Episodios

  • E100: Celebrating 100 Episodes with a Livestream Party! 🎉

    E100: Celebrating 100 Episodes with a Livestream Party! 🎉
    Oct 6 2025

    ⚠️ WARNING: This episode has strong language from the very first minute!

    It's our 100th episode, and we're celebrating live on stream with our community! We're breaking down world-class portfolio returns, a 1000% stock vindication, and debating which companies are headed for the graveyard. Thank you for being on this wild ride with us!

    In this episode, we cover:

    • 💯 The Century Mark! We hit 100 episodes and celebrate this incredible milestone live with our amazing Patreon community.

    • 🏆 Contest Winner! We announce the winner of the $750 Fiscal AI Pro membership.

    • 🤯 69% Per Year & STILL Losing? We reveal the shocking numbers behind Badger's world-class portfolio and how the Monkey is still managing to beat him.

    • 🚀 1000% Vindication! From $0.70 to over $10, we break down Monkey's massive win on EOS Energy and debate if it can 10x again from here.

    • 📉 The Party Ends. The good times don't last forever. We get real about surviving the inevitable downturns and mastering your emotions when your portfolio is bleeding red.

    • ❤️ The 36 Questions. We get personal and explore the friendship that powers the podcast and why community is your greatest asset in investing.

    • 🎯 Resolutions Revisited! Monkey admits to breaking his own rules (and selling EOS!), while Badger's life changes have his wife seeing red.

    • 🦕 Dinosaur Watch. We debate which companies are going extinct. Is TransMedics ($TMDX) safe from sci-fi tech? Why should most SaaS companies be terrified of AI?

    • 🛡️ Your Ultimate Safety Net. "Position sizing is my safeguard against my own stupidity." Learn how to protect your portfolio from yourself and random asteroid strikes.
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    1 h y 45 m
  • E99: The #1 Sign It's Time To Trim Your Stocks

    E99: The #1 Sign It's Time To Trim Your Stocks
    Sep 29 2025
    What happens when you're too successful? In this special episode, we're tackling the best problem an investor can have: a winning stock that's grown so big it's unbalancing your entire portfolio. Before we hit episode 100, we flip the script to find the answers.🦡 The Bull Case for CHAOS: Badger defends a high-risk, high-reward energy portfolio. Is this volatile strategy right for you?🐒 In Praise of "Boring": Monkey explains why owning "tuxedo and Rolex" stocks like Google and Amazon is a powerful long-term strategy for building wealth. $GOOG $AMZN✂️ When to Sell a Winner: We answer your #1 question. Learn the stock-specific and portfolio-level signs that it's time to take some profits off the table.🏢 Go on Stock Safari with White Fiber - could a company retrofitting old buildings into the high-demand data centers of the future be the next AI Play? $WYFI📊 Our Biggest Portfolio Mistakes: From a 1000% gain creating a 15% position to a single stock ballooning to 35%, we reveal our own risk management blunders.💡 The Ultimate Litmus Test: Steal our simple but powerful "Would I Buy It Today?" framework to stress-test every single holding in your portfolio.Segments: 00:00 Cold Open & Contest Announcement 07:20 Portfolio Role Reversal Setup 09:28 Luke's Bull Case for Monkey's Portfolio 13:15 Krzys's Defense of Badger's Strategy 27:54 Self-Critique and Portfolio Problems 46:31 The Trimming Question from Listeners 54:55 White Fiber Stock Safari 01:05:30 Family Investing Conversations**********If you want to see our furry faces, this podcast is also available on YouTube at ⁠https://www.youtube.com/@WallStreetWildlife?sub_confirmation=1⁠**********SUPPORT THE SHOW AND BECOME A PATREON:https://patreon.com/wallstreetwildlife**********Find more episodes of the podcast at ⁠⁠⁠wallstreetwildlife.com⁠⁠⁠ where you can also get our "10 Laws of the Investing Jungle" free PDF download, and you can follow us at:⁠⁠x.com/7LukeHallard⁠x.com/7FlyingPlatypusWall Street Wildlife is also on Instagram @wallstreetwildlife**********Fiscal.AI is the Complete Stock Research Platform for fundamental investors. With its beautiful design and institutional-quality data, Fiscal AI is incredibly powerful and easy to use.Get 15% off any premium plan with:https://fiscal.ai/wildlife**********Listen to the Chit Chat Stocks Podcast for discussions on stocks, financial markets, super investors, and more. Follow the show on Spotify, Apple Podcasts, or YouTubehttps://open.spotify.com/show/4SBtOWGEOmD9pmltgIXO8r**********To use the same portfolio tracking tool as Luke, check-out:⁠https://www.portseido.com/?fpr=lukehallard**********Monkey’s “Zen, Nietzsche, How to Live” Substack:http://firephilosophy.substack.com**********Disclosure: Wall Street Wildlife hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation**********Fed up with the stock market giving you a hard time?- Invest like seasoned pros with over 40 years in the game- Discover the world's leading companies- Sharpen your best investing practices and ditch the worst- Learn how to start investing- Essential investing principles to boost your returns--KeywordsWhen to sell stocks, taking profits, stock market, investing for beginners, portfolio management, risk management, how to invest, asset allocation, portfolio concentration, high beta stocks, blue chip stocks, energy stocks, tech stocks, AI stocks, data center stocks, Google stock, Amazon stock, Crowdstrike stock, Rocket Lab stock, Wall Street Wildlife, investing podcast
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    1 h y 11 m
  • E98: The #1 Mistake Investors Make in a Raging Bull Market

