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.
Stock Club Episode 321
PayPal was once worth $360 billion. This week Stripe and private equity firm Advent International put in a joint bid of $53 billion to take it private, a 90% drop from its all time high. We break down how PayPal built the original railroad of the internet, why it sat still while the world moved around it, and what Stripe's move tells us about where the payments industry is heading next.
Plus: a Chinese AI model is now claiming to outperform the American giants and what the US government is likely to do about it.
SpaceX's lockup period and what investors should do right now.
Prophet rebalanced last Friday selling four stocks including Howmet Aerospace (NYSE:HWM) for a 130% gain, and adding four new ones including Moog Inc (NYSE:MOG.A).
Investicon is coming to Dublin on August 27th, the greatest concentration of legendary investors anywhere in the world. Email brian@mywallst.com for tickets and discount codes.
Stocks & Companies Mentioned
PayPal (NASDAQ:PYPL)
Stripe: Private
Advent International : Private equity
Block (NYSE:SQ)
SpaceX (Nasdaq: SPCX)
Howmet Aerospace (NYSE:HWM)
Moog Inc (NYSE:MOG.A)
Emcor Group (NYSE:EME)
Powell Industries (NASDAQ:POWL)
Invedere: Private
Global Payments (NYSE:GPN)
Worldpay: Private
Nuvei (NASDAQ:NVEI)
Payoneer (NASDAQ:PAYO)
Mastercard (NYSE:MA)
Revolut: Private
Affirm (NASDAQ:AFRM)
Palantir (NASDAQ:PLTR)
Tesla (NASDAQ:TSLA)
LinkedIn — private (Microsoft owned)
AI Models Referenced:
OpenAI
Anthropic
Kimi (Moonshot AI)
Links Mentioned:
Investicon Dublin (Aug 27): email brian@mywallst.com or visit investorcon.ie
Get Prophet deal: email Frank@mywallst.com
