will Apple's BNPL product look like and are they now the company to beat?
In this episode, we also talk about:
- The latest on the rumors that Netflix will buy Roku.
- The reasons why Sheryl Sandberg is leaving Facebook/Meta.
- And we pick our favorite dividend-paying companies.
MyWallSt operates a full disclosure policy. MyWallSt staff may hold long positions in some of the companies mentioned in this podcast.
The Demise of Fast Fashion
After a rapid rise to popularity, the fast fashion industry has had a big fall from grace recently thanks to its huge carbon emissions and poor history of worker treatment. With one of the original pioneers of the industry, Missguided, now going into administration, have we seen the tide shift away from $1 bikinis and $5 dresses into more sustainable fashion trends?
In this episode, we also discuss:
- How Salesforce managed to report great earnings when so many other SaaS stocks are struggling.
- What's going on over at Starbucks with leadership changes and unionization efforts.
- And our Elevator Pitches for Naked Wines and Steinway Musical Instruments.
MyWallSt operates a full disclosure policy. MyWallSt staff may hold long positions in some of the companies mentioned in this podcast.
Tesla Falls Foul of ESG
To most people's minds, Tesla is leading the global charge towards a more sustainable future. So why on earth was it removed from the S&P 500's ESG Index, which tracks companies that have good environmental, social, and governance ratings?
Even big polluters like ExxonMobil are on the list!
In this episode, we also discuss:
- The shock departure of Under Armour’s CEO Patrik Frisk and what it means for the company's turnaround plans
- Our latest thoughts on Eventbrite now that the pandemic restrictions have lifted
- And get Elevator Pitches on two companies — Asana and the recently IPO'd Bausch + Lomb.
Want to listen to our full pitch on Bausch + Lomb, as well as get out analyst notes? Check out the extended cut of Stock Club in the MyWallSt app now.
You can also get $250 off a subscription to Horizon for a limited time only. Just click here to redeem this offer or use this link — https://bit.ly/3GnnqsS
MyWallSt operates a full disclosure policy. MyWallSt staff may hold long positions in some of the companies mentioned in this podcast.
How Does The Crypto Crash Affect The Stock Market?
It’s been a rough couple of weeks for the stock market, but it’s been just as bad for cryptos.
With the likes of Bitcoin, Ethereum, and Litecoin all plunging in value — not to mention the disaster that was Terra LUNA — we chat about how the recent crypto crash could have a knock-on effect on the stock market too.
In this episode, we also discuss:
- Good earnings reports from Duolingo and Sea Limited.
- Why Disney's stock has fallen back to 2015 levels.
- And elevator pitches for eXp World Holdings and Beyond Meat.
MyWallSt operates a full disclosure policy. MyWallSt staff may hold long positions in some of the companies mentioned in this podcast.
2022's Tech Market ft. Beth Kindig
We've another great interview for you this week!
Beth Kindig is the lead tech analyst with the i/o fund — one of the highest-performing tech-focused stock portfolios in the world. She’s also a prolific writer, commentator, and public speaker in the investing world, contributing her expertise to the likes of MarketWatch, Forbes, The Motley Fool, and Venture Beat.
In this special interview, Emmet and Beth chat about:
- Her thoughts on the current tech market and what investors should do with such volatility.
- Why Bitcoin could still be one of the best investments you could make.
- And hold a stock playoff, where Emmet quizzes Beth on some of the market’s most talked-about stocks including — Shopify, Atlassian, Unity, and Nvidia — to find her eventual winner.
Remember, Stock Club listeners in the MyWallSt app get some bonus content. This week, you can listen in as Beth picks the one investment that she is most excited about right now (the answer might surprise you!). Just click here to listen in or follow this link — https://link.mywallst.app/FJzMB74gYpb
MyWallSt operates a full disclosure policy. MyWallSt staff may hold long positions in some of the companies mentioned in this podcast.
What Does The Future Hold For Teladoc?
Teladoc was once one of the best-performing stocks on the MyWallSt shortlist. Now, it's fallen more than 85% in a little more than a year.
Is this an investment we should draw a line under or is there any way back for Teladoc?
In this episode, we also chat about:
- Why Amazon experienced slower growth in the last quarter.
- The reasons why Coca-Cola is the perfect stock to weather the inflation storm.