    E98: The #1 Mistake Investors Make in a Raging Bull Market
    Sep 22 2025
    This week, we're tackling the dangerous cocktail of success and ego, analyzing a HUGE listener portfolio, and placing a high-stakes bet on a 500% one-year return!🧠 Feeling like an investing genius? That's your biggest red flag. We break down the psychological traps of a bull market and how to protect your portfolio from your own ego.📉 Trump wants to kill quarterly reports. Would this save companies from short-term pressure or just leave investors in the dark? We debate the controversial proposal.🔬 Is your portfolio bloated? We put a listener's 46-stock portfolio under the microscope to find the hidden gems and the positions that need to be cut.🚀 Monkey's portfolio is up a staggering 462% over the past year! So we made a bet: can it hit 500% by year-end? A very fine bottle of vintage rum is on the line!⌚️ A peek behind the curtain. Luke reveals his private investment in WHOOP and explains why this wearable is more than just a fitness tracker, it's a health revolution.💥 Numbers vs. Narrative: We dissect a fiery debate over OpenDoor's future. When should you trust the spreadsheet, and when should you bet on a visionary pivot? $OPEN💯 We're hitting triple digits! Episode 100 will be a live-stream, unfiltered, Patreon-only event. Join the community now so you don't miss out on the chaos.Wall Street Wildlife is about to turn 100 (episodes!), and we've teamed up with our partners Fiscal.AI for a special - and lucrative - competition! One winner will receive a one-year Pro subscription to Fiscal AI, worth over $750! Entry details here: https://www.patreon.com/posts/139165245Segments:00:00 Introduction and Market Commentary 04:01 Trump's Quarterly Reporting Proposal11:33 The Hubris Trap: When Success Breeds Danger 29:58 Krzysztof's 500% Return Bet 34:42 Patreon Portfolio Analysis Deep Dive 57:25 Stock Safari: WHOOP Private Investment 01:12:00 OpenDoor Investment Philosophy Debate 01:20:06 Episode 100 Live Stream Plans**********If you want to see our furry faces, this podcast is also available on YouTube at ⁠https://www.youtube.com/@WallStreetWildlife?sub_confirmation=1⁠**********SUPPORT THE SHOW AND BECOME A PATREON:https://patreon.com/wallstreetwildlife**********Find more episodes of the podcast at ⁠⁠⁠wallstreetwildlife.com⁠⁠⁠ where you can also get our "10 Laws of the Investing Jungle" free PDF download, and you can follow us at:⁠⁠x.com/7LukeHallard⁠x.com/7FlyingPlatypusWall Street Wildlife is also on Instagram @wallstreetwildlife**********Fiscal.AI is the Complete Stock Research Platform for fundamental investors. With its beautiful design and institutional-quality data, Fiscal AI is incredibly powerful and easy to use.Get 15% off any premium plan with:https://fiscal.ai/wildlife**********Listen to the Chit Chat Stocks Podcast for discussions on stocks, financial markets, super investors, and more. Follow the show on Spotify, Apple Podcasts, or YouTubehttps://open.spotify.com/show/4SBtOWGEOmD9pmltgIXO8r**********To use the same portfolio tracking tool as Luke, check-out:⁠https://www.portseido.com/?fpr=lukehallard**********Monkey’s “Zen, Nietzsche, How to Live” Substack:http://firephilosophy.substack.com**********Disclosure: Wall Street Wildlife hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation**********Fed up with the stock market giving you a hard time?- Invest like seasoned pros with over 40 years in the game- Discover the world's leading companies- Sharpen your best investing practices and ditch the worst- Learn how to start investing- Essential investing principles to boost your returns
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    1 h y 22 m
  • E97: Our 10X Portfolio EXPOSED + Musk's comp + ASTS vs Starlink

