Stock Club is usually home to high-risk, high-reward tech stocks on the cutting edge of tomorrow, but this week, Emmet and Mike bring you two down-to-earth value stocks that hold a special place in their hearts. While the S&P is on a tear, these well-known names (at least to our listeners) have been down in the dumps, creating a great opportunity to add them to the foundation of your portfolio. Not only that, one of them even made it into Prophet’s portfolio.

Emmet goes back in time to break down the foundation of Europe’s greatest conglomerate, LVMH, and argues that the recent pullback makes for a great entry opportunity. With more than 70 brands spanning clothing, alcohol, leather goods, watches, and makeup, it’s the perfect way to get a taste of luxury.

Meanwhile, Mike heads in the opposite direction to talk about the earth’s greatest asset: water — or at least the infrastructure that provides it. Core & Main, long a favorite of the MyWallSt team, experienced a sell-off following its September earnings, but its long-term investment thesis remains strong.

Tune in to hear the full pitches.

Our Horizon portfolio is a boutique service led by our co-founder and lead investor, Emmet Savage. Emmet has built his career on finding life-changing investments and believes the next hundred-bagger is already within his holdings. According to 100-bagger expert Chris Mayer, “no one owns more 100-baggers than Emmet.”

To claim your exclusive Horizon discount, head to mywallst.com/horizon or email us at pod@mywallst.com.

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Emmet and Mike are back to discuss the latest stock market moves.

Mike breaks down the U.S. government’s attempts to reduce reliance on foreign companies by investing in homegrown alternatives. The rare metals market is dominated by China, while semiconductor production is concentrated in Taiwan — a geopolitical risk the Trump administration isn’t willing to take. This has led the U.S. government to take stakes in Intel, MP Materials, Lithium Americas, and Trilogy Metals.

Later, Emmet walks us through Howmet Aerospace Inc., a stock Prophet has been holding for a few months and enjoying a 60%+ return. It’s part of a new segment called “Following Prophet.”

Our Horizon portfolio is a boutique service led by our co-founder and lead investor, Emmet Savage. Emmet has built his career on finding life-changing investments and believes the next hundred-bagger is already within his holdings. According to 100-bagger expert Chris Mayer, “no one owns more 100-baggers than Emmet.”

To claim your exclusive Horizon discount, head to mywallst.com/horizon or email us at pod@mywallst.com.

Become a successful investor by checking out all the content MyWallSt has to offer:

📩 Email us: pod@mywallst.com

📚 Learn the fundamentals of investing by downloading our free Learn app: https://bit.ly/3DXPOz7

💻 Keep updated on stock market news by visiting our blog: https://mywallst.com/blog/

🎧 Tune in to our podcast Stock Club to stay updated on weekly news: https://mywallst.com/stock-investment-podcast/

🎉 Follow MyWallSt on social:

❌ X: @MyWallStHQ

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This week, Emmet is joined by an absolute legend of investing — co-founder of The Motley Fool, David Gardner. David is here to discuss his new book, Rule Breaker Investing: How to Pick the Best Stocks of the Future and Build Lasting Wealth, and share a few kernels of wisdom with the Stock Club fanbase.

Way back in the 1990s, Emmet stumbled upon David and his “6 Traits of a Rule Breaker Stock,” which helped him find opportunities like Netflix and MercadoLibre. David believes those six traits are still relevant today and can help investors find the next generation of life-changing stocks, even in the age of AI and algorithmic trading.

Tune in to hear why David believes great stocks are worth holding even after they’ve reached impressive highs, the importance of optimism, and how to hold a stock when pessimism persists. This is coming from the man who held Amazon through the early 2000s and several 50%+ declines — he knows what he’s talking about.

Finally, we get to hear his favorite small-cap stock and his three “desert island” stocks. Whether you’re a new investor or an old sage of Wall Street, this episode is worth a listen.

Our Horizon portfolio is a boutique service led by our co-founder and lead investor, Emmet Savage. Emmet has built his career on finding life-changing investments and believes the next hundred-bagger is already within his holdings. According to 100-bagger expert Chris Mayer, “no one owns more 100-baggers than Emmet.”

To claim your exclusive Horizon discount, head to mywallst.com/horizon or email us at pod@mywallst.com.