- And Mike pitches Shift4 — the payment processor for companies like SpaceX and BetMGM.
MyWallSt operates a full disclosure policy. MyWallSt staff may hold long positions in some of the companies mentioned in this podcast.
Will Twitter Work Better As A Private Company?
For the third week in a row, we're talking about Elon Musk and Twitter…
With Musk's deal to buy the social media site accepted by the Twitter board this week, we take a look at the likelihood of the deal going through and ask if Twitter might actually work better as a private company.
In this episode, we also discuss:
- The rapid rise and fall of CNN+.
- The role of activist investors in the modern market.
- And Rory gives his full elevator pitch for Trex, a major manufacturer of wood-alternative composite decking.
Don't forget to check out our brand new app, Compound, for iOS now.
MyWallSt operates a full disclosure policy. MyWallSt staff may hold long positions in some of the companies mentioned in this podcast.
What Happens If Elon Buys Twitter?
Another week, another episode spent talking about Elon Musk and Twitter…
Nobody knows exactly what's going to happen, but check out this week's episode where we give our best guesses.
We also discuss:
- Why Netflix thinks it will lose 2 million subscribers this quarter.
- The new social media app that all the kids are down with.
- And why WeWork might finally be a good investment.
Check out our full pitch for WeWork by listening to the episode — for free — in the MyWallSt app now. Make sure to listen to our brand new podcast too, FML: Fund My Life.
MyWallSt operates a full disclosure policy. MyWallSt staff may hold long positions in some of the companies mentioned in this podcast.
Why Are So Many Companies Having Stock Splits?
Alphabet, Amazon, Tesla, and now Shopify — why are all of these big companies having stock splits at the minute?
In this episode, we also discuss:
- The latest in the Elon Musk/Twitter saga
- The impact that the seller-strike will have on Etsy
- And give two more companies the Elevator Pitch treatment — Vimeo and Gogoro.
Want to listen to our full 10-minute pitch on Vimeo and find out why we still have some concerns about it as an investment? Then head over to the MyWallSt app, where you can listen to the full episode — for free!
MyWallSt operates a full disclosure policy. MyWallSt staff may hold long positions in some of the companies mentioned in this podcast.
The Future of the Gaming Industry ft. Aaron Bush
In this special episode of Stock Club, MyWallSt is delighted to welcome Aaron Bush — a writer and investor focused on the business of gaming. Previously an analyst with The Motley Fool, Aaron is now focused on his gaming industry consultancy and research firm, Naavik.
Listen in as James and Aaron chat about:
- The current state of the gaming industry
- What’s behind all of the recent industry M&As
- The future of Netflix’s gaming ambitions
- The role of blockchain in the future of gaming…
…and which gaming stocks Aaron has his eye on right now.
MyWallSt operates a full disclosure policy. MyWallSt staff may hold long positions in some of the companies mentioned in this podcast.
Can Buzzfeed Reinvent Itself?
Buzzfeed recently reported on its first quarter since going public back in December, and it wasn't pretty. From Pulitzer prizes to Harry Potter quizzes, is this company having an identity crisis?
In this episode, we also discuss:
- The logic behind Netflix buying gaming companies.
- Our favourite investing movies.
- And give two companies the elevator pitch treatment — Allbirds and Target.
MyWallSt operates a full disclosure policy. MyWallSt staff may hold long positions in some of the companies mentioned in this podcast.
Netflix and No Chill
- How Boeing managed to ruin its reputation by focusing too much on profit.
- Why Footlocker could become the next Reddit-fuelled meme stock.
- And we dig into one of the most exciting companies that IPO'd last year to see if it's a good investment.
MyWallSt operates a full disclosure policy. MyWallSt staff may hold long positions in some of the companies mentioned in this podcast.
Confluent, Oatly, Olaplex: A Tough Year for IPOs
- The effect that sanctions against Russia will have on companies like Apple, Coca-Cola, and McDonald's.
- Elon Musk being investigated by the SEC for insider trading.
- And pitch two companies on our watchlist at the moment.
To listen to the rest of the Stock of the Month Podcast, simply follow this link (https://link.mywallst.app/SKw30UrVrob) and create your free MyWallSt account.
MyWallSt operates a full disclosure policy. MyWallSt staff may hold long positions in some of the companies mentioned in this podcast.100 Baggers with Chris Mayer
We're taking a break from the norm this week to bring you a very special interview with Chris Mayer — investor, portfolio manager, and author of '100 Baggers: Stocks That Return 100-to-1 and How to Find Them'.
