Stock Club

Bragging may be unbecoming, but Mike and Emmet are here to do just that.

As of this week, our international portfolio, Nexus II, is outperforming the S&P 500 by 20%. While macroeconomic uncertainty reigns in the U.S., international stocks are having a strong year. To celebrate, Mike walks you through the latest addition to Nexus II: Vitec Software Group.

It’s Swedish, growing rapidly, and resembles a young Constellation Software. What’s not to like?

The team has also prepared a research paper on why capital is moving abroad, whether this signals the end of American exceptionalism, and how it could shape your portfolio. It’ll be hitting your inbox in this week’s Stock Club newsletter—or you can request a copy here:

https://mywallst.com/the-sell-america-thesis

Later, Emmet unpacks three major biotech stories from around the world, including a powerful example of CRISPR technology in action.

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

Since its launch in November 2024, Nexus II has been trouncing the S&P 500.

To celebrate, we’re offering our loyal listeners a phenomenal discount—so good, we can’t share it publicly.

To claim your discount, email us at [email protected]

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

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

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00:00 Intro

02:53 Nexus II: International Stock Picking Service

06:56 Spotlight on Vitec Software Group

26:05 Regeneron Acquires 23andMe

31:48 CRISPR's Breakthrough in Gene Editing

40:39 Electricity as a Medical Treatment

The stock market is buzzing with developer and product conferences, and Emmet is here to break down his favorite release.

A long-standing member of the Horizon portfolio, Airbnb has announced a revival of its Experiences and Services segments. These updates target luxury consumers and aim to keep more travel transactions within the Airbnb platform. With its 15% take rate, this could strengthen Airbnb’s earnings during a period of slowing bookings caused by socioeconomic uncertainty.

Later, Mike discusses CrowdStrike CEO George Kurtz. Though Kurtz has led CrowdStrike for more than a decade, he has recently been selling his stock, substantially reducing both his ownership stake and voting power. Mike explores whether this founding CEO might be planning an exit and what that could mean for CrowdStrike’s future.

Finally, we bring you a classic elevator pitch for a Swedish biotechnology company.

Prophet, MyWallSt's latest investing service, is focused on delivering market-beating in less than 5 minutes a month.

We are running a three-month free trial for our followers.

No commitment, cancel anytime.

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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/

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00:00 Intro

05:02 Elon Musk's Commitment to Tesla and Political Stance 09:10 Airbnb's Major Product Update: Experiences and Services

34:06 CrowdStrike CEO's Unusual Decision

45:56 Airbnb vs. CrowdStrike

47:58 Elevator Pitch: Ray Search Laboratories

Feeling investment whiplash? So are we. The market has rebounded following Trump's revised tariffs, and we're here to unpack it. While this administration has shown it doesn't mind creating chaos, it clearly keeps a close eye on the stock market.

Speaking of déjà vu, Emmet analyzes the emergence of Haemanthus, a diagnostic startup from Billy Evans—partner of Elizabeth Holmes. While Holmes is the infamous, incarcerated founder of Theranos, Evans is determined to distance himself from the "Theranos 2.0" label.

Later, Mike examines Google's 9% stock drop following news of declining Safari searches. With the original search engine now trading at an attractive price-to-earnings ratio, should investors consider adding it to their portfolios?

Finally, Emmet explores CATL's forthcoming Hong Kong market debut. As a leading provider of lithium batteries for electric vehicles, CATL offers an intriguing entry point into the EV sector.

Prophet, MyWallSt's latest investing service, is focused on delivering market-beating in less than 5 minutes a month.

We are running a three-month free trial for our followers.

No commitment, cancel anytime.

Click here to grab your trial.

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

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00:00 Introduction to Market Reactions

03:55 Trade War Truce

15:30 The Rise and Fall of Theranos

19:48 Introducing Haemanthus: Theranos 2.0?

26:38 The Elizabeth Holmes Saga Continues

35:20 The Fall of Google Search?

45:27 CATL's IPO

Piggybacking off last week’s episode, this week we bring a treat to all our Irish investors (and any investor looking for inexpensive diversification): stocks that act like ETFs.

Due to deemed disposal rules and a 41% exit tax, ETFs can be frustrating for Irish investors to access so these stocks offer an easy alternative. Let’s index without indexing.

Anne Marie pitches Markel Group, also known as the "Baby Berkshire", an insurance company that holds a diversified investment portfolio of large public companies, along with a venture wing focused on small- to medium-sized acquisitions.