    E97: Our 10X Portfolio EXPOSED + Musk's comp + ASTS vs Starlink
    Sep 15 2025
    📊 Monkey's 10X Portfolio: It's time for a brutally honest review of Krzysztof's high-conviction picks. We celebrate the massive wins ($EOSE up 160%!) and analyze the laggards. Find out why he's doubling down on some surprising choices. $CHRS $TMDX🚀 Elon's Trillion-Dollar Dare: We dissect Musk's colossal new Tesla compensation package. Is he aligning with shareholders for an unprecedented win, or is this a disaster waiting to happen? We break down the milestones and what it really means for the future of Tesla. $TSLA🃏 Poker Plays for Your Portfolio: When the market gets chaotic, the smart investors think like poker pros. Learn how to distinguish between calculated adaptation and reckless variance to not just survive, but thrive in the mayhem.🎯 The Art of the Trim: Wrestling with a huge 36% position in a winning stock is a good problem to have, but a problem nonetheless. We're talking real-time portfolio decisions and the psychology of when to let your winners ride versus reallocating capital.🛰️ The Battle for a Space Duopoly: Fresh off the press – SpaceX just made an $18 billion move that could shake up the space broadband battle. Is this a death blow to AST SpaceMobile's dominance, or does it confirm the sheer scale of the opportunity? $ASTS💡 Are You Lying to Yourself?: Inspired by a Netflix thriller, we take a deep dive into the dangerous world of confirmation bias and reality distortion. Learn how to stay objective when you're deeply invested in your own ideas.Segments:00:00 Introduction & Market Outlook01:46 Elon Musk's Trillion-Dollar Tesla Compensation07:28 Political Alignment & Board Dynamics14:32 Poker Strategy for Chaotic Markets21:30 10X Portfolio Performance Review35:29 Tesla's 10-Year Vision42:26 EOS Energy vs AST SpaceMobile Decision51:55 SpaceX Spectrum News Analysis56:57 TransMedics Growth Trajectory $TMDX58:55 Chainlink's Regulatory Breakthrough $LINK01:02:18 AMD's AI Inference Play $AMD01:05:01 Portfolio Concentration Risk01:14:18 Intuitive Surgical & Axon Updates $ISRG $AXON01:17:16 Netflix's "Unknown Number" Investment Lessons**********If you want to see our furry faces, this podcast is also available on YouTube at ⁠https://www.youtube.com/@WallStreetWildlife?sub_confirmation=1⁠**********SUPPORT THE SHOW AND BECOME A PATREON:https://patreon.com/wallstreetwildlife**********Find more episodes of the podcast at ⁠⁠⁠wallstreetwildlife.com⁠⁠⁠ where you can also get our "10 Laws of the Investing Jungle" free PDF download, and you can follow us at:⁠⁠x.com/7LukeHallard⁠x.com/7FlyingPlatypusWall Street Wildlife is also on Instagram @wallstreetwildlife**********Fiscal.AI is the Complete Stock Research Platform for fundamental investors. With its beautiful design and institutional-quality data, Fiscal AI is incredibly powerful and easy to use.Get 15% off any premium plan with:https://fiscal.ai/wildlife**********Listen to the Chit Chat Stocks Podcast for discussions on stocks, financial markets, super investors, and more. Follow the show on Spotify, Apple Podcasts, or YouTubehttps://open.spotify.com/show/4SBtOWGEOmD9pmltgIXO8r**********To use the same portfolio tracking tool as Luke, check-out:⁠https://www.portseido.com/?fpr=lukehallard**********Monkey’s “Zen, Nietzsche, How to Live” Substack:http://firephilosophy.substack.com**********Disclosure: Wall Street Wildlife hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation**********Fed up with the stock market giving you a hard time?- Invest like seasoned pros with over 40 years in the game- Discover the world's leading companies- Sharpen your best investing practices and ditch the worst- Learn how to start investing- Essential investing principles to boost your returns
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    1 h y 27 m
  • E96: $OPEN $IREN $PLTR and How to Get Started as an Investor

