The Oracle of Omaha has spoken, and Stock Club is all ears.

This week, in his most recent 13F filing, Buffett disclosed two new investments: Constellation Brands and Domino’s Pizza. Anne Marie and Mike are here to break down both and discuss their long- and short-term outlooks.

Constellation and its beer brands—Modelo, Corona, and Pacifico—are thriving, yet its stock is down 30% this year. Younger generations are drinking less, and the Mexico-based company could bear the brunt of tariffs. Still, Buffett sees an opportunity. Is this beer bargain worth a closer look?

Plus, Buffett doubles down on Domino’s, the pizza giant with a brilliant business model. While international expansion has temporarily slowed, this longtime Wall Street favorite may still have room to run.

To wrap up, Anne Marie revisits Nike after its new CEO, Elliot Hill, gave a detailed interview to Fortune and the brand released its first Super Bowl commercial in 27 years.

MyWallSt’s Nexus is on the hunt for the next great 100-bagger. Leveraging the power of AI and the expertise of seasoned investor Emmet Savage, Nexus searches the globe for hidden gems that can supercharge your portfolio.

This week, it’s discovered a doozy. With a return on equity (ROE) above 100%, $150 billion in funds under management, and a steady dividend, you won’t want to miss this exclusive find.

We have an unbelievable offer for our podcast listeners. to grab it, email us at [email protected]

Don’t wait.

[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:

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00:00 Intro

06:10 Warren Buffett's 13F Filing Insights

14:12 Buffett's New Investment: Constellation Brands

19:37 Long-term Headwinds in the Alcohol Industry

23:16 Impact on Wine and Beer Revenues

30:33 Warren Buffett Takes a Slice of Domino’s

41:15 Nike's New Leadership and Future Plans

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Back in 2016, MyWallSt pitched Shopify, the newly listed Canadian e-commerce player targeting the SMB market. Since then, Shopify has grown by 2,600% (a 26X bagger). However, it hasn’t been a straight road—who can forget the 2021 sell-off that saw the stock drop almost 80%?

But no fear, this potential Amazon killer has returned stronger than ever.

Tune in as Mike and Emmet break down the attributes that made and make Shopify a great investment, including its unique founding story, strategic pivots, and impressive financials. It’s also a great case study for investors hunting for the next 10X stock.

For more 10X resources, check out our previous episode, “How to Find 10X Stocks”.

Spotify: https://open.spotify.com/episode/7ftVfcXJ5NRCpHznskMscb?si=lYFApgRdQ5CEsAOzfYN3DA

Apple Podcasts: https://podcasts.apple.com/us/podcast/stock-club/id1358756008?i=1000679322917

Youtube: https://youtu.be/5BYk3bF5FHM

If you’ve ever wanted to follow along with one of the world’s most successful long-term investors, now is the time. Horizon follows Emmet’s journey to uncover the next 100-bagger based on his decades of investing experience. If you’d like to read about his latest stock pick and a dozen other incredible investments, sign up for Horizon.

We have an exclusive offer for our podcast listeners, to grab it, email us at [email protected]

Don’t wait.

[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:

🐦 Twitter: @MyWallStHQ

💃 TikTok: @MyWallSt

📸 Instagram: @MyWallSt

🖥️ Facebook: @MyWallSt

👔 LinkedIn: MyWallSt

00:00 Intro

04:19 Discussing Shopify’s Rise

15:37 Shopify's Unique Founding Story and Fast Rise

31:42 Expanding Total Addressable Market

37:31 The Power of Compounding

45:20 Shopify's Current Financial Overview

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From Michael Burry to Nancy Pelosi, the future of water is on everyone’s mind. To this end, this week, Emmet is joined by Susan Kennedy, CEO of Cadiz Inc. Cadiz is a leading water solutions innovator delivering access to safe, reliable, and affordable water across the southwest United States.

Susan Kennedy served as Chief of Staff of California Governor Arnold Schwarzenegger, was a founder of Advanced Microgrid Solutions, the first A.I. platform for trading renewable energy, and was Commissioner of the California Public Utilities Commission.

