⚡ Is the market facing an energy crisis? A controversial new bill threatens to decimate the renewable sector, and we're unpacking what it means for your portfolio. Does chaos create opportunity this time around?

🔋 Krzysztof's 100%+ Winner - how Krzysztof navigated the psychological challenges of buying the dip at $6.26, turning doubt into a double in two months. Hear about this AI / Bitcoin / Energy bottleneck play that's now his third-largest King of the Jungle portfolio holding

📡 Luke's 100% Winner - investor enthusiasm for this space tech company propels it to a $16 billion valuation. Is this ambitious bet on satellite-to-phone connectivity the next rocket ship, or just a black hole for cash?

📊 The Damodaran Framework: Story vs Numbers - Using the "Three Ps Test" (Possible, Plausible, Probable) to evaluate pre-revenue companies. How to invest in stories without falling into hopium traps

🧮 Quantum Computing Reality Check - Luke buys more quantum computing puts. These "companies" trade at $3 billion+ market caps, but do they have a plausible business model?

🎯 Risk Management Masterclass - Different approaches for different life stages: Luke's disciplined 2% allocation to AST vs Krzysztof's conviction-sized positions in pre-revenue plays

🌐 The Power of Investor Networking, and why teaching family and friends to invest can improve your own results

Segments:

00:00 Introduction

08:03 Networking with Investors

15:24 Teaching Family to Invest

17:12 The Big Beautiful Bill Energy Crisis

29:53 Krzysztof's 100% winner: Psychology of Buying the Dip

38:13 Luke's 100% winner: Is this Pre-Revenue Company Growing too Fast?

52:17 Portfolio Philosophy: Risk vs Reward

54:05 More Quantum Computing Shorts

59:56 Damodaran's Three Ps Framework

01:07:00 Clear-Eyed Investing vs Hopium

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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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SUPPORT THE SHOW AND BECOME A PATREON:

https://patreon.com/wallstreetwildlife

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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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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

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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 YouTube

https://open.spotify.com/show/4SBtOWGEOmD9pmltgIXO8r

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

http://firephilosophy.substack.com

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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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