Stock Club

Moderna (NASDAQ:MRNA) is back in the headlines after phase three success for what's being called a cancer vaccine, built on the same mRNA technology that powered its Covid vaccine. We discuss just how significant it is that this treatment has gotten this far in trials, why the pandemic accelerated mRNA research faster than anyone expected, and why the commercial realities of personalized medicine, similar to the challenges facing CRISPR Therapeutics (NASDAQ:CRSP) and Vertex Pharmaceuticals (NASDAQ:VRTX) with their multi million dollar sickle cell treatment, could complicate scalability even if the science works.
We make the case for why investing in a company trying to cure previously unsolvable diseases is worth serious consideration for stock investors, even beyond the pure economics, and why crossing a scientific milestone like this can open the floodgates for the rest of the biotech industry.
Then we shift to Uber (NYSE:UBER) and the case for why the robotaxi race may not be as simple as Waymo good, Uber bad. Rather than spending billions building its own autonomous vehicle fleet, Uber is positioning itself as the aggregator that Waymo, Zoox, Baidu and a growing list of AV players plug into. We break down CEO Dara Khosrowshahi's argument that the highest utilization operator will have the lowest cost of capital, and count the wave of robotaxi partnerships announced over just the last four months.
We close out on why this is not a simple binary bet, how Uber's ride hailing and delivery business has quietly become far more profitable in recent years, and why autonomous driving commoditization could actually favor Uber's asset light model as the technology scales globally.
Stocks mentioned:
Moderna Inc (NASDAQ:MRNA)
CRISPR Therapeutics AG (NASDAQ:CRSP)
Vertex Pharmaceuticals Inc (NASDAQ:VRTX)
Uber Technologies Inc (NYSE:UBER)
Alphabet Inc / Waymo (NASDAQ:GOOGL)
Tesla Inc (NASDAQ:TSLA)
Amazon.com Inc / Zoox (NASDAQ:AMZN)
Lyft Inc (NASDAQ:LYFT)
#StockClub #MyWallst #ModernaStock #UberStock #CancerVaccine #RobotaxiStocks #StocksToBuy

Ahead of Investicon, we run through Motley Fool co-founder David Gardner's ten greatest stock recommendations of all time, a league table that includes Tesla (NASDAQ:TSLA), Netflix (NASDAQ:NFLX), Booking Holdings (NASDAQ:BKNG), Amazon (NASDAQ:AMZN) and Nvidia (NASDAQ:NVDA), his best call by the widest margin. We dig into why he picked each of these growth stocks, what the market looked like at the time, and how a philosophy built for the long term turned early conviction into some of the best investment returns in stock picking history.From backing Nvidia in 2004 on a thesis about graphics demand long before anyone was talking about artificial intelligence, to spotting Booking.com's turnaround story when it was still known as Priceline, we break down the recipe behind these picks and what today's investors can actually learn and apply to finding the best stocks to buy now. We also cover why staying invested through years of drawdowns, rather than selling, was just as important to these results as the original stock picks themselves.Investicon is happening Thursday August 27th in Dublin, featuring David Gardner live alongside Bill Mann, Pieter Slegers of Compounding Quality and Eric Bleeker. Email Brian@mywallst.com for a shot at one of this week's discount codes, or head to investicon.ie for tickets and details.Stocks mentioned:Tesla Inc (NASDAQ:TSLA)Netflix Inc (NASDAQ:NFLX)Booking Holdings (NASDAQ:BKNG)Amazon.com Inc (NASDAQ:AMZN)Nvidia Corporation (NASDAQ:NVDA)Microsoft Corporation (NASDAQ:MSFT)#StockClub #MyWallst #StocksToBuy #GrowthStocks #InvestingPodcast #NvidiaStock #InvesticonAt MyWallSt, we believe great investing is about patience, discipline, and owning outstanding businesses. Our team researches global stocks, publishes transparent performance, and helps investors build long-term wealth without hype or guesswork. Horizon is our long-term buy-and-hold service, while Prophet is a five-minutes-a-month system that has trounced the average market returns over 17 years.

