Wall Street Wildlife Investing Podcast

Stop gambling with your money and learn proven stock market investing strategies from two professionals with 40+ years of combined experience. Each episode provides expert financial advice, going beyond the hype to reveal the secrets to identifying the world's top-performing companies (and weeding out the trash).Whether you're considering investing for beginners or looking to sharpen your investing knowledge, we are here to guide you. Subscribe today and gain the edge you need to build lasting wealth in today's market. #investing #stockmarket #financialadvice #wealthbuilding

Wall Street Wildlife Investing Podcast is a business podcast hosted by Krzysztof and Luke, with 207 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.

Krzysztof and Luke hosts Wall Street Wildlife Investing Podcast, a business show with 207 episodes published.

Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.

• 

  Episode #149

  We Got India Right and Still Lost + UiPath Beat Earnings and Fell 17%. Here's Why $NDIA, $PATH, $UBER (E149)

  Sep 14, 20261h 16m

  Monkey is surrounded by Tesla robotaxis in Austin and the rides are cheaper than Uber. Luke has three years of hindsight on the India thesis: the macro delivered, the trade didn't. In between, UiPath beat earnings and fell 17%, and Monkey explains why he sold his January call the week before. Tesla robotaxis are undercutting $UBER on price. Pelosi and Trump are both buying the stock anyway ️ Uber's defence is Congress: lobbying for a minimum share of human-driven rides $PATH went from scripted bots to Maestro: agents decide, robots execute, humans approve Stock-based comp cut from 43% of revenue to 11%. Then a beat, a flat guide, and a 17% drop "Take off the long-term investor hat, put on the trader's hat": the anchored VWAP line and the $15 call sold for a 65% gain "I was thinking of getting back in, but I couldn't sleep well." Luke: UiPath "niched and probably dead" S&P 500 up 85% since the May 2023 India episodes. $NDIA up 27%. $IIND up 17% The rupee loop: AI shrinks India's $200bn services exports, the currency slides, foreign returns evaporate Wendell Berry's death, a life of depth versus a life of efficiency, and his nine rules for a new tool SEGMENTS00:00 Cold open00:41 Intro05:12 Tesla robotaxis vs $UBER, Pelosi and Trump buying, lobbying Congress16:07 Wendell Berry: depth vs efficiency, the nine rules, protecting time from technology35:40 A live show for Patreons?37:20 $PATH: from robotic process automation to Maestro41:31 The Fiscal.ai chart: ARR up, stock-based comp down45:03 Should you buy UiPath? The trader's hat, the anchored VWAP line, selling the call58:22 India revisited: the 2023 thesis, three years on01:01:37 India vs the S&P 500 chart01:04:44 The rupee loop and the AI threat to services exports01:12:26 "Update our mental models of what counts as safe in 2026"01:13:56 Hare and tortoise: next week's King of the Jungle check-in01:15:01 Close********** If you want to see our furry faces, this podcast is also available on YouTube at ⁠ youtube.com/@WallStreetWildlife?sub_confirmation=1⁠ ********** SUPPORT THE SHOW AND BECOME A PATREON: wallstreetwildlife.com ********** Follow us at: ⁠⁠ x.com/7LukeHallard ⁠ x.com/7FlyingPlatypus ********** Fiscal.AI is the Complete Stock Research Platform for fundamental investors. With its beautiful design and institutional-quality data, Fiscal AI is incredibly powerful and easy to use. Get 15% off any premium plan with: fiscal.ai/wildlife ********** Monkey’s “Zen, Nietzsche, How to Live” Substack: firephilosophy.substack.com ********** To use the same portfolio tracking tool as Luke, check-out: portseido.com/?fpr=lukehallard ********** Disclosure: Wall Street Wildlife hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation ********** Fed up with the stock market giving you a hard time? - Invest like seasoned pros with over 40 years in the game - Discover the world's leading companies - Sharpen your best investing practices and ditch the worst - Learn how to start investing - Essential investing principles to boost your returns KEYWORDS: UiPath, PATH stock, UiPath earnings, Maestro, robotic process automation, AI agents, Uber, UBER stock, Tesla robotaxi, Austin robotaxi, Waymo, Wayve, Nancy Pelosi stock tracker, India investing, NDIA, IIND, Nifty, rupee, India IT services, TCS, Wendell Berry, investing podcast, stock analysis, Wall Street Wildlife, anchored VWAP, selling covered calls, King of the Jungle portfolio

