Mike and Emmet are back and sharing their latest thoughts on the race to secure Warner Bros. Discovery. Despite a seemingly successful bid from Netflix to the tune of $82.7 billion, Paramount and its backers, David Ellison and Jared Kushner, are attempting a hostile takeover. With regulatory approval necessary for both potential deals, all roads lead through the White House.

Later, Emmet discusses an often-overlooked feature of our AI-powered present: advances in cancer screenings and treatment protocols. Researchers are currently testing AI’s ability to identify tiny biomarkers in blood that could catch cancer much earlier than current scans.

Lucky for our listeners, this tech isn’t restricted to research labs and can already be found on Wall Street. Emmet is a long-time investor in Guardant Health, a biotechnology company focused on liquid biopsy. Its tech helps match patients with effective treatments, detect relapse, and catch certain cancers early. With impressive Return on Invested Capital (ROIC) and revenue growth, it’s a great feel-good stock.

We wrap with another edition of “Follow Prophet.”

Our Horizon portfolio is a boutique service led by our co-founder and lead investor, Emmet Savage. According to 100-bagger expert Chris Mayer, “no one owns more 100-baggers than Emmet” and this week he has a particularly enticing stock.

To find out its name and lock-in an exclusive Horizon discount, email us at [email protected].

Become a successful investor by checking out all the content MyWallSt has to offer:

📩 Email us: [email protected]

📚 Learn the fundamentals of investing by downloading our free Learn app: https://bit.ly/3DXPOz7

💻 Keep updated on stock market news by visiting our blog: https://mywallst.com/blog/

🎧 Tune in to our podcast Stock Club to stay updated on weekly news: https://mywallst.com/stock-investment-podcast/

🎉 Follow MyWallSt on social:

❌ X: @MyWallStHQ

💃 TikTok: @MyWallSt

📸 Instagram: @MyWallSt

🖥️ Facebook: @MyWallSt

👔 LinkedIn: MyWallSt

00:00 Intro02:46 Netflix's Bid for Warner Bros.16:13 AI Advancements in Cancer Diagnostics28:59 The Role of AI in Modern Medicine32:07 Spotlight on Guardant Health43:26 Guardant Health's Financial Growth and Future50:08 Following Prophet: Spotlight on DICOM Industries

The Magnificent Seven get all the love and attention, but it turns out 2025 is the year of hard drives. Western Digital (WDC) and its recent spinoff, Sandisk, are the best-performing stocks on the S&P 500.

After boosting nuclear energy, GPUs, and big data companies, the AI demand wave has now hit the digital storage space. For Western Digital, that translates to 51% year-over-year revenue growth and earnings per share (EPS) up 137%. Not bad for a company founded in 1970.

If hard drives don’t pique your interest, we also check in on the worst-performing stock of the year: Fiserv. Its unraveling includes dubious financial metrics, questionable leadership, and an unfortunate reliance on the Argentinian market. Tune in to hear all the juicy details.

Even better, Mike and Emmet pick which stock they’d rather invest in right now. It’s a brutal game of “Would you rather buy a pick-and-shovel business with an eye-watering valuation or a potential falling knife?”

To wrap up, you’ll also get a quick look at a new Prophet stock.

Our Horizon portfolio is a boutique service led by our co-founder and lead investor, Emmet Savage. According to 100-bagger expert Chris Mayer, “no one owns more 100-baggers than Emmet” and this week he has a particularly enticing stock.

To find out its name and lock-in an exclusive Horizon discount, email us at [email protected].

Become a successful investor by checking out all the content MyWallSt has to offer:

📩 Email us: [email protected]

📚 Learn the fundamentals of investing by downloading our free Learn app: https://bit.ly/3DXPOz7

💻 Keep updated on stock market news by visiting our blog: https://mywallst.com/blog/

🎧 Tune in to our podcast Stock Club to stay updated on weekly news: https://mywallst.com/stock-investment-podcast/

🎉 Follow MyWallSt on social:

❌ X: @MyWallStHQ

💃 TikTok: @MyWallSt

📸 Instagram: @MyWallSt

🖥️ Facebook: @MyWallSt

👔 LinkedIn: MyWallSt

00:00 Intro07:51 Western Digital's Remarkable Year15:06 AI and Data Storage Boom22:29 Worst Performer of the Year: Fiserv28:32 Clover's Dubious Finances37:32 Where Would You Put $10,00041:06 Follow Prophet

After the recent launch of Nexus III and last week’s peek behind the curtain of Nexus I and II, we’re bringing you one more Nexus sample.

