Stock Club

If you thought last week was a treat, Mike and Emmet are here to double your luck. They bring you six more stocks to fill out your portfolio across different tastes and risk factors. Check in with your needs and add to your shortlists.
We’ll pitch you:
A Magnificent Seven member on the up and up in 2026
A biotech—reasonable or risky
A stock with nothing to do with AI (no bubbles here)
Magnificent Seven
Google (Alphabet) (NASDAQ: GOOG)
He can’t pitch Tesla twice in the same month, so despite trying to avoid the AI bubble, Emmet couldn’t resist pitching Google—especially as Google Gemini appears to be gaining ground on OpenAI. It’s certainly the king of data, and its financial health is leaps and bounds ahead of most AI incumbents.
Amazon (NASDAQ: AMZN)
Diversification rules the day, and some speculative bets still bake growth into this mega-cap. With chips and automation in the works, Amazon could still manage a second (even a third) act.
Biotech
Danaher Corporation (NYSE: DHR)
A major player in healthcare, diagnostics (its largest segment by revenue), and life sciences. Mike likes it for its diversification and razor-and-blade model, plus it has seen healthy improvement over the last few quarters. Emmet thinks it might be the best company you’ve never heard of.
Recursion Pharmaceuticals, Inc. (NASDAQ: RXRX)
An incredibly risky biotechnology company focused on discovering and developing drugs using AI. It targets orphan diseases—those affecting fewer than 250,000 people. Its revenue is lumpy, and it remains unprofitable.
Nothing to Do with AI (Snooze City)
Waste Management, Inc. (NYSE: WM)
Trucks, bins, holes in the ground—a perfect Peter Lynch “disgusting” stock. It’s essential and unsexy, but a consistent performer with rock-solid fundamentals and a healthy dividend.
Dutch Bros Inc. (NYSE: BROS)
An easy-to-understand coffee chain in the midst of major expansion. Focused on the drive-thru market, it owns most of its locations (rather than franchising) and has posted solid 6% same-store sales growth.
We wrap with Follow Prophet.
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00:00 Intro04:23 Magnificent Seven: Google15:29 Amazon21:40 Biotech Stocks: Danaher28:14 Recursion Pharmaceuticals39:25 Not an AI Stock: Waste Management45:23 Dutch Bros55:47 Following Prophet

For investors looking to refresh their portfolios heading into the new year, we’ve got a list of stocks hot off the presses. Mike and Emmet unpack:
A stock they love with a market cap under $1 billion
A favorite European stock
A stock down more than 30% from its all-time highs
Small Caps:
Relais Group (HEL: RELAIS), a Finnish auto aftermarket specialist.
Vertical Aerospace Ltd (NYSE: EVTL), a specialist in eVTOLs (electric vertical takeoff and landing aircraft).
European Stocks:
Camurus AB (STO: CAMX), a biotechnology company focused on improving treatments for opioid addiction.
Vinci SA (EPA: DG), a French infrastructure giant that operates airports, toll roads, and construction companies worldwide. They also charge Mike tolls every month.
A Fallen Warrior:
Novo Nordisk (CPH: NOVO-B), the owner of Ozempic and Wegovy.
Rivian (NASDAQ: RIVN), the 2021 EV darling that has yet to recapture the market’s love.
Tune in to hear Mike and Emmet’s favorites—and which stocks they’d add to their personal portfolios.
We wrap with a fresh edition of Follow Prophet.
Prophet, MyWallSt's latest investing service, is focused on delivering market-beating in less than 5 minutes a month.
Click here to join now.

Become a successful investor by checking out all the content MyWallSt has to offer:
📩 Email us: [email protected]
📚 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 Intro01:40 Stock Picks: Under a Billion Market Cap02:54 Relay Group: European autoparts08:25 Vertical Aerospace: High Risk, High Reward20:00 Camurus AB, a biotech innovator24:50 Vinci SA: The King of French Infrastructure29:26 Stock Downturns and Opportunities30:45 Investment Case for Novo Nordisk35:13 Rivian: The EV Truck Contender44:42 Follow Prophet

