This week, we continue our run-up to Investicon with Anthony Sheehy. Anthony Sheehy is the owner and co-founder of several pioneering brands in the Irish whiskey industry, including the world’s first Irish whiskey auction platform. His expertise spans the industry—from warehousing, logistics, and sourcing to tourism, marketing, and investment. He’s here to break down everything you need to know about whiskey investing, from finding a bottle worth buying and storing your collectible whiskey to av...
Jun 26, 2025•38 min
This week, we continue our run-up to Investicon with Pieter Slegers. Pieter is the founder of Compounding Quality , a leading investment newsletter with more than 425,000 subscribers. His mission is to educate and empower long-term investors by focusing on high-quality companies and timeless investing principles—and that’s exactly what he delivers in this week’s episode. Alongside Emmet, Pieter breaks down Evolution AB and Kinsale Capital, both cash-generating giants poised for impressive future...
Jun 19, 2025•42 min•Ep. 266
This week, Stock Club brings you an Investicon preview with Eric Bleeker from 24/7 Investing. Eric is an expert in AI investing, the founder of the AI Investor Podcast , and one of Nvidia’s earliest proponents. He’s here to walk you through the current market outlook. While he doesn’t shy away from comparisons to the dot-com bubble, he still believes AI will be a life-changing addition to your portfolio. Although AI-specific stocks aren’t cheap, there are plenty of indirect, “pick and shovel” pl...
Jun 12, 2025•36 min•Ep. 265
The MyWallSt team has big news! On 21 August 2025, we’re hosting Investicon live in Dublin at the historic Irish Stock Exchange. We’ll be bringing our stock and ETF expertise to the stage, alongside a star-studded panel of experts across various investing specialties. The group will cover everything from wealth preservation strategies to high-flying AI stocks—and even the emerging whiskey investment space. Our own Emmet Savage will be pitching three stocks he believes could 100x. Our guest list ...
Jun 05, 2025•42 min•Ep. 264
Bragging may be unbecoming, but Mike and Emmet are here to do just that. As of this week, our international portfolio, Nexus II, is outperforming the S&P 500 by 20%. While macroeconomic uncertainty reigns in the U.S., international stocks are having a strong year. To celebrate, Mike walks you through the latest addition to Nexus II: Vitec Software Group. It’s Swedish, growing rapidly, and resembles a young Constellation Software. What’s not to like? The team has also prepared a research pape...
May 29, 2025•46 min
The stock market is buzzing with developer and product conferences, and Emmet is here to break down his favorite release. A long-standing member of the Horizon portfolio, Airbnb has announced a revival of its Experiences and Services segments. These updates target luxury consumers and aim to keep more travel transactions within the Airbnb platform. With its 15% take rate, this could strengthen Airbnb’s earnings during a period of slowing bookings caused by socioeconomic uncertainty. Later, Mike ...
May 22, 2025•54 min•Ep. 262
Feeling investment whiplash? So are we. The market has rebounded following Trump's revised tariffs, and we're here to unpack it. While this administration has shown it doesn't mind creating chaos, it clearly keeps a close eye on the stock market. Speaking of déjà vu, Emmet analyzes the emergence of Haemanthus, a diagnostic startup from Billy Evans—partner of Elizabeth Holmes. While Holmes is the infamous, incarcerated founder of Theranos, Evans is determined to distance himself from the "Therano...
May 15, 2025•54 min•Ep. 261
Piggybacking off last week’s episode, this week we bring a treat to all our Irish investors (and any investor looking for inexpensive diversification): stocks that act like ETFs. Due to deemed disposal rules and a 41% exit tax, ETFs can be frustrating for Irish investors to access so these stocks offer an easy alternative. Let’s index without indexing. Anne Marie pitches Markel Group, also known as the "Baby Berkshire", an insurance company that holds a diversified investment portfolio of large ...