Fresh from Nexus’ latest crop of stocks, Mike pitches a business essential to the Australian mining industry—one with financials that would make even an investing master green with envy.

Later, Emmet walks through the latest acquisition drama in Hollywood. With Warner Bros. Discovery up for sale, who is most likely to snap up the legacy player—Larry Ellison’s Paramount/Skydance or the O.G. streamer Netflix?

Warner Bros. has an impressive catalog of IP, but it comes with a mountain of debt and a lack of strategic clarity. It’s possible the home of Harry Potter and DC Comics is more trouble than it’s worth—but time will tell.

If you’re looking for great international growth stocks to supercharge your portfolio, look no further than Nexus III.

To celebrate its launch, we’re offering a 50% discount for a limited time. Act quickly—this offer won’t last.

To claim yours, email us at [email protected]

Become a successful investor by checking out all the content MyWallSt has to offer:

📩 Email us: [email protected]

📚 Learn the fundamentals of investing by downloading our free Learn app: https://bit.ly/3DXPOz7

💻 Keep updated on stock market news by visiting our blog: https://mywallst.com/blog/

🎧 Tune in to our podcast Stock Club to stay updated on weekly news: https://mywallst.com/stock-investment-podcast/

🎉 Follow MyWallSt on social:

❌ X: @MyWallStHQ

💃 TikTok: @MyWallSt

📸 Instagram: @MyWallSt

🖥️ Facebook: @MyWallSt

👔 LinkedIn: MyWallSt

Mike and Emmet head back to foreign shores to talk about their favorite stocks from Nexus I and II in honor of the launch of Nexus III.

Nexus, MyWallSt’s international portfolio, aims to ensure every long-term, high-growth investor has geographic diversification. If the AI hype and the S&P’s recent sell-off have you nervously checking your brokerage account, it’s a great time to make sure your portfolio has some foreign exposure to steady the ship—especially as many of the United States’ most innovative companies remain private, preventing retail investors from taking a piece.

Mike breaks down Sweden’s MedCap AB, the star of Nexus I, which suffered a major sell-off at the beginning of the year but is back and better than ever. As a serial acquirer with an enviable management team, it’s an easy buy-and-hold player with diversification baked right in.

Emmet pitches Bulgarian Internet of Things (IoT) player Shelly Group. With steady revenue growth and a solid market position, it’s set to ride the smart-home wave straight to the bank. But can it survive larger tech companies eager to swallow its potential?

If you’re looking for great international growth stocks to supercharge your portfolio, look no further than Nexus III.

To celebrate its launch, we’re offering a 50% discount for a limited time. Act quickly—this offer won’t last.

To claim yours, email us at [email protected]

Become a successful investor by checking out all the content MyWallSt has to offer:

📩 Email us: [email protected]

📚 Learn the fundamentals of investing by downloading our free Learn app: https://bit.ly/3DXPOz7

💻 Keep updated on stock market news by visiting our blog: https://mywallst.com/blog/

🎧 Tune in to our podcast Stock Club to stay updated on weekly news: https://mywallst.com/stock-investment-podcast/

🎉 Follow MyWallSt on social:

❌ X: @MyWallStHQ

💃 TikTok: @MyWallSt

📸 Instagram: @MyWallSt

🖥️ Facebook: @MyWallSt

👔 LinkedIn: MyWallSt

00:00 Intro03:50 Introduction to Nexus III15:25 MedCAP AB: A Promising Investment24:57 Long-term Targets and Return on Equity27:33 Introduction to Shelly Group36:38 Shelly's Financial Performance and Growth41:54 Investment Risks and Strategic Expansion43:48 Comparing MedCAP and Shelly for Investment

As SoftBank sells off its Nvidia holdings to free up capital for OpenAI, it might be time to look for something with a less eye-watering valuation.

