Episodes
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...
Published 11/21/24
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...
Published 11/14/24
Published 11/14/24
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...
Published 11/07/24
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...
Published 10/31/24
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...
Published 10/24/24
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...
Published 10/17/24
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...
Published 10/10/24
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...
Published 10/03/24
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...
Published 09/26/24
It was a big week for small stories in the world of finance and tech, tune in as Anne Marie and Mike give you a rundown of the latest news to hit the Street. Highlights include the return of Red Lobster, a new deal between Waymo and Uber, and Netflix’s continued dominance of the streaming world. While pessimists are sure to love the downfall of Europe’s economy and Amazon’s demand that all staff return to the office five days a week. Later, Mike checks in with Trump Media & Technology...
Published 09/19/24
On the heels of Tim Cook’s big show, Mike and Emmet break down the latest innovations from Apple. While photo buttons and color schemes may not be enough to increase sales, Apple hopes the iPhone 16 will launch its AI, Apple Intelligence, into the hearts and minds of the public. The €13 billion it owes in back taxes to the Irish government has already placed it in this podcast’s heart. Make sure to stick around to hear what FinTech CEO has gone on a buying rampage and the impact of the...
Published 09/12/24
We heard your pleas and Emmet is back with another solo pod. This week on Stocked and Loaded, the Oracle of Omagh (Emmet is not from Omagh but the pun was too good to pass up) is here to deliver 6 lessons that every investor needs to know. From building habits to the undeniable impact of luck, Emmet is here to distill 25 years of investing knowledge into 15 minutes. If you’re here for news, don’t fret. Mike and Anne Marie are here to keep you up-to-date on CrowdStrike's latest earnings and...
Published 09/05/24
Nike’s stock hit a hot streak in August, up almost 15%. However, it’s coming off a five-year low. Tune in and decide if this legendary sportswear brand is worth a buy or if years of mismanagement have left the swoosh high and dry. The team also discusses SpaceX’s efforts to save the astronauts stranded in space by the Boeing Starliner. SpaceX is now the U.S. government’s default space contractor but the rocket launcher seems unlikely to IPO. Don’t fret though Elon fans! Mike has some ideas...
Published 08/29/24
Anne Marie is here to discuss the disastrous fall of Bumble and Match Group. Bumble is down 90% and Match is down 75% from all-time highs, is this the end of dating apps? Subscription fees are rising but paid users are falling, how will these internet OGs cover the revenue slump? Later, Emmet dissects Fubo’s success in its lawsuit, warding off Disney and Warner Brothers. Is this small, sports streamer worth a look? Emmet also discusses his latest pitch for Horizon. To unlock it, grab your...
Published 08/22/24
Emmet reflects on his investing career and discusses the difference between wealth creation and wealth preservation. The beginning of your career is the time to take risks and find life-changing investments. Emmet wants to hear your thoughts on his latest solo podcast. Drop him an email with your feedback and potential segment names at [email protected] . Meanwhile, Mike and Anne Marie break down the biggest stories on Wall Street. Warren Buffet sells half his Apple stock, Starbucks poaches a...
Published 08/15/24
Mike interviews Mike Singleton the founder and senior analyst of Invictus Research. Singleton focuses on macroeconomic trends and helps investors understand the mountains of available economic data. Tune in to hear Singleton’s take on inflation, sky-high valuations, and diversification. He’ll also break down the differences between long-term investing and macroeconomic investing which is more focused on shorter-term business cycles. If you’re looking for international diversification, you’ll...
Published 08/08/24
Anne Marie and Mike break down Google’s $13 billion quarterly AI spend. Can the search king find a way to make its AI investment profitable? The market doesn’t seem to think so. We then bring you an earnings round-up covering LVMH, Dexcom, Chipotle Mexican Grill, and Universal Music Group. Luxury spending is decreasing, Dexcom gets rocked by poor sales, and UMG feuds with TikTok, but Chipotle is growing like gangbusters. Long live big burritos. If you’re looking for international...
Published 08/01/24
Emmet and Mike break down the CrowdStrike outage and debate whether its reputation can be restored. Will this be an opportunity to show off its crisis management skills or will the cybersecurity player fall in the face of stiff competition and regulatory scrutiny? Our dynamic duo then covers everyone’s favorite streamer: Netflix. The home of Bridgerton and Baby Reindeer delivered a solid quarter of profitability that is sure to make every other streamer jealous. Make sure to stick around to...
Published 07/25/24
Emmet is here to talk about Google’s upcoming $23 billion acquisition of cyber security firm Wiz. If approved the search engine will pay 46 times Wiz’s 2024 revenue. Obscene. Emmet and Mike then discuss the biggest and best acquisitions of all time. Facebook, Google, Apple, and Disney all have notable mentions but maybe the most important was a 2002 acquisition by eBay. This week, a French cash cow joins the ranks of Nexus. You won’t want to miss it. Click here to join. This episode is...
Published 07/18/24
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...
Published 07/11/24
Emmet sits down with a legend of the Irish podcasting scene Gary Fox. Gary is the founder of The Entrepreneur Experiment, a podcast dedicated to uncovering the secrets of great business minds. You can listen to it here. Gary has interviewed Declan Ryan, founder of Ryanair, Pat Dooley, Stephen Bartlett, and many more. Tune in to hear how great founders and CEOs think and what it takes to create a once-in-a-generation business. Horizon and Nexus are now available as monthly...
Published 07/04/24
Consumer brands can be fickle but in 2023 one became the best-performing stock on Wall St. Tune in to hear how management made this once-loathed clothing brand into a profitable winner. Mike and Emmet also cover Netflix’s new in-person experiences, All Birds struggles, further updates to Irish tax laws, and another Boeing misstep. Horizon and Nexus are now available as monthly subscriptions! Click here to check out the latest Nexus’ stock...
Published 06/27/24
Emmet and Mike are on the hunt for stocks unlikely to be impacted by the rise of AI and they’re here to pitch you four great options. Nvidia might be all the rage but that doesn’t mean you should forget about diversification. Tune in to hear full breakdowns of Intuitive Surgical, Axon, Copart, and Airbnb. Horizon and Nexus are now available as monthly subscriptions! Click here to check out the latest Nexus’ stock pitch. This episode is sponsored by Vodafone Business. This week, Vodafone...
Published 06/20/24
Emmet and Mike talk about Elon Musk’s $55 billion pay package which was approved by the board in 2018. This week, shareholders were asked to grant the package. If the measure were to go through, Musk would be given more than 10% of the company’s stock in exchange for increasing Tesla’s stock by more than 600%. However, critics worry that this will give Musk capital to fund other ventures and distract from his Tesla responsibilities. We also cover Apple’s WWDC 2024 and AI ambitions, Toyota’s...
Published 06/13/24