The Art of Value – Details, episodes & analysis

Technology super investor Peter Thiel recently offered his thoughts on AI. investing, the current state of the A.I. sector, which companies he thinks will win AI,  and the current state of the stock market in relation to AI stocks such as Nvidia (NVDA).

Related episodes:

Peter Thiel: Bitcoin Price Won’t Rise Dramatically https://youtu.be/SNaFiryWQXU

Peter Thiel: Elon’s X Is A Big Financial Worry!  https://youtu.be/-Z8cAhG6t5o

Referenced video:

All-In Podcast: Peter Thiel | All-In Summit 2024 https://youtu.be/SYRunzR9fbk

Become a YouTube member of The Art of Value:  https://www.youtube.com/@TheArtofValue/join

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Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.

I react to Elon Musk’s remarks from the flashy Tesla We, Robot event held in Los Angeles. Elon’s presentation can been seen as a kind of greatest hits of his “corporate puffery” from the past few years, with some new products, and adding more to his vision of the future, that he says will soon become a reality.

Timestamps:

01:05 Definition of Elon’s “corporate puffery”

03:09 Elon’s Welcome to the We, Robot Party

05:06 Vision of an exciting future - Unsupervised Full Self-Driving

05:56 Low cost but Increased value with autonomy 

06:58 FSD safety - 10x safer than a human

08:31 Low cost of autonomous transport

09:40 Price of buying a cybecab 

10:22 Owning a fleet of cybercabs

11:13 Timeline predictions for FSD and cybercab production

14:01 Unsupervised FSD for Hardware 3?

15:41 Camera vision + AI solution of Tesla Full Self-Driving

18:21 Inductor charging and cybercab cleaning 

20:00 The future Robovan

21:21 “The future should look like the future”

23:04 Optimus robot progress, future vision, buy price 

25:27 “The biggest product ever of any kind”

26:52 The Age of Abundance 

27:57 How much of what Elon says is possible?

Related videos:

The Elon Musk Tesla Cybertruck: Sucks or Success? https://youtu.be/2DO8to-NkTQ

Elon Musk: Tesla Full Self Driving Snake Oil Salesman? https://youtu.be/MG1y8_X40Os

 JJ’s other YouTube channel: Stocks Today With JJ : https://www.youtube.com/@jjstockstoday

Become a member of The Art of Value:  https://www.youtube.com/@TheArtofValue/join

Recommended book: 

Abundance: The Future Is Better Than You Think, by Peter Diamandis (referral link): https://amzn.to/4eQpeeE

Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.

Have Elon Musk, Tesla, Morgan Stanley and others been involved in Tesla stock (TSLA) inflation fraud going back many years? I investigate and discuss part of a new lawsuit alleging the continuous Tesla stock pumping fraud, including alleged overt stock market manipulation, and broadcasting Tesla propaganda on social media using Tesla social media influencers.

Timestamps:

01:46 Overt market manipulation, with Morgan Stanley

03:49 “Short burn of the century comin soon…”

06:16 Efforts to “paint the tape” to increase TSLA stock price

07:16 Broadcasting Propaganda on Social Media (with Tesla influencers)

08:03 Now You Know YouTube channel - Zac Cataldo

09:11 HyperChange YouTube channel - Galileo Russell

10:52 Third Row Tesla YouTube channel - corporate propaganda 13:33 Electrek blog - Fred Lambert 15:51 Teslarati, ClenTechnica and Frunkpuppy 17:06 Lex Fridman 18:26 Elon Musk: “We don’t buy advertising”

21:01 Engaging Influencer marketing agencies-  Tesla Winter Experience

26:10 TeslaBoomerMama (Alexandra Merz) - Tesla stock price target 27:35 Sawyer Merritt - “TSLA investor”

Related videos

Elon Musk Tesla Fraud Investigation playlist
https://youtube.com/playlist?list=PLrNjj1l3MS7XoRnE15gy7VeXJY4zSSFCp&si=Ejb-w-VftFsL4TyR

Enron-Scale Tesla, Elon Musk Fraud Alleged in Lawsuit https://youtu.be/cGhBMf29xKA

Tesla, Elon Musk Full Self Driving Fraud Alleged in Lawsuit https://youtu.be/PaUXyey1iG4

MORE Elon Musk, Tesla Full Self Driving FRAUD Alleged https://youtu.be/9jShvp85WR8

Elon Musk Tesla Stock Pumping Fraud Alleged in Lawsuit https://youtu.be/47VCx2fZDO0

Thanks to Chris Norlund and Thunderf00t YouTube channels for some of the short Tesla influencer clips in this video.

