Is $WISE About to Explode on the NASDAQ? (E131)
The largest UK fintech is abandoning the London Stock Exchange for the NASDAQ — and Luke thinks it could be an inflection point. This solo deep-dive makes the bull AND bear case on one of his highest-conviction holdings, right before the dual listing goes live. Here’s what every investor needs to know before May 11th.
💰 Why $WISE is ditching London for the NASDAQ — and what it means for shareholders who already own the UK listing
📊 The numbers behind the conviction: 27% volume growth, 22% more active customers, and a take rate that keeps falling on purpose
🎓 How Wise actually moves money across borders — the elegant infrastructure trick that lets them undercut every bank on the planet
🎯 Luke’s reverse DCF breakdown: what growth rate the market is currently pricing in, and whether that’s a gift or a trap
💀 The bear case we can’t hide from: falling take rates + rising costs = a business model that only works if volume growth never stops
🤖 Stablecoins and the Genius Act — is crypto a real existential threat to $WISE, or just a question every investor asks and never acts on?
🌐 The index inclusion catalyst: why Russell 1000 membership in 2027 could trigger a wave of institutional buying nobody’s talking about yet
Sources:
Shooting the Bull with Drowsy and Bear: https://open.spotify.com/show/5qH1zzezA4EnHHGibgzJlb?si=XkN43t9ZRUuAD8Mh2RMvzg&nd=1&dlsi=a7c955266e91477f
Segments:
00:00:00 Welcome — Solo Episode & What’s Coming to WSW
00:01:21 What Is Wise and How Does It Actually Work?
00:04:08 The NASDAQ Dual Listing: Dates, Mechanics & What Shareholders Need to Do
00:09:05 $WISE Key Numbers: Volume Growth, Customers & Take Rate
00:11:08 Rising Costs: Investment in Growth or a Warning Sign?
00:12:44 $WISE Valuation: Reverse DCF & The Inflection Point Thesis
00:14:54 Bear Case #1: The Take Rate Trap
00:15:48 Bear Case #2: Stablecoins & Crypto — Real Threat or Overhyped?
00:18:11 Luke’s Conviction: 4 Years as Customer & Shareholder
The AI Math Is Brutal – Is Half Your Portfolio Already Dead? + $POET’s Wild Week (E130)
Luke sold two stocks this week. Not because earnings disappointed or guidance missed — but because he ran the numbers on what AI actually does to software valuations, and the math got uncomfortable fast. Meanwhile, Krzysztof turned a 70% options loss into a breakeven exit… then watched the stock moon another 60%… then crater 50% — all in the same week. This is what investing in the AI era actually feels like.
💀 Monkey’s $POET call option went from genius to idiot to genius in 7 days — a masterclass in what NOT to do with options, and the one trading rule that could have saved him
🎓 Badger breaks down the DCF concept most investors ignore: why a 5% annual “AI death probability” can slash a company’s fair value by nearly 50% — and why that math should terrify SaaS investors
🤖 “It’s not that AI will build a better ServiceNow — it’s that you won’t NEED ServiceNow” — the Kodak fallacy hiding in plain sight across your portfolio
🎯 Luke sold $CRM and $ZS this week — hear exactly why, and whether $CRWD is next on the chopping block
🧠 The ostrich investor, anchoring bias, and why knowing what can go wrong is the most valuable skill in your arsenal right now
🌴 Community portfolio 6-month check-in: $WISE up 23%, the overall portfolio down 12% — and why that’s not the point
Sources:
King of the Jungle Spreadsheet: https://www.patreon.com/posts/150190962
The Investor’s Mirror (iOS App): https://apps.apple.com/us/app/investors-mirror/id6760048070
Segments:
00:00:00 Cold Open: AI Is Killing Companies — Not Replacing Them
00:00:54 Intro + Luke Bought a Motorcycle (Investing Adjacent, We Promise)
00:10:57 Monkey’s $POET Options Debacle: From 70% Loss to Breakeven to… 50% Drop
00:21:43 The SaaS Apocalypse: How AI Rewrites Software Valuations
00:33:39 Why ServiceNow Might Not Need a Replacement — It Just Disappears $NOW
00:41:34 Luke Sold $CRM and $ZS — Here’s the Exact Reasoning
00:54:52 Is $CRWD Next? The CrowdStrike Question
00:57:32 Community Portfolio 6-Month Review: $WISE, $TTD, $NU, and What’s Next
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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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Is $NKTR the Most Undervalued Biotech Nobody’s Talking About? (E129)
200 million eczema sufferers. A leading drug that fails more than half of them. A cancer-causing alternative that still projects $5 billion in sales. And a tiny 60-person San Francisco biotech that may have cracked the code — with a Nobel Prize-validated mechanism the market is somehow pricing at near-zero.
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We Got Lied To By $EOSE, Here’s What We’re Doing About It +$ODD + $MELI
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Claude Code Just Wiped $15 Billion Off Cybersecurity – Here’s Why We’re NOT Selling
🤖 Claude Code Shakes Up Cybersecurity – Anthropic’s new security tool found 500+ undetected flaws in open-source projects, wiping $10-15B off cybersecurity stocks. Luke breaks down why he’s NOT selling $CRWD or $PANW — and what event would actually validate the thesis.📊 Investing Rules from @TheProfInvestor – insider buying vs
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