Mike pitches JAM, a JPMorgan investment trust that is treated as an individual stock in Ireland, as well as Mitsubishi Corp and Investor AB. Mitsubishi is Japan’s largest trading company, with eight distinct business divisions, while Investor AB is a Swedish holding company with a stellar investing track record and a seasoned board.

Later on, Emmet delivers an excellent soliloquy on the nature of growth investing—and why he loves picking individual stocks.

During the episode we reference our previous episode “Stocks to Buy During Market Volatility” which features a breakdown of Berkshire. Hear the full podcast here:

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Prophet, MyWallSt's latest investing service, is focused on delivering market-beating in less than 5 minutes a month.

We are running a three-month free trial for our followers.

No commitment, cancel anytime.

Click here to grab your trial.

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

02:08 Warren Buffet's Retirement Announcement

15:05 Markel: The Baby Berkshire

22:27 JPMorgan Investment Trusts and Irish Tax Laws

25:30 Mitsubishi Corp and Investor AB

31:30 Emmett's Investing Anecdote: Discuss Horatio

Following our interview with financial planner Dave Quinn, Mike and Anne Marie are back to dive into ETFs. As one of the most important first steps for any investor—and the easiest way to harness the power of compounding—ETFs are well worth a closer look.

We cover brokerage options, ETF providers, types of ETFs, fee structures, and the impact of currency exchange. And yes, we hear you, Irish investors: deemed disposal unfairly eats into your gains. But we’re here to prepare you for the changes we hope to see in Budget 2026.

This episode is perfect for beginners aiming to build a strong investing habit, as well as seasoned investors looking to strategically diversify their portfolios.

Prophet, MyWallSt's latest investing service, is focused on delivering market-beating in less than 5 minutes a month.

We are running a three-month free trial for our followers.

No commitment, cancel anytime.

Click here to grab your trial.

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

03:25 Introduction to ETFs

08:13 Choosing the Right ETF

13:45 Accumulating vs. Distributing ETFs

20:14 Boglehead Investing Strategy and Index Funds

23:30 Exploring Niche ETFs

30:45 ETFs Fees

36:00 Currency Exchange and Investment

You’ve heard about it on the news and in Reddit threads— this week, Mike and Emmet unpack the latest market trend: quantum computing.

In recent years, we've seen plenty of futuristic tech hit the market and generate serious hype with mixed results. Live streaming, the metaverse, and AI have all made their mark, fueling impressive runs in both small- and large-cap stocks. So, is there a way to catch the quantum computing wave before it takes off?

The answer: it’s complicated.

While quantum computing has existed in theory for decades, and headlines occasionally announce hardware breakthroughs, it's still a long way from generating revenue. That said, there are a few names worth watching that offer reasonable exposure to a field that will undoubtedly reshape our world.

Tune in as Emmet breaks down the latest developments in quantum tech and finally puts his physics degree to good use.

Led by MyWallSt Co-Founder Emmet Savage, Horizon is a stock service dedicated to finding the next, life-changing investment.

Don’t wait, join today.

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

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00:00 Intro

01:38 Quantum Computing: The Next Frontier

07:17 The Evolution of Quantum Computing

21:16 Current State and Future of Quantum Computing

26:36 Investing Early in Quantum Technologies

30:33 Big Tech's Role in Quantum Advancements

35:30 Speculative Quantum Stocks and Their Future

We’ve spent the last few years complaining about the Irish investment landscape. So this week, Dave Quinn from Investwise is here to discuss changes in Irish tax laws, the importance of habit building, and financial planning options for Irish people.

From teenagers to retirees, Dave talks about the importance of focusing on low-cost options and ensuring a disciplined, balanced portfolio. He also thinks the latest budget will bring an end to the Deemed Disposal Tax on ETFs (praise be). This would unlock passive, inexpensive investing for everyday people, a huge step forward for newly rich Ireland.

Tune in remind yourself to think long-term and the importance of having a financial plan.

Led by MyWallSt Co-Founder Emmet Savage, Horizon is a stock service dedicated to finding the next, life-changing investment.

Until Easter Monday it is 50% off.

Don’t wait, join today.

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

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00:00 Intro

02:31 Dave Quinn's Career Journey

07:33 Investwise's Unique Philosophy

12:19 Challenges in the Irish Investment Landscape

19:05 Potential Reforms and Future Outlook

25:54 The Appeal of Property Investment in Ireland

28:42 Advice for New Investors

34:02 Avoiding Investment Pitfalls

40:03 Wealth Creation vs. Wealth Preservation

Macroeconomic uncertainty continues to bubble, and global markets are selling off. From the NASDAQ to the FTSE 100, stocks are falling and investors are worried.