  ListenShow Notes
• 

  Episode #148

  Video Games, Sausage Rolls, and Knee-Jerk Sells: $TTWO, $GRG, $IREN (E148)

  Sep 4, 20261h 23m

  GTA VI ships in November and everyone knows it will be enormous — which is exactly why Monkey lands on neutral for $TTWO: expectations and impact are two different things, and Take-Two hasn't posted an operating profit since 2022. Badger returns to his Greggs position after 14 months and admits the defensive thesis may be broken, and the episode opens with a masterclass in NOT panic-selling from the IREN earnings reaction. Should you buy $TTWO before GTA VI? The Fiscal.ai chart: revenue up and to the right, operating margin at −2% "Take-Two has not actually been operating profitable since 2022" — four straight losing years The real bet is GTA Online, and the market has already taken its bow The philosophical turn: Plato on imitation, whether 60 hours in GTA shapes character, and "okay, boomer" Badger's Greggs confession: shop count up, like-for-like sales collapsing 22.4% → 2.1% ROCE falling while the estate grows — a capital-cycle bet now, not a defensive income stock ⚡ IREN: how NOT to react to a violent earnings call, and why knee-jerk sellers lost in ten minutes "If the thesis seems to be broken and you decide to sell, that's a rational decision, not an emotional one" Segments: 00:00 Cold open 00:41 Intro — back from Italy, catch-up 06:11 Being classy vs being greedy (the X spat, Anduril) 13:26 Welcome new Patreons — Joe, Ben, the Arctic Cod 15:36 $IREN: handling a volatile earnings call without panic-selling 24:27 $TTWO / GTA VI — the whole segment 27:34 The Fiscal.ai chart: no operating profit since 2022 33:04 The TradingView chart: six sideways years, then momentum 37:32 What games do to us: Plato, escapism, "okay boomer" 01:07:22 Should you invest in Greggs? $GRG 01:09:48 The Greggs chart: shops up, like-for-like down 01:20:19 Close — Fiscal.ai, become a beast of an investor ********** If you want to see our furry faces, this podcast is also available on YouTube at ⁠ youtube.com/@WallStreetWildlife?sub_confirmation=1⁠ ********** SUPPORT THE SHOW AND BECOME A PATREON: wallstreetwildlife.com ********** Follow us at: ⁠⁠ x.com/7LukeHallard ⁠ x.com/7FlyingPlatypus ********** Fiscal.AI is the Complete Stock Research Platform for fundamental investors. With its beautiful design and institutional-quality data, Fiscal AI is incredibly powerful and easy to use. Get 15% off any premium plan with: fiscal.ai/wildlife ********** Monkey’s “Zen, Nietzsche, How to Live” Substack: firephilosophy.substack.com ********** To use the same portfolio tracking tool as Luke, check-out: portseido.com/?fpr=lukehallard ********** Disclosure: Wall Street Wildlife hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation ********** Fed up with the stock market giving you a hard time? - Invest like seasoned pros with over 40 years in the game - Discover the world's leading companies - Sharpen your best investing practices and ditch the worst - Learn how to start investing - Essential investing principles to boost your returns Keywords: TTWO, Take-Two Interactive, GTA VI, GTA 6, Grand Theft Auto, Rockstar, GTA Online, video game stocks, IREN, Iris Energy, earnings call, panic selling, Greggs, GRG, UK stocks, sausage rolls, capital cycle, ROCE, like for like sales, GLP-1, investing podcast, stock analysis, Wall Street Wildlife, Plato imitation, gaming philosophy, should you buy TTWO, Take-Two stock, GTA 6 stock play

