As the year winds down, Emmet and Mike look back on their favorite investing stories, stocks, and turkeys from 2025.
Mike touches on the obvious: AI and the “pick-and-shovel” plays that have ridden its wave. Chipmakers and storage manufacturers are among the market’s biggest winners. Even Intel, long the ugly stepsister of Nvidia and AMD, is up nearly 80% thanks to government investment and the push to bring manufacturing back to the United States.
Emmet discusses the fallout from the Liberation Day tariffs and the subsequent market rally. It’s an important reminder for long-term investors that sell-offs are inevitable—as are recoveries.
Moving on to stocks, Emmet covers Wave Life Sciences (WVE), the latest pharmaceutical company to debut a weight-loss drug. Unlike Ozempic and Wegovy, WVE-007 is taken once and does not impact patients’ muscle mass, sending the company’s stock soaring. However, the drug is still in early testing and likely years away from market.
Mike heads to safer waters, pitching Google. Despite a slow start, its latest Gemini 3.5 model has Sam Altman sweating, while its tidy collection of existing businesses keeps printing cash. Unlike OpenAI and Anthropic, it doesn’t need to focus on monetization, giving it a leg up in the race for market share.
Finally, we bring you 2025’s biggest turkeys. Emmet goes with Oklo, the maker of small modular reactors. Its stock is up 15x over the last year despite not yet having a working reactor. Mike picks MicroStrategy, the riskiest way to buy Bitcoin. It’s down 40% year to date, while Bitcoin is down just 4%—lovely.
Our Horizon portfolio is a boutique service led by our co-founder and lead investor, Emmet Savage. According to 100-bagger expert Chris Mayer, “no one owns more 100-baggers than Emmet”.
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00:00 Intro03:32 The AI Revolution12:28 Liberation Day and Market Shocks18:59 Stock of the Year: Wave Life Sciences30:11 Google's Remarkable 2025 Performance35:56 Oklo: A Market Turkey43:04 MicroStrategy: A Bitcoin Gamble