Adobe, once one of Wall Street’s most beloved SaaS players, is down nearly 50% since 2024 despite rock-solid margins and consistent revenue growth. This has made it one of the cheapest stocks in the S&P 500 on a price-to-earnings basis and has bargain-hunting investors champing at the bit.

However, Mike argues that Adobe’s sell-off stems from the market’s pessimistic outlook on the brand following the rise of AI-generated imagery. While Adobe has invested heavily in its own AI-powered tools—namely Firefly—competition from OpenAI and Google may undercut Adobe’s dominance across the creative stack.

Do you think Adobe can stage a comeback, or is it a falling knife?

To wrap up, Emmet walks us through one of Prophet’s latest stock picks: UL Solutions Inc.

Our Horizon portfolio is a boutique service led by our co-founder and lead investor, Emmet Savage. Emmet has built his career on finding life-changing investments and believes the next hundred-bagger is already within his holdings. According to 100-bagger expert Chris Mayer, “no one owns more 100-baggers than Emmet.”

To claim your exclusive Horizon discount, email us at [email protected].

Become a successful investor by checking out all the content MyWallSt has to offer:

📩 Email us: [email protected]

📚 Learn the fundamentals of investing by downloading our free Learn app: https://bit.ly/3DXPOz7

💻 Keep updated on stock market news by visiting our blog: https://mywallst.com/blog/

🎧 Tune in to our podcast Stock Club to stay updated on weekly news: https://mywallst.com/stock-investment-podcast/

🎉 Follow MyWallSt on social:

❌ X: @MyWallStHQ

💃 TikTok: @MyWallSt

📸 Instagram: @MyWallSt

🖥️ Facebook: @MyWallSt

👔 LinkedIn: MyWallSt

00:00 Intro06:25 Adobe’s History and Evolution15:25 Current Financial Performance and Market Position24:22 The Impact of AI on Adobe and Graphic Design28:19 The Bull and Bear Case for Adobe35:19 Highlighting UL Solutions

This week, Mike is joined by Sean Tepper, the founder of Tykr, a platform focused on turning Wall Street newbies into confident investors.

Like Mike and Emmet, Sean believes the stock market is a powerful tool for regular people to build life-changing wealth. From his favorite stock metrics to the importance of controlling your emotions and making regular deposits into your brokerage account, Sean provides invaluable insights on how investors can get ahead.

Importantly, Sean highlights that market downturns are excellent opportunities to lock in future gains — a reminder that even as the market gets frothy, it may actually be a good thing for long-term investors.

To wrap up, Sean shares his three favorite stocks right now.

Our Horizon portfolio is a boutique service led by our co-founder and lead investor, Emmet Savage. Emmet has built his career on finding life-changing investments and believes the next hundred-bagger is already within his holdings. According to 100-bagger expert Chris Mayer, “no one owns more 100-baggers than Emmet.”

To claim your exclusive Horizon discount, head to mywallst.com/horizon or email us at [email protected].

Become a successful investor by checking out all the content MyWallSt has to offer:

📩 Email us: [email protected]

📚 Learn the fundamentals of investing by downloading our free Learn app: https://bit.ly/3DXPOz7

💻 Keep updated on stock market news by visiting our blog: https://mywallst.com/blog/

🎧 Tune in to our podcast Stock Club to stay updated on weekly news: https://mywallst.com/stock-investment-podcast/

🎉 Follow MyWallSt on social:

❌ X: @MyWallStHQ

💃 TikTok: @MyWallSt

📸 Instagram: @MyWallSt

🖥️ Facebook: @MyWallSt

👔 LinkedIn: MyWallSt

00:00 Intro05:33 Advice for Beginner Investors09:12 Finding Good Stocks: Key Metrics12:34 Types of Stocks: Value, Growth, Speculative, and Dividend22:43 The 15-Minute Investment Strategy25:15 Stockpiling Opportunities34:36 Sean’s Favorite Stocks

In a surprise double feature, Mike and Emmet bring you two more “boring,” Peter Lynch–style businesses to ground your portfolio. In the wake of AI-fueled Big Tech layoffs, the market is undeniably frothy — so it’s a great time to take inspiration from some of the greatest investors of all time and pick up a few stocks that are complete snoozefests.