Become a successful investor by checking out all the content MyWallSt has to offer:

📩 Email us: pod@mywallst.com

📚 Learn the fundamentals of investing by downloading our free Learn app: https://bit.ly/3DXPOz7

💻 Keep updated on stock market news by visiting our blog: https://mywallst.com/blog/

🎧 Tune in to our podcast Stock Club to stay updated on weekly news: https://mywallst.com/stock-investment-podcast/

🎉 Follow MyWallSt on social:

❌ X: @MyWallStHQ

💃 TikTok: @MyWallSt

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👔 LinkedIn: MyWallSt

00:00 Intro01:58 Emmet’s Introduction to The Motley Fool03:24 Interview with David Gardner07:14 David's New Book: Rule Breaker Investing14:50 The Six Traits of Rule Breaker Stocks20:39 The Power of Optimism in Investing24:34 Spotting Greatness Early33:57 The Role of AI in Long-Term Investing36:49 Listener Questions and David’s Favorite Small-Cap44:52 Desert Island Stock Picks

This week, Mike and Emmet venture onto the shores of the healthcare industry to identify some potential hundred-baggers.

Emmet breaks down Oscar Health, a stock often discussed by investors on X and Reddit. The company was founded to bring technological disruption to the health insurance market, particularly among providers and plans operating under the Affordable Care Act. It has solid revenue growth, narrowing losses, and a strong leadership team—but it could still fall victim to sector restructuring.

Mike takes on Medpace Holdings, a clinical research provider that helps biotechs outsource their testing and trials. The company has shown consistent growth and operates a business model that eliminates many of the risks of investing directly in pharma. However, its stock may now be prohibitively expensive after an eye-watering run-up earlier this year.

Both of these stocks come from our premium products, Horizon and Nexus, so you won’t want to miss this sneak peek.

Apologies for Mike’s sound—he was recording next to a construction site.

Our Horizon portfolio is a boutique service led by our co-founder and lead investor, Emmet Savage. Emmet has built his career on finding life-changing investments and believes the next hundred-bagger is already within his holdings. According to 100-bagger expert Chris Mayer, “no one owns more 100-baggers than Emmet.”

To claim your exclusive Horizon discount, head to mywallst.com/horizon or email us at pod@mywallst.com.

Become a successful investor by checking out all the content MyWallSt has to offer:

📩 Email us: pod@mywallst.com

📚 Learn the fundamentals of investing by downloading our free Learn app: https://bit.ly/3DXPOz7

💻 Keep updated on stock market news by visiting our blog: https://mywallst.com/blog/

🎧 Tune in to our podcast Stock Club to stay updated on weekly news: https://mywallst.com/stock-investment-podcast/

🎉 Follow MyWallSt on social:

❌ X: @MyWallStHQ

💃 TikTok: @MyWallSt

📸 Instagram: @MyWallSt

🖥️ Facebook: @MyWallSt

👔 LinkedIn: MyWallSt

The Multibagger King returns to Stock Club. Chris Mayer, author of 100 Baggers: Stocks That Return 100-to-1 and How to Find Them, inspired the creation of our international portfolio, Nexus, which aims to uncover great investments on foreign shores. In this throwback episode, he talks to us about his own approach to international investing.

Tune in to hear about his favorite brokerages, the quantitative and qualitative metrics he values most, and a few of his favorite potential 100x stocks in Europe. He also shares some Swedish names that we’re quite fond of ourselves.

Prophet, MyWallSt's latest investing service, is focused on delivering market-beating in less than 5 minutes a month.

We are running a seven day free trial for our followers.

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Become a successful investor by checking out all the content MyWallSt has to offer:

📩 Email us: pod@mywallst.com

📚 Learn the fundamentals of investing by downloading our free Learn app: https://bit.ly/3DXPOz7

💻 Keep updated on stock market news by visiting our blog: https://mywallst.com/blog/

🎧 Tune in to our podcast Stock Club to stay updated on weekly news: https://mywallst.com/stock-investment-podcast/

🎉 Follow MyWallSt on social:

❌ X: @MyWallStHQ

💃 TikTok: @MyWallSt

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👔 LinkedIn: MyWallSt

00:00 Introduction and Context01:42 Brokerage Solutions for International Stocks03:03 Identifying Multibagger Stocks04:16 Deep Dive into Specific Stocks14:22 Revenue Growth vs. Return on Equity19:03 Teqnion and Long-Term Investment Strategies

If you’re fatigued with the Magnificent Seven and their eye-watering valuations, maybe it’s time to look at some smaller market caps.