Tune in as Emmet and Susan discuss the history and challenges of water infrastructure in California, Cadiz's innovative approach to water storage, treatment, and conveyance, and the future of private sector investment in critical infrastructure. Susan also discusses Cadiz's groundbreaking partnerships with Native American tribes and the company's vision for sustainable water management in the face of climate change.

If you’ve ever wanted to follow along with one of the world’s most successful long-term investors, now is the time. Horizon follows Emmet’s journey to uncover the next 100-bagger based on his decades of investing experience. If you’d like to read about his latest stock pick and a dozen other incredible investments, sign up for Horizon.

We have an exclusive offer for our podcast listeners, to grab it, email us at [email protected]

Don’t wait.

[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:

🐦 Twitter: @MyWallStHQ

💃 TikTok: @MyWallSt

📸 Instagram: @MyWallSt

🖥️ Facebook: @MyWallSt

👔 LinkedIn: MyWallSt

00:00 Intro

00:59 Susan Kennedy's Career Highlights

03:14 The Importance of Water in California

08:53 Cadiz: A Clean Water Solutions Company

10:51 Cadiz Business Model

15:13 Challenges and Opportunities in Water Infrastructure

21:19 Future Prospects and Innovations

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It was a hectic week on the stock market thanks to our latest AI overlord: DeepSeek.

After announcing its R1 model achieved performance on par with OpenAI’s o1 reasoning model for a mere $6 million, big tech and energy stocks sold off. Maybe we don’t need to spend billions of dollars to achieve a juiced-up Siri.

Mike and Emmet unpack DeepSeek, what it means for the biggest AI stocks, and share a healthy dose of tin foil hat conspiracy theories. Geopolitical factors could certainly be at play.

Stick around until the end to hear two solid, boring, AI-free stock pitches. If you need a reminder to diversify your portfolio, here it is.

If you’ve ever wanted to follow along with one of the world’s most successful long-term investors, now is the time. Horizon follows Emmet’s journey to uncover the next 100 bagger, one of which might just be from Ireland. If you’d like to read about this stock and a dozen other incredible investments, sign up for Horizon.

We have an exclusive offer for our podcast listeners, to grab it, email us at [email protected]

Don’t wait.

[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:

🐦 Twitter: @MyWallStHQ

💃 TikTok: @MyWallSt

📸 Instagram: @MyWallSt

🖥️ Facebook: @MyWallSt

👔 LinkedIn: MyWallSt

00:00 Intro

03:18 DeepSeek's Impact on the Stock Market

07:50 Innovation Through Scarcity

23:04 Geopolitical Implications and Skepticism

29:29 Winners and Losers in the AI Race

37:32 NVIDIA's Market Challenges

41:56 Two Non-AI Stocks Worth a Look

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It’s the start of earnings season, which can only mean one thing: Netflix’s quarterly report. As a longtime Netflix investor, Emmet, was thoroughly impressed, tune in to hear his thoughts on more than 20 years of ownership.

Then Mike unpacks Trump’s meme coin and what it means for the next four years of investing. Speculative assets are definitely on the rise, keep your money close to your chest.

Finally, after last week’s rant, Emmet and Mike talk capital gains taxes in Ireland and abroad. As a newly wealthy nation, Irish taxation is behind the times, but we’re not the worst in Europe. You won’t want to miss this debate and opportunity to air your own grievances.

If you’ve ever wanted to follow along with one of the world’s most successful long-term investors, now is the time. Horizon follows Emmet’s journey to uncover the next 100 bagger, one of which might just be from Ireland. If you’d like to read about this stock and a dozen other incredible investments, sign up for Horizon.

We have an exclusive offer for our podcast listeners, to grab it, email us at [email protected]

Don’t wait.