    E96: $OPEN $IREN $PLTR and How to Get Started as an Investor
    Sep 8 2025

    🏆 King of the Jungle Update - Monkey takes the crown! After being underwater for year one of the contest, Krzysztof has dramatically surged ahead in the last twelve months, and has grown his $200/month contributions into $8,000 with consistency and patience📈 Palantir Valuation Reality Check - Luke dismantles a YouTube commenter's dangerous logic that "Rule of 40 means you can ignore valuation." Here why PLTR's market leading 98% Rule of 40 score still doesn't justify its unsustainable revenue multiple🏠 Opendoor's Risky Pivot - Krzysztof defends his speculative position in $OPEN as they transition from failed iBuying to asset-light platform. Luke bares his Badger's claws at this "meme stock" approach to investing⚡ IREN Energy's Breakthrough Moment - From Bitcoin miner to AI infrastructure powerhouse - why IREN's partnership with Nvidia and potential hyperscaler ambitions caught Luke's attention enough to finally join Krzysztof as an investor🎯 How to Get Started Investing - Responding to new Patreon Hugh's video question about picking stocks for his pension. The badger and monkey break down their beginner-friendly approach: start small, pick companies you understand, do at least one hour of primary source research per stock"💡 The Power of Primary Sources - Why reading company investor decks and listening to earnings calls beats following stock tip newsletters. Plus our favorite tools for fundamental research📊 Portfolio Management Wisdom - Why diversification matters even for 'generational' companies, the psychology of winning and losing streaks, and lessons from IREN's volatile trading history🌴 Thank you for supporting Wall Street Wildlife on Patreon!💵 Your support helps us continue bringing you valuable insights and unfiltered investment discussionsSegments:00:00 Cold Open - Investment Psychology00:48 King of the Jungle Contest Update06:41 The Compounding Journey - From $1K to $8K12:42 Opendoor Deep Dive and Debate30:17 Palantir Valuation Controversy44:11 IREN Energy's AI Pivot01:08:05 Hugh's Question: How to Get Started Investing01:23:43 Research Methods and Primary Sources01:31:15 Closing Thoughts and Travel Stories**********SUPPORT THE SHOW AND BECOME A PATREON:https://patreon.com/wallstreetwildlife**********Find more episodes of the podcast at ⁠⁠⁠wallstreetwildlife.com⁠⁠⁠ where you can also get our "10 Laws of the Investing Jungle" free PDF download, and you can follow us at:⁠⁠x.com/7LukeHallard⁠x.com/7FlyingPlatypus**********Fiscal.AI is the Complete Stock Research Platform for fundamental investors. With its beautiful design and institutional-quality data, Fiscal AI is incredibly powerful and easy to use.Get 15% off any premium plan with:https://fiscal.ai/wildlife**********Listen to the Chit Chat Stocks Podcast for discussions on stocks, financial markets, super investors, and more. Follow the show on Spotify, Apple Podcasts, or YouTubehttps://open.spotify.com/show/4SBtOWGEOmD9pmltgIXO8r**********To use the same portfolio tracking tool as Luke, check-out:⁠https://www.portseido.com/?fpr=lukehallard**********Monkey’s “Zen, Nietzsche, How to Live” Substack:http://firephilosophy.substack.com**********Disclosure: Wall Street Wildlife hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation**********Fed up with the stock market giving you a hard time?- Invest like seasoned pros with over 40 years in the game- Discover the world's leading companies- Sharpen your best investing practices and ditch the worst- Learn how to start investing- Essential investing principles to boost your returnsInvesting for beginners,how to start investing,Palantir stock,PLTR stock analysis,Rule of 40,IREN Energy,IREN stock,Nvidia AI,AI stocks,Opendoor stock,OPEN stock,stock market,stock picking,fundamental analysis,portfolio management,stock debate,value investing,growth stocks,Bitcoin mining stocks,Wall Street Wildlife
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    1 h y 38 m
  • E95: Achieving Financial Independence with Dividend Stocks (Here's How)

