Stock Club
The Death of Cinema

The Death of Cinema

October 16, 2020
With major theatre chains like AMC and Cineworld already facing imminent bankruptcy due to global pandemic restrictions, Disney has struck another blow to the cinema world by announcing that it is to focus more aggressively on direct-to-consumer streaming with Disney+.
 
Does this herald the end of cinema as we know it?
 
In the episode, we also discuss:
  • Apple's underwhelming iPhone event.
  • Twilio's new acquisition, Segment.
  • Our favorite 'razor-and-blade' companies.

Don't miss out on all the great stuff coming to MyWallSt in October. Start your free trial of our market-beating service here — https://www.media.mywallst.com/desktop?utm_campaign=new-stock-promo&utm_medium=show-notes-link&utm_source=podcast-host

 

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

The Future Of 5G ft. Jason Moser

The Future Of 5G ft. Jason Moser

October 2, 2020

MyWallSt is delighted to bring to you a very special episode of Stock Club this week as we welcome The Motley Fool's Jason Moser onto the podcast. A long time friend and regular correspondent of MyWallSt, Jason and Rory got to sit down and record their first joint podcast.

In this episode, we chat about:

  • Jason's new 'Next Generation Supercycle' service at the Motley Fool which focuses on 5G technology.
  • Emerging trends in the Fintech space
  • The Teladoc/Livongo Merger
  • How travel makes you a better investor

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

Apple’s ‘Peloton-Killer’

Apple’s ‘Peloton-Killer’

September 18, 2020

After having an incredible 2020 so far, Peloton stock took a hit earlier this week after Apple unveiled its own fitness subscription service — Apple+. Should Peloton shareholders be worried by this challenge from the world's most valuable company?

In this episode, we also chat about:

  • The incredible fraud charges being leveled against Nikola Corp
  • Oracle winning the race to nab TikTok
  • And the reasons why traditional valuations metrics don't really work in the modern market.

Sign up for the free live workshop Emmet is hosting next week — The No.1 Way To Measure And Improve Your Success As An Investor — right here: mywallst.com/workshop

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

Is Zoom Overvalued?

Is Zoom Overvalued?

September 4, 2020

After one of the most spectacular quarterly reports in recent memory — including a 355% jump in revenue — Zoom is now touching all-time highs. What contributed to such a performance, what does the company need to do next, and is the stock too expensive at today's prices?

In this episode, we also discuss:

  • The road to recovery for three companies — Trip.com, Eventbrite, and Vail Resorts — that were hit hard by the pandemic.
  • The investing lessons we can learn from the game of poker.
  • And the two companies at all-time highs that we'd still invest in today.

Make sure you don't miss out on all the great stuff coming to MyWallSt in September. Sign up for your free trial of here — https://www.media.mywallst.com/desktop?utm_campaign=new-stock-promo&utm_medium=show-notes-link&utm_source=podcast-host

 

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

The 3 Most Important COVID Company Earnings

The 3 Most Important COVID Company Earnings

August 21, 2020
In this week's episode, the MyWallSt analyst team looks at the earnings reports from 3 companies — Home Depot, Trupanion, and Sea Limited — which show the full effects of the COVID-19 lockdowns.
 
We also discuss:
  • The brewing battle between Apple and Epic Games, the owners of Fortnite.
  • The reasons why stock splits shouldn't boost the share prices of companies like Tesla.
  • The 2 companies that we think should buy TikTok (and no, neither is Twitter!)

If you want to check out the brand new stock that we've added to our market-beating shortlist, sign up for your free trial of MyWallSt here — https://www.media.mywallst.com/desktop?utm_campaign=new-stock-promo&utm_medium=show-notes-link&utm_source=podcast-host

 

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

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.

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