Searching for rising star investments
I’m Luke Hallard. I’ve compounded at 23% a year over 22 years by investing in world-class companies committed to shaping a better future — and I publish every change I make to my own portfolio.
Latest portfolio updates
Every month I publish my full portfolio, the changes I’ve made, and the thinking behind them.
Portfolio Update (July 2026)
This month, I flagged public safety leader Axon Enterprise as high conviction, and reduced my exposure to India.
Portfolio Update (June 2026)
I exited Wise over the AML investigations, started a position in Iberdrola, and began building a public-market SpaceX stake ahead of my private stock vesting.
Portfolio Update (May 2026)
Started a position in Nektar Therapeutics and doubled TransMedics, exited Zscaler and Salesforce to the "too hard pile", and trimmed Rocket Lab once again on position sizing.
Wall Street Wildlife
The podcast
Luke ‘The Badger’ Hallard and Krzysztof ‘Monkey’ Piekarski bring you a curated digest of investing insights and principles to help you better understand how to make money in the stock market.
Does Uber Survive If Waymo Goes Solo? $TSLA vs $UBER + Procept BioRobotics $PRCT (E141)
19 July 2026
Is AI Making Cybersecurity Stocks Unmissable? $CRWD vs $PANW + $ODD (E140)
11 July 2026
Is Narrative Investing Genius or Just Survivorship Bias? (E139)
5 July 2026
The Glowing Eyeball vs the Obesity Drug: $SPHR and $NVO Debated (E138)
28 June 2026
Is $EOSE an 11-Bagger That's Just Getting Started? (E137)
21 June 2026
Is the SpaceX IPO a Trap for Retail Investors? + $NU + $MRLN (E136)
14 June 2026