Stock Club

This week Stock Club tries something new: instead of each picking a different stock, Emmet and Mike go head to head on the same one. Mike makes the bear case against Netflix (NASDAQ:NFLX), and Emmet, a 22-year shareholder, argues the bull case, both from today's price after the stock has fallen roughly 50 percent from its all-time high in June 2025.

Mike lays out the risks: stagnant viewership growth, a weak Emmy season without a br...

Emmet turns this week's episode into a guessing game, teasing five clues before revealing a 150-year-old company that's become one of the most important businesses in the world: Eli Lilly (NYSE:LLY).

Founded in Indianapolis in 1876, Lilly introduced the world's first commercially available insulin in 1923, pioneered recombinant DNA medicine with Humulin in 1982, and brought the world Prozac in 1986.

Today it's a $1.1 trillion compa...

Emmet and Mike each pick a stock that's been hammered, down at least 50 percent from its highs, and make the case for why the sell-off has gone too far. Emmet starts with Coupang (NYSE:CPNG), often called the Amazon of South Korea, built around a Rocket Delivery network that gets orders to customers in as little as 15 minutes. Shares have been cut in half since a major customer data breach last November triggered regulatory fines o...

This week Emmet and Mike do the opposite of every other Stock Club episode lately: they go looking for businesses that have nothing to do with artificial intelligence.

Mike makes the case for Waste Management (NYSE:WM), arguing that strict environmental and zoning laws have made it nearly impossible to open a new US landfill since the 1980s, leaving Waste Management and a small handful of incumbents with a nearly uncontested, conso...

Emmet and Mike recap Investicon 2026, MyWallSt's investor event in Dublin, and unpack two of the biggest ideas to come out of it.

First, they break down a major shift coming for Irish investors around deemed disposal tax and long term investment savings, and why the current eight year exit tax rule has frustrated everyday investors for years.

Then they dig into 24/7 Wall Street's Eric Bleeker's AI infrastructure thesis from the even...

Moderna (NASDAQ:MRNA) is back in the headlines after phase three success for what's being called a cancer vaccine, built on the same mRNA technology that powered its Covid vaccine. We discuss just how significant it is that this treatment has gotten this far in trials, why the pandemic accelerated mRNA research faster than anyone expected, and why the commercial realities of personalized medicine, similar to the challenges facing C...

Ahead of Investicon, we run through Motley Fool co-founder David Gardner's ten greatest stock recommendations of all time, a league table that includes Tesla (NASDAQ:TSLA), Netflix (NASDAQ:NFLX), Booking Holdings (NASDAQ:BKNG), Amazon (NASDAQ:AMZN) and Nvidia (NASDAQ:NVDA), his best call by the widest margin. We dig into why he picked each of these growth stocks, what the market looked like at the time, and how a philosophy built f...

Stock Club Episode 324

This week on Stock Club, we're joined by Pieter Slegers of Compounding Quality, one of the biggest names to come out of the Substack investing world.

Pieter breaks down why Chapters Group AG (Frankfurt:CHG) has become one of his highest conviction Tiny Titans picks, including the story of driving seven hours to meet the CEO in person and what he learned from comparing the company to Constellation Software (TS...

Stock Club 323We're revisiting two more stocks pitched at last year's Investicon to see how they've performed, and one of them has been on an incredible run. Ouster (NASDAQ:OUST), the San Francisco lidar sensor maker, is up roughly 90% since it was first flagged, with gross margins climbing from around 10% to 43% and a 13th straight quarter of growth. We break down the Department of Defense certification, the expanded manufacturing...

Cloudflare (NYSE:NET) is up 30% in the last year and powers an estimated 20% of the most valuable sites on the internet, but is it actually worth 300 times cash flow?

This week we do a deep dive on one of the most complex and consistently expensive stocks in the market, breaking down how Cloudflare's edge network acts as the tollbooth of the modern internet, filtering cyber attacks, optimizing performance, and now positioning itsel...

At MyWallSt, we believe great investing is about patience, discipline, and owning outstanding businesses. Our team researches global stocks, publishes transparent performance, and helps investors build long-term wealth without hype or guesswork. Horizon is our long-term buy-and-hold service, while Prophet is a five-minutes-a-month system that has trounced the average market returns over 17 years.

Stock Club Episode 321

PayPal was onc...

At MyWallSt, we believe great investing is about patience, discipline, and owning outstanding businesses. Our team researches global stocks, publishes transparent performance, and helps investors build long-term wealth without hype or guesswork. Horizon is our long-term buy-and-hold service, while Prophet is a five-minutes-a-month system that has trounced the average market returns over 17 years.Stock Club Episode 320

Ten of the big...

Investicon is coming to Dublin on August 27th, info and tickets at https://www.investicon.ie/ or email brian@mywallst.com for tickets and early bird codes.Subscribe to Prophet: UseProphet.com or email Frank@mywallst.comAt MyWallSt, we believe great investing is about patience, discipline, and owning outstanding businesses. Our team researches global stocks, publishes transparent performance, and helps investors build long-term weal...

At MyWallSt, we believe great investing is about patience, discipline, and owning outstanding businesses. Our team researches global stocks, publishes transparent performance, and helps investors build long-term wealth without hype or guesswork. Horizon is our long-term buy-and-hold service, while Prophet is a five-minutes-a-month system that has trounced the average market returns over 17 years.An Italian tech company is about to ...

This week, Mike and Emmet head to Japan in search of overlooked growth stocks.

Japan is home to some of the world's oldest businesses, with more than 140 companies claiming histories of over 500 years. Many of them have survived by following two simple rules: hold plenty of cash and avoid debt. But after decades of economic stagnation, a new wave of corporate reforms is pushing Japanese businesses to become more growth-oriented and ...

This week, Mike sits down with Neeraj Khemlani and Matthew Ankrom, the minds behind The Coffee Can Investor, to discuss one of our favorite investing topics: finding and holding stocks capable of returning 100x.

We open with Neeraj and Matthew walking us through the story behind the "coffee can" strategy. Inspired by an old investing experiment, Matt set out to build the ultimate long-term portfolio for his three...

This week, Mike sits down with investor and author Ben Carlson to discuss the habits, mindsets, and mistakes that define successful investing.

We start with the two variables Ben believes matter more than anything else: your time horizon and your risk profile. While most investors focus on picking the right stocks, Ben argues that understanding your willingness, need, and ability to take risk is far more important and often the diff...

Ahead of its highly anticipated IPO, SpaceX is reportedly targeting a valuation between $1.75 trillion and $2 trillion, numbers that would make it one of the largest public companies in the world from day one. This week, Mike and Emmet ask: does the business justify the hype?

In 2025, revenue reached $18.7 billion, up 33% year over year. But the company also posted a net loss of roughly $5 billion, including a staggering $4.3 billio...

This week, Mike and Emmet share some of the craziest stories in stock market history.

Starting with a chimpanzee named Raven, who became a star during the dot-com bubble. After throwing darts at a board of internet stocks, her assembled portfolio returned 213% in 1999, making her the 22nd most successful money manager in the United States that year.

Then there’s the story of Jonathan Lebed — essentially a 14-year-old vers...