    E95: Achieving Financial Independence with Dividend Stocks (Here's How)
    Sep 1 2025
    Ready to build a dividend machine that actually works? We're diving deep with Edgi from the Dividend Talk podcast, a veteran investor who now covers 80% of his living expenses with passive income. He's sharing the exact strategies, costly mistakes, and psychological shifts that got him there.🏆 The Philosophy of Dividend Growth Investing - Why focusing on growth first, dividends second creates sustainable income streams. Edgi explains how dividend growth differs from yield chasing and why predictable slow compounders beat speculative plays💰 Building Financial Independence with Income - Discover Edgi's 80% journey to financial independence through dividend income replacing expenses. Learn his tier system for portfolio allocation and why he never goes "full position" on day one📈 Euronext Deep Dive - Edgi's latest conviction pick: the European exchange operator consolidating fragmented markets across Europe. From 500M to 1.7B revenue in a decade - is this the next infrastructure play?⚠️ Battle Scars and Costly Mistakes - Raw stories of investment failures: General Electric's book cooking, Tupperware's false promises, and the psychological torture of selling McDonald's at $120. Why selling too early can hurt more than holding losers🔍 Value Traps and Red Flags - How to spot yield traps, why 10%+ dividend yields should trigger alarm bells, and the dangerous allure of yield-max ETFs that aren't real dividends🛡️ Risk Through Different Lenses - Heated debate on what constitutes "real risk" - is owning Novo Nordisk at $450B valuation riskier than early-stage growth stocks? How diversification across 50 stocks changes the sleep-at-night factor🎯 Lightning Round: Overrated vs Underrated - Rapid-fire takes on REITs (overrated due to leverage risks), share buybacks vs dividends (dividends win for reliability), ESG investing (window dressing for activists), and the Mag Seven hype🌍 European Perspective on US Markets - Why Edgi allocates 55-60% to US dividend stocks despite being European, and his contrarian view: "I would never bet against America, even with their debt pile"Segments: 00:00 Cold Open - Investment Psychology 00:52 Introduction and Welcome 02:17 Dividend Talk Mission and European Wealth Building 05:47 The 80% Financial Independence Journey 08:40 Dividend Growth vs Dividend Yield Chasing 17:12 Personal Investment Philosophy and Risk Tolerance 27:52 Portfolio Allocation Strategy and Tier System 32:25 Battle Scars: General Electric and Tupperware Disasters 43:40 Doubling Down Strategy and Conviction Building 48:34 Risk Perspectives: Novo Nordisk Debate 56:20 Future Dividend Initiators: Amazon's Potential 57:51 The "Boring" vs Exciting Investment Debate 01:04:29 Lightning Round: REITs, Buybacks, ESG, Mag Seven, & US Stocks**********SUPPORT THE SHOW AND BECOME A PATREON:https://patreon.com/wallstreetwildlife**********Fiscal.AI is the Complete Stock Research Platform for fundamental investors. With its beautiful design and institutional-quality data, Fiscal AI is incredibly powerful and easy to use.Get 15% off any premium plan with:https://fiscal.ai/wildlife**********Listen to the Chit Chat Stocks Podcast for discussions on stocks, financial markets, super investors, and more. Follow the show on Spotify, Apple Podcasts, or YouTubehttps://open.spotify.com/show/4SBtOWGEOmD9pmltgIXO8r**********To use the same portfolio tracking tool as Luke, check-out:⁠https://www.portseido.com/?fpr=lukehallard**********Monkey’s “Zen, Nietzsche, How to Live” Substack:http://firephilosophy.substack.com**********Disclosure: Wall Street Wildlife hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation**********
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    1 h y 15 m
  • E94: Can You REALLY Live Off Growth Stocks? 'Dividend Talk' Challenges Us