This week, Mike and Emmet take a step back to discuss the broader market landscape heading into 2026 and what industries they’re watching.
2025 was a pretty spectacular year for the S&P so its normal to feel the party can’t go on forever. Mike reminds investors that corrections are a normal part of investing—and that the best preparation is owning businesses you’re willing to hold through a downturn, while keeping some cash on hand to take advantage of bargains if markets pull back.
Emmet strikes a more optimistic note, arguing that the rally may have room to continue as corporate earnings have largely delivered so far. That said, the market’s confidence could be tested if Nvidia takes a stumble. But there is still some value out there, only 2 of the Magnificent 7 outperformed the market.
Emmet then checks in with Tesla, one of his longest held stocks. He’s done with flashy demos and wants to see real products hit the market—particularly in autonomous driving. Overall car sales are slowing so its time for Elon to walk the walk and support the company’s lofty valuation.
Mike highlights an area of healthcare he’s keeping a close eye on: treatments for opioid use disorder. With U.S. government funding for treatment programs expanding, this could become a meaningful tailwind for pharmaceutical companies operating in the space—many of which have already appeared across MWS services.
We wrap up with a fresh edition of Follow Prophet.
Stock Club’s one-word resolution for 2026: Community.
Our listeners are an invaluable part of the podcast, and we want to hear more from you. Subscribe, leave a comment with your thoughts, or drop us an email with your questions.
Prophet, MyWallSt's latest investing service, is focused on delivering market-beating in less than 5 minutes a month.
Click here to join now.
Become a successful investor by checking out all the content MyWallSt has to offer:
📩 Email us: [email protected]
📚 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
00:00 Intro
03:40 Market Predictions for 2026
12:46 Tesla's Future: Challenges and Opportunities
25:26 Autonomous Driving: The Next Frontier?
30:07 The Continued Threat of the Opioid Crisis
33:47 Promising Treatments for Opioid Use Disorder
41:18 Will the Rally Continue?
50:33 Following Prophet

In celebration of the New Year, Mike brings you a recap of our favorite interviews from 2025. More importantly for investors looking for an edge, we share some of the top stock picks from Wall Street’s greatest investors.
Tune in to catch highlights from David Gardner, Chris Hill, Clem Chambers, Pieter Slegers, and Eric Bleeker—plus insights into Ireland’s Auto-Enrolment pension scheme and tips on how to keep your confidence heading into 2026.
Prophet, MyWallSt's latest investing service, is focused on delivering market-beating in less than 5 minutes a month.
Click here to join now.
Become a successful investor by checking out all the content MyWallSt has to offer:
📩 Email us: [email protected]
📚 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
00:00 Intro01:25 David Gardner on Finding Great Investments Early05:17 David Quinn on the Irish Investing Landscape10:34 Emma Farley on Auto Enrollment in Ireland16:24 Eric Bleecker on AI Investment Opportunities20:06 David Gardner on the Power of Optimism in Investing23:17 David Quinn on Irish Property Investment26:17 The Importance of a Long-Term Mindset30:01 Stock Picks: Chris Hill's Top Three Investments37:21 Contrarian Investment: Intel's Potential40:46 European Small Cap Stocks: Chapters Group44:14 Desert Island Stocks: David Gardner's Picks

As the year winds down, Emmet and Mike look back on their favorite investing stories, stocks, and turkeys from 2025.
Mike touches on the obvious: AI and the “pick-and-shovel” plays that have ridden its wave. Chipmakers and storage manufacturers are among the market’s biggest winners. Even Intel, long the ugly stepsister of Nvidia and AMD, is up nearly 80% thanks to government investment and the push to bring manufacturing back to the United States.
Emmet discusses the fallout from the Liberation Day tariffs and the subsequent market rally. It’s an important reminder for long-term investors that sell-offs are inevitable—as are recoveries.
Moving on to stocks, Emmet covers Wave Life Sciences (WVE), the latest pharmaceutical company to debut a weight-loss drug. Unlike Ozempic and Wegovy, WVE-007 is taken once and does not impact patients’ muscle mass, sending the company’s stock soaring. However, the drug is still in early testing and likely years away from market.
Mike heads to safer waters, pitching Google. Despite a slow start, its latest Gemini 3.5 model has Sam Altman sweating, while its tidy collection of existing businesses keeps printing cash. Unlike OpenAI and Anthropic, it doesn’t need to focus on monetization, giving it a leg up in the race for market share.
Finally, we bring you 2025’s biggest turkeys. Emmet goes with Oklo, the maker of small modular reactors. Its stock is up 15x over the last year despite not yet having a working reactor. Mike picks MicroStrategy, the riskiest way to buy Bitcoin. It’s down 40% year to date, while Bitcoin is down just 4%—lovely.
Our Horizon portfolio is a boutique service led by our co-founder and lead investor, Emmet Savage. According to 100-bagger expert Chris Mayer, “no one owns more 100-baggers than Emmet”.
Horizon will be repriced to $2999 in 2026 but for a limited time, Stock Club listeners can grab an exclusive discount and lock in our 2025 price.
To get yours, email [email protected]
Become a successful investor by checking out all the content MyWallSt has to offer:
📩 Email us: [email protected]
📚 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
00:00 Intro03:32 The AI Revolution12:28 Liberation Day and Market Shocks18:59 Stock of the Year: Wave Life Sciences30:11 Google's Remarkable 2025 Performance35:56 Oklo: A Market Turkey43:04 MicroStrategy: A Bitcoin Gamble