Mike brings you one of Warren Buffett’s largest holdings, Moody’s, which — despite its consistent performance and Berkshire’s long tenure of ownership — is one of the least-talked-about stocks on Wall Street. Emmet believes this is because it’s a ratings agency and quite mundane, but the high valuation probably doesn’t help either. Still, it operates in a triopoly, making it a dependable bedrock stock to keep on your watchlist.

Emmet then walks you through Ulta Beauty in the third installment of Follow Prophet. A long-time favorite among investors, the stock has been trading flat over the past few years and hopes to grow through international expansion, a partnership with Target, and exclusive products. Sign up to Prophet to see how long it stays in the portfolio.

Our Horizon portfolio is a boutique service led by our co-founder and lead investor, Emmet Savage. Emmet has built his career on finding life-changing investments and believes the next hundred-bagger is already within his holdings. According to 100-bagger expert Chris Mayer, “no one owns more 100-baggers than Emmet.”

To claim your exclusive Horizon discount, head to mywallst.com/horizon or email us at [email protected].

Become a successful investor by checking out all the content MyWallSt has to offer:

📩 Email us: [email protected]

📚 Learn the fundamentals of investing by downloading our free Learn app: https://bit.ly/3DXPOz7

💻 Keep updated on stock market news by visiting our blog: https://mywallst.com/blog/

🎧 Tune in to our podcast Stock Club to stay updated on weekly news: https://mywallst.com/stock-investment-podcast/

🎉 Follow MyWallSt on social:

❌ X: @MyWallStHQ

💃 TikTok: @MyWallSt

📸 Instagram: @MyWallSt

🖥️ Facebook: @MyWallSt

👔 LinkedIn: MyWallSt

00:00 Intro

04:51 Emotional Journey of Stock Investing14:51 Moody's: A Boring but Profitable Business24:49 The Challenge of Entering the Credit Rating Market28:36 'Following Profit' Episode Three: Ulta38:13 Ulta's Growth Strategy and Future Prospects40:43 Mary Dillon's Impact and Ulta's Partnership with Target

Stock Club is usually home to high-risk, high-reward tech stocks on the cutting edge of tomorrow, but this week, Emmet and Mike bring you two down-to-earth value stocks that hold a special place in their hearts. While the S&P is on a tear, these well-known names (at least to our listeners) have been down in the dumps, creating a great opportunity to add them to the foundation of your portfolio. Not only that, one of them even made it into Prophet’s portfolio.

Emmet goes back in time to break down the foundation of Europe’s greatest conglomerate, LVMH, and argues that the recent pullback makes for a great entry opportunity. With more than 70 brands spanning clothing, alcohol, leather goods, watches, and makeup, it’s the perfect way to get a taste of luxury.

Meanwhile, Mike heads in the opposite direction to talk about the earth’s greatest asset: water — or at least the infrastructure that provides it. Core & Main, long a favorite of the MyWallSt team, experienced a sell-off following its September earnings, but its long-term investment thesis remains strong.

Tune in to hear the full pitches.

Our Horizon portfolio is a boutique service led by our co-founder and lead investor, Emmet Savage. Emmet has built his career on finding life-changing investments and believes the next hundred-bagger is already within his holdings. According to 100-bagger expert Chris Mayer, “no one owns more 100-baggers than Emmet.”

To claim your exclusive Horizon discount, head to mywallst.com/horizon or email us at [email protected].

Become a successful investor by checking out all the content MyWallSt has to offer:

📩 Email us: [email protected]

📚 Learn the fundamentals of investing by downloading our free Learn app: https://bit.ly/3DXPOz7

💻 Keep updated on stock market news by visiting our blog: https://mywallst.com/blog/

🎧 Tune in to our podcast Stock Club to stay updated on weekly news: https://mywallst.com/stock-investment-podcast/

🎉 Follow MyWallSt on social:

❌ X: @MyWallStHQ

💃 TikTok: @MyWallSt

📸 Instagram: @MyWallSt

🖥️ Facebook: @MyWallSt

👔 LinkedIn: MyWallSt

Emmet and Mike are back to discuss the latest stock market moves.