  ListenShow Notes
• 

  Episode #147

  Is Nvidia Cheap at 21x Earnings? + the $DGXX Bet Monkey Can't Quit (E147)

  Aug 29, 20261h 13m

  The world's most valuable company now trades at a market multiple — so the only question left is whether the earnings are real. Badger walks the whole Nvidia machine from graphics cards to five trillion dollars, while Monkey shows every DGXX share and option he's bought on the way to answering the question that actually matters: not "am I right about the story," but "am I making money?" Should you buy $DGXX? DigiPower X from Bitcoin miner to AI data-centre landlord Monkey opens his books: every $DGXX share and option, on screen The book-value chart that explains the whole $DGXX thesis ️ $NVDA from video-game graphics cards to 90%+ data-centre revenue Guidance: what Nvidia promised vs what they delivered, quarter by quarter ⚖️ 21x forward earnings — cheaper than the NASDAQ, cheaper than $AMD. Trap or gift? Are the earnings durable? The "is AI real" question both hosts force themselves to sit with ️ The vibe-coding redundancy problem, and what a seven-year-old's game says about it SEGMENTS 00:00 Cold open 00:43 Welcome + banter 03:33 New Patreons + thanks to Thomas Chua (@steadycompound) 12:59 Monkey's build + the vibe-coding redundancy question 35:50 Should You Buy $DGXX (DigiPower X)? 38:15 Monkey's $DGXX positions — shares and options, on screen 48:06 The $DGXX book-value chart 56:30 $NVDA: from graphics cards to the world's most valuable company 62:08 Guidance — what they promised vs what they delivered 63:44 Valuation — 21x forward earnings and the five-trillion question 65:09 Are the earnings durable? Is AI real? 72:14 Wrap + close ********** If you want to see our furry faces, this podcast is also available on YouTube at ⁠ youtube.com/@WallStreetWildlife?sub_confirmation=1⁠ ********** SUPPORT THE SHOW AND BECOME A PATREON: wallstreetwildlife.com ********** Follow us at: ⁠⁠ x.com/7LukeHallard ⁠ x.com/7FlyingPlatypus ********** Fiscal.AI is the Complete Stock Research Platform for fundamental investors. With its beautiful design and institutional-quality data, Fiscal AI is incredibly powerful and easy to use. Get 15% off any premium plan with: fiscal.ai/wildlife ********** Monkey’s “Zen, Nietzsche, How to Live” Substack: firephilosophy.substack.com ********** To use the same portfolio tracking tool as Luke, check-out: portseido.com/?fpr=lukehallard ********** Disclosure: Wall Street Wildlife hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation ********** Fed up with the stock market giving you a hard time? - Invest like seasoned pros with over 40 years in the game - Discover the world's leading companies - Sharpen your best investing practices and ditch the worst - Learn how to start investing - Essential investing principles to boost your returns NVDA, Nvidia stock, Nvidia valuation, Nvidia earnings, DGXX, DigiPower X, AI stocks, AI capex, data center stocks, GPU rental, neocloud, Cerebras, forward P/E, is Nvidia cheap, is AI a bubble, are Nvidia earnings durable, smallcap investing, stock options, buy calls, sell calls, King of the Jungle portfolio, Wall Street Wildlife, investing podcast, Krzysztof Piekarski, Luke Hallard, should you buy Nvidia, should you buy DGXX, Bitcoin miner pivot, AI data centres, vibe coding

  ListenShow Notes
• 

  Episode #146

  Should You Buy $ADYEN? Plus: When to Sell a Fraud vs. Hold a Mistake $INV $AMPG (E146)