Stock Club Episode 324
This week on Stock Club, we're joined by Pieter Slegers of Compounding Quality, one of the biggest names to come out of the Substack investing world.
Pieter breaks down why Chapters Group AG (Frankfurt:CHG) has become one of his highest conviction Tiny Titans picks, including the story of driving seven hours to meet the CEO in person and what he learned from comparing the company to Constellation Software (TSX:CSU).
We also dig into Pieter's quality investing framework, his biggest lessons from mistakes of omission like Lotus Bakeries (Euronext:LOTB), and the daily routine that keeps him disciplined as an investor.
Pieter will be joining us on stage at Investicon on Thursday, August 27th at the Market Bar in Dublin, alongside Bill Mann, Eric Bleeker, Simon Zebo, David Gardner, and Robert Johnson. For ticket inquiries, email Brian@MyWallSt. Learn more and get your tickets at https://www.investicon.ie/

#MyWallSt #StockClub #Investicon #CompoundingQuality #QualityInvesting #TinyTitans #StockMarket #Investing
At MyWallSt, we believe great investing is about patience, discipline, and owning outstanding businesses. Our team researches global stocks, publishes transparent performance, and helps investors build long-term wealth without hype or guesswork. Horizon is our long-term buy-and-hold service, while Prophet is a five-minutes-a-month system that has trounced the average market returns over 17 years.

Stock Club 323We're revisiting two more stocks pitched at last year's Investicon to see how they've performed, and one of them has been on an incredible run. Ouster (NASDAQ:OUST), the San Francisco lidar sensor maker, is up roughly 90% since it was first flagged, with gross margins climbing from around 10% to 43% and a 13th straight quarter of growth. We break down the Department of Defense certification, the expanded manufacturing partnership, and why Q2 2026 earnings on August 6th could be the next big catalyst for this AI and robotics stock.We also check in on Schaeffler (ETR:SHA0), a 100 plus year old German industrial giant paying a 4.2% dividend yield, and why old world manufacturing businesses like this are becoming unexpectedly future relevant as the world builds out robotics and automation. Along the way we talk lidar technology, dividend stocks, and how to think about investing in AI adjacent industrial names.Finally, we've got a big announcement for our Investicon event on August 27th, just three weeks away, featuring Motley Fool co-founder David Gardner, Bill Mann, Eric Bleeker, Peter Slager of Compounding Quality, and more. Email Brian@MyWallSt.com if you want a shot at one of this week's early bird discount tickets, or head to investicon.ie for more details.Stocks mentioned:Ouster Inc (NASDAQ:OUST)Schaeffler AG (ETR:SHA0) /U.S. OTC (Ordinary/Common): SCAFFBenchmark Electronics (NYSE:BHE)Tesla (NASDAQ:TSLA)Luminar Technologies (NASDAQ:LAZR)Hugo Boss (ETR:BOSS)Porsche AG (ETR:P911)Philip Morris International (NYSE:PM)Diageo (LSE:DGE)#StockClub #MyWallst #LidarStocks #DividendStocks #StocksToBuy #InvestingPodcast #AIStocksAt MyWallSt, we believe great investing is about patience, discipline, and owning outstanding businesses. Our team researches global stocks, publishes transparent performance, and helps investors build long-term wealth without hype or guesswork. Horizon is our long-term buy-and-hold service, while Prophet is a five-minutes-a-month system that has trounced the average market returns over 17 years.

Cloudflare (NYSE:NET) is up 30% in the last year and powers an estimated 20% of the most valuable sites on the internet, but is it actually worth 300 times cash flow?
This week we do a deep dive on one of the most complex and consistently expensive stocks in the market, breaking down how Cloudflare's edge network acts as the tollbooth of the modern internet, filtering cyber attacks, optimizing performance, and now positioning itself as the infrastructure layer for AI agents.
We also break down Vertiv Holdings (NYSE:VRT), the data center infrastructure specialist sitting on a backlog so large its employees are booked out for the next decade. The demand is undeniable for the next 2 to 3 years but is the AI infrastructure buildout heading for a fiber bubble-style correction, or is this the foundational chapter of a generational infrastructure player?

Stocks & Companies Mentioned:
Cloudflare (NYSE:NET)
Vertiv Holdings (NYSE:VRT)
CrowdStrike (NASDAQ:CRWD)
Microsoft (NASDAQ:MSFT)
Amazon/AWS (NASDAQ:AMZN)
Alphabet/Google Cloud (NASDAQ:GOOGL)
SpaceX (NASDAQ:SPCX)

At MyWallSt, we believe great investing is about patience, discipline, and owning outstanding businesses. Our team researches global stocks, publishes transparent performance, and helps investors build long-term wealth without hype or guesswork. Horizon is our long-term buy-and-hold service, while Prophet is a five-minutes-a-month system that has trounced the average market returns over 17 years.