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Ouster & Schaeffler: Two More Investicon Stock Picks, One Year Later | Stock Club 323

Ouster & Schaeffler: Two More Investicon Stock Picks, One Year Later | Stock Club 323

Author: MyWallSt August 6, 2026 Duration: 37:56
Stock Club
BusinessInvesting

Stock Club 323We're revisiting two more stocks pitched at last year's Investicon to see how they've performed, and one of them has been on an incredible run. Ouster (NASDAQ:OUST), the San Francisco lidar sensor maker, is up roughly 90% since it was first flagged, with gross margins climbing from around 10% to 43% and a 13th straight quarter of growth. We break down the Department of Defense certification, the expanded manufacturing partnership, and why Q2 2026 earnings on August 6th could be the next big catalyst for this AI and robotics stock.We also check in on Schaeffler (ETR:SHA0), a 100 plus year old German industrial giant paying a 4.2% dividend yield, and why old world manufacturing businesses like this are becoming unexpectedly future relevant as the world builds out robotics and automation. Along the way we talk lidar technology, dividend stocks, and how to think about investing in AI adjacent industrial names.Finally, we've got a big announcement for our Investicon event on August 27th, just three weeks away, featuring Motley Fool co-founder David Gardner, Bill Mann, Eric Bleeker, Peter Slager of Compounding Quality, and more. Email Brian@MyWallSt.com if you want a shot at one of this week's early bird discount tickets, or head to investicon.ie for more details.Stocks mentioned:Ouster Inc (NASDAQ:OUST)Schaeffler AG (ETR:SHA0) /U.S. OTC (Ordinary/Common): SCAFFBenchmark Electronics (NYSE:BHE)Tesla (NASDAQ:TSLA)Luminar Technologies (NASDAQ:LAZR)Hugo Boss (ETR:BOSS)Porsche AG (ETR:P911)Philip Morris International (NYSE:PM)Diageo (LSE:DGE)#StockClub #MyWallst #LidarStocks #DividendStocks #StocksToBuy #InvestingPodcast #AIStocksAt 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.


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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