In this interview, Emmet asks Chris about the strategy he uses for finding 100 baggers — those rare companies that grow 100-fold in value.
Chris shares the two key attributes he looks for in early-stage companies, answers some listener questions, and even gives some insight on the stocks that he likes the look of today!
To catch up on all the latest investing analysis in MyWallSt, check out mywallst.com
MyWallSt operates a full disclosure policy. MyWallSt staff may hold long positions in some of the companies mentioned in this podcast.
Cautionary Tales: MoviePass
Welcome to Cautionary Tales, a new series from MyWallSt where we unpack the most spectacular flops in business history and identify all the red flags along the way — and hopefully learn a lesson or two that will make us all better investors.
In this episode, we take a look at one of the most spectacular company implosions of recent years — the rapid rise and fall of MoviePass.
MyWallSt operates a full disclosure policy. MyWallSt staff may hold long positions in some of the companies mentioned in this podcast.Will Amazon Buy Teladoc?
- The current state of the iBuying industry, including earnings from Zillow and Opendoor.
- The reasons why Shopify stock has fallen 60% in the last few months.
- And our favourite female-led businesses.
To catch up on all the latest investing analysis in MyWallSt, check out mywallst.com
MyWallSt operates a full disclosure policy. MyWallSt staff may hold long positions in some of the companies mentioned in this podcast.Roku: Stock of the Month Revisited
It's been a rough couple of weeks for Roku, with its share price being cut in half since the start of the year. Listen in as we discuss the balance of short-term concerns versus long-term opportunities with this divisive stock.
In this episode, we also discuss:
- The impact that Google's new privacy changes will have on advertising
- Earnings from Teladoc, Imax, Virgin Galactic, and Home Depot
- And our analysts pick their two favorite boring companies.
Check out all of the latest analyses, including our brand new stock pick, by going to https://app.mywallst.com/signup and creating a free account.
MyWallSt operates a full disclosure policy. MyWallSt staff may hold long positions in some of the companies mentioned in this podcast.
This Summer’s Biggest Blockbuster: MoviePass, The Sequel
Just when you thought it was safe to go back in the water…
After its very public implosion back in 2019, MoviePass is coming back to a cinema near you this summer. Will things be better this time around or will MoviePass become the new Reddit-mania stock?
In this episode, we also discuss:
- Binance investing $200 million in Forbes.
- Earnings TL;DRs from Affirm, Uber, Zillow, and Shopify.
- And what exactly is going on with Sea Limited?
Check out Anne Marie's full write up on the MoviePass saga and the lessons that investors can learn here (https://bit.ly/3LBWqbk)
MyWallSt operates a full disclosure policy. MyWallSt staff may hold long positions in some of the companies mentioned in this podcast.Who Will Acquire Peloton?
With its CEO stepping down and its share price 75% off all-time highs, there are rumors abound that Peloton is going to be acquired. In this week's episode of Stock Club, listen in as our analysts discuss who — if anybody — is most likely to buy the company now.
We also discuss:
- Why the new Grand Theft Auto game has investors so excited
- The latest earnings from Chegg, Twitter, Chipotle, and Disney
- And Emmet's favorite investing book for intermediate investors.
TL;DR: Earnings Season
PayPal, Facebook, Robinhood, and Google… with so many big companies reporting big earnings at the minute, our analyst team gives you the TL;DR on what you need to know.
In this episode, we also discuss:
- Spotify vs. Neil Young
- Why The New York Times bought Wordle
- What ESG investing means and how you can add it to your portfolio
Catch up on Anne Marie's latest long-form insight on everything that went wrong for MoviePass in the MyWallSt app by clicking here (https://link.mywallst.app/MqZsfavdnnb)
MyWallSt operates a full disclosure policy. MyWallSt staff may hold long positions in some of the companies mentioned in this podcast.What’s Going On With This Market?
- Discuss Netflix's recent earnings disappointment.
- Explain why Jumia is not a good investment.
- And pitch two companies whose earnings we're looking forward to seeing.
To catch up on all the latest investing analysis in MyWallSt, check out mywallst.com
MyWallSt operates a full disclosure policy. MyWallSt staff may hold long positions in some of the companies mentioned in this podcast.Why Is Microsoft Buying Activision?
