Stock Club

It's been a rough couple of weeks for Roku, with its share price being cut in half since the start of the year. Listen in as we discuss the balance of short-term concerns versus long-term opportunities with this divisive stock. In this episode, we also discuss: The impact that Google's new privacy changes will have on advertising Earnings from Teladoc, Imax, Virgin Galactic, and Home Depot And our...

Just when you thought it was safe to go back in the water… After its very public implosion back in 2019, MoviePass is coming back to a cinema near you this summer. Will things be better this time around or will MoviePass become the new Reddit-mania stock? In this episode, we also discuss: Binance investing $200 million in Forbes. Earnings TL;DRs from Affirm, Uber, Zillow, and Shopify. And what exa...

With its CEO stepping down and its share price 75% off all-time highs, there are rumors abound that Peloton is going to be acquired. In this week's episode of Stock Club, listen in as our analysts discuss who — if anybody — is most likely to buy the company now. We also discuss: Why the new Grand Theft Auto game has investors so excited The latest earnings from Chegg, Twitter, Chipotle, and Disney...

PayPal, Facebook, Robinhood, and Google… with so many big companies reporting big earnings at the minute, our analyst team gives you the TL;DR on what you need to know. In this episode, we also discuss: Spotify vs. Neil Young Why The New York Times bought Wordle What ESG investing means and how you can add it to your portfolio Catch up on Anne Marie's latest long-form insight on everything that we...

And we thought 2021 was bad… With both the S&P 500 and the Nasdaq now in correction territory, listen in as the MyWallSt analyst team tries to figure out what exactly is causing all of this volatility. In this episode, we also: Discuss Netflix's recent earnings disappointment. Explain why Jumia is not a good investment. And pitch two companies whose earnings we're looking forward to seeing. To cat...

Following last week’s major gaming acquisition news, we’ve got an even bigger story — Microsoft is purchasing Activision Blizzard for $70 billion. But what do our analysts think of these deals? In this episode, James, Anne Marie, and Emmet also discuss: Peloton's latest woes Netflix's increasing prices The team's updated opinion on Hims & Hers To catch up on all the latest investing analysis in My...

It's our 100th episode and we have two big acquisition stories — The New York Times picking up The Athletic for $550 million and Take-Two Interactive splashing out a whopping $12.7 bn for 'Farmville' makers Zynga. But what do our analysts think of these deals?  In this episode, we also take a look at the recent volatility experienced by Sea Limited stock and figure out if this is something to be w...

2021… we had such hopes for you. It's the end of yet another crazy year, so join the MyWallSt investing team on the last Stock Club of 2021 as they take a look back at some of the biggest stories from the stock market, including: The new space race. The WallStreetBets/GameStop saga. The rise of the metaverse. Plus, the team picks their companies of the year and makes their big predictions for 2022...

We talk about electric cars quite a lot on this podcast, but this week, we're moving to two wheels as LiveWire — the electric motorbike spinoff of Harley Davidson — gets set to go public via a SPAC. In this episode, we also talk about: Apple closing in on a $3 trillion valuation If Coinbase could be a pick-and-shovel play for the crypto industry And pick two stocks that we'd buy and hold for 12 ye...

DocuSign is the latest growth stock to take a big haircut, falling more than 40% last week after its earnings call. Is this just another case of good not being good enough for the market, or is there something more worrying at play? In this episode, we also discuss: The insider buying we've noticed at Asana. Why Facebook is being told to sell Giphy. And what the Santa Claus rally is. To catch up o...

It’s all about Jack Dorsey this week after the Twitter founder stepped down as CEO of the microblogging site to focus solely on his other family, Square — and then immediately changing its name. We also discuss: Why we’ve never added Nvidia to our showroom The team pitches a couple of companies they’re looking at right now And perhaps some time for a mailbag or two. MyWallSt operates a full disclo...

With countries around the world committing to lofty EV targets within the next decade or so, we take a look at the main players in the EV industry that aren't Tesla. We also discuss: Why StoneCo and Bumble are being beaten down for the market right now. The emphasis we put on a company's share price when opening or adding to a position. And two companies we're researching at the moment — GitLab an...