  Aug 22, 20261h 16m

  Two companies crater 48% and 33% in a single day. One gets sold immediately. One gets held. The difference? It comes down to whether management made a mistake, or committed fraud. This week, Krzysztof walks through three small-cap bloodbaths in real time, Luke dissects whether Adyen is a sleeping giant or a value trap, and someone on X accuses Luke of faking his 23% CAGR. It's a full episode of war stories, blood on the floor, and genuine investing decisions made under pressure. Krzysztof's "Not Entirely Bad, the Bad, and the Ugly" — three holdings got slaughtered in one week. Hear exactly what he did and why. Inventure vs. AmpliTech: same headline (guidance pulled, stock collapses), completely different decisions — and the reasoning is more nuanced than you'd expect. $INV $AMPG The covered call trap: how selling one option accidentally prevented Krzysztof from locking in a 160% gain in six weeks — and what he'd do differently. Should you buy $ADYEN? Luke owns it, barely believes in it, and still can't give you a clean answer — which might be the most honest take you'll hear. A 7-year-old built a video game using Claude in two hours. What does that mean for education, creativity, and the next generation of builders? Luke vs. X: someone publicly questioned his 23% CAGR over 22 years. He addresses it head-on, live, on the pod. Short reports, shareholder lawsuits, and fake counterparties — a masterclass in knowing which red flags to ignore and which ones to run from. Segments: 00:00:00 Cold Open: War Stories & Blood on the Floor 00:01:11 Intro: Small-Cap Carnage & Should You Buy Adyen? 00:04:34 AI Vibe Coding Contest: A 7-Year-Old Builds a Video Game 00:11:31 Luke & Krzysztof Are Both Building Apps — And Racing Each Other 00:15:34 The Not Entirely Bad, The Bad & The Ugly: Three Holdings Collapse 00:16:30 Inventure ($INV): Fake Orders, Shady Management, Immediate Sell 00:19:00 How to Tell Legitimate Short Reports from Market Manipulation 00:30:04 AmpliTech ($AMPG): Same Headline, Very Different Decision 00:37:00 The Covered Call Trap: How Options Prevented a 160% Win 00:43:50 EOS: The One He's Still Holding — Bias or Conviction? 00:48:46 Should You Buy $ADYEN? Luke's Honest (Ambivalent) Take 01:04:15 Luke's 23% CAGR Under Fire: Addressing the Twitter Accusation ********** If you want to see our furry faces, this podcast is also available on YouTube at ⁠ youtube.com/@WallStreetWildlife?sub_confirmation=1⁠ ********** SUPPORT THE SHOW AND BECOME A PATREON: wallstreetwildlife.com ********** Follow us at: ⁠⁠ x.com/7LukeHallard ⁠ x.com/7FlyingPlatypus ********** Fiscal.AI is the Complete Stock Research Platform for fundamental investors. With its beautiful design and institutional-quality data, Fiscal AI is incredibly powerful and easy to use. Get 15% off any premium plan with: fiscal.ai/wildlife ********** Monkey’s “Zen, Nietzsche, How to Live” Substack: firephilosophy.substack.com ********** To use the same portfolio tracking tool as Luke, check-out: portseido.com/?fpr=lukehallard ********** Disclosure: Wall Street Wildlife hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation ********** Fed up with the stock market giving you a hard time? - Invest like seasoned pros with over 40 years in the game - Discover the world's leading companies - Sharpen your best investing practices and ditch the worst - Learn how to start investing - Essential investing principles to boost your returns Keywords: $ADYEN, $AMPG, AmpliTech, Inventure, $INV, $EOS, short selling, short report, small cap investing, microcap stocks, covered calls, options strategy, position sizing, management fraud, guidance withdrawal, payments stocks, fintech investing, Talon One, vibe coding, Claude AI, AI coding, investing psychology, when to sell a stock, CAGR transparency, Luke Hallard portfolio, Wall Street Wildlife