[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:

🐦 Twitter: @MyWallStHQ

💃 TikTok: @MyWallSt

📸 Instagram: @MyWallSt

🖥️ Facebook: @MyWallSt

👔 LinkedIn: MyWallSt

00:00 Intro

01:52 Netflix's Impressive Earnings Report

15:34 Meme Coins and US Politics

25:17 Global Capital Gains Tax Overview

36:20 Impact of CGT on Investment Decisions

46:47 Historical Context and Future of CGT

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Stock Club spends 51 weeks a year looking abroad, dissecting companies from the U.S.A. to Mozambique. However, this week, we decided to bring the pod home and discuss our favorite stocks from Ireland. All of these businesses launched on the Irish Stock Exchange, but just like Stock Club, have achieved global success.

Pour yourself a pint and tune in.

Mike kicks us off by unpacking Flutter Entertainment, the owner of Paddy Power and rapidly growing FanDuel. Meanwhile, Emmet talks Molten Ventures, a public venture capital firm, and the bane of every backpacker’s life, Ryanair. We finish on AerCap, the largest aviation leasing company in the world.

If you’ve ever wanted to follow along with one of the world’s most successful long-term investors, now is the time. Horizon follows Emmet’s journey to uncover the next 100 bagger, one of which might just be from Ireland. If you’d like to read about this stock and a dozen other incredible investments, sign up for Horizon.

We have an exclusive offer for our podcast listeners, to grab it, email us at [email protected]

Don’t wait.

[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:

🐦 Twitter: @MyWallStHQ

💃 TikTok: @MyWallSt

📸 Instagram: @MyWallSt

🖥️ Facebook: @MyWallSt

👔 LinkedIn: MyWallSt

00:00 Introduction and Casual Banter

05:13 TikTok Ban Speculations

14:31 Irish Stock Exchange Overview

21:20 Molten Ventures: A Unique VC Firm

28:56 Flutter Entertainment: A Gambling Giant

36:58 Ryanair: The King of Cheap Travel

44:20 Aercap: A Complex Aviation Story 

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It’s a new year and a great time to set your 2025 investing resolutions. Join Mike and Emmet as they distill their favorite investing habits for long-term success.

Later, the team unpacks Uber. With the rise of autonomous driving tech, the ride-hailing app’s stock has become tantalizingly cheap. Is this market pariah worth a cautious look?

Tune in to hear a full overview of the industry, including Uber's challenges and opportunities, Waymo's advancements, and Tesla's unique approach to autonomous driving. The episode wraps up with a contemplation on the broader impact of driverless technology, including potential shifts in industries dependent on human driving.

Recently, Emmet reinvested two stocks he believes will become 100 baggers in his lifetime. One of which was recently pitched by The Motley Fool’s Bill Mann.

They’re high-risk, high-reward, but are businesses that could be world-changing.

We have an exclusive offer for our podcast listeners, to grab it, email us at [email protected]

Don’t wait.

[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:

🐦 Twitter: @MyWallStHQ

💃 TikTok: @MyWallSt

📸 Instagram: @MyWallSt

🖥️ Facebook: @MyWallSt

👔 LinkedIn: MyWallSt

00:00 Introduction and Catching Up

03:25 New Year's Resolutions for Investing

12:06 Uber Faces Autonomous Challengers

26:40 Uber's Market Position and Financials

37:06 Comparing Tesla and Waymo

44:10 The Future of Autonomous Driving

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Welcome to 2025! Join the Stock Club team as we pitch our favorite stocks and industries for 2025.

Emmet jumps into the revolutionary gene-editing technology CRISPR and its potential to reshape biology and medicine.

Anne Marie examines three major brands—Nike, Disney, and Starbucks—whose stock prices have slumped and evaluates their recovery prospects for the year ahead.

Finally, Mike discusses the 'Magnificent Seven' tech giants and the potential impact of their massive AI investments on the market. Tune in to explore these exciting developments and investment opportunities.

Recently, Emmet reinvested two stocks he believes will become 100 baggers in his lifetime. One of which was recently pitched by The Motley Fool’s Bill Mann.

