This week's episode of Wall Street Wildlife kicks off on a somber note as Krzysztof shares the heartbreaking loss of his beloved dog, Bunk. It's a poignant reminder that investing is ultimately about creating the freedom to spend precious time with those we love. Every moment counts.

Buckle up though, in this episode we also dive into the wild world of "ugly duckling" investments – those overlooked companies with the potential to transform into magnificent swans. We'll explore the contrasting views of Warren Buffett and a successful microcap investor, highlighting the risks and rewards of both, and why either strategy can deliver market beating returns.

We take another hard look at one of Krzysztof's ducklings, Coherus BioSciences, a company now navigating supply chain disruptions on top of its already myriad risks. We'll analyze the impact on its stock price and discuss the potential implications for investors. Plus, Luke is now a shareholder, so that's double trouble!

But that's not all! We also touch on the upcoming U.S. election and how understanding the contrasting economic philosophies of the candidates could help you make informed investment decisions. We preview our upcoming conversation with Professor Bradford Delong, author of Slouching Towards Utopia: An Economic History of the Twentieth Century.

And finally, we're thrilled to announce the launch of our Patreon page! If you're enjoying the show and want to support us in creating even more valuable content, head over to patreon.com/wallstreetwildlife. Your support will help us research, learn, and bring you the best insights from the investing jungle.

So, are you ready to become a beast of an investor? Join us for this week's wild ride!

Sources mentioned:

Professor Bradford DeLong on X: @delong

Slouching Towards Utopia

Segments: [00:00:00] Introduction

[00:08:26] Ugly Ducking Investments

[00:17:58] Coherus' Latest Challenges

[00:30:24] How to Support this Podcast!

[00:37:08] Can Studying History Make Us Better Investors?

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Please leave us a review on Apple or Spotify if our Wall Street Wildlife episodes have helped you become a better investor.
If you're enjoying the show and want to support us in creating even more valuable content, head over to patreon.com/wallstreetwildlife. Your support will help us research, learn, and bring you the best insights from the investing jungle. Find your investing animal and show us some love.
You can find more episodes of the podcast at ⁠⁠wallstreetwildlife.com⁠⁠ where you can also get our "10 Laws of the Investing Jungle" free PDF download, and you can follow us at:
⁠X.com/7LukeHallard⁠
⁠X.com/7FlyingPlatypus⁠
Wall Street Wildlife is also on Instagram @wallstreetwildlife.
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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
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investing in stocks for beginners, stock trading for beginners, stocks and shares for beginners, investing 101, learn how to invest, stock market for dummies

Intuitive Surgical is the world leader in robotic minimally invasive surgery. In this week's podcast, Luke deep dives what makes $ISRG tick, and how it's shaping a better future through technology and innovation!

Segments:

[00:00:00] Introduction

[00:04:15] Intuitive Surgical Deep Dive

[00:05:01] Agenda

[00:05:50] Intuitive Surgical at a Glance

[00:08:24] How Intuitive Surgical is Creating a Better Tomorrow

[00:09:55] "Robots and Blades" Business Model

[00:11:03] Competitive Edge

[00:12:59] Tesla Driving Miles

[00:15:45] Financials - Income Statement

[00:17:13] Financials - Balance Sheet

[00:18:39] Financials - Cash Flow Statement

[00:19:24] Valuation

[00:20:29] Investment Conclusion

[00:24:11] Wrapping Up

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A humble request to all our listeners: please leave us a review on Apple or Spotify if our Wall Street Wildlife episodes have helped you become a better investor.
You can find more episodes of the podcast at ⁠⁠wallstreetwildlife.com⁠⁠ where you can also get our "10 Laws of the Investing Jungle" free PDF download, and you can follow us at:
⁠X.com/7LukeHallard⁠
⁠X.com/7FlyingPlatypus⁠
Wall Street Wildlife is also on Instagram @wallstreetwildlife.
---
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
---
investing in stocks for beginners, stock trading for beginners, stocks and shares for beginners, investing 101, learn how to invest, stock market for dummies

🚨Badger has gone wild and the law tries to reign him in — with what success? Monkey, meanwhile, studies political theory and comes to the conclusion that nuanced political conversations require carefully defining the terms — and who has time for that? We reap what we sow.

⏳Is Badger a true long-term investor? Luke analyzes his long-term holdings and finds his average holding period to be 3.5 years, with a few outliers, including Enphase $ENPH and SolarEdge $SEDG. We discuss the costs and benefits of taking the long view.

⚡️Renewable energy sources are set to eclipse power generated by coal for the first time ever. Is nuclear fusion still too science-fiction? Monkey continues pounding the table for Eos $EOSE supported by claims about battery storage becoming a burgeoning trillion dollar industry.

❄️Is Snowflake $SNOW Too Hard to Understand and a Dodo set for extinction? Monkey shares his story from being a Bull to disappointment to kicking the company into the “Too Hard Pile” which is a useful investing structure. Badger wants to put Airbnb $ABNB in the same bucket but Monkey calls it the broken thesis — we discuss the difference.

💔We read a listener comment making the case for Badger’s compassion and grace — with a chilling and devastating conclusion. (you can tell who wrote the episode blurb this week - 🙄)

🍌Monkey teases a few upcoming new buys for the King of the Jungle Portfolio challenge — Round 1 — which ain’t over till its over.

Sources mentioned:

https://www.economist.com/business/2024/09/01/clean-energys-next-trillion-dollar-business

https://www.canarymedia.com/articles/solar/chart-solar-power-is-shattering-global-records

https://x.com/sv_techie/status/1827385973531144551

@sv_techie

Segments:

[00:00:00] Introduction

[00:03:56] Luke got a Speeding Fine

[00:07:00] Are We Really Long Term Investors?

[00:15:49] The Inexorable Rise of Renewables

[00:20:41] But Are Renewables Investable Right Now?

[00:29:30] Listener Shout Outs

[00:34:38] Is Snowflake in the "Too Hard Pile", and what is the Too Hard Pile anyway?

[00:56:29] King of the Jungle Portfolio Update

---
A humble request to all our listeners: please leave us a review on Apple or Spotify if our Wall Street Wildlife episodes have helped you become a better investor.
You can find more episodes of the podcast at ⁠⁠wallstreetwildlife.com⁠⁠ where you can also get our "10 Laws of the Investing Jungle" free PDF download, and you can follow us at:
⁠X.com/7LukeHallard⁠
⁠X.com/7FlyingPlatypus⁠
Wall Street Wildlife is also on Instagram @wallstreetwildlife.
---
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
---
investing in stocks for beginners, stock trading for beginners, stocks and shares for beginners, investing 101, learn how to invest, stock market for dummies