    E94: Can You REALLY Live Off Growth Stocks? 'Dividend Talk' Challenges Us
    Aug 28 2025

    We jumped into the dividend investor's den on the Dividend Talk podcast to prove it's not only possible, but powerful. In this special crossover episode, we get grilled on how we built our portfolios, how we handle terrifying market crashes, and why growth and dividend investing might have more in common than you think.Get ready for a hilarious and brutally honest conversation about what it actually takes to live off your investments.In this episode, we reveal:🌴 How to TRULY live off a portfolio of growth stocks, even when it crashes 37% the month after you retire.🎙️ The origin story of Wall Street Wildlife (and why one of us stole the other's best stock idea).🔥 Growth vs. Dividend Investing: The ultimate showdown and where our strategies overlap.🧠 The psychology of conviction, managing fear, and why you need an investing 'pack'.📜 Our 10 unbreakable "Laws of the Jungle" for long-term investing success.✂️ To sell or not to sell? We break down our biggest disagreements on trimming winners.📈 Deep dives on Google, Greggs, Nintendo, Wise, and the battery stock one of us is obsessed with.Enjoy the episode, and let us know which side of the debate you're on! 💸🔗 You can hear more from the host of Dividend Talk's at:https://dividendtalkpodcast.com/https://x.com/DividendTalk_https://x.com/European_DGI**********SUPPORT THE SHOW AND BECOME A PATREON:https://patreon.com/wallstreetwildlife**********Find more episodes of the podcast at ⁠⁠⁠wallstreetwildlife.com⁠⁠⁠ where you can also get our "10 Laws of the Investing Jungle" free PDF download, and you can follow us at:⁠⁠x.com/7LukeHallard⁠x.com/7FlyingPlatypusWall Street Wildlife is also on Instagram @wallstreetwildlife**********Fiscal.AI is the Complete Stock Research Platform for fundamental investors. With its beautiful design and institutional-quality data, Fiscal AI is incredibly powerful and easy to use.Get 15% off any premium plan with:https://fiscal.ai/wildlife**********To use the same portfolio tracking tool as Luke, check-out:⁠https://www.portseido.com/?fpr=lukehallard**********Monkey’s “Zen, Nietzsche, How to Live” Substack:http://firephilosophy.substack.com**********Disclosure: Wall Street Wildlife hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation**********Fed up with the stock market giving you a hard time?- Invest like seasoned pros with over 40 years in the game- Discover the world's leading companies- Sharpen your best investing practices and ditch the worst- Learn how to start investing- Essential investing principles to boost your returnsgrowth investing,dividend investing,how to retire early,financial independence,FIRE movement,living off your portfolio,growth stocks vs dividend stocks,Wall Street Wildlife podcast,Dividend Talk podcast,stock portfolio management,investor psychology,when to sell stocks,market crash,Google stock analysis,GOOG,EOSE,RKLB,GRG.L,investor mistakes,long-term investing
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    1 h y 33 m
  • E93: This $60B Fund Picked 40 Stocks for 2030 (But They Missed The BIGGEST One)

