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#190 Top Investment Stories of 2023: A Stock Club Recap
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Dive into 2023’s most insightful conversations on investing and personal finance with the "Stock Club" podcast's special year-end episode.
Relive the top highlights featuring industry experts like Michael Lucas, James Early, Derek Riley, and acclaimed author Brian Ferroldi as they do a deep dive into what stocks carried 2023 and the stocks that took the biggest hits.
We also revisit exclusive insights from Grant Sabatier, Chris Mayer, and Bill Mann, uncovering their investment strategies and tips for market success.
This compilation is a must-listen for every investor, offering a comprehensive look at the year's most impactful discussions.
Don't miss the lessons and strategies that shaped 2023!
This episode is sponsored by Vodafone Business. V-Hub advisers are here to help you achieve your business goals. With specialisms across a range of digital skills, our advisers are ready to assist you with free support and guidance, so your business can thrive in the digital world.
Check it out: https://r.vodafone.ie/v-hub-Advisory
Introducing Nexus, the upcoming addition to the MyWallSt Product Suite. Sign up now to be the first to learn about our groundbreaking AI-powered stock picking service. We've harnessed state-of-the-art AI, advanced segmentation, and the expertise of seasoned investors to identify game-changing investment opportunities worldwide.
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Become a successful investor by checking out all the content MyWallSt has to offer:
📚 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/
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(00:00) Introduction
(00:51) Michael Lucas’ AI Investment Strategy
(05:32) James Early on Warren Buffets Investment Strategy
(08:02) Derek Reilly: Impact Of Governments on EV Industry
(11:09) Brian Feroldi’s Investment Checklist
(15:15) Grant Sabatier: What Most People Get Wrong About Retirement
(21:22) Chris Mayer: Financial Metrics To Look Out For
(25:03) Bill Mann on Story Stocks
(32:07) Closing Remarks and Vodafone Business
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#234: Robinhood is Now Officially a Gambling App
41:12|Headlines were aflutter this week with news that Wall Street’s problematic cousin, Robinhood, will begin offering users the ability to gamble on the upcoming United States election. Mike and Anne Marie unpack the offering and what it means for Robinhood’s topline and “trustworthy” branding.Later on, Mike discusses Calloway Golf’s decision to spin off Top Golf. The acquisition was only completed in 2021 but the economics of chicken wings and corporate events have obviously lost their luster.Finally, Anne Marie dives into Snapchat and Reddit’s latest earnings calls to understand how their advertisement models differ and what their futures might hold.MyWallSt is extremely pleased to announce Nexus II.OG Nexus debuted last year and has trounced the S&P 500. Using a combination of state-of-the-art AI, screening, and real human intelligence to identify companies that, for the most part, are unheard of but have giant potential and strong momentumNexus II will debut in November but we have decided to cap membership to this exclusive club. To reserve your spot email us at pod@mywallst.comWe might even throw in a deal.pod@mywallst.comBecome a successful investor by checking out all the content MyWallSt has to offer:📩 Email us: pod@mywallst.com📚 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 01:48 Masayoshi Son's Investment Blunders 03:57 Robinhood's Controversial Moves 11:08 Callaway's Topgolf Debacle 21:03 Future of Callaway and Topgolf 25:56 Snapchat’s Latest Earnings 33:19 Reddit's Impressive Growth 39:32 Snapchat's Stock-Based Compensation Issues#233: Will Uber Buy Expedia?
