Bragging may be unbecoming, but Mike and Emmet are here to do just that.

As of this week, our international portfolio, Nexus II, is outperforming the S&P 500 by 20%. While macroeconomic uncertainty reigns in the U.S., international stocks are having a strong year. To celebrate, Mike walks you through the latest addition to Nexus II: Vitec Software Group.

It’s Swedish, growing rapidly, and resembles a young Constellation Software. What’s not to like?

The team has also prepared a research paper on why capital is moving abroad, whether this signals the end of American exceptionalism, and how it could shape your portfolio. It’ll be hitting your inbox in this week’s Stock Club newsletter—or you can request a copy here:

https://mywallst.com/the-sell-america-thesis

Later, Emmet unpacks three major biotech stories from around the world, including a powerful example of CRISPR technology in action.

If you’re looking for great international growth stocks to supercharge your portfolio, look no further than Nexus II.

Since its launch in November 2024, Nexus II has been trouncing the S&P 500.

To celebrate, we’re offering our loyal listeners a phenomenal discount—so good, we can’t share it publicly.

To claim your discount, email us at pod@mywallst.com

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00:00 Intro

02:53 Nexus II: International Stock Picking Service

06:56 Spotlight on Vitec Software Group

26:05 Regeneron Acquires 23andMe

31:48 CRISPR's Breakthrough in Gene Editing

40:39 Electricity as a Medical Treatment

#263: European Stocks are Soaring, Here’s a Great One to Add to Your Portfolio

Stock Club