#268: Two Undervalued Stocks to Add to Your Portfolio

#268: Two Undervalued Stocks to Add to Your Portfolio

Author: MyWallSt July 3, 2025 Duration: 48:32
Stock Club
BusinessInvesting

Anne Marie and Mike are back and they are here to pitch two big name stocks trading on the cheap.

First up: Novo Nordisk. The Ozempic darling soared in 2024, but tough competition from Eli Lilly and a tumultuous relationship with Hims & Hers has left this pharmaceutical in the bin. Mike goes over its latest troubles but reminds us that it’s a market leader in a rapidly expanding market. Should you pick up this discounted giant? Tune in to hear the full pitch.

Later, Anne Marie breaks down Nike. Her favorite stock for 2025, Nike is in the middle of a significant brand realignment resulting in some short-term pain. However, suffering may be coming to an end according to its latest quarterly report, and the market is beginning to warm back up to the long-suffering swoosh. Can the home of “Just Do It” beat the tariff blues?

Make sure to grab your copy of our “The ‘Sell America’ Thesis” here:

https://www.mywallst.com/the-sell-america-thesis

If you’re looking for great international growth stocks to supercharge your portfolio, look no further than Nexus II.

Since its launch in November 2024, Nexus II has been trouncing the S&P 500.

To celebrate, we’re offering our loyal listeners a phenomenal discount—so good, we can’t share it publicly.

To claim your discount, email us at pod@mywallst.com

There are a limited number of early bird tickets available for Investicon.

Grab yours here:

https://shorturl.at/B6BJk

Become a successful investor by checking out all the content MyWallSt has to offer:

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00:00 Intro

03:37 US Dollar Decline and Portfolio Implications

10:03 Novo Nordisk: A Deep Dive


29:37 Potential Beyond Obesity Treatment 33:24 Nike's Comeback Story

45:34 Marketing and Brand Positioning



Each week on Stock Club, the team from MyWallSt gathers to break down the movements and ideas shaping the market. This isn't about hype or frantic trading tips; it's a grounded conversation focused on understanding how investing actually works. You'll hear them analyze specific stock news and discuss the strategies behind building lasting wealth, all with the aim of making you a more thoughtful and confident investor. The discussion in this podcast naturally evolves from the week's most significant events, offering clarity on complex financial stories without relying on jargon. Tuning in feels like being part of a straightforward, informed discussion where the priority is long-term perspective over short-term noise. For anyone looking to deepen their grasp of the business and investing landscape, Stock Club provides a consistent, reliable space to learn. It’s the regular check-in that helps demystify the market's shifts, emphasizing education and insight as the true foundations for success. You can find Stock Club wherever you listen to podcasts.
Author: Language: English Episodes: 100

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