Stock Club

This week Emmet and Mike do the opposite of every other Stock Club episode lately: they go looking for businesses that have nothing to do with artificial intelligence.
Mike makes the case for Waste Management (NYSE:WM), arguing that strict environmental and zoning laws have made it nearly impossible to open a new US landfill since the 1980s, leaving Waste Management and a small handful of incumbents with a nearly uncontested, consolidating market. He also flags Republic Services (NYSE:RSG) and Waste Connections (NYSE:WCN) as additional companies that benefit from the same dynamic.
Emmet pick this week is Viking Holdings (NYSE:VIK), the river and ocean cruise operator built around older, affluent travelers. He walks through Viking's latest quarter, including double digit revenue growth, occupancy north of 90 percent, and advance bookings that already cover most of this year's capacity and a growing share of next year's, along with the leadership handover from founder Torstein Hagen to new CEO Leah Talactac.
These are the kind of businesses that keep compounding quietly while the market obsesses over chips and data centers. Long term investors might want at least one or two names in their portfolios that don't come with an AI story attached.

#MyWallSt #StockClub #WasteManagement #Viking #NonAIStocks #StockPicks #LongTermInvesting #DividendStocks
Stocks Mentioned
Waste Management, Inc. (NYSE:WM)
Viking Holdings Ltd (NYSE:VIK)
Republic Services, Inc. (NYSE:RSG)
Waste Connections, Inc. (NYSE:WCN)
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.

Emmet and Mike recap Investicon 2026, MyWallSt's investor event in Dublin, and unpack two of the biggest ideas to come out of it.
First, they break down a major shift coming for Irish investors around deemed disposal tax and long term investment savings, and why the current eight year exit tax rule has frustrated everyday investors for years.
Then they dig into 24/7 Wall Street's Eric Bleeker's AI infrastructure thesis from the event stage. Bleeker argues that the next phase of the AI boom will be defined by bottlenecks rather than headline chip releases, specifically networking and electricity constraints inside data centers. He unveils Vicor (NASDAQ: VICR), a company building vertical power delivery modules designed to move power conversion physically closer to AI processors, addressing the same kind of proximity problem that made high bandwidth memory and optics into massive markets.
They also break down what a token actually is in plain English and why token usage is becoming the real cost driver behind AI services like Claude and ChatGPT.
#MyWallSt #StockClub #Vicor #VICR #AIStocks #Investicon #ArtificialIntelligence #DataCenters #StockMarket #InvestingIreland

Stocks Mentioned:
Vicor Corporation (NASDAQ:VICR)

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.

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.