Stock Club

This week Stock Club tries something new: instead of each picking a different stock, Emmet and Mike go head to head on the same one. Mike makes the bear case against Netflix (NASDAQ:NFLX), and Emmet, a 22-year shareholder, argues the bull case, both from today's price after the stock has fallen roughly 50 percent from its all-time high in June 2025.
Mike lays out the risks: stagnant viewership growth, a weak Emmy season without a breakout hit since Stranger Things, saturation in Netflix's most profitable markets, competition for attention from TikTok and YouTube, and the pressure of rising content costs in live sports. Emmet counters with Netflix's position as what he calls the world's default TV channel, improving unit economics, double-digit revenue growth across every region in Q2 2026, a fast-growing ad tier approaching $3 billion in revenue this year, and a valuation that's fallen from roughly 40 times earnings to under 20.
They wrap with their take on the collapsed Warner Bros. Discovery acquisition and why walking away from that deal might have been one of management's smartest moves this year.

#MyWallSt #StockClub #Netflix #NFLX #BullVsBear #StreamingWars #StockAnalysis #ValueInvesting

Stocks Mentioned: Netflix, Inc. (NASDAQ:NFLX)

0:00 Intro: A New Bull vs Bear Format
1:05 Why Talk About Netflix Now?
2:22 The Bear Case Begins: Why Has the Stock Fallen?
3:13 Stagnant Viewership & a Weak Emmy Season
7:37 Saturated Markets: The Growth Problem
9:49 Competing for Attention: TikTok, YouTube & Younger Viewers
18:11 Netflix's Stock Journey: $20 to $130 to $67
19:27 Live Sports Costs & Margin Pressure
21:30 The Streaming Fatigue Problem
28:18 The Bull Case Begins: 22 Years as a Shareholder
33:17 Three 40,000-Foot Observations on Netflix
40:11 The 2026 Selloff as a Buying Opportunity
44:34 Q2 2026 Results: Revenue, Margins & Guidance
46:20 International Growth Across Every Region
49:18 Advertising: The Next Growth Engine
52:36 Why Walking Away From Warner Bros. Discovery Mattered
56:46 Closing Thoughts & Listener Feedback Request
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 turns this week's episode into a guessing game, teasing five clues before revealing a 150-year-old company that's become one of the most important businesses in the world: Eli Lilly (NYSE:LLY).
Founded in Indianapolis in 1876, Lilly introduced the world's first commercially available insulin in 1923, pioneered recombinant DNA medicine with Humulin in 1982, and brought the world Prozac in 1986.
Today it's a $1.1 trillion company, and both Bill Mann and Porter Stansberry have separately pitched it as a candidate to become the world's first $10 trillion business.
Emmet breaks down why: Mounjaro and Zepbound drove Q2 2026 revenue up 48 percent to $23 billion, the obesity drug market may address a global population the World Health Organization estimates at 890 million adults, and Lilly's new oral pill Foundayo (orforglipron) just added a convenient alternative to injections. He also covers the experimental triple-agonist drug Retatrutide, Lilly's $5.6 billion Houston manufacturing buildout, and the math behind what a true ten-x over 20 years would actually require.
This months following Prophet, spotlighting this month's standout addition to the model portfolio, Ross Stores.
Stocks Mentioned
Eli Lilly and Company (NYSE:LLY)
Ross Stores, Inc. (NASDAQ:ROST)

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.

#MyWallSt #StockClub #EliLilly #LLY #GLP1 #WeightLossDrugs #TrillionDollarStock #Pharma #StockPicks

Emmet and Mike each pick a stock that's been hammered, down at least 50 percent from its highs, and make the case for why the sell-off has gone too far. Emmet starts with Coupang (NYSE:CPNG), often called the Amazon of South Korea, built around a Rocket Delivery network that gets orders to customers in as little as 15 minutes. Shares have been cut in half since a major customer data breach last November triggered regulatory fines of roughly $410 million, but Emmet digs into the most recent numbers, including payment volume and active user counts, to make the case that the damage to the actual business has been far smaller than the stock price suggests.
Mike then makes the case for Nike (NYSE:NKE), which has fallen even further from its highs and is being removed from the S&P 100 index this month. He walks through where the strategy went wrong, drawing comparisons to brand missteps at Michael Kors and Under Armour, and explains why he still sees a path back for one of the most recognized logos on the planet.
#MyWallSt #StockClub #Coupang #CPNG #Nike #NKE #StockPicks #ValueInvesting #TurnaroundStocks

Stocks Mentioned:
Coupang, Inc. (NYSE:CPNG) — Emmet's pick
NIKE, Inc. (NYSE:NKE) — Mike's pick

0:00 Intro: Skipping Next Week & AI Slowdown Talk3:35 Emmet's Pick: Coupang, the "Amazon of South Korea"15:29 The November Data Breach & Its Fallout17:22 Coupang's Q2 2026 Results24:40 Has Coupang Actually Recovered?28:36 Mike's Pick: Nike's Turnaround Story31:06 What Went Wrong: Nike's Strategic Missteps45:20 Nike vs Coupang: Market Cap & Valuation47:54 The $10,000 Split: Coupang or Nike?52:15 Outro

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.