Mike breaks down the U.S. government’s attempts to reduce reliance on foreign companies by investing in homegrown alternatives. The rare metals market is dominated by China, while semiconductor production is concentrated in Taiwan — a geopolitical risk the Trump administration isn’t willing to take. This has led the U.S. government to take stakes in Intel, MP Materials, Lithium Americas, and Trilogy Metals.

Later, Emmet walks us through Howmet Aerospace Inc., a stock Prophet has been holding for a few months and enjoying a 60%+ return. It’s part of a new segment called “Following Prophet.”

Our Horizon portfolio is a boutique service led by our co-founder and lead investor, Emmet Savage. Emmet has built his career on finding life-changing investments and believes the next hundred-bagger is already within his holdings. According to 100-bagger expert Chris Mayer, “no one owns more 100-baggers than Emmet.”

To claim your exclusive Horizon discount, head to mywallst.com/horizon or email us at [email protected].

Become a successful investor by checking out all the content MyWallSt has to offer:

📩 Email us: [email protected]

📚 Learn the fundamentals of investing by downloading our free Learn app: https://bit.ly/3DXPOz7

💻 Keep updated on stock market news by visiting our blog: https://mywallst.com/blog/

🎧 Tune in to our podcast Stock Club to stay updated on weekly news: https://mywallst.com/stock-investment-podcast/

🎉 Follow MyWallSt on social:

❌ X: @MyWallStHQ

💃 TikTok: @MyWallSt

📸 Instagram: @MyWallSt

🖥️ Facebook: @MyWallSt

👔 LinkedIn: MyWallSt

This week, Emmet is joined by an absolute legend of investing — co-founder of The Motley Fool, David Gardner. David is here to discuss his new book, Rule Breaker Investing: How to Pick the Best Stocks of the Future and Build Lasting Wealth, and share a few kernels of wisdom with the Stock Club fanbase.

Way back in the 1990s, Emmet stumbled upon David and his “6 Traits of a Rule Breaker Stock,” which helped him find opportunities like Netflix and MercadoLibre. David believes those six traits are still relevant today and can help investors find the next generation of life-changing stocks, even in the age of AI and algorithmic trading.

Tune in to hear why David believes great stocks are worth holding even after they’ve reached impressive highs, the importance of optimism, and how to hold a stock when pessimism persists. This is coming from the man who held Amazon through the early 2000s and several 50%+ declines — he knows what he’s talking about.

Finally, we get to hear his favorite small-cap stock and his three “desert island” stocks. Whether you’re a new investor or an old sage of Wall Street, this episode is worth a listen.

Our Horizon portfolio is a boutique service led by our co-founder and lead investor, Emmet Savage. Emmet has built his career on finding life-changing investments and believes the next hundred-bagger is already within his holdings. According to 100-bagger expert Chris Mayer, “no one owns more 100-baggers than Emmet.”

To claim your exclusive Horizon discount, head to mywallst.com/horizon or email us at [email protected].

Become a successful investor by checking out all the content MyWallSt has to offer:

📩 Email us: [email protected]

📚 Learn the fundamentals of investing by downloading our free Learn app: https://bit.ly/3DXPOz7

💻 Keep updated on stock market news by visiting our blog: https://mywallst.com/blog/

🎧 Tune in to our podcast Stock Club to stay updated on weekly news: https://mywallst.com/stock-investment-podcast/

🎉 Follow MyWallSt on social:

❌ X: @MyWallStHQ

💃 TikTok: @MyWallSt

📸 Instagram: @MyWallSt

🖥️ Facebook: @MyWallSt

👔 LinkedIn: MyWallSt

00:00 Intro01:58 Emmet’s Introduction to The Motley Fool03:24 Interview with David Gardner07:14 David's New Book: Rule Breaker Investing14:50 The Six Traits of Rule Breaker Stocks20:39 The Power of Optimism in Investing24:34 Spotting Greatness Early33:57 The Role of AI in Long-Term Investing36:49 Listener Questions and David’s Favorite Small-Cap44:52 Desert Island Stock Picks