May 08, 2025•46 min•Ep. 260
Following our interview with financial planner Dave Quinn, Mike and Anne Marie are back to dive into ETFs. As one of the most important first steps for any investor—and the easiest way to harness the power of compounding—ETFs are well worth a closer look. We cover brokerage options, ETF providers, types of ETFs, fee structures, and the impact of currency exchange. And yes, we hear you, Irish investors: deemed disposal unfairly eats into your gains. But we’re here to prepare you for the changes w...
May 01, 2025•49 min•Ep. 259
You’ve heard about it on the news and in Reddit threads— this week, Mike and Emmet unpack the latest market trend: quantum computing. In recent years, we've seen plenty of futuristic tech hit the market and generate serious hype with mixed results. Live streaming, the metaverse, and AI have all made their mark, fueling impressive runs in both small- and large-cap stocks. So, is there a way to catch the quantum computing wave before it takes off? The answer: it’s complicated. While quantum comput...
Apr 24, 2025•45 min
We’ve spent the last few years complaining about the Irish investment landscape. So this week, Dave Quinn from Investwise is here to discuss changes in Irish tax laws, the importance of habit building, and financial planning options for Irish people. From teenagers to retirees, Dave talks about the importance of focusing on low-cost options and ensuring a disciplined, balanced portfolio. He also thinks the latest budget will bring an end to the Deemed Disposal Tax on ETFs (praise be). This would...
Apr 17, 2025•45 min•Ep. 257
Macroeconomic uncertainty continues to bubble, and global markets are selling off. From the NASDAQ to the FTSE 100, stocks are falling and investors are worried. While you shouldn’t make any investment decisions during an emotional period, Emmet and Anne Marie break down one American and one European stock they’re watching, despite tariff and recession fears. Anne Marie pitches French electronic shelf label (ESL) maker VusionGroup (VU) and American stronghold Berkshire Hathaway. Vusion is in the...
Apr 10, 2025•56 min
The Trump administration appears poised to enact extensive tariffs against Canada, Mexico, China, and the European Union. This has triggered the stock market’s least favorite sentiment: uncertainty. As stocks sell off and institutional investors seek greener pastures, it can be difficult to know how to adjust your long-term investment strategy. Fortunately for Stock Club listeners, we’ve got you covered with an interview featuring Taylor Krystkowiak. Krystkowiak is a Vice President and Investmen...
Apr 03, 2025•52 min•Ep. 255
The stock market is on sale, particularly the Magnificent Seven. Since the beginning of the year, Apple, Amazon, Nvidia, Meta, Microsoft, Tesla, and Google (Alphabet) have fallen 14%, dragging the rest of the S&P 500 down with them. However, as some of the most impressive stocks on the market, raising the question: Is now the time to buy? This week, Emmet and Mike are here to pitch their favorite Magnificent Seven stocks. Mike breaks down Amazon as it reaches new levels of profitability and ...
Mar 27, 2025•59 min•Ep. 254
The IPO market has been slow of late, but two big names are about to make their way to Wall Street. Mike and Emmet are here to give you their two cents on CoreWeave and Klarna on the eve of their big debuts. CoreWeave is a cloud computing company focused on GPU-based infrastructure. It started as a Bitcoin mining operation but has ridden the wave of generative AI to the promised land, leasing its services to businesses with massive AI workloads. Its revenue has exploded, but its valuation is eye...
Mar 20, 2025•1 hr 1 min
It has been a tough week in the markets, but Stock Club is here to bring you some solace. Firstly, Emmet unpacks how legendary investor Stanley Druckenmiller will help shape the future of Trump’s economic policy. Two of Druckenmiller’s protégés have risen to become Treasury Secretary and the likely next Chair of the Fed. Tune in to hear how their belief in tight fiscal policy will impact markets. Then, Mike reminds us of the importance of geographic diversification. While the Nasdaq and S&P ...
Mar 13, 2025•47 min
In this special episode, Mike and Emmet unveil 'Prophet', a revolutionary new product by MyWallSt aiming to simplify the investment process. With an average annual compounded return of 19.3%, this tool requires no expertise and promotes long-term wealth building with just five minutes of effort per month. Tune in to hear Emmet explain the strategy behind Prophet’s development, backed by over a decade of research and testing. To thank our loyal Stock Club listeners, Prophet is now available for t...
