This week, we bring you a debate every investor has had over the last year: Is Tesla still a buy?

Mike starts off by breaking down the brand’s difficulties in Europe, with sales sliding across markets—particularly in the Nordics, Germany, and France. Some of this can be attributed to Musk’s political antics, but Mike argues that a bigger concern is the automaker’s inability to maintain its moat. Tesla faces more competition in the EV space than ever, especially from cheaper manufacturers in China, and has failed to provide either a more economical model or significant upgrades to existing tech to attract new buyers. There’s also the argument that Musk’s attention is divided between his many companies—not to mention his Twitter usage—which may have caused him to take his eye off the Tesla ball.

However, Emmet takes the counterpoint and explores the importance of Tesla’s speculative tech. The brand has just begun testing its robotaxis in Texas, and if successful, it could become the cheapest autonomous provider, as it isn’t reliant on LiDAR sensors. Additionally, Musk has promised that humanoid Optimus robots will eventually account for 80% of the company’s value—but it remains very unclear when they will come to market. As any long-term Tesla investor knows, Musk has a tendency to overpromise, especially when it comes to timelines.

We leave the question with you: Would you pick up Tesla shares today for the long term?

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00:00 Intro

4:20 Tesla’s Declining Sales

19:11 Elon Musk's Overexposure and Distractions

26:12 Tesla’a Speculative Tech

31:41 Tesla's Robotaxi Launch

39:37 The Future of Tesla's Humanoid Robot, Optimus

43:08 Speculations and Market Impact

Mike and Emmet are back from Investicon with two phenomenal stock picks shared by the event’s expert panel.

Mike breaks down Chapters Group (ETR: CHG), a vertical market software acquirer modeled after Constellation Software. With ~98% customer retention, ~90% gross margins, and disciplined capital allocation, the business is scaling rapidly. Though not cheap, Compounding Quality’s Pieter Slegers believes its leadership and growth outlook make it compelling.

Later, Emmet covers a pick from AI investing expert Eric Bleeker: Ouster (OUST), a provider of lidar sensors essential for autonomous driving and robotics. It’s an intriguing pick-and-shovel play for the future of automation. While risky—since it could be disrupted by emerging technologies and some manufacturers (e.g., Tesla) have opted to move forward without it—lidar is still likely to enjoy a few decades of solid growth.

If you’d like to get a complete list of the stocks and ideas pitched at Investicon, new Horizon subscribers get a exclusive summary when they sign-up.

To avail of this offer and hear more about Emmet’s Horizon portfolio, drop us an email at pod@mywallst.com

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00:00 Intro06:21 Deep Dive into The Chapters Group16:21 Challenges and Risks in Niche Markets24:31 Eric Bleecker's Stock Pitch: Ouster26:02 Understanding LIDAR Technology30:02 Ouster's Market Potential and Financials

We're discussing two very different stocks today on Stock Club. One is the hottest stock on the market and one of the few companies being absolutely transformed by AI. Up 500% in the last year and almost 50,000% since 2022, this one is something you can't miss.

The other is a European microcap that you've almost certainly never heard of. The stock is due for a turnaround with new franchises coming to the fore and excellent customer feedback, this could be the high-risk, high-reward stock you've been waiting for.

Investicon is just one week away. This is your last chance to grab tickets. Some of the finest investing minds across stock-picking, AI, wealth management, and even whiskey are coming to the Irish Stock Exchange on August 21. Get your tickets here: https://www.investicon.ie/

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Novo Nordisk faced another tough earnings season, with the stock falling 30% after it revised its growth guidance due to increased competition from Eli Lilly and the (now-illegal) compounders. This has brought the stock down to a tantalizing 12x earnings. Is this a great time to pick up shares, or are investors risking catching a falling knife? Novo is attempting to fend off the competition by launching its own direct-to-consumer Wegovy service in the United States, which will sell its drugs for $499 a month—less than half the previous cash price. Combined with a new management team, Novo has a lot of irons in the fire. Perhaps these efforts will bolster its long-term outlook.

Later, Emmet discusses the impact of AI investment on the broader economy. Emerging in the midst of the 2023 market downturn, the AI race has spurred an extreme infrastructure spending boom from tech companies, especially the Magnificent Seven. They’ve pumped $151 billion into the economy so far. Is it a bubble, or the new normal in tech?

