🎉 The Community Portfolio Goes LIVE! Today is a historic day for Wall Street Wildlife. We're deploying capital into the first five stocks chosen entirely by YOU. Can the "Wisdom of the Crowds" outperform the Badger and the Monkey in Year 3 of King of the Jungle? The experiment begins now!

💊 Novo Nordisk Deep Dive: The GLP-1 king was the community's #1 draft pick, despite a brutal 50% drawdown. We analyze the bull case for weight loss drugs, the incoming oral pill revolution, and if this falling knife is finally safe to catch. $NVO

🫀 TransMedics: "Organ in a Box" technology that is saving lives and compounding capital. Is this razor-and-blades model the next Intuitive Surgical, or priced for perfection? $TMDX

🍋 Lemonade’s AI Revolution: A digital-native insurer that doesn't make you hate yourself. We debate if AI underwriting and a millennial-first brand can actually disrupt the legacy dinosaurs. $LMND

💳 PayPal: Turnaround or Trap? The community voted for value, but the market hates the uncertainty. We look at cash flows, aggressive buybacks, and the Google partnership to see if the bottom is in. $PYPL

📊 The Trade Desk Fight: Down massively from its highs, this ad-tech giant splits the hosts. Will "Agentic AI" kill traditional ads, or is this a generational entry point? Monkey demands answers! $TTD

🎲 Monkey’s Genius Group Gamble: Krzysztof breaks down his controversial micro-cap bet on $GNS and the alleged naked shorting schemes. Is this David vs. Goliath, or is Monkey just throwing bananas in the casino?

🎮 The Traitors Confession: Luke gets absolutely destroyed by a 16-year-old in a weekend long social deduction game. If he can't spot a Traitor, can he spot a fraud? (The answer is concerning).

👨‍👩‍👧 Christmas Investing for Kids: Forget plastic toys. We're planning a special guide on starting your child's wealth journey. Send in your questions now!

Sources:

Genius Group analyst: https://x.com/TheRealWyckoffG

Segments:

00:00 Cold Open - Casino Bet or Investment?

04:00 Community Portfolio Introduction

04:43 The Voting Results Revealed

05:46 Stock #1: Novo Nordisk - GLP-1 Giant or Falling Knife?

18:40 Stock #2: TransMedics - The Organ Transplant Revolution

25:33 Stock #3: Lemonade - AI-Powered Insurance Disruption

33:16 Stock #4: PayPal - Value Play or Value Trap?

40:06 Stock #5: The Trade Desk - Monkey's Big Objection

51:25 Genius Group - the Controversy Explained $GNS

01:03:00 Traitors!

01:10:30 Investing for your Children - Episode Preview

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If you want to see our furry faces, this podcast is also available on YouTube at ⁠https://www.youtube.com/@WallStreetWildlife?sub_confirmation=1⁠

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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.

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Monkey’s “Zen, Nietzsche, How to Live” Substack:

http://firephilosophy.substack.com

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To use the same portfolio tracking tool as Luke, check-out:

⁠https://www.portseido.com/?fpr=lukehallard

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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

Keywords:

Wall Street Wildlife, Stock Market Investing, Community Portfolio, Novo Nordisk Stock Analysis, NVO, TransMedics Stock, TMDX, Lemonade Stock, LMND, PayPal Stock Forecast, PYPL, The Trade Desk, TTD, Genius Group, Naked Short Selling, GNS, Roger Hamilton, Growth Investing 2025, Value Trap, Stock Market Crash, Investing for Kids