#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.

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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: 50

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