Stock Club
Zillow Hits The Brakes On iBuying

Zillow Hits The Brakes On iBuying

October 22, 2021
Despite being the fastest-growing segment of its business, Zillow has now paused all home buying until the end of the year. Is this a Zillow problem or should we be worried about the wider real estate market?
 
In this episode, we also discuss:
  • Facebook's plans for a metaverse and our suggestions for its new name.
  • The potential of Tesla's Texas insurance product.
  • And the two company earnings we're most looking forward to seeing — Teladoc and Bumble.

If you want to catch up with all the latest stuff in MyWallSt, just tap here to start your free trial.

MyWallSt operates a full disclosure policy. MyWallSt staff may hold long positions in some of the companies mentioned in this podcast.

An $80 Billion Company With No Revenue

An $80 Billion Company With No Revenue

October 15, 2021

Business 101 tells us that companies need to make money, so how has a business with virtually zero revenues achieved a valuation of about $80 billion? Listen in as the MyWallSt team chat about the soon-to-IPO EV maker Rivian — will it really become a "Tesla-killer"? 

In this episode, we also discuss:

  • The global impact of Squid Game and what it means for Netflix.
  • The things to look out for this earnings season.
  • And two stocks on our watchlist — C3.ai and Warby Parker.

MyWallSt operates a full disclosure policy. MyWallSt staff may hold long positions in some of the companies mentioned in this podcast.

Olaplex: A $15bn Hair Care Company

Olaplex: A $15bn Hair Care Company

October 8, 2021
After its blockbuster debut on the market last week, we've been inundated with questions about the hair care company Olaplex. Is this the next great investment opportunity or a trend that will die out faster than the mullet?
 
In this episode, we also discuss:
  • Tesla's record-breaking quarter for car deliveries
  • The reasons behind the collapse of the Zoom/Five9 deal
  • And Mike pitches a company that's leading the way in fertility benefits management.

MyWallSt operates a full disclosure policy. MyWallSt staff may hold long positions in some of the companies mentioned in this podcast.

What‘s Going On With StoneCo?

What‘s Going On With StoneCo?

October 1, 2021

With its share price down more than 50% this year so far, what's going on with the former fintech darling StoneCo?

In this episode, we also discuss:

  • The likelihood of Draftkings buying the British gambling company Entain.
  • How rising labour costs will affect the restaurant and retail industries.
  • And two companies on our watchlist of stocks — LoveSac and Riskified.

MyWallSt operates a full disclosure policy. MyWallSt staff may hold long positions in some of the companies mentioned in this podcast.

Why Is Everyone So Worried About Evergrande?

Why Is Everyone So Worried About Evergrande?

September 24, 2021
Global markets have been rattled this week by fears over the Chinese company Evergrande. Why is the world so worried about this company defaulting and could this really be the Lehman's Brothers of China?
 
In this episode, we also discuss:
  • The latest brand crisis for Facebook.
  • Our first thoughts on Allbirds, a soon-to-be-public sneaker company.
  • And two stocks that we're researching at the moment, including a yogurt that causes people to "lose their minds".
Don't forget, if you want to catch up on Emmet's 'Wild Cards and World Changers' workshop, you can get the replay here — https://m.mywallst.com/cheatsheet
 

MyWallSt operates a full disclosure policy. MyWallSt staff may hold long positions in some of the companies mentioned in this podcast.

2021: The Year of the Acquisition

2021: The Year of the Acquisition

September 17, 2021
With over $3.6 trillion spent globally on mergers and acquisitions already this year, 2021 is on course to be a record-breaking year of deal-making. What's driving all of this activity?
 
We also discuss:
  • Some of the biggest recent acquisitions, including Intuit buying Mailchimp and Microsoft buying TakeLessons.
  • The latest in the App Store battle between Apple and Epic Games.
  • And Emmet and Rory pitch two Wild Card stocks.
Want to find out more about our Wild Card stock? Sign up for Emmet's free workshop here — https://bit.ly/3Aj7iFb
 
The Future of iBuying ft. Jason Moser

The Future of iBuying ft. Jason Moser

September 10, 2021
In this special episode of Stock Club, MyWallSt is delighted to welcome back Jason Moser from The Motley Fool to talk about one of the hottest trends on the current market — iBuying.
 
Listen in as the team chats about:
  • What's going on in the U.S. housing market at the moment
  • How Zillow and Redfin managed to redefine the real estate landscape
  • The rise of iBuying and companies like Opendoor
… and which of these companies will lead the charge over the next few years.
 

If you want to catch up with all the latest stuff in MyWallSt, just tap here to start your free trial.

MyWallSt operates a full disclosure policy. MyWallSt staff may hold long positions in some of the companies mentioned in this podcast.

Zoom and Peloton: The Annus Horribilis

Zoom and Peloton: The Annus Horribilis

September 3, 2021
After a year of runaway success, 2021 has proven to be a little more difficult for pandemic-darlings like Zoom and Peloton. Join the MyWallSt analyst team as we discuss the things that we learned from recent earnings calls and where we think the future lies for both of these companies.
 
In this episode, we also:
  • Discuss why TikTok and Shopify are forming an e-commerce supergroup.
  • Figure out how you know whether to add more stocks to your portfolio or reinvest in companies you already hold
… and Rory and Anne Marie pitch me two stocks they're researching at the moment — Dexcom and Weber.
 

If you want to catch up with all the latest stuff in MyWallSt, just tap here to start your free trial.

MyWallSt operates a full disclosure policy. MyWallSt staff may hold long positions in some of the companies mentioned in this podcast.

What does the OnlyFans Debacle Mean for the Creator Economy?

What does the OnlyFans Debacle Mean for the Creator Economy?

August 27, 2021

OnlyFans back and forth this week on whether it would ban sexually explicit content on its platform to appease investors had Wall Street buzzing. We ask what this means for the wider creator economy.

 

In this episode we also discuss:

  • How Reese Witherspoon and the Blackstone Group are disrupting the new media industry.
  • Our thoughts on Virgin Orbit going public via SPAC.

 

If you want to catch up with all the latest analyses in MyWallSt — including the Stock of the Month Podcast — start your free trial with MyWallSt here.

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MyWallSt operates a full disclosure policy. MyWallSt staff may hold long positions in some of the companies mentioned in this podcast.

Under Armour: Can We Call It A Comeback Yet?

Under Armour: Can We Call It A Comeback Yet?

August 20, 2021

It's been a tough couple of years for Under Armour, but under the reign of new CEO Patrik Frisk, the company has slowly started returning to positive growth. Is it too early to call it a comeback?

In this episode, we also:

  • Argue if it's fair to call NIO the 'Tesla of China' 
  • Try to figure out what happened to Teladoc over the past 6 months.

Plus, we have some very exciting news — the Stock Club podcast will now be released every week!

If you want to catch up with all the latest stuff in MyWallSt — including the new stock we added to our shortlist this week — start your free trial with MyWallSt here.

MyWallSt operates a full disclosure policy. MyWallSt staff may hold long positions in some of the companies mentioned in this podcast.

 

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