Stock Club

• #249: Two Stocks Warren Buffett is Buying

  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]’t [email protected] 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: MyWallSt00:00 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 Revenues30:33 Warren Buffett Takes a Slice of Domino’s 41:15 Nike's New Leadership and Future Plans Hosted on Acast. See acast.com/privacy for more information.

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• #248: Lessons from Our Best Performing Stock (Up 27X)

  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=lYFApgRdQ5CEsAOzfYN3DAApple Podcasts: https://podcasts.apple.com/us/podcast/stock-club/id1358756008?i=1000679322917Youtube: https://youtu.be/5BYk3bF5FHMIf 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]’t [email protected] 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: MyWallSt00:00 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 Hosted on Acast. See acast.com/privacy for more information.

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• #247: The Future of Water

  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]’t [email protected] 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: MyWallSt00:00 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 Hosted on Acast. See acast.com/privacy for more information.

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• #246: What Stocks to Buy After the DeepSeek Sell-Off

  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]’t [email protected] 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: MyWallSt00:00 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 Hosted on Acast. See acast.com/privacy for more information.

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• #245: Up 10,000% Overnight?

  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]’t [email protected] 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: MyWallSt00:00 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 Hosted on Acast. See acast.com/privacy for more information.

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