Mike and Emmet also touch on Elon Musk's $30 billion pay day. Is this infamous CEO still worth the premium?

Five lucky listeners can claim a complimentary ticket to Investicon when they sign up for Horizon. To hear more about the offer and claim your ticket, email us.

pod@mywallst.com

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00:00 Stock Market Sentiment and Initial Discussion

01:52 Elon Musk’s $30 Billion Pay Day

09:01 Deep Dive into Novo Nordisk

21:35 Nova's Billion-Dollar Sales and Competitive Landscape

28:18 The Future of AI and Its Economic Impact

This week, Mike sits down with Emma Farrelly, a Qualified Financial Adviser (QFA) and Retirement Planning Adviser (RPA) from Future Financial Planning in Dublin.

Emma walks through what every twenty-something needs to know about saving for success, the risks of relying solely on property as an investment, and what auto-enrolment means for both employees and employers. She also gives her two cents on our sworn enemy — deemed disposal — and the broader Irish wealth landscape.

As a newly rich country, Ireland still has a lot to learn about building generational wealth but the tide is definitely turning.

If you’re Irish, you won’t want to miss this episode.

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00:00 Intro

01:54 Personal Finance Checklist

08:29 Advice for Young Professionals

12:12 Financial Planning for Mid-Career Individuals

21:26 Deemed Disposal and Challenges in Irish Investing

29:15 Auto Enrollment Legislation Explained

41:59 Addressing the Gender Pension Gap

This week, Emmet is joined by legendary investor Chris Hill. Chris was one of the Motley Fool’s longest-standing employees, contributing 26 years of expertise and stock pitches. He was the host of the Motley Fool’s Money podcast, which began in 2009. Earlier this year, he launched Money Unplugged, where he interviews guests about their money stories, struggles, and financial insights.

Chris shares his favorite guest splurges and money regrets—highlights include fancy cars, commemorative popcorn buckets, and expensive rocks. You might be surprised which ones fall into each category.

He also reveals his three favorite investments to buy now and hold forever. Interestingly, there’s significant overlap with the portfolios of Emmet, Anne Marie, and Mike. Great minds think alike.

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00:00 Intro05:15 Welcome Chris Hill10:45 Early Experiences with Money18:50 Splurging and Regretful Purchases36:15 Chris Hill’s Top 3 Stock Picks49:10 Morgan Housel’s New Book

Mike is joined by Clem Chambers, financial journalist, author, and contributor to Forbes, Fox, and Wired.

Clem is a self-described contrarian investor who seeks opportunities in inefficient markets. Tune in to hear his breakdown of why the U.K. stock market has fallen behind but is still a great place to find compounding stocks.

Later, Clem discusses the opportunity he sees in Intel. Despite being left behind by Nvidia, Intel’s manufacturing capabilities in Europe and the United States may make it an ideal acquisition target for chip rivals looking to secure themselves against geopolitical tensions.

Finally, hear why Clem has sold out of Bitcoin—despite being an early adopter—and learn about his three favorite investments right now.

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00:00 Intro02:31 Contrarian and Value Investing Strategies07:27 Challenges in the UK Stock Market17:30 Advice for New Investors31:58 Understanding FOMO and Contrarian Investing33:46 Intel: A Classic Contrarian Investment38:45 The Importance of Gold in Global Tensions43:52 The Risks and Realities of Cryptocurrency51:46 Top Contrarian Investments and AI's Impact on Energy

The IPO market has been a barren wasteland since the carefree days of 2020. But this week, we bring you an IPO that might actually be worth a look.

Figma has released its hotly anticipated S-1, revealing a business firing on all cylinders—with double-digit revenue growth, a 132% net dollar retention rate, and, most notably, profitability. The company now hopes to extend its land-and-expand sales model beyond the UI/UX space, though that will introduce new competition. It’s also betting big on AI, while trying to not alienate the designers who have championed the brand, a delicate balancing act that a strong management team may just pull off.

Later, Emmet explores the impact of Trump’s ‘Big Beautiful Bill’ on Airbnb hosts. Thanks to new tax write-offs, becoming a short-term landlord just got a whole lot easier—and cheaper.

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00:00 Introduction to the Most Appealing IPO

08:13 Figma's IPO and Market Position

18:51 Figma's Financials and Market Potential

25:54 Exploring the Competitive Landscape of Figma

36:52 The Impact of Trump's Big Beautiful Bill on Airbnb