Over the past few weeks, both General Electric and Johnson & Johnson have announced that they are breaking up their existing businesses into new companies.  Why is this happening now and what does it say about the existence of old-world conglomerates in the modern market? In this episode, we also discuss: Opendoor's earnings and what it said about the future of iBuying. Airbnb's phenomenal quarter...

Let's face it — Peloton's earnings were a bit of a bloodbath last week. However, our analysts reckon that things might not be quite as bad as they first appear, especially in terms of the digital part of the company's business. In this episode, we also: Chat about Lemonade buying Metromile. Give Teladoc the First Look treatment And talk about two companies we're researching at the minute, Magnite...

In the past week, Chegg stock has fallen by almost 50% while Under Armour stock has spiked 25%. What caused such volatile movements for these two companies, and what does it say about their potential as long-term investments? In this episode, we also discuss: Facebook's brand new name, Meta. Zillow giving up completely on iBuying. And two stocks we're researching at the minute — Nerdwallet and Cou...

For the week that's in it, we talk about the specter that's been haunting the market this earnings season — Apple's iOS 14 update. Is this the monster that will kill off targeted advertising for the likes of Facebook, Google, and Snap? In this episode, we also discuss: Tesla becoming a trillion-dollar company. WeWork's second attempt at life as a public company. And pick our favorite Halloween-the...

Despite being the fastest-growing segment of its business, Zillow has now paused all home buying until the end of the year. Is this a Zillow problem or should we be worried about the wider real estate market? In this episode, we also discuss: Facebook's plans for a metaverse and our suggestions for its new name. The potential of Tesla's Texas insurance product. And the two company earnings we're m...

Business 101 tells us that companies need to make money, so how has a business with virtually zero revenues achieved a valuation of about $80 billion? Listen in as the MyWallSt team chat about the soon-to-IPO EV maker Rivian — will it really become a "Tesla-killer"?  In this episode, we also discuss: The global impact of Squid Game and what it means for Netflix. The things to look out for this ear...

After its blockbuster debut on the market last week, we've been inundated with questions about the hair care company Olaplex. Is this the next great investment opportunity or a trend that will die out faster than the mullet? In this episode, we also discuss: Tesla's record-breaking quarter for car deliveries The reasons behind the collapse of the Zoom/Five9 deal And Mike pitches a company that's l...

With its share price down more than 50% this year so far, what's going on with the former fintech darling StoneCo? In this episode, we also discuss: The likelihood of Draftkings buying the British gambling company Entain. How rising labour costs will affect the restaurant and retail industries. And two companies on our watchlist of stocks — LoveSac and Riskified. MyWallSt operates a full disclosur...

Global markets have been rattled this week by fears over the Chinese company Evergrande. Why is the world so worried about this company defaulting and could this really be the Lehman's Brothers of China? In this episode, we also discuss: The latest brand crisis for Facebook. Our first thoughts on Allbirds, a soon-to-be-public sneaker company. And two stocks that we're researching at the moment, in...

With over $3.6 trillion spent globally on mergers and acquisitions already this year, 2021 is on course to be a record-breaking year of deal-making. What's driving all of this activity? We also discuss: Some of the biggest recent acquisitions, including Intuit buying Mailchimp and Microsoft buying TakeLessons. The latest in the App Store battle between Apple and Epic Games. And Emmet and Rory pitc...

In this special episode of Stock Club, MyWallSt is delighted to welcome back Jason Moser from The Motley Fool to talk about one of the hottest trends on the current market — iBuying. Listen in as the team chats about: What's going on in the U.S. housing market at the moment How Zillow and Redfin managed to redefine the real estate landscape The rise of iBuying and companies like Opendoor … and whi...

After a year of runaway success, 2021 has proven to be a little more difficult for pandemic-darlings like Zoom and Peloton. Join the MyWallSt analyst team as we discuss the things that we learned from recent earnings calls and where we think the future lies for both of these companies. In this episode, we also: Discuss why TikTok and Shopify are forming an e-commerce supergroup. Figure out how you...

OnlyFans back and forth this week on whether it would ban sexually explicit content on its platform to appease investors had Wall Street buzzing. We ask what this means for the wider creator economy.   In this episode we also discuss: How Reese Witherspoon and the Blackstone Group are disrupting the new media industry. Our thoughts on Virgin Orbit going public via SPAC.   If you want to catch up w...