They’re high-risk, high-reward, but are businesses that could be world-changing.

We have an exclusive offer for our podcast listeners, to grab it, email us at [email protected]

Don’t wait.

[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:

🐦 Twitter: @MyWallStHQ

💃 TikTok: @MyWallSt

📸 Instagram: @MyWallSt

🖥️ Facebook: @MyWallSt

👔 LinkedIn: MyWallSt

00:00 Introduction to Groundbreaking Gene Editing Technology

07:59 Deep Dive into CRISPR Technology

18:05 Ethical Concerns and Future of CRISPR

26:06 Nike's Challenges and Opportunities

33:56 Activist Investors Shake Up Disney

42:03 Starbucks' Identity Crisis

48:19 The Magnificent Seven: Tech Giants in 2025

54:45 Amazon's Stock Anomaly and Bezos' Influence

01:01:47 Closing Thoughts and Reflections

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In this special episode of Stock Club, we bring you our favorite moments from 2024.

Tune in to hear the best of our interviews, featuring insights from Wall Street commodities trader Dan Dicker, cybersecurity expert Shane Curran, macroeconomic analyst Mike Singleton, and more. Plus, revisit Emmet’s AI-Proof Stocks and Mike’s pitch for all markets to be more like Sweden.

We cover renewable energy, cybersecurity investments, macroeconomic metrics, AI-proof stocks, advantages of private equity, and investing at all-time highs.

This is a must-listen if you’re looking for the perfect Pick-n-Mix for the market as we head into the new year.

Recently, Emmet reinvested two stocks he believes will become 100 baggers in his lifetime. One of which was recently pitched by The Motley Fool’s Bill Mann.

They’re high-risk, high-reward, but are businesses that could be world-changing.

We have an exclusive offer for our podcast listeners, to grab it, email us at [email protected]

Don’t wait.

[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:

🐦 Twitter: @MyWallStHQ

💃 TikTok: @MyWallSt

📸 Instagram: @MyWallSt

🖥️ Facebook: @MyWallSt

👔 LinkedIn: MyWallSt

00:00 Welcome and Year-End Thank You

01:49 Interview with Dan Dicker on Energy and AI

05:03 Shane Curran on Top Cybersecurity Stocks

07:58 Macroeconomic Insights with Mike Singleton

09:35 Emmett Savage's AI-Proof Stock Picks

11:35 Gary Fox on Entrepreneurial Insights

14:25 Dan Dicker on Retail vs. Institutional Trading

17:34 Mike's Take on Investor-Friendly Stocks

20:50 Derek Riley on EV Industry Picks

24:10 Private Equity vs. Public Shares with Shuttle Co-Founders

25:44 Investing at All-Time Highs

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In this episode of Stock Club, Emmet, Anne Marie, and Mike explore the major themes of 2024.

Emmet dives deep into the rapid development of AI, discussing its impact and future potential. Mike highlights the unexpected boom in nuclear energy, driven by increased electricity demands from AI operations. Anne Marie rounds out the discussion with insights on the resurgence of the movie industry, focusing on the success of IMAX and its growth prospects.

Tune in for an engaging year-in-review and insights on what to expect moving forward.

Last week, Emmet reinvested in two stocks he believes will become 100 baggers in his lifetime. One of which was recently pitched by The Motley Fool’s Bill Mann.

They’re high-risk, high-reward, but are businesses that could be world-changing.

We have an exclusive offer for our podcast listeners, to grab it, email us at [email protected]

Don’t wait.

[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:

🐦 Twitter: @MyWallStHQ

💃 TikTok: @MyWallSt

📸 Instagram: @MyWallSt

🖥️ Facebook: @MyWallSt

👔 LinkedIn: MyWallSt

00:00 Intro

04:51 Listener Shoutouts: Matt and Daniel

07:44 The AI Revolution: 2024 and Beyond

22:56 Nuclear Energy: The Power Behind AI

39:34 The Future of Movie Theaters: IMAX

54:23 Holiday Wishes and Podcast Plans

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