Sharesight is my recommended portfolio tracking and reporting tool. See the special offer (referral link): https://sharesightlimited.cmail20.com/t/r-l-tdjhzjk-niuxvol-i/

Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.

I respond to parts of recent Mohnish Pabrai Q&As, in which Pabrai discusses his concept of being a shameless cloner investor, and how to go about it successfully. Shameless cloning means a lot more than just copying the stock buys of great investors. See below timestamps:

00:34 How to be a good shameless cloner investor

04:32 Circle of competence and market mispricings

07:51 Knowing which rabbit holes to go down

11:25 There’s always a bear market with opportunity somewhere 

Related episodes:

Mohnish Pabrai: Why Great Stock Ideas Are Rare

https://youtu.be/cIasDBIkoM0

Mohnish Pabrai Buys PayPal + These Stocks for Wagons Fund

https://youtu.be/dr75eoQRvcY

Reference videos:

Mohnish Pabrai's Session with Columbia Business School (CSIMA) on February 14, 2024

https://youtu.be/ZrJA8q5Yixg

Mohnish Pabrai's Q&A at London School of Economics on January 30, 2024

https://youtu.be/1xpY7-uyPqo

Join The Art of Value Patreon community for exclusive videos and more: https://www.patreon.com/TheArtofValue

I use TIKR Terminal to help analyze great businesses, follow top investor portfolios, and help monitor my portfolio (referral link): http://tikr.com/theartofvalue

I use GuruFocus for historical, financial and valuation data, screeners, charts and comparison tools, to help me make smarter long-term investing decisions (referral link):

https://www.gurufocus.com/?r=2c95d5930bb2537b2e0265075fb66581

Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision.

I respond to a recent Mohnish Pabrai Q&A with Columbia Business School students, in which Pabrai discusses just how rare truly great investment ideas are, and how some of the greatest ever investors, Warren Buffett and Charlie Munger, learnt to find them over time.

Related episodes:

Mohnish Pabrai Buys PayPal + These Stocks for Wagons Fund https://youtu.be/dr75eoQRvcY

Mohnish Pabrai Warns: Don’t Compete With Elon & Tesla https://youtu.be/8gCgf383e4E

Why Mohnish Pabrai Sold Micron Technology Stock | MU Stock https://youtu.be/snHXxif4bmI

Reference video:

Mohnish Pabrai's Session with Columbia Business School (CSIMA) on February 14, 2024 https://youtu.be/ZrJA8q5Yixg

Join The Art of Value Patreon community for exclusive videos and more: https://www.patreon.com/TheArtofValue

Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision.

I react to a video by Paul Gabrail from Everything Money, in which he discusses his recent short-selling mistake: going short Nvidia stock during the current AI stock exuberance. Then we look at what super-investors Warren Buffett and Charlie Munger have said about short selling stocks. See below for timestamps:

00:32 Paul Gabrail on his shorting Nvidia mistake

08:25 Warren Buffett and Charlie Munger on short selling stocks

Related episodes:

Aswath Damodaran: Nvidia Stock “Priced To The Point of Insanity” 

https://youtu.be/DCI9iQC_hvs

Is Nvidia Stock A Buy? 10 Well Known Investors Answer

https://youtu.be/d-1Dz7r10Lw

Why This Fund Manager Says NEVER SELL Nvidia Stock

https://youtu.be/sCIDBcdX4eY

Reference video:

Everything Money: I Lost Millions So You Don't Have To https://youtu.be/MrNk-D6iv2U

Join The Art of Value Patreon community for exclusive videos and more: https://www.patreon.com/TheArtofValue

Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision.