Following last week’s major gaming acquisition news, we’ve got an even bigger story — Microsoft is purchasing Activision Blizzard for $70 billion.
But what do our analysts think of these deals?
In this episode, James, Anne Marie, and Emmet also discuss:
- Peloton's latest woes
- Netflix's increasing prices
- The team's updated opinion on Hims & Hers
To catch up on all the latest investing analysis in MyWallSt, check out mywallst.com
MyWallSt operates a full disclosure policy. MyWallSt staff may hold long positions in some of the companies mentioned in this podcast.Take-Two Bets on Mobile Gaming
It's our 100th episode and we have two big acquisition stories — The New York Times picking up The Athletic for $550 million and Take-Two Interactive splashing out a whopping $12.7 bn for 'Farmville' makers Zynga.
But what do our analysts think of these deals?
In this episode, we also take a look at the recent volatility experienced by Sea Limited stock and figure out if this is something to be worried about.
To catch up on all the latest investing analysis in MyWallSt, check out mywallst.com
MyWallSt operates a full disclosure policy. MyWallSt staff may hold long positions in some of the companies mentioned in this podcast.Stock Club’s Big Fat Wrap Up of 2021
2021… we had such hopes for you.
It's the end of yet another crazy year, so join the MyWallSt investing team on the last Stock Club of 2021 as they take a look back at some of the biggest stories from the stock market, including:
- The new space race.
- The WallStreetBets/GameStop saga.
- The rise of the metaverse.
Plus, the team picks their companies of the year and makes their big predictions for 2022.
To catch up on all the latest stuff in MyWallSt, check out mywallst.com
MyWallSt operates a full disclosure policy. MyWallSt staff may hold long positions in some of the companies mentioned in this podcast.SPACs and Electric Motorbikes
We talk about electric cars quite a lot on this podcast, but this week, we're moving to two wheels as LiveWire — the electric motorbike spinoff of Harley Davidson — gets set to go public via a SPAC.
In this episode, we also talk about:
- Apple closing in on a $3 trillion valuation
- If Coinbase could be a pick-and-shovel play for the crypto industry
- And pick two stocks that we'd buy and hold for 12 years
Dark Days for DocuSign
DocuSign is the latest growth stock to take a big haircut, falling more than 40% last week after its earnings call. Is this just another case of good not being good enough for the market, or is there something more worrying at play?
In this episode, we also discuss:
- The insider buying we've noticed at Asana.
- Why Facebook is being told to sell Giphy.
- And what the Santa Claus rally is.
Hit The Road Jack
It’s all about Jack Dorsey this week after the Twitter founder stepped down as CEO of the microblogging site to focus solely on his other family, Square — and then immediately changing its name. We also discuss:
- Why we’ve never added Nvidia to our showroom
- The team pitches a couple of companies they’re looking at right now
- And perhaps some time for a mailbag or two.
MyWallSt operates a full disclosure policy. MyWallSt staff may hold long positions in some of the companies mentioned in this podcast.
Tesla’s Top EV Competitors
- Why StoneCo and Bumble are being beaten down for the market right now.
- The emphasis we put on a company's share price when opening or adding to a position.
- And two companies we're researching at the moment — GitLab and Rent the Runway.
Get your Black Friday deals before they're gone — $30 off a MyWallSt subscription (https://bit.ly/30Ht6NP) or $150 off a Horizon subscription (https://bit.ly/3Dx7SAM).
MyWallSt operates a full disclosure policy. MyWallSt staff may hold long positions in some of the companies mentioned in this podcast.Why Are General Electric and Johnson & Johnson Splitting Themselves Up?
Over the past few weeks, both General Electric and Johnson & Johnson have announced that they are breaking up their existing businesses into new companies.
Why is this happening now and what does it say about the existence of old-world conglomerates in the modern market?
In this episode, we also discuss:
- Opendoor's earnings and what it said about the future of iBuying.
- Airbnb's phenomenal quarter.
- And two companies we're researching at the minute — Sweetgreen and Alarm.com.
Get your early Black Friday deals of $30 off a MyWallSt subscription (https://bit.ly/30Ht6NP) or $150 off a Horizon subscription (https://bit.ly/3Dx7SAM) now!
