MyWallSt

We've been waiting 17 years to launch this. A stock investing system with a 17-year track record. Over 2,000% growth. 5 minutes a month. Introducing Prophet. Now available to everyone.

@ibshamy Great to hear! Thank you for taking the time!

Around 10 months ago I came across Prophet by chance as I was listening to the Stock Club podcast also by chance. I have been using it since then, and seriously it works well and I love that it took the guess work out. This is not an ad, just my experience as a user😅

We normally talk about the characteristics we love to find in stocks. But this week, we bring you all the things we hate. We’ve all gotten caught in a hype cycle or seen an investment thesis degrade, so having a list of red flags to look for is a great way to check in with your portfolio. youtube.com/watch?v=cSWXG1…

NEW PODCAST: Emmet and Mike are digging into one of the hottest trends of our futuristic world: human longevity. We’ve all seen Bryan Johnson on our social feeds, but the business of living longer is more than just a meme. Today, new-age pharmaceutical companies are leveraging AI to reinvent the drug development process—making it faster, cheaper, and more customizable. If they’re successful, it could become one of the most important scientific innovations of all time. youtube.com/watch?v=UK4kai…

TEN-BAGGER: A stock that rises to 10× the price you paid for it. In our latest podcast, Emmet & Mike break down how to identify potential ten-baggers. Not to be missed.

When you podcast every week, you aim to make every episode entertaining, valuable, and on point. Some weeks, you accidentally hit all three bullseyes. I reckon this week is one of them. Stock Club! $TTD $SOFI $UBER $SKWD and many more. open.spotify.com/episode/4mTbK1…

NEW PODCAST OUT. In a word. Unmissable youtube.com/watch?v=IZEDX_…

@varunv_malhotra Seems like a big cultural shift to hoist onto an incoming CEO, who already has size 24 shoes to fill. There has to be a fear of moving away from the tried and true?

$CSU just told you how they’re going to solve the only problem that matters. Every great capital allocator hits the same wall. The cash generation outgrows the deal pipeline. Buffett hit it in the 80s. Float got too big for private deals. He went public. Coke. Amex. Apple. Compounded at a scale private markets couldn’t match. Singleton hit it at Teledyne. Acquisitions slowed. He put 25% of assets into public equities at distressed prices. $CSU is at that wall right now. $1.7B+ in annual free cash flow. And here’s the gap nobody on the call said out loud but the math screams. Anzarouth confirmed private software prices haven’t dropped. Competition strong. Seller expectations unchanged. AI panic hasn’t touched private multiples. Public markets are offering access to businesses at a scale CSU could never touch privately. And at prices where the IRR works. On today’s call Miller introduced PEMS. Permanent Engaged Minority Shareholder strategy. Board seats. Operators in boardrooms. Same IRR hurdle as acquisitions. Sabre is the first. But here’s what really stopped me. Miller credited Leonard with helping develop PEMS. And helping explicitly on the Sabre investment. Think about that. Leonard spent 30 years building the acquisition machine. Hundreds of deals a year. $11.6B in revenue. A thousand businesses. Then he saw the wall coming. The cash was growing faster than the private deal pipeline could absorb. So before he stepped down, he helped build the strategy that comes after the acquisition machine. He didn’t just hand Miller a thousand software businesses. He handed him the playbook for what comes after. 2018 letter: “I am already casting about for such opportunities.” That was before PEMS had a name.

300th episode special offer ends tonight at Midnight mywallst.com

300th Podcast is live. You don't want to miss a moment of this youtube.com/watch?v=WuEgKi…

Holy moly Prophet.. when you know you know...

Our 300th episode of Stock Club has dropped. Mike and I review the 13 stock portfolio from an early show 7 years ago (it has one 24 bagger in it) — and we each pitch three to buy now and hold for the next 10 years… open.spotify.com/episode/2u5SnN…

NEW PODCAST: Who will win the autonomous taxi race? Derek Reilly drops by Stock Club, fresh off the CES trade show, where he saw the latest self-driving tech. youtube.com/watch?v=MdsVdp…

From useprophet.com Ping frank@mywallst.com for an early birthday present, unless it was your birthday yesterday.

NEW PODCAST: Salesforce, Workday, HubSpot, Atlassian, ServiceNow, Adobe, and more are all down in the dumps. Is the age of B2B software supremacy at an end? Long favored for their revenue growth and strong margin profiles, many of these stocks have benefited from (and struggled with) lofty valuations. But AI—and the advent of “vibe coding”—is putting their moats under threat, so Mike and Emmet dig in to determine which software giants are oversold and which may be entering terminal decline.

This week on Stock Club, Mike and I dive into the so-called “SaaSpocalypse” — the growing fear that AI will crush traditional software businesses. Is SaaS finished… or just evolving? Don’t miss it, I think it's a good one... open.spotify.com/episode/6sn02X…

If you haven't checked out our podcast with @porterstansb make sure you do. So many great insights from a legend in financial publishing. Enjoy!

Great New podcast just released. Emmet Savage @emmetlsavage is joined by a legend in financial publishing Porter Stansberry @porterstansb Porter shares his bull and bear case for America, U.S. debt risk, what stocks to buy in the A.I. bubble, gold’s role, spinoff investing, investor psychology, and Desert Island Stocks. Not one to be missed. youtube.com/watch?v=dpnCGq…

Our new Super Bowl advert made with the help of @grok featuring none other than @elonmusk . Now where did I leave that $8 million to pay for the spot......