Stock Club
Teladoc and Livongo: Deal of the Year?

Teladoc and Livongo: Deal of the Year?

August 7, 2020

Before the COVID-19 pandemic, the combined market cap of Teladoc and Livongo was about $10 billion. Now that they are merging together in a deal announced earlier this week, the new company will have an estimated value of close to $40 billion.

Why has the value of these healthcare companies jumped so much and is this deal good news for investors?

In this episode of Stock Club, we also discuss:

  • The reason why Microsoft might be the only company allowed to buy TikTok.
  • Big Tech and their virtual antitrust hearing.
  • The lessons we can learn from the Dotcom Crash.

Don’t miss out on the upcoming Stock of the Month podcast, going live in the MyWallSt app on Monday, August 10. Sign up for your free trial here — https://www.media.mywallst.com/desktop

 

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

Lemonade: 2020’s Hottest IPO

Lemonade: 2020’s Hottest IPO

July 24, 2020

Although 2020 has failed to become the IPO-frenzy that was expected, one company — Lemonade — has shot up more than 180% since it went public earlier this month. What exactly does Lemonade do and can we expect to see it added to MyWallSt's market-beating shortlist any time soon?

 

In this episode, we also chat about:

  • The recent Twitter hack and the company's plans for a subscription service.
  • Why Netflix now has a co-CEO
  • Which payments company is a better buy — Mastercard or Visa?

Don’t forget to sign up for a free trial of MyWallSt now and check out our brand new stock pick — https://www.media.mywallst.com/desktop

 

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

Tesla’s Biggest Threat: Elon Musk?

Tesla’s Biggest Threat: Elon Musk?

July 10, 2020
As Tesla becomes the world's most valuable automaker, eccentric CEO Elon Musk has started antagonizing the SEC on Twitter… again. Could his behavior put the success of the whole company in jeopardy?
 
In this episode, we also chat about:
  • Lululemon's new acquisition and the future of connected fitness.
  • Why the purchasing of Postmates won't help Uber out of its unprofitable hole.
  • The Long-Term Stock Exchange.
Plus, don’t miss out on the exclusive Stock of the Month podcast that's going live on Monday, July 13. Simply sign up for a free trial of MyWallSt here and listen in — https://www.media.mywallst.com/desktop
 
MyWallSt operates a full disclosure policy. MyWallSt staff may hold long positions in some of the companies mentioned in this podcast.
Is It Too Late to Invest in Shopify?

Is It Too Late to Invest in Shopify?

June 26, 2020
Less than four years after we first picked it, Shopify has become the first 20-bagger — stock to grow 20-fold in value — in the MyWallSt shortlist. Listen in as the team discusses the incredible success of Shopify over the past few years and asks if it's too late to invest in the company now.
 
In this episode, we also:
  • Explain the reasons why we don't give stock tips.
  • Discuss what option-trading is and the dangers involved with it.
  • Pick which FAANG stock we would invest $10,000 in and hold for 15 years — and which one we would avoid.
Don't forget, you can sign up for your free trial of MyWallSt here — https://www.media.mywallst.com/desktop

PLUS, watch our webinar 'Growing a Seven-Figure Post-Pandemic Portfolio' for a limited-time only here — https://horizon.mywallst.com/webinar

The Lowdown on Nikola Motors

The Lowdown on Nikola Motors

June 12, 2020

In a week where Tesla Motors briefly became the most valuable automaker on the planet, the new kid on the EV block — Nikola Motors — has stolen the limelight. How has this company captured a $25 billion market cap despite making $0 in sales so far?

In this episode, we also discuss:

  • The reasons why the stock market doesn't reflect economic realities in the U.S. at the minute.
  • Why bankrupt companies like Hertz are popping more than 800%.
  • The latest updates on Stitch Fix.
  • And how much cash you should keep in reserve in your portfolio.

Plus, don’t miss out on the brand new stock that’s being added to MyWallSt shortlist on Monday, June 15. Sign up for your free trial here — https://www.media.mywallst.com/desktop

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

What Happens If Chinese Companies Get Delisted?

What Happens If Chinese Companies Get Delisted?

May 29, 2020

Tensions between the U.S. and China are growing again after a bill passed the U.S. Senate that could force Chinese companies to give up their listings on American stock exchanges. Should investors in companies like Alibaba, Baidu, and JD.com be concerned?

In this episode, the MyWallSt team also discusses:

  • Why Spotify's $100 million deal with Joe Rogan could change the face of the podcasting industry.
  • How important Facebook's new 'Shops' platform will be for the future of the social media giant.
  • Why April was one of the best months on record for companies in the gaming industry like Take-Two Interactive and Activision Blizzard.

Don't miss out on the brand new Stock of the Month selection that's being added to MyWallSt on Monday, June 1. Sign up for your free trial here — https://www.media.mywallst.com/desktop

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

Why Has The Nasdaq Recovered So Well?

Why Has The Nasdaq Recovered So Well?

May 15, 2020

Since its March lows, the Nasdaq Composite has recovered much better than both the S&P 500 and the Dow Jones — now sitting just a few percentage points off its all-time highs. Why has this tech-heavy index bounced back so well and is there a danger of another sell-off?

In this episode, we also discuss:

  • Warren Buffett and Berkshire Hathaway getting rid of airline stock.
  • How good Peloton is looking as an investment at the minute.
  • The dangers of investing in pharmaceutical companies like Gilead Sciences.

Don't forget to listen to the latest episode of the Stock of the Month podcast either, available exclusively in MyWallSt now — https://link.mywallst.app/iC0nEKfFv6 

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

One of Our Favorite Stocks for a Post-COVID World

One of Our Favorite Stocks for a Post-COVID World

May 1, 2020

How long the COVID-19 pandemic lasts is anyone’s guess, but one thing for certain is that the way in which we live our lives when we emerge from this will be very different. In this episode of Stock Club, Emmet discusses why he thinks Atlassian will become increasingly important in the world of tomorrow.

The team also discusses:

  • Why food delivery companies like UberEats are not benefiting as much as it appears during lockdown.
  • The DraftKings IPO and the gambling landscape in the U.S.
  • What happens when a company you invested in gets acquired.
  • The tools we use to research potential investments.

Plus two companies not in the MyWallSt shortlist that we’re looking at right now.

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

Is Disney in Big Trouble?

Is Disney in Big Trouble?

April 17, 2020

The past few months have been pretty tough for Disney, with all of its theme parks closed indefinitely and its 2020 movie roster delayed. Now that shares in the company are down more than 30% from recent highs, is it time to grab a bargain with Disney or are shareholders in for more pain?

In this episode, we also discuss:

  • Which company earnings we'll be looking closely at over the next few weeks, including Zoom and Slack.
  • Berkshire Hathaway and Warren Buffett's investing style.
  • The power of network effects for products like Revolut, Venmo, and the Cash app.

And pick our favorite contrarian investments of the moment.

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

 
 
Wait, Was That the Bottom?

Wait, Was That the Bottom?

April 3, 2020

On this week's episode of Stock Club:

  • We ask if the market is on the way back up after the fastest bear market in history.

  • Figure out which companies will be beneficiaries of the COVID-19 pandemic, including food delivery services like Uber Eats and big tech giants like Amazon and Facebook.
  • Talk about Pure Storage, our latest Company We Never Talk About.
  • Discuss the criteria we use in picking stocks for the MyWallSt shortlist.

…and pick two of our favorite investing podcasts that aren't Stock Club! 

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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