MyWallSt operates a full disclosure policy. MyWallSt staff may hold long positions in some of the companies mentioned in this podcast.Were Peloton’s Earnings Really THAT Bad?
- Chat about Lemonade buying Metromile.
- Give Teladoc the First Look treatment
- And talk about two companies we're researching at the minute, Magnite and Clearfield.
Chegg and Under Armour: A Tale of Two Companies
In the past week, Chegg stock has fallen by almost 50% while Under Armour stock has spiked 25%.
What caused such volatile movements for these two companies, and what does it say about their potential as long-term investments?
In this episode, we also discuss:
- Facebook's brand new name, Meta.
- Zillow giving up completely on iBuying.
- And two stocks we're researching at the minute — Nerdwallet and Coupang.
Interested in joining a two-week bootcamp on stock picking strategy led by our chief investor Emmet Savage? Sign up to 'The Fundamentals of Stock Picking' here before spaces run out. (https://bit.ly/3CQssf5)
iOS 14: A Halloween Horror Story
- Tesla becoming a trillion-dollar company.
- WeWork's second attempt at life as a public company.
- And pick our favorite Halloween-themed stocks.
MyWallSt operates a full disclosure policy. MyWallSt staff may hold long positions in some of the companies mentioned in this podcast.
Zillow Hits The Brakes On iBuying
- Facebook's plans for a metaverse and our suggestions for its new name.
- The potential of Tesla's Texas insurance product.
- And the two company earnings we're most looking forward to seeing — Teladoc and Bumble.
MyWallSt operates a full disclosure policy. MyWallSt staff may hold long positions in some of the companies mentioned in this podcast.
An $80 Billion Company With No Revenue
Business 101 tells us that companies need to make money, so how has a business with virtually zero revenues achieved a valuation of about $80 billion? Listen in as the MyWallSt team chat about the soon-to-IPO EV maker Rivian — will it really become a "Tesla-killer"?
In this episode, we also discuss:
- The global impact of Squid Game and what it means for Netflix.
- The things to look out for this earnings season.
- And two stocks on our watchlist — C3.ai and Warby Parker.
MyWallSt operates a full disclosure policy. MyWallSt staff may hold long positions in some of the companies mentioned in this podcast.
Olaplex: A $15bn Hair Care Company
- Tesla's record-breaking quarter for car deliveries
- The reasons behind the collapse of the Zoom/Five9 deal
- And Mike pitches a company that's leading the way in fertility benefits management.
MyWallSt operates a full disclosure policy. MyWallSt staff may hold long positions in some of the companies mentioned in this podcast.
What’s Going On With StoneCo?
With its share price down more than 50% this year so far, what's going on with the former fintech darling StoneCo?
In this episode, we also discuss:
- The likelihood of Draftkings buying the British gambling company Entain.
- How rising labour costs will affect the restaurant and retail industries.
- And two companies on our watchlist of stocks — LoveSac and Riskified.
MyWallSt operates a full disclosure policy. MyWallSt staff may hold long positions in some of the companies mentioned in this podcast.
Why Is Everyone So Worried About Evergrande?
- The latest brand crisis for Facebook.
- Our first thoughts on Allbirds, a soon-to-be-public sneaker company.
- And two stocks that we're researching at the moment, including a yogurt that causes people to "lose their minds".
MyWallSt operates a full disclosure policy. MyWallSt staff may hold long positions in some of the companies mentioned in this podcast.
2021: The Year of the Acquisition
- Some of the biggest recent acquisitions, including Intuit buying Mailchimp and Microsoft buying TakeLessons.
- The latest in the App Store battle between Apple and Epic Games.
- And Emmet and Rory pitch two Wild Card stocks.
The Future of iBuying ft. Jason Moser
- What's going on in the U.S. housing market at the moment
- How Zillow and Redfin managed to redefine the real estate landscape
- The rise of iBuying and companies like Opendoor
MyWallSt operates a full disclosure policy. MyWallSt staff may hold long positions in some of the companies mentioned in this podcast.
Zoom and Peloton: The Annus Horribilis
- Discuss why TikTok and Shopify are forming an e-commerce supergroup.
- Figure out how you know whether to add more stocks to your portfolio or reinvest in companies you already hold
MyWallSt operates a full disclosure policy. MyWallSt staff may hold long positions in some of the companies mentioned in this podcast.