#294: Our Boldest Stock Buys for 2026

#294: Our Boldest Stock Buys for 2026

Author: MyWallSt January 15, 2026 Duration: 47:19

For investors looking to refresh their portfolios heading into the new year, we’ve got a list of stocks hot off the presses. Mike and Emmet unpack:

  1. A stock they love with a market cap under $1 billion
  2. A favorite European stock
  3. A stock down more than 30% from its all-time highs

Small Caps:

Relais Group (HEL: RELAIS), a Finnish auto aftermarket specialist.

Vertical Aerospace Ltd (NYSE: EVTL), a specialist in eVTOLs (electric vertical takeoff and landing aircraft).

European Stocks:

Camurus AB (STO: CAMX), a biotechnology company focused on improving treatments for opioid addiction.

Vinci SA (EPA: DG), a French infrastructure giant that operates airports, toll roads, and construction companies worldwide. They also charge Mike tolls every month.

A Fallen Warrior:

Novo Nordisk (CPH: NOVO-B), the owner of Ozempic and Wegovy.

Rivian (NASDAQ: RIVN), the 2021 EV darling that has yet to recapture the market’s love.

Tune in to hear Mike and Emmet’s favorites—and which stocks they’d add to their personal portfolios.

We wrap with a fresh edition of Follow Prophet.

Prophet, MyWallSt's latest investing service, is focused on delivering market-beating in less than 5 minutes a month.

Click here to join now.


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

📩 Email us: pod@mywallst.com

📚 Learn the fundamentals of investing by downloading our free Learn app: https://bit.ly/3DXPOz7

💻 Keep updated on stock market news by visiting our blog: https://mywallst.com/blog/

🎧 Tune in to our podcast Stock Club to stay updated on weekly news: https://mywallst.com/stock-investment-podcast/

🎉 Follow MyWallSt on social:

❌ X: @MyWallStHQ

💃 TikTok: @MyWallSt

📸 Instagram: @MyWallSt

🖥️ Facebook: @MyWallSt

👔 LinkedIn: MyWallSt


00:00 Intro01:40 Stock Picks: Under a Billion Market Cap02:54 Relay Group: European autoparts08:25 Vertical Aerospace: High Risk, High Reward20:00 Camurus AB, a biotech innovator24:50 Vinci SA: The King of French Infrastructure29:26 Stock Downturns and Opportunities30:45 Investment Case for Novo Nordisk35:13 Rivian: The EV Truck Contender44:42 Follow Prophet



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

Stock Club
Podcast Episodes
#314: Can SpaceX Really Be Worth $2 Trillion? [not-audio_url] [/not-audio_url]

Duration: 44:12
Ahead of its highly anticipated IPO, SpaceX is reportedly targeting a valuation between $1.75 trillion and $2 trillion, numbers that would make it one of the largest public companies in the world from day one. This week,…
#313: Wall Street's Craziest Stories [not-audio_url] [/not-audio_url]

Duration: 45:23
This week, Mike and Emmet share some of the craziest stories in stock market history.Starting with a chimpanzee named Raven, who became a star during the dot-com bubble. After throwing darts at a board of internet stocks…
#312: Cerebras: 2026's biggest IPO? [not-audio_url] [/not-audio_url]

Duration: 38:58
This week, we dive into one of the hottest new companies in AI and the market: Cerebras (CBRS).The company only just IPO’d, but it’s already valued at close to $100 billion. Even more astonishing? Cerebras was founded ju…
#311: Are We in an AI Bubble? [not-audio_url] [/not-audio_url]

Duration: 39:45
The market is on an absolute tear right now, and it’s raising some serious questions. Lucky for you, Mike and Emmet want to upack them all.Despite the crazy macroeconomic conditions, the market keeps performing. The Nasd…
#310: Modern Value Investing w/ Jose Mayora [not-audio_url] [/not-audio_url]

Duration: 45:19
The typical definition of Value Investing: Buying an asset for less than it’s truly worth. But according to this week’s guest Jose Najarro, the concept is widely misunderstood.Too often, value investing is associated wit…
#309: 2 Legacy Stocks for Long-term Investing [not-audio_url] [/not-audio_url]

Duration: 43:30
With all the talk of IPOs and upstarts, it’s a great time to remember that legacy players can still pack a punch. This week, we look at two companies that have been on public markets for decades and have been all over th…
#308: The Best and Worst Business Pivots [not-audio_url] [/not-audio_url]

Duration: 46:15
In light of Allbirds’ (NASDAQ: BIRD) head-scratching transition to an AI compute infrastructure company, Mike and Emmet break down some of the market’s best and worst business pivots.In simple terms, a pivot is when a bu…
#307: Is SpaceX’s IPO a Buy? [not-audio_url] [/not-audio_url]

Duration: 50:49
This week, we’re discussing one of the most significant IPOs of all time: SpaceX.While space travel began as a government-led effort, over the past few decades it has increasingly become the domain of the private sector.…
#306: Ireland’s New Investment Scheme Explained [not-audio_url] [/not-audio_url]

Duration: 38:09
The day we’ve been hoping for is finally here. The Irish government has announced a new investing scheme to provide people in Ireland with an easy, tax-efficient way to access the markets. There are hundreds of billions…
Stock Red Flags to Avoid Before They Destroy Your Portfolio [not-audio_url] [/not-audio_url]

Duration: 47:17
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…