Pieter Slegers, founder of Compounding Quality, is back to discuss his new investing service, Tiny Titans. By focusing on small caps, an investor can outperform the market by about 4% a year. But by combining this with some of Slegers’ “Compounding Quality” characteristics, such as positive free cash flow and high insider ownership, that outperformance can increase to 6.5%.

Pieter’s goal is to achieve a yearly return of 15%, which would double your money every five years—perfect for long-term investors.

Tune in to hear about the importance of a stock checklist, what he looks for in a Tiny Titan, and to get a sneak peek at a stock on his watchlist.

To learn more about Pieter and the Tiny Titans service, head to https://www.tinytitansexclusive.net.

Prophet, MyWallSt's latest investing service, is focused on delivering market-beating in less than 5 minutes a month.

We are running a seven day free trial for our followers.

No commitment, cancel anytime.

Click here to grab your trial.

Become a successful investor by checking out all the content MyWallSt has to offer:

📩 Email us: pod@mywallst.com

📚 Learn the fundamentals of investing by downloading our free Learn app: https://bit.ly/3DXPOz7

💻 Keep updated on stock market news by visiting our blog: https://mywallst.com/blog/

🎧 Tune in to our podcast Stock Club to stay updated on weekly news: https://mywallst.com/stock-investment-podcast/

🎉 Follow MyWallSt on social:

❌ X: @MyWallStHQ

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00:00 Intro01:33 Peter's Investment Philosophy06:54 The Potential of Small Cap Stocks17:27 Screening for Quality Small Caps25:18 The Importance of Checklists31:29 Exceptions to the Rule38:38 Examples of Tiny Titans

In 2023, you’d be hard-pressed to find a Wall Street analyst who wasn’t in love with Lululemon. The stock was a classic example of a long-term, buy-and-hold winner, with a strong brand, enviable profit margins, and plenty of expansion opportunities.

However, coming into 2025, the company’s façade started to crack, with revenue growth slowing to single digits and comparable in-store sales falling. It appears the American market may be reaching saturation, with competition hot on Lulu’s heels. On top of that, tariffs are taking a healthy bite out of the bottom line, leaving its EBITDA “on the floor.” The stock is now the worst-performing name on the S&P 500 in 2025.

That said, international markets—particularly in China—remain vibrant, and Lulu hopes to reinvigorate domestic sales through R&D innovation. Is the market’s pricing an overreaction, or a reasonable adjustment for a brand transitioning from growth to value?

Mike also touches on Microsoft’s agreement with recent IPO Nebius, which sent the stock soaring.

Prophet, MyWallSt's latest investing service, is focused on delivering market-beating in less than 5 minutes a month.

We are running a seven day free trial for our followers.

No commitment, cancel anytime.

Click here to grab your trial.

Become a successful investor by checking out all the content MyWallSt has to offer:

📩 Email us: pod@mywallst.com

📚 Learn the fundamentals of investing by downloading our free Learn app: https://bit.ly/3DXPOz7

💻 Keep updated on stock market news by visiting our blog: https://mywallst.com/blog/

🎧 Tune in to our podcast Stock Club to stay updated on weekly news: https://mywallst.com/stock-investment-podcast/

🎉 Follow MyWallSt on social:

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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?

Prophet, MyWallSt's latest investing service, is focused on delivering market-beating in less than 5 minutes a month.

We are running a seven day free trial for our followers.

No commitment, cancel anytime.

Click here to grab your trial.

Become a successful investor by checking out all the content MyWallSt has to offer:

📩 Email us: pod@mywallst.com

📚 Learn the fundamentals of investing by downloading our free Learn app: https://bit.ly/3DXPOz7

💻 Keep updated on stock market news by visiting our blog: https://mywallst.com/blog/

🎧 Tune in to our podcast Stock Club to stay updated on weekly news: https://mywallst.com/stock-investment-podcast/

🎉 Follow MyWallSt on social:

🐦 Twitter: @MyWallStHQ

💃 TikTok: @MyWallSt

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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