    E93: This $60B Fund Picked 40 Stocks for 2030 (But They Missed The BIGGEST One)
    Aug 18 2025
    We dive deep into Coatue Management's newly published list of 40 companies they believe are best positioned to dominate the AI and tech-driven world by 2030. With $60 billion under management, these guys move markets!📊 Coatue's Investment Methodology - top 150 tech companies, compounding returns filter, and excluding multiple compression. Is this the right way to find tomorrow's winners?🏆 Spotting the Next Decade's Winners, from SpaceX ($870B projected) to Oracle's surprising comeback story.🚀 Can AI solve the national debt crisis? We dissect Coatue's bold theory that AI will trigger deflation, lower interest rates, and ignite GDP growth.⚡ Nuclear, solar, and energy storage companies positioned to power the AI boom. Plus Krzysztof's new Bloom Energy position and Luke's nuclear reactor timing lessons.💡 The AI boom needs a colossal amount of energy. Coatue reveals the nuclear, solar, and energy storage plays poised to power the future.📈 The market crashes about once a decade. We analyze historical cycles to give you a playbook for navigating the inevitable turbulence and coming out on top.🎯 Alphabet is excluded from Coatue's list. Is this a massive oversight or do they see something we don't? $GOOG $GOOGL🧠 Why being a small investor is a secret superpower, and how Luke used it to score a 15x return, crushing Coatue's 6x performance.Sources:Coatue's East Meets West conference 2025: https://www.coatue.com/blog/company-update/coatues-2025-emw-conferenceSegments:00:00 Cold Open - The Market is Rigged in Our Favor00:38 Introduction to Coatue Management02:44 Coatue vs. ARK Invest Comparison06:28 Retail Investor Advantages Over Big Institutions11:14 Coatue's Investment Methodology13:50 Tech is Driven by Major Waves of Innovation $IBM $MSFT $AMZN $NVDA17:35 Technology Wave Analysis: From Mainframes to AI20:40 The New Class of AI Winners $ORCL $GEV $BE $SMR24:52 How to Withstand Market Downturns31:34 The AI Economic Flywheel Theory $TSLA $NFLX37:15 Are Private Market Valuations Reaching Bubble Territory? #SpaceX #Revolut $WISE39:40 Today's Top 50 Tech Companies $BTC $ETH $ISRG41:14 The Fantastic 40 List for 203049:25 Why did Coatue Exclude Alphabet? $GOOG56:00 Investment Research To-Do List #Databricks**********If you want to see our furry faces, this podcast is also available on YouTube at ⁠https://www.youtube.com/@WallStreetWildlife?sub_confirmation=1⁠**********SUPPORT THE SHOW AND BECOME A PATREON:https://patreon.com/wallstreetwildlife**********Find more episodes of the podcast at ⁠⁠⁠wallstreetwildlife.com⁠⁠⁠ where you can also get our "10 Laws of the Investing Jungle" free PDF download, and you can follow us at:⁠⁠x.com/7LukeHallard⁠x.com/7FlyingPlatypusWall Street Wildlife is also on Instagram @wallstreetwildlife**********Fiscal.AI is the Complete Stock Research Platform for fundamental investors. With its beautiful design and institutional-quality data, Fiscal AI is incredibly powerful and easy to use.Get 15% off any premium plan with:https://fiscal.ai/wildlife**********Listen to the Chit Chat Stocks Podcast for discussions on stocks, financial markets, super investors, and more. Follow the show on Spotify, Apple Podcasts, or YouTubehttps://open.spotify.com/show/4SBtOWGEOmD9pmltgIXO8r**********To use the same portfolio tracking tool as Luke, check-out:⁠https://www.portseido.com/?fpr=lukehallard**********Monkey’s “Zen, Nietzsche, How to Live” Substack:http://firephilosophy.substack.com**********Disclosure: Wall Street Wildlife hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation**********Growth Investing, Coatue Management, Fantastic 40, Philippe Laffont, How to pick stocks, Growth Stocks 2030, Google Stock, Alphabet Stock, GOOGL, SpaceX Stock, Oracle Stock, Bloom Energy, Nuclear Energy Stocks, Market Cycles, Investing Strategy, Investing Podcast, How to beat the market, Snowflake vs Databricks
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    58 m