46:51|Mike unpacks rumors that Uber may acquire Expedia. The merger would help Uber realize its dream of being a super app that combines consumer travel needs in one place. Could Uber challenge Booking, Ryanair, and Airbnb?Emmet takes a look at the IPO market. After the downturn of 2021, IPOs dried up, but a few names defied the odds and performed. Reddit and Viking River Cruises get a shout-out. Plus, hear the upcoming debuts that the market is talking about.Finally, the two check in with Netflix after its excellent earnings.MyWallSt is extremely pleased to announce Nexus II.OG Nexus debuted last year and has trounced the S&P 500. Using a combination of state-of-the-art AI, screening, and real human intelligence to identify companies that, for the most part, are unheard of but have giant potential and strong momentumNexus II will debut in November but we have decided to cap membership to this exclusive club. To reserve your spot email us at pod@mywallst.comWe might even throw in a deal.pod@mywallst.comBecome a successful investor by checking out all the content MyWallSt has to offer:📩 Email us: pod@mywallst.com📚 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 05:32 The State of the IPO Market 09:40 Top Performing IPOs of 2024 21:22 Upcoming IPOs to Watch 26:29 Netflix's Impressive Quarterly Performance 29:23 Uber's Potential Acquisition of Expedia 41:19 Uber's Journey and Market Position#232: Top Renewable Energy Stocks for 2025
49:57|Mike sits down with energy trader and correspondent Dan Dicker to unpack the future of renewables and the United States energy policy.Dan covers how both political parties fail to understand the oil industry, the likely future of nuclear energy, the underappreciated benefits of renewable energy, and how it is likely to empower innovation. Dan also discusses the impact of tariffs on solar companies and our rapidly increasing energy needs due to AI and data centers.To conclude, Dan rates some of the most popular energy stocks, renewable and traditional.To learn more about Dan and his service The Energy Word, click here: https://dandicker.com/the-energy-word/.Invest Plus is home to MyWallSt’s market-beating Stock of the Month. To celebrate this month’s environmental pick, Stock Club is giving away seven 50% discounts. That brings an annual membership to just $100.To gain access to this offer and our latest stock pitch, email us at pod@mywallst.comDon’t wait.pod@mywallst.comBecome a successful investor by checking out all the content MyWallSt has to offer:📩 Email us: pod@mywallst.com📚 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 Intro06:27 The Importance of US Energy Policy on the Economy08:07 Challenges in Transitioning to Renewable Energy13:48 The Future of Renewable Energy Stocks24:35 Impact of AI on Energy Consumption31:13 Advantages of Being a Retail Trader34:37 The Viability of Nuclear Energy36:51 Rating Popular Energy Stocks#231: How Rivian Will Help Amazon Save $20 Billion a Year
48:55|This week, Anne Marie and Emmet take a look at industries undergoing radical transformations.Anne Marie covers small streaming services, Peacock, Paramount+, and Max, which met to discuss a bundling deal. It has also been suggested these legacy media players could spin off and combine their assets into one super streamer but regulatory concerns may hinder these plans. Meanwhile, OG streamer Netflix is having a hard time cutting content budgets as it’s unsure what consumers really want and are willing to pay for.While Emmet digs into Amazon’s investment in Rivian and its electric vehicle fleet. Savings on maintenance and gas have helped Amazon achieve industry-leading efficiency, so expect more EVs on the way. Not to mention the autonomous driving tech in the works.Invest Plus is home to MyWallSt’s market-beating Stock of the Month. To celebrate this month’s environmental pick, Stock Club is giving away seven $50 discounts. That brings an annual membership to just $150.Anne Marie and Emmet take a look at industries undergoing radical transformations including streaming and Amazon’s use of EVs. To gain access to this offer and our latest stock pitch, email us at pod@mywallst.comDon’t wait.pod@mywallst.comBecome a successful investor by checking out all the content MyWallSt has to offer:📩 Email us: pod@mywallst.com📚 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 02:17 Joker Sequel and Movie Industry Insights 10:20 Streaming Services: Challenges and Strategies 24:59 The Unique Position of Netflix and its Challenges in Measuring Success 34:28 Amazon's Move to Electric and Autonomous Vehicles 37:45 Amazon's Sustainability Goals and Financial Benefits
#230: Investing Insights from the Ancient World
19:03|The Ms. Frizzle of investing is back, and this time, he’s taking you to the ancient world. You’ll learn about the origins of money lending in Babylon, the love for speculative investing in the Roman Empire, and the birth of stocks in 13th-century Venice.When Marco Polo returned from China he brought more than spices and noodles, he also brought an understanding of paper money and credit. Inspiring the first stock market in Amsterdam, built to support the Dutch East India Company.Tune in to hear how these titans of the past fueled innovation and used their wealth to build a brighter future.Are you ready to start your investment journey? MyWallSt would love to help.To thank our loyal listeners, all MyWallSt products are 20% off with code: STOCKCLUB20Click here to join Horizon.Monthly pricing is now available.Become a successful investor by checking out all the content MyWallSt has to offer:📩 Email us: pod@mywallst.com📚 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 Intro02:04 The Legacy of Chuck Feeney06:41 The Beginning of Investing13:57 The Rise of the East India Trading Company16:21 Wealth Should be Used to Better Society#229: Is Intel a Buy as Acquisition Rumors Swirl?
