If you’re worried we’re in a bubble, avert your ears. This week, Mike dives into MicroStrategy, the business intelligence stock that last popped during the early 2000s and is now riding the crypto wave to all-time highs. Dubious loans, bitcoin bets, and a cooky CEO, this story has ominous written all over it.

Meanwhile, Anne Marie dives into Google’s latest run-in with the Department of Justice. Will the king of search be forced to sell Chrome and Android or will this latest anti-trust bid fizzle out? Tune in to find out.

Finally, Anne Marie checks in with Vimeo. The video hosting and editing site made a big splash in 2020 but has since drifted away from its target customer. Is this pivot a great idea or act of desperation?

At our Horizon Live event, Emmet picked his desert island stock.

It's high-risk, high-reward, but it is one of those businesses that could truly be world-changing. Luckily, it’s already in Horizon and will be next week’s buy alert.

We have an exclusive offer for out podcast listeners, to grab it, email us at pod@mywallst.com

Don’t wait.

pod@mywallst.com

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00:00 Intro

05:01 Google's Antitrust Troubles

16:16 Microsoft’s Fight with the DOJ in 2001

25:45 Horizon Promo

26:30 MicroStrategy’s Bitcoin Bet

35:04 Leveraged ETFs and Market Madness

39:07 Check in with Vimeo

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#238: This Stock's Huge Bitcoin Gamble Could Define 2024

Stock Club