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#218: What’s Behind Tesla's 85% Rally?!
This week, Emmet unpacks Tesla’s recent fall and sharp recovery. Despite slowing car sales, Elon has promised investors the world. Tune in to hear about the EV maker’s autonomous driving announcement and its hope to bring iRobot-like servants to market by 2025.
Later on, Mike discusses the generational shift in drinking habits and its effect on the market. More and more young people are giving up alcohol, leaving players like Diageo, Constellation Brands, Heineken, and Anheuser-Busch scrambling for alternative products.
To wrap up, the fellas bring you a stock pitch sure to delight Canadians and Floridians alike.
Our weekly stock pitch service Charging and Fearless highlighted Keyword Studios at the end of March. This week it was taken private at £25.50/share up about 90% since we picked it.
If you want to catch the next great international stock sign up for MyWallSt Invest where you’ll gain access to Charging and Fearless, in addition to our 10 Foundational stocks.
Click here to join.
This episode is sponsored by Vodafone Business. This week, Vodafone Business Ireland launches its new partnership with RingCentral, one of the leading providers of Cloud-based unified communications for remote and hybrid teams. If you’re a business owner in need of UCAS tools, Vodafone Business UC with RingCentral is here to help.
Learn more here.
Become a successful investor by checking out all the content MyWallSt has to offer:
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00:00 Intro
05:43 Why Tesla Fell
09:09 Tesla Rises on Self-Driving Promises
20:54 Tesla Robots
25:28 Non-Alcohol Beverages Impact on the Market
47:38 Bombardier Recreational Products Pitch
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#237: The Strategy That Saved Nintendo
42:44|This week, Emmet delves into the fascinating history of Nintendo, exploring its origins as a playing card company in 1889 and its transformation through various innovative and sometimes unconventional business ventures.Learn how Nintendo deployed the Blue Ocean Strategy to achieve success despite more sophisticated offerings from Sony and Microsoft. By remembering the importance of fun, Nintendo returned to revenue and profitability on the backs of the Wii and Switch.Later, Mike covers the incoming Trump administration’s plans to roll back the electric vehicle credit and what it will mean for Elon Musk and Tesla.MyWallSt is extremely pleased to launch 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 Intro07:04 Nintendo's Evolution and Experimentation 13:03 The Rise of Nintendo in the Gaming Industry 21:34 Nintendo's Modern Era and Blue Ocean Strategy 26:11 Conclusion: Nintendo's Legacy and Market Position 32:04 Current Events: Trump, Tesla, and the EV Market#236: 2 Undiscovered Stocks in the East and Trump’s Bubble
46:15|Mike and Emmet reflect on the United States’ recent election and the joyous reaction from the market. Oil, Crypto, and financial stocks all jumped on news Donald Trump would be returning to the White House, while solar and environmental stocks plunged. However, First Solar may dodge the sell-off thanks to its American origins, excusing it from Trump’s tariff threats.Later, Mike and Emmet dive into the Charging and Fearless archives to discuss two high-risk, high-reward stocks that caught their eye. Both are from rapidly developing markets and have been considered for Horizon or Nexus. Tune in to hear the full pitches.Reminder: Nexus II launched this week and we have an introductory offer for a few, lucky Stock Club listeners.MyWallSt is extremely pleased to launch 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 Intro03:17 Market Reactions to Trump's Election13:43 Solar Industry Under Trump25:36 Diving into Stock Picks: A Wild Ride27:09 Kaspi: The Kazakhstani FinTech36:23 InPost: The Polish Parcel Locker Giant#235: Two Market-Beating Stocks You've Never Heard Of
44:22|Mike and Emmet pitch you their favorite stocks from Nexus I. These Swedan-based companies have outperformed the market since joining Nexus and are still appealing investments with long runways.You won’t want to miss this episode, which offers the full, research rundown of two great, undiscovered gems.Reminder: Nexus II launches next week. Don’t miss out!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 Welcome to Stock Club 05:46 Highlighting Swedish Investment Culture 09:09 Deep Dive into Bonesupport 22:05 Exciting Future for Bonesupport 27:36 Lifco AB: A Diversified Investment 31:28 The Power of Conglomerates 42:29 Conclusion and Final Thoughts#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