48:07|Stock Club is on the lookout for companies on the rise but this week, we’re focused on companies on the decline.Emmet breaks down 23andMe’s woes, including the resignation of the entire board, a massive data leak, and threats from the NASDAQ to delist the stock. CEO and largest shareholder Anne Wojcicki is trying to take the company private but her plans are being resisted.Later, Mike breaks down the rumors swirling around Intel. After missing the AI boat and losing a massive Apple contract, Intel has fallen on hard times and seems the likely target of an acquisition. But the deal would be massive and unlikely to get approved by regulators but the CHIPS Act might make all the difference.Emmet has identified the next Constellation Software, a giant of Wall Street that’s grown more than 100X since it IPO’d. He’s so excited he decided to add it to Horizon early and we don’t want you to miss out.To gain access to the offer of the year on Horizon and learn about Emmet’s latest stock pitch, email us at pod@mywallst.comDon’t wait.pod@mywallst.comClick here to learn more about Horizon.Become a successful investor by checking out all the content MyWallSt has to offer:📩 Email us: pod@mywallst.com📚 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 Intro03:25 Intro to 23andMe21:06 The end of 23andMe?30:21 Sharks Circle Intel42:31 First Solar Elevator Pitch#228: Trump’s Truth Social Headed for a Crash?
49:05|It was a big week for small stories in the world of finance and tech, tune in as Anne Marie and Mike give you a rundown of the latest news to hit the Street.Highlights include the return of Red Lobster, a new deal between Waymo and Uber, and Netflix’s continued dominance of the streaming world. While pessimists are sure to love the downfall of Europe’s economy and Amazon’s demand that all staff return to the office five days a week.Later, Mike checks in with Trump Media & Technology Group, the owner of Truth Social, as it approaches the end of its lockout period.We unleashed the Nexus machine on our Charging and Fearless stock list and found 3 fantastic international buying opportunities. We gave away 5 discounts last week and they went so quickly, we want to do it again. Email us at pod@mywallst.com to claim yours.Don’t wait.pod@mywallst.comBecome a successful investor by checking out all the content MyWallSt has to offer:📩 Email us: pod@mywallst.com📚 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 Intro01:47 Red Lobster04:01 Waymo/Uber Collaboration10:34 Amazon In-Office Push17:11 The End of Truth Social?25:11 Netflix’s Latest Content Plan32:41 Europe’s Economic Decline According to Mario Draghi#227: Insiders are Buying up this FinTech
39:12|On the heels of Tim Cook’s big show, Mike and Emmet break down the latest innovations from Apple. While photo buttons and color schemes may not be enough to increase sales, Apple hopes the iPhone 16 will launch its AI, Apple Intelligence, into the hearts and minds of the public. The €13 billion it owes in back taxes to the Irish government has already placed it in this podcast’s heart.Make sure to stick around to hear what FinTech CEO has gone on a buying rampage and the impact of the short-term letting ban in NYC on Airbnb.Plus, Emmet gives his two cents on small-cap stocks and future market trends.We unleashed the Nexus machine on our Charging and Fearless stock list and found 3 fantastic international buying opportunities. To celebrate, we’re giving away 5 phenomenal discounts to our listeners but you have to act now. Email us at pod@mywallst.com to claim yours.Don’t wait.pod@mywallst.comBecome a successful investor by checking out all the content MyWallSt has to offer:📩 Email us: pod@mywallst.com📚 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 Intro04:25 Apple’s iPhone Event12:13 Apple owes Ireland €13 billion17:02 Insider Buying at Bill.com29:41 The Impact of the NYC Short-Term Rental Ban on Airbnb36:10 The market rotating back into small caps
#226: 6 Investing Lessons You’ll Never Forget
42:06|We heard your pleas and Emmet is back with another solo pod. This week on Stocked and Loaded, the Oracle of Omagh (Emmet is not from Omagh but the pun was too good to pass up) is here to deliver 6 lessons that every investor needs to know. From building habits to the undeniable impact of luck, Emmet is here to distill 25 years of investing knowledge into 15 minutes.If you’re here for news, don’t fret. Mike and Anne Marie are here to keep you up-to-date on CrowdStrike's latest earnings and the fate of all the DTC companies that IPO’d in 2021. Can CrowdStrike rebound from the outage that stopped the world? And whatever happened to the Purple mattress company?Emmet has an epic investment coming to Horizon this week and we want to reward a few lucky listeners. The first five people to email pod@mywallst.com will receive an obscenely great discount.Don’t wait.pod@mywallst.comBecome a successful investor by checking out all the content MyWallSt has to offer:📩 Email us: pod@mywallst.com📚 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 Intro01:25 Emmet’s 6 Essential Investing Lessons20:11 Has CrowdStrike Rebounded?28:46 What’s going on with the market’s DTC brands36:04 Is Warby Parker a Buy?