While you shouldn’t make any investment decisions during an emotional period, Emmet and Anne Marie break down one American and one European stock they’re watching, despite tariff and recession fears.

Anne Marie pitches French electronic shelf label (ESL) maker VusionGroup (VU) and American stronghold Berkshire Hathaway. Vusion is in the midst of a significant regional expansion, which is unlikely to be deterred, while Berkshire and Buffett are sitting on an eye-watering amount of cash, eager to deploy once the market calms.

Emmet pitches Swedish serial acquirer LifCo. With its business largely confined to Europe, it should dodge the tariff uncertainty. He’s also keeping an eye on Shopify.

Tune in to hear the full pitches.

Prophet, MyWallSt's latest investing service, is focused on delivering market-beating in less than 5 minutes a month.

We are running a three-month free trial for our followers.

No commitment, cancel anytime.

Click here to grab your trial.

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

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00:00 Intro

02:05 Economy Overview

08:58 Stock Market Strategies and Emotional Investing

13:59 Deep Dive into VusionGroup

28:30 Introduction to Lifco

36:30 Costco and Other Conservative Stocks

39:50 Berkshire Hathaway: The Ultimate Serial Acquirer

48:08 Shopify and the Impact of Tariffs

The Trump administration appears poised to enact extensive tariffs against Canada, Mexico, China, and the European Union. This has triggered the stock market’s least favorite sentiment: uncertainty.

As stocks sell off and institutional investors seek greener pastures, it can be difficult to know how to adjust your long-term investment strategy. Fortunately for Stock Club listeners, we’ve got you covered with an interview featuring Taylor Krystkowiak.

Krystkowiak is a Vice President and Investment Strategist at Themes ETFs. With more than a decade of experience in asset management and investment analysis, he leads the publication and presentation of macroeconomic research at Themes.

In our conversation, Krystkowiak breaks down the rotation into foreign equities, value stocks, and gold—and makes a compelling case for big-name bank stocks.

Tune in to hear how the market is moving and calm your investing nerves despite the frothy conditions.

Prophet, MyWallSt's latest investing service, is focused on delivering market-beating in less than 5 minutes a month.

We are running a three-month free trial for our followers.

No commitment, cancel anytime.

Click here to grab your trial.

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

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00:00 Intro

03:31 Current US Economic Landscape: A Helicopter View

11:22 Opportunities Amidst Uncertainty: Euro Stocks and Defense Stocks

18:06 Market Rotation: From Tech to Defensive Stocks

21:47 Gold: A Safe Haven in Uncertain Times

26:01 The Challenge of Timing the Market

30:32 Psychology and Market Volatility

36:32 The Role of Options in Modern Trading

40:57 Leveraged ETFs: Amplifying Risk and Reward

47:36 Highlighting Themes Top ETFs

The stock market is on sale, particularly the Magnificent Seven. Since the beginning of the year, Apple, Amazon, Nvidia, Meta, Microsoft, Tesla, and Google (Alphabet) have fallen 14%, dragging the rest of the S&P 500 down with them.

However, as some of the most impressive stocks on the market, raising the question:

Is now the time to buy?

This week, Emmet and Mike are here to pitch their favorite Magnificent Seven stocks.

Mike breaks down Amazon as it reaches new levels of profitability and continues to invest in new verticals. With Amazon Web Services (AWS), its fulfillment network, Prime memberships, advertising segment, and array of mini-monopolies, it's a fortress. Thanks to the sell-off, it looks tantalizingly cheap on an EV/EBIT basis.

Emmet takes a more controversial turn, breaking down Tesla. Elon Musk has alienated customers and investors, but Emmet believes Tesla's innovative roots will continue to drive disruptive technology and sales. It’s certainly a riskier choice, but if you’re looking for a high-risk, high-reward play, it could be the one for you.

For the complete, detailed pitches, be sure to tune in.

Prophet, MyWallSt's latest investing service, is focused on delivering market-beating in less than 5 minutes a month.

We are running a three-month free trial for our followers.

No commitment, cancel anytime.

Click here to grab your trial.

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

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00:00 Intro

03:02 The Magnificent Seven: Market Giants

12:51 Amazon: A Deep Dive into Its Dominance

30:34 Amazon's Strategic Bundling

32:04 AWS: The Crown Jewel of Amazon

33:47 The Controversial Case for Tesla

35:27 Elon Musk: A Polarizing Figure

47:10 Tesla's Technological Advancements

49:13 The Future of Autonomous Vehicles and Robotics