Stock Club

The market is on an absolute tear right now, and it’s raising some serious questions. Lucky for you, Mike and Emmet want to upack them all.

Despite the crazy macroeconomic conditions, the market keeps performing. The Nasdaq Composite is up roughly 38% in the last year. And when you zoom in on individual stocks, things get even crazier.

SanDisk (SNDK) is up 63% in a month, 450% in six months, and an eye-watering 3,800% over the last 1...

The typical definition of Value Investing: Buying an asset for less than it’s truly worth. But according to this week’s guest Jose Najarro, the concept is widely misunderstood.

Too often, value investing is associated with older, slower companies, think utilities, and traditional metrics like low price-to-earnings or price-to-book ratios. But those alone don’t define value. Every valuation comes with a set of implicit assumptions, a...

With all the talk of IPOs and upstarts, it’s a great time to remember that legacy players can still pack a punch. This week, we look at two companies that have been on public markets for decades and have been all over the headlines lately: Intel(NASDAQ: INTC) and Berkshire Hathaway (NYSE: BRK.B).

Intel has been on the Stock Club radar for about nine months, when it was first pitched by Clem Chambers. Since then, it’s up more than 27...

In light of Allbirds’ (NASDAQ: BIRD) head-scratching transition to an AI compute infrastructure company, Mike and Emmet break down some of the market’s best and worst business pivots.

In simple terms, a pivot is when a business decides to stop doing what it’s known for and pursue something else. This can be proactive, like Slack giving up its gaming business to develop its internal communication tool, or reactive, like Netflix optin...

This week, we’re discussing one of the most significant IPOs of all time: SpaceX.

While space travel began as a government-led effort, over the past few decades it has increasingly become the domain of the private sector. For those who need a refresher on the business of space—and SpaceX specifically—Emmet has you covered with a detailed preamble.

SpaceX consists of three core businesses: rocket launches and space haulage, Starlink i...

The day we’ve been hoping for is finally here. The Irish government has announced a new investing scheme to provide people in Ireland with an easy, tax-efficient way to access the markets. There are hundreds of billions of euros sitting in Irish current accounts, and it’s time they get to work.

Back by popular demand, Dave Quinn from Investwise joins us to break down why these accounts are being introduced, how they’ll work, and wha...

We normally talk about the characteristics we love to find in stocks. But this week, we bring you all the things we hate. We’ve all gotten caught in a hype cycle or seen an investment thesis degrade, so having a list of red flags to look for is a great way to check in with your portfolio.

They include:

Over-promising. It can be hard to spot fraud in the early days, but if a company is hyperbolic in its language, give it some time. Pr...

Investor Down Under — g’day. We’ve long loved hunting for underappreciated stocks abroad, and over the years we’ve realized Australia is a particularly great place to find them. With its investing culture on the rise, this week we’re highlighting some of our local favorites.

Emmet brings you a “high-quality moonshot with revenue.” Out of character for him, it’s Telix Pharmaceuticals (ASX: TLX). He normally avoids pharma and fashion,...

This week, Emmet and Mike are digging into one of the hottest trends of our futuristic world: human longevity. We’ve all seen Bryan Johnson on our social feeds, but the business of living longer is more than just a meme. Today, new-age pharmaceutical companies are leveraging AI to reinvent the drug development process—making it faster, cheaper, and more customizable. If they’re successful, it could become one of the most important ...

We’ve pitched you businesses and described graphs, but this week Mike and Emmet put the power in your hands and teach you how to find multibagger stocks. And it can be as simple as one metric: insider ownership.

Inspired by the beloved book Investment Intelligence, we show you how to monitor and understand insider buying. This includes which executives to pay special attention to, how much is considered a meaningful purchase, and ho...

This week, we’re heading to safer shores — trading moonshots for mailboxes — and bringing you Emmet and Mike’s favorite dividend stocks.

We’re growth investors at heart and would usually rather see smart R&D spending than dividend distributions. But for many investors, especially those approaching retirement, a few value stocks can be a smart addition to a portfolio.

Emmet walks us through why a company might start offering a div...

To celebrate Stock Club’s 300th episode, Emmet and Mike attempt to find the next Nvidia.

The idea spawned from a portfolio Emmet assembled back in 2019 in our early episode: “13 Stocks That Could Be the Next Netflix or Dell.” These represent the golden gooses of his investing career and prove it only takes one great stock to change your life.

The original lineup included Shopify (SHOP), iRobot (IRBT), The Trade Desk (TTD), Veeva Syst...

There are three princes in the autonomous taxi race: Google’s Waymo, Tesla, and Amazon’s Zoox. But who will win and claim the crown? All the smartest investors want to know.

Luckily for them, this week Derek Reilly drops by Stock Club, fresh off the CES trade show, where he saw the latest self-driving tech.

Derek believes Waymo is the gold standard, having achieved Level 4 autonomy thanks to its use of lidar, radar, cameras, and soph...

Salesforce, Workday, HubSpot, Atlassian, ServiceNow, Adobe, and more are all down in the dumps.

Is the age of B2B software supremacy at an end?

Long favored for their revenue growth and strong margin profiles, many of these stocks have benefited from (and struggled with) lofty valuations. But AI—and the advent of “vibe coding”—is putting their moats under threat, so Mike and Emmet dig in to determine which software giants are oversol...

This week, Emmet is joined by a legend in financial publishing, Porter Stansberry. Porter is a master at recognizing and managing financial risk—and educating the public along the way. He even delivered positive returns during the 2008 financial crisis.

Porter shares his bull and bear case for America, weighing freedom of opportunity against excessive borrowing. He’s wary of U.S. Treasuries and worries the country could face a techn...

If you are one of the 800,000 people in Ireland who do not have a workplace pension, your paycheck may be a bit lighter this month. This week, Ireland’s Auto-Enrolment Pension Scheme (a.k.a. MyFutureFund) launched, aiming to address the shortcomings of the State Pension. If you are part of this cohort, 1.5% of your gross salary is now being directed into a retirement account.

Luckily for Stock Club listeners, we’re joined by Ralph B...

If you thought last week was a treat, Mike and Emmet are here to double your luck. They bring you six more stocks to fill out your portfolio across different tastes and risk factors. Check in with your needs and add to your shortlists.

We’ll pitch you:

1. A Magnificent Seven member on the up and up in 2026
2. A biotech—reasonable or risky
3. A stock with nothing to do with AI (no bubbles here)

Magnificent Seven

Google (Alphabet) (NASDAQ:...

For investors looking to refresh their portfolios heading into the new year, we’ve got a list of stocks hot off the presses. Mike and Emmet unpack:

1. A stock they love with a market cap under $1 billion
2. A favorite European stock
3. A stock down more than 30% from its all-time highs

Small Caps:

Relais Group (HEL: RELAIS), a Finnish auto aftermarket specialist.

Vertical Aerospace Ltd (NYSE: EVTL), a specialist in eVTOLs (electric verti...

This week, Mike and Emmet take a step back to discuss the broader market landscape heading into 2026 and what industries they’re watching.

2025 was a pretty spectacular year for the S&P so its normal to feel the party can’t go on forever. Mike reminds investors that corrections are a normal part of investing—and that the best preparation is owning businesses you’re willing to hold through a downturn, while keeping some cash on h...