  ListenShow Notes
• 

  Episode #145

  $AMPG: Tiny Radio Company or the Next AI Infrastructure Play? + Is $RKLB's Neutron Already Behind Schedule Again? (E145)

  Aug 15, 202624 min

  Earnings season hits Wall Street Wildlife this week — Rocket Lab reports, a tiny Long Island radio company is swinging triple digits, and Krzysztof is literally fighting for his life against Polish mosquitoes the size of scorpions. Two stocks, two very different risk profiles, one question: are these stories real — or just great narratives with no orders behind them? $RKLB earnings preview: the ONE number Luke is watching that will make or break the bull case — and it's not revenue Rocket Lab's backlog hit $2.2B — but operating margins are getting *worse*. How does that math work? Luke breaks down the Neutron rocket timeline: already slipped twice, and R&D costs are exploding. Has it slipped again? $AMPG — a tiny Long Island radio company with NVIDIA and Amazon logos on its website. Genius move or red flag? Why the giants (Ericsson, Nokia, Huawei) literally cannot compete with AmpliTech in this niche — the answer is weirder than you think Krzysztof admits he didn't drill into the fine print before buying — and the stock promptly doubled, then gave it all back Segments: 00:00:00 Cold Open: Mosquitoes, Edinburgh Fringe & Two Earnings Calls 00:03:31 What Is AmpliTech ($AMPG) and Why Does It Exist? 00:08:00 The ORAN Opportunity: Why Radio Frequency Is the AI Infrastructure Nobody Talks About 00:09:27 NVIDIA + Amazon Logos on a $150M Company's Website — Signal or Hype? 00:10:20 $AMPG Bear Case: No Orders, Customer Concentration, and Giant Competitors 00:13:21 Why Ericsson and Nokia Can't (Won't) Compete With AmpliTech 00:15:21 $RKLB Deep Dive: What Rocket Lab Actually Does (And What Makes Money) 00:18:00 $RKLB Stock Volatility: 58% Round Trip in 10 Weeks — What Happened? 00:19:00 Backlog, Gross Margin, and the Real Financial Story at Rocket Lab 00:21:00 The Neutron Question: Has the Timeline Slipped Again? ********** If you want to see our furry faces, this podcast is also available on YouTube at ⁠ youtube.com/@WallStreetWildlife?sub_confirmation=1⁠ ********** SUPPORT THE SHOW AND BECOME A PATREON: wallstreetwildlife.com ********** Follow us at: ⁠⁠ x.com/7LukeHallard ⁠ x.com/7FlyingPlatypus ********** Fiscal.AI is the Complete Stock Research Platform for fundamental investors. With its beautiful design and institutional-quality data, Fiscal AI is incredibly powerful and easy to use. Get 15% off any premium plan with: fiscal.ai/wildlife ********** Monkey’s “Zen, Nietzsche, How to Live” Substack: firephilosophy.substack.com ********** To use the same portfolio tracking tool as Luke, check-out: portseido.com/?fpr=lukehallard ********** Disclosure: Wall Street Wildlife hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation ********** Fed up with the stock market giving you a hard time? - Invest like seasoned pros with over 40 years in the game - Discover the world's leading companies - Sharpen your best investing practices and ditch the worst - Learn how to start investing - Essential investing principles to boost your returns Keywords: $RKLB, Rocket Lab earnings, Neutron rocket timeline, $AMPG, AmpliTech, ORAN open radio access network, AI edge computing, space systems backlog, small cap investing, earnings preview, customer concentration risk, Rocket Lab Neutron delay, radio frequency investing, satellite ground infrastructure, SpaceX competition, Rocket Lab gross margin, R&D spending growth stocks, small cap speculative investing, position sizing, King of the Jungle portfolio, growth stock volatility, $ASTS, Fiscal AI, Wall Street Wildlife

  ListenShow Notes

Based on semantic analysis of episode topics and host coverage, this show is a strong guest fit for executives in:

Industry fit is computed by PitchCentric using vector embeddings of the show's episode catalog.