Mar 06, 2025•38 min
This year has been a wild one for Hims & Hers. Thanks to the shortage of GLP-1 weight loss drugs such as Ozempic, Wegovy, and Zepbound, Hims was able to sell an unapproved compounded semaglutide. This caused sales to soar, with revenue up 95% in its most recent quarter. However, Hims' luck may have run out, as the U.S. FDA announced that the drug shortage is over and that it will clamp down on unapproved semaglutide. Is the sell-off justified, or is this a great time for investors to grab a ...
Feb 27, 2025•54 min
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,...
Feb 20, 2025•48 min
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 pivo...
Feb 13, 2025•56 min
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...
Feb 06, 2025•47 min
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. St...
Jan 30, 2025•52 min
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...
Jan 23, 2025•51 min
Stock Club spends 51 weeks a year looking abroad, dissecting companies from the U.S.A. to Mozambique. However, this week, we decided to bring the pod home and discuss our favorite stocks from Ireland. All of these businesses launched on the Irish Stock Exchange, but just like Stock Club, have achieved global success. Pour yourself a pint and tune in. Mike kicks us off by unpacking Flutter Entertainment, the owner of Paddy Power and rapidly growing FanDuel. Meanwhile, Emmet talks Molten Ventures,...
Jan 16, 2025•59 min
Welcome to 2025! Join the Stock Club team as we pitch our favorite stocks and industries for 2025. Emmet jumps into the revolutionary gene-editing technology CRISPR and its potential to reshape biology and medicine. Anne Marie examines three major brands—Nike, Disney, and Starbucks—whose stock prices have slumped and evaluates their recovery prospects for the year ahead. Finally, Mike discusses the 'Magnificent Seven' tech giants and the potential impact of their massive AI investments on the ma...
Jan 02, 2025•1 hr 3 min
In this special episode of Stock Club, we bring you our favorite moments from 2024. Tune in to hear the best of our interviews, featuring insights from Wall Street commodities trader Dan Dicker, cybersecurity expert Shane Curran, macroeconomic analyst Mike Singleton, and more. Plus, revisit Emmet’s AI-Proof Stocks and Mike’s pitch for all markets to be more like Sweden. We cover renewable energy, cybersecurity investments, macroeconomic metrics, AI-proof stocks, advantages of private equity, and...
Dec 19, 2024•30 min
In this episode of Stock Club, Emmet, Anne Marie, and Mike explore the major themes of 2024. Emmet dives deep into the rapid development of AI, discussing its impact and future potential. Mike highlights the unexpected boom in nuclear energy, driven by increased electricity demands from AI operations. Anne Marie rounds out the discussion with insights on the resurgence of the movie industry, focusing on the success of IMAX and its growth prospects. Tune in for an engaging year-in-review and insi...
Dec 12, 2024•56 min
If you’re on the hunt for a life-changing investment, you won’t want to miss this episode. Emmet and Mike break down everything you need to find a 100-bagger. From revenue growth to a focus on innovative reinvestment, they cover 10 key characteristics you need to look for in a potential 10x or even 100x stock. So grab a pen and paper and start screening your favorite businesses. Don't miss out on these investment strategies that helped Emmet catch giants early! This week, Emmet is reinvesting in...
Dec 05, 2024•55 min
If you’re worried we’re in a bubble, avert your ears. This week, Mike dives into MicroStrategy, the business intelligence stock that last popped during the early 2000s and is now riding the crypto wave to all-time highs. Dubious loans, bitcoin bets, and a cooky CEO, this story has ominous written all over it. Meanwhile, Anne Marie dives into Google’s latest run-in with the Department of Justice. Will the king of search be forced to sell Chrome and Android or will this latest anti-trust bid fizzl...
Nov 28, 2024•45 min
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 inc...
Nov 21, 2024•44 min
