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E90: King of the Jungle Portfolio Review (Part 1)

E90: King of the Jungle Portfolio Review (Part 1)

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 🏆 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 curveSegments: 00:00 Cold Open - Portfolio Performance Teasers 01:36 Welcome to Episode 90 03:03 King of the Jungle Competition Overview09:31 CyberArk Software Deep Dive 12:23 Greggs: The British Bakery Controversy 20:54 Chainlink: Blockchain Infrastructure Thesis 31:12 India ETF: Superpower Economics 38:31 Harmony Biosciences: Narcolepsy Play 40:50 Novo Nordisk: GLP-1 Giants 48:02 Relay Therapeutics: Cancer Platform 53:27 Adyen: Payment Processing King 59:05 AMD: The Inference Opportunity 1:15:27 ASML: Lithography Under Pressure 1:20:31 Coherus: Biotech Comeback 1:29:15 Amazon: Luke's Perfect 101:36:07 Nintendo: Gaming Empire Builder 1:45:33 Alphabet: The Ultimate AI Play 1:56:34 Bitcoin: Digital Gold Thesis 1:58:31 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.**********SUPPORT THE SHOW AND BECOME A PATREON:https://patreon.com/wallstreetwildlife**********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/7LukeHallard⁠x.com/7FlyingPlatypusWall Street Wildlife is also on Instagram @wallstreetwildlife**********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:https://fiscal.ai/wildlife**********Listen to the Chit Chat Stocks Podcast for discussions on stocks, financial markets, super investors, and more. Follow the show on Spotify, Apple Podcasts, or YouTubehttps://open.spotify.com/show/4SBtOWGEOmD9pmltgIXO8r**********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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