Wall Street Wildlife Investing Podcast E90: King of the Jungle Portfolio Review (Part 1)
🏆 Portfolio Deep Dive - Part 1 - After 90 episodes and 18 months of investing, Luke and Krzysztof review EVERY stock in their King of the Jungle Portfolio Challenge. Eight picks are now over 100% returns (doubles!), and there's one standout 12-bagger hiding in the mix 👀
🔒 CyberArk's Identity Fortress - Luke explores the cybersecurity leader protecting enterprises from identity-based threats as non-human identities now outnumber humans 80-to-1. Is this the recession-proof cyber play investors have been waiting for?
🥐 Greggs: Britain's Unlikely Investment - From vegan sausage rolls to dividend yields, Luke makes the case for this 100-year-old British bakery chain. Sometimes the best investments hide in plain sight (even if the food isn't Luke's favorite)
⛓️ Chainlink's Blockchain Revolution - Krzysztof's highest conviction play gets the deep dive treatment. With the Genius Act now law, is Chainlink positioned to become the "Visa of blockchain" as global finance goes digital?
📱 India's Trillion-Dollar Opportunity - Luke's ETF play on the world's largest population and fastest-growing major economy. From iPhone manufacturing to demographic advantages, why India could be the next global superpower
💊 Biotech Battleground - Harmony Biosciences vs Novo Nordisk vs Relay Therapeutics vs Coherus Oncology - Four very different approaches to pharmaceutical investing, from narcolepsy breakthroughs to weight-loss revolutions
🏛️ The Magnificent Seven Face-Off - Amazon gets Luke's perfect 10/10 rating while Alphabet trades at bargain valuations. Why AI might be Google's biggest opportunity, not its biggest threat
🎮 Nintendo's Entertainment Empire - Krzysztof's surprise addition channels Disney-like IP expansion potential. Can the Switch 2 transform Nintendo from cyclical hardware to sticky software platform?
💰 Bitcoin & The Future of Money - why Krzysztof thinks we're still early in the adoption curve
Segments:
00:00 Cold Open - Portfolio Performance Teasers
01:36 King of the Jungle Competition Overview
08:40 CyberArk
12:38 Greggs: The British Bakery Controversy
21:15 Chainlink: Blockchain Infrastructure Thesis
29:22 India ETF: Superpower Economics
34:10 Harmony Biosciences: Narcolepsy Play
41:06 Novo Nordisk: GLP-1 Giants
48:46 Relay Therapeutics: Cancer Platform
57:42 Adyen: Payment Processing King
1:06:06 AMD: The Inference Opportunity
1:16:12 ASML: Lithography Under Pressure
1:23:26 Coherus Oncology: Biotech Comeback
1:30:02 Amazon: Luke's Perfect 10
1:39:13 Nintendo: Gaming Empire Builder
1:47:04 Alphabet: The Ultimate AI Play
1:55:25 Bitcoin: Digital Gold Thesis
1:58:31 The Story So Far & Part 2 Preview
🚨 NEXT WEEK: The remaining 15 stocks including EOS Energy, AST SpaceMobile, and the legendary 12-bagger Rocket Lab reveal! Plus final conviction rankings from worst to best.
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Disclosure: Wall Street Wildlife hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation
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