Nvidia stock (NVDA stock) has had a meteoric rise recently, so is the stock in a bubble or is it still a buy? Is it too late to buy Nvidia stock? Many well known investors, YouTuber retail investors, professional fund managers, and stock analysts, give their answers in this episode, including: Stanley Druckenmiller, Mohnish Pabrai, Professor Aswath Damodaran, ARK Invest’s Cathie Wood, Financial Education Jeremy Lefebvre, Josh Brown, Stacy Rasgon, Chris Camillo and the Dumb Money guys. See below for Timestamps:

00:00 Jensen Huang - President and CEO of NVIDIA

00:26 JJ from The Art of Value - Intro

00:45 Stanley Druckenmiller

02:56 Chris Camillo & Dumb Money 

08:23 Jeremy Lefebvre - Financial Education YouTuber

12:04 Aswath Damodaran, Josh Brown, Stacy Rasgon

19:18 Cathie Wood - CEO & CIO of ARK Invest

23:08 Mohnish Pabrai

Related episodes:

Why This Fund Manager Says NEVER SELL Nvidia Stock

https://youtu.be/sCIDBcdX4eY?si=06X6WE4gsnVJeAzA

Aswath Damodaran: Nvidia Stock “Priced To The Point of Insanity”

https://youtu.be/DCI9iQC_hvs?si=0RHceD6O0ZzJV0n9

3-5 Year Bull Market? Response to Jeremy Lefebvre

https://youtu.be/EKmIj6WAdkw?si=wZseObO3Ovg504br

Why Druckenmiller Owns Nvidia Despite "Nosebleed Territory"

https://youtu.be/QP496jwcumk?si=JEag6zdjJTLWpddn

Join The Art of Value Patreon community for exclusive videos and more: https://www.patreon.com/TheArtofValue

Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision.

I respond to the news that Google and Apple are in negotiations to partner-up for AI development and roll-out on the Apple iPhone platform. Is this just talk, or could this actually happen?

Related episodes:

Aswath Damodaran: Nvidia Stock “Priced To The Point of Insanity” https://youtu.be/DCI9iQC_hvs

Why This Fund Manager Says NEVER SELL Nvidia Stock https://youtu.be/sCIDBcdX4eY

Reference clip:

CNBC: Apple and Google in AI deal talks

https://youtu.be/Qn8Hjx1_1Ls?si=FFQT5AHEUyb8fSfd

Join The Art of Value Patreon community for exclusive videos and more: https://www.patreon.com/TheArtofValue

Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision.

Here’s an update of the current stock portfolio in the Mohnish Pabrai Wagons Fund. There are now 20 positions, so there are quite a few stock additions since Pabrai’s last update, including PayPal (PYPL), Microsoft (MSFT), Amazon (AMZN), Constellation Software (CSU), Brookfield Corp (BN) and more!

Related episodes:

Mohnish Pabrai’s New Fund Buys EBAY & These Stocks

https://youtu.be/dnM_AoC6mzI

Mohnish Pabrai: Key Investing Lessons from "Circling the Wagons”

https://youtu.be/TqC_m7-DPfM

Mohnish Pabrai's Session at the SumZero Virtual Investor Summit 2024 on February 8, 2024

https://youtu.be/mi134c5X3ps

Join The Art of Value Patreon community for exclusive videos and more: https://www.patreon.com/TheArtofValue

I use TIKR Terminal to help analyze great businesses, follow top investor portfolios, and help monitor my portfolio (referral link): http://tikr.com/theartofvalue

I use GuruFocus for historical, financial and valuation data, screeners, charts and comparison tools, to help me make smarter long-term investing decisions (referral link):

https://www.gurufocus.com/?r=2c95d5930bb2537b2e0265075fb66581

Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision.

I react to a recent interview with a well known investor and investment fund manager Ross Gerber, who asserts that Nvidia stock investors should NEVER sell NVDA stock; he explains why.

Related episodes:

Aswath Damodaran: Nvidia Stock “Priced To The Point of Insanity” https://youtu.be/DCI9iQC_hvs

Why Druckenmiller Owns Nvidia Despite "Nosebleed Territory" https://youtu.be/QP496jwcumk

Mohnish Pabrai on Mistakes, AI Euphoria, Nvidia, Microsoft https://youtu.be/zs7pdV3fSJc

Reference video:

CNBC: Would be a 'crucial mistake' to ever sell Nvidia stock: Ross Gerber

https://youtu.be/naOTu2NSPl4?si=PT5OLjhXWclG7UKP

Join The Art of Value Patreon community for exclusive videos and more: https://www.patreon.com/TheArtofValue

Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision.