Explore every episode of the podcast The Art of Value
| Title | Pub. Date | Duration | |
|---|---|---|---|
| Peter Thiel on How To Make Money in A.I. Investing | 18 Oct 2024 | 00:09:37 | |
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 Or Join The Art of Value Patreon community: https://www.patreon.com/TheArtofValue 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. | |||
| Elon Musk’s Greatest Hits of ‘Puffery’: Tesla We Robot Event | 16 Oct 2024 | 00:30:25 | |
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. | |||
| Elon Musk Tesla HUGE Stock Pump FRAUD Alleged | 20 Sep 2024 | 00:29:38 | |
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 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. | |||
| Mohnish Pabrai: “Be A Shameless Cloner Like Me” | 27 Mar 2024 | 00:14:37 | |
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 Mohnish Pabrai Buys PayPal + These Stocks for Wagons Fund Reference videos: Mohnish Pabrai's Session with Columbia Business School (CSIMA) on February 14, 2024 Mohnish Pabrai's Q&A at London School of Economics on January 30, 2024 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. | |||
| Mohnish Pabrai: Why Great Stock Ideas Are Rare | 26 Mar 2024 | 00:11:57 | |
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. | |||
| Everything Money Lost MILLIONS Shorting! | My Reaction | 21 Mar 2024 | 00:13:55 | |
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” Is Nvidia Stock A Buy? 10 Well Known Investors Answer Why This Fund Manager Says NEVER SELL Nvidia Stock 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 A Bubble or A Buy? 10 Well Known Investors Answer | 20 Mar 2024 | 00:30:14 | |
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. | |||
| Google & Apple Really Teaming-Up On AI? My Thoughts | 19 Mar 2024 | 00:09:58 | |
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. | |||
| Mohnish Pabrai Buys PayPal + These Stocks for Wagons Fund | 18 Mar 2024 | 00:19:35 | |
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 Mohnish Pabrai: Key Investing Lessons from "Circling the Wagons” Mohnish Pabrai's Session at the SumZero Virtual Investor Summit 2024 on February 8, 2024 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. | |||
| Why This Fund Manager Says NEVER SELL Nvidia Stock | 14 Mar 2024 | 00:07:57 | |
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. | |||
| Why Tesla Stock Downgraded Again! | 14 Mar 2024 | 00:07:25 | |
I react to clip of a Wells Fargo analyst discussing their downgrade of Tesla stock (TSLA stock). It begs the question, how low will Tesla stock go this time? Related episodes: Tesla Stock: Is Tesla In Trouble?! https://youtu.be/lLqH06cXJYM Tesla Stock Investors Must Know About Tesla Bot & Humanoids https://youtu.be/dlBYMSQ-LFE Reference video: CNBC: Tesla: Here's why Wells Fargo downgraded the stock https://youtu.be/mpbfvgaLwH4 Join The Art of Value Patreon to support the pod and to get exclusive content: 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. | |||
| Alibaba Investing BIG in Hong Kong Film & TV | BABA Stock | 13 Mar 2024 | 00:10:32 | |
I report and discuss the latest Alibaba stock news that Alibaba’s Digital Media & Entertainment Group will invest heavily in Hong Kong’s entertainment industry over the next five years. In addition, Alibaba’s Cainiao Smart Logistics Network is partnering with Chinese EV maker Geely. Related episodes: Alibaba Stock: Is The Bottom In? Chairman Joe Tsai Interview! Alibaba Stock Earnings Summary + My Opinion | BABA Stock The Art of Value Alibaba Stock Playlist: https://youtube.com/playlist?list=PLrNjj1l3MS7XjzElr0IE-E5uw5eAAtmmU&si=UX7hocmkh-Nx0fjE 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. | |||
| Mohnish Pabrai on Tesla Stock vs BYD vs Stellantis | 12 Mar 2024 | 00:11:22 | |
I react to part of a recent Mohnish Pabrai Q&A, in which Pabrai discusses the auto industry dynamics between Tesla, BYD Co, and Stellantis. He also compares the leaders of each company: Tesla’s Elon Musk, BYD’s Chuanfu Wang, and Stelantis’ Carlos Tavares. Stock tickers: TSLA; STLA; OTCPK:BYDDY, SZSE:002594 (China). Related episodes Mohnish Pabrai Warns: Don’t Compete With Elon & Tesla Reference video: Mohnish Pabrai's Q&A at London School of Economics on January 30, 2024 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. | |||
| Elon Musk Tesla Stock Pumping Fraud Alleged in Lawsuit | 12 Sep 2024 | 00:23:33 | |
Have Elon Musk, Tesla and others been involved in continuous Tesla stock (TSLA) inflation fraud going back years? I summarize and discuss part of a new lawsuit alleging the Tesla stock pumping fraud. Timestamps: 00:45 Alleged Elon Musk & Tesla Fraud Overview: Greenspan v Musk et al 01:42 How the stock inflation fraud is linked to Musk’s compensation plan 05:45 Pressuring Tesla executives to to routinely commit securities fraud 07:20 Artificially inflating Tesla stock, harming short-sellers 09:27 Elon Musk lying in public to justify Tesla revenue recognition 13:11 Fraudulent Tesla stock price targets with ARK’s Cathie Word & others Related videos: Elon Musk Tesla Fraud Investigation playlist
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/ Join The Art of Value Patreon community for exclusive content I don’t share anywhere else: https://www.patreon.com/TheArtofValue 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. | |||
| Alibaba Stock: Is The Bottom In? Chairman Joe Tsai Interview! | 11 Mar 2024 | 00:19:08 | |
I react to a recent interview with Alibaba Chairman Joe Tsai, who answers questions about the Alibaba stock (BABA stock) price, his recent stock purchases (along with Jack Ma’s), the outlook for Alibaba the company, the planned Alibaba business unit IPOs, and more. Related episodes: The Art of Value Alibaba Stock Playlist: https://youtube.com/playlist?list=PLrNjj1l3MS7XjzElr0IE-E5uw5eAAtmmU&si=UX7hocmkh-Nx0fjE Alibaba Stock: Jack Ma Buying! + China Bazooka Stimulus? Alibaba Stock News: Surprise Jack Ma Memo! My Thoughts | BABA Stock Alibaba Stock Earnings Summary + My Opinion | BABA Stock Reference video clips: CNBC International: Alibaba is focusing on performance amid increased competition, Joe Tsai says https://youtu.be/SCeNTc1VXl4?si=Ge55G2-9tGtPIK6f CNBC International: Alibaba's Joe Tsai says his investment is important for confidence https://youtu.be/03_tGOQ_pe8?si=Cz4UwqV7_rvsxtvW CNBC International: Alibaba's Joe Tsai says China-U.S. relations have reached a new normal https://youtu.be/wWm7ZCuF1Wk?si=CJ4xCg6Jq88BR4h8 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. | |||
| Tesla Stock: Is Tesla In Trouble?! Where Bottom? | 07 Mar 2024 | 00:14:17 | |
I react to clip about the spate of unfortunate Tesla stock news that has seen the Tesla stock price (TSLA stock) languishing for well over three years now. Is Tesla in trouble and where will the bottom be? Related episodes: Tesla Stock Investors Must Know About Tesla Bot & Humanoids https://youtu.be/dlBYMSQ-LFE Palantir Stock: Major Game Changing News? https://youtu.be/JimG3r00IHs Reference video: CNBC: WSJ's Tim Higgins: People want a Tesla, they don't necessarily want an EV https://youtu.be/QlHmf8667PQ?si=F9UpsO7N7yy7Tvry 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. | |||
| Palantir Stock: Major Game Changing News? | 07 Mar 2024 | 00:08:35 | |
I react to the Palantir stock news (PLTR stock) that Palantir has just won a $178 million US military contract involving AI on the battlefield. Related episodes: Palantir Stock After Earnings - My Thoughts | PLTR Stock Reference video: CNBC: Palantir wins $178 million Army contract https://youtu.be/oxVysDOZpHw?si=Zcdwz1WWLtGALogh Join The Art of Value Patreon community for exclusive videos and more: https://www.patreon.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. | |||
| Sharing My Personal Investing Journey | 06 Mar 2024 | 00:07:20 | |
I share some details about my personal investing journey so far. Relevant topics: The Art of Value, investing, investors, value investing, stocks, stock market, investing books, financial education, investing education, saving money, investing mistakes, Columbia Business School, financial assets, Joel Greenblatt, contemporary art collecting. 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. | |||
| Aswath Damodaran: All Mag 7 Stocks Overpriced, NVDA INSANELY | 05 Mar 2024 | 00:12:50 | |
I react to a recent interview with Prof. Aswath Damodaran from NYU, "The Dean of Valuation", who asserts that Nvidia Stock (NVDA) is insanely overpriced, and that Tesla stock and Apple stock are the best value among the Magnificent 7 companies. Magnificent 7 stocks: Nvidia stock (NVDA), Apple stock (AAPL), Tesla stock (TSLA), Microsoft stock (MSFT), Amazon stock (AMZN), Alphabet/Google stock (GOOG GOOGL stock), Meta stock (META). Related episodes: Aswath Damodaran: Nvidia Stock “Priced To The Point of Insanity” Why Druckenmiller Owns Nvidia Despite "Nosebleed Territory" Reference video: CNBC: All of the 'Mag 7' stocks look overpriced, says NYU's Aswath Damodaran 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. | |||
| Aswath Damodaran: Nvidia Stock “Priced To The Point of Insanity” | 04 Mar 2024 | 00:11:16 | |
I react to a recent interview with Prof. Aswath Damodaran from NYU, "The Dean of Valuation", who defends his contention that Nvidia Stock (NVDA) is currently "priced to the point of insanity". Related episodes: Why Druckenmiller Owns Nvidia Despite "Nosebleed Territory" Mohnish Pabrai on Mistakes, AI Euphoria, Nvidia, Microsoft 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. | |||
| Super Investor Seth Klarman Bought These Stocks | 02 Mar 2024 | 00:09:29 | |
This episode surveys the current stock portfolio of super-investor Seth Klarman, investigating which stocks value investor Klarman was buying and selling for the Baupost Group portfolio during Q4 2023. We also take a closer look at a small selection of them. Related episodes: Super Investor Stock Portfolios Playlist https://youtube.com/playlist?list=PLrNjj1l3MS7WB9vDpdIyccwd7mE69v1CX&si=AQexbPXo5jI6REAL Investor Seth Klarman on the Everything Bubble 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. | |||
| Market Crash? Meet Kevin + Jeremy Lefebvre Just Said What? | 29 Feb 2024 | 00:21:11 | |
I react to well known finance and investing YouTubers Jeremy Lefebvre and Meet Kevin talking about whether there could be a “Great Crash” starting soon in the stock market. Related episodes: Super Investor Warren Buffett Just Bought These Stocks Will ARM Holdings Stock Crash? My Thoughts | ARM Stock Super Investor Terry Smith (Fundsmith) is Investing For GROWTH Join The Art of Value Patreon community for exclusive videos and more: https://www.patreon.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. | |||
| Super Investor Warren Buffett: Latest Lessons & Warnings | 27 Feb 2024 | 00:14:37 | |
This episode looks at Warren Buffett's latest shareholder letter, which has recently been released together with Berkshire Hathaway’s 2023 full-year earnings. In his annual shareholder letter, Warren Buffett always provides us with investing lessons and wisdom from a lifetime of expert investing. This year he also pays tribute to his late friend and investing partner Charlie Munger. Related episodes: Super Investor Warren Buffett Just Bought These Stocks Recommended Warren Buffett investing book: The Essays of Warren Buffett: by Lawrence A. Cunningham (referral link) https://amzn.to/3OQ0qZd 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. | |||
| Super Investor Li Lu Bought This Stock | 26 Feb 2024 | 00:11:41 | |
This episode surveys the current stock portfolio of super-investor Li Lu from Himalaya Capital Management, and we take a closer look at one stock Li Lu bought, East West Bancorp (EWBC), as many stocks in the banking sector plunged: Related Playlist: Super Investor Stock Portfolios https://youtube.com/playlist?list=PLrNjj1l3MS7WB9vDpdIyccwd7mE69v1CX&si=AQexbPXo5jI6REAL 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. | |||
| MORE Elon Musk, Tesla Full Self Driving FRAUD Alleged | 10 Sep 2024 | 00:29:43 | |
Could Tesla Full Self-Driving (FSD) be a fraud? I investigate and discuss the second half of a new lawsuit alleging FSD fraud perpetrated by Tesla, Elon Musk and others, and aided by Tesla social media influencers. Timestamps: 00:31 Greenspan v. Musk et al: Tesla "Full Self-Driving" (FSD) Fraud 01:46 Tesla stealing customer funds? 02:55 Tesla refuses to issue refunds of unintentional purchases 06:46 Elon Musk: "We need to make Full Self-Driving work" 08:00 False & misleading FSD marketing via Tesla social media influencers 09:49 Editorial control over Tesla influencer videos 12:29 Twitter/X "VIP" ad revenue share for Tesla influencers 16:32 Fraudulent FSD social media videos 18:06 Tesla prioritizes Tesla influencer FSD routes 20:09 Influencer videos intended to increase sales & Tesla stock price 21:49 Avoiding regulatory scrutiny 23:13 Exaggerating FSD: "Elon's tweet does not match engineering reality" 24:45 CADMV legal proceedings against Tesla 26:39 False FSD claims by Elon Musk 27:07 Language change to "Full Self-Driving (Supervised)” 27:44 DMV Tesla false advertising case going to trial 28:03 Tesla deletes blog posts from 2016-2019 Related videos Tesla, Elon Musk Full Self Driving Fraud Alleged in Lawsuit https://youtu.be/PaUXyey1iG4 Enron-Scale Tesla, Elon Musk Fraud Alleged in Lawsuit https://youtu.be/cGhBMf29xKA Playlist: Elon Musk Tesla Fraud Investigation 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/ Join The Art of Value Patreon community for exclusive content I don’t share anywhere else: https://www.patreon.com/TheArtofValue 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 | |||
| Super Investor Portfolio: Bill Ackman Just Did This | 24 Feb 2024 | 00:16:11 | |
This episode investigates which stocks super-investor Bill Ackman has been buying and selling for his Pershing Square Capital Management stock portfolio during Q4 2023. Related Playlist: Super Investor Stock Portfolios https://youtube.com/playlist?list=PLrNjj1l3MS7WB9vDpdIyccwd7mE69v1CX&si=AQexbPXo5jI6REAL 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. | |||
| Super Investor Warren Buffett Just Bought These Stocks | 21 Feb 2024 | 00:09:59 | |
This episode investigates which stocks super-investor Warren Buffett has been buying and selling for the Berkshire Hathaway stock portfolio during Q4 2023. Related Playlist: Super Investor Stock Portfolios https://youtube.com/playlist?list=PLrNjj1l3MS7WB9vDpdIyccwd7mE69v1CX&si=AQexbPXo5jI6REAL Recommended investing book: The Essays of Warren Buffett: by Lawrence A. Cunningham (referral link) https://amzn.to/3OQ0qZd 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 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. | |||
| Super Investor Portfolios: Mohnish Pabrai, Guy Spier, Chuck Akre | 19 Feb 2024 | 00:19:26 | |
This episode investigates which stocks the super-investors Mohnish Pabrai (Pabrai Investment Funds), Guy Spier (Aquamarine Capital Management), and Chuck Akre (Akre Capital Management) have been buying and selling in their portfolios during Q4 2023. For sections see below timestamps: 00:34 Mohnish Pabrai portfolio - Pabrai Investment Funds 05:43 Guy Spier portfolio - Aquamarine Capital Management 10:20 Chuck Akre portfolio - Akre Capital Management Related episodes: Michael Burry & These Super Investors Are Buying Alibaba & JD Stock https://youtu.be/JgFtAYQrnLg Super Investor Terry Smith (Fundsmith) is Investing For GROWTH Chuck Akre Said This About How to Find 100 Baggers Recommended investing books: The Dhandho Investor: The Low-Risk Value Method to High Returns by Mohnish Pabrai (referral link) https://amzn.to/49GvAKi The Education of a Value Investor: My Transformative Quest for Wealth, Wisdom, and Enlightenment by Guy Spier (referral link) https://amzn.to/49guGo4 Richer, Wiser, Happier: How the World's Greatest Investors Win in Markets and Life by William Green (referral link) https://amzn.to/3T17hS0 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 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. | |||
| Super Investor Terry Smith (Fundsmith) is Investing For GROWTH | 18 Feb 2024 | 00:13:24 | |
This episode investigates which stocks super-investor Terry Smith from Fundsmith and Smithson Investments funds has been buying recently, and why he might have been buying those particular stocks. Terry Smith hedge fund, Terry Smith Investing For Growth, Terry Smith investor, smithson investment fund, fundsmith, Terry Smith fund, Terry Smith, Terry smith Fundsmith, Fundsmith investment fund, Fundsmith Equity Fund. Recent related episode: Michael Burry & These Super Investors Are Buying Alibaba & JD Stock https://youtu.be/JgFtAYQrnLg Join The Art of Value Patreon community for exclusive videos and more: https://www.patreon.com/TheArtofValue Recommended investing book: Investing for Growth: How to make money by only buying the best companies in the world by Terry Smith (referral link) https://amzn.to/3OK0iu4 I use TIKR Terminal to help analyze great businesses, follow top investor portfolios, and help monitor my portfolio (referral link): http://tikr.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. | |||
| Michael Burry & These Super Investors Are Buying Alibaba & JD Stock | 15 Feb 2024 | 00:11:17 | |
This episode investigates which super-investors have been buying Alibaba stock (BABA), JD stock and others during the past quarter. Large fund managers’ 13F filings have just been reported, including from famed “Big Short” investor Michael Burry, so we can see the stocks they’ve been buying and selling for the quarter. 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. | |||
| Airbnb Just Booked Solid Earnings | ABNB Stock Analysis | 14 Feb 2024 | 00:18:12 | |
This episode includes a summary and brief analysis of the Airbnb Q4 2023 Earnings, and my thoughts on the company and ABNB stock. Airbnb stock analysis, Airbnb review, Airbnb stock news, Airbnb stock analysis, Airbnb earnings, Airbnb stock earnings, Airbnb stock price, Airbnb stock, ABNB stock analysis, ABNB s results, ABNB stock price, ABNB tock news, ABNB stock price 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 Using a referral link helps support the pod, thanks! I use GuruFocus for historical, financial and valuation data, screeners, charts and comparison tools, to help me make smarter long-term investing decisions (refferal 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. | |||
| Will ARM Holdings Stock Crash? My Thoughts | ARM Stock | 13 Feb 2024 | 00:13:36 | |
This episode takes a look at ARM Holdings. ARM stock has had a meteoric rise lately, on the back of stock market exuberance for all things artificial intelligence (AI). The episode includes a summary and brief analysis of the recent ARM Holdings earnings, and my thoughts on whether ARM stock could be in for a crash. ARM stock analysis, ARM review, ARM stock news, ARM stock analysis, ARM earnings, ARM stock earnings, ARM stock price, ARM stock, ARM stock analysis, ARM results, ARM stock price, ARM stock news, ARM stock IPO, ARM stock price 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 Using a referral link helps support the pod, thanks! I use GuruFocus for historical, financial and valuation data, screeners, charts and comparison tools, to help me make smarter long-term investing decisions (refferal 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. | |||
| Palantir Stock After Earnings - My Thoughts | PLTR Stock | 12 Feb 2024 | 00:24:13 | |
This episode includes a summary and analysis on the Palantir Q4 2023 and Full Year Earnings results, and my thoughts on the company and PLTR Stock. Palantir stock analysis, Palantir stock review, Palantir stock news, Palantir stock analysis, Palantir earnings, Palantir stock earnings, Palantir stock price prediction, PLTR stock, PLTR stock analysis, Palantir results, Palantir stock price, PLTR stock news. Recent related episodes: Alibaba Stock Earnings Summary + My Opinion | BABA Stock Tesla Stock Investors MUST Know This About Tesla Bot https://youtu.be/dlBYMSQ-LFE Join The Art of Value Patreon community for exclusive videos and more: https://www.patreon.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 (refferal link): https://www.gurufocus.com/?r=2c95d5930bb2537b2e0265075fb66581 I use TIKR Terminal to help analyze great businesses, follow top investor portfolios, and help monitor my portfolio (referral link): http://tikr.com/theartofvalue Using a referral link helps support the pod, thanks! 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. | |||
| Alibaba Stock Earnings Summary + My Opinion | BABA Stock | 11 Feb 2024 | 00:15:30 | |
This episode includes a summary and analysis on the Alibaba December Quarter 2023 Earnings results, and my thoughts on the earnings and BABA Stock. Alibaba stock analysis, Alibaba stock review, Alibaba stock news, Alibaba earnings, Alibaba stock earnings, BABA stock, BABA stock analysis, Alibaba results. Join The Art of Value Patreon community for exclusive videos and more: https://www.patreon.com/TheArtofValue Recent related episodes: Alibaba Stock News: BABA CEO Wu Takes Direct Charge of Ecommerce https://youtu.be/YakzC-EBx8M Alibaba Stock News: Surprise Jack Ma Memo! My Thoughts | BABA Stock https://youtu.be/mp6SdoFt2iY 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. | |||
| Why MSOS Stock Is Ripping Higher | MSOS ETF Analysis | 05 Feb 2024 | 00:15:40 | |
I discuss the MSOS ETF and the probable reasons the stock has been ripping higher recently. For those who don’t know, I answer the question: what is the MSOS ETF? I also look at the holdings inside the ETF. See below timestamps: 00:00 MSOS stock price action 02:58 Rescheduling “imminent”? 06:19 Special situation sector (h/t Joel Greenblatt) 08:43 What is the MSOS ETF? 13:00 MSOS ETF holdings Referenced investing book: You Can Be a Stock Market Genius: Uncover the Secret Hiding Places of Stock Market Profits, by investor Joel Greenblatt (referral link) https://amzn.to/3SMqlmZ
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. | |||
| Tesla, Elon Musk Full Self Driving Fraud Alleged in Lawsuit | 05 Sep 2024 | 00:21:07 | |
Could Tesla Full Self Driving (FSD) be a fraud? I summarize and discuss part of a new lawsuit alleging just that, perpetrated by Tesla, Elon Musk and others, and helped by Tesla social media influencers. The lawsuit alleges multiple, interconnected frauds, involving Full Self Driving (FSD), Tesla stock (TSLA) manipulation, Tesla accounting fraud, and other frauds involving the inner workings of Tesla for many years. Timestamps: 00:24 Tesla “Full Self-Driving“ (FSD) 01:22 Hollywood magic for 2024 Tesla Robotaxi reveal? 03:26 Geofenced: Tesla gathering mapping data for robotaxi event 05:45 The Tesla “Full Self-Driving” Fraud 08:16 Tesla cash crunch, cultivating social media influencers 09:55 Tesla Autonomy Investor Day + $2.7B capital raise 13:41 Promised Tesla robotaxi 14:58 FSD revenue generation and recognition 16:48 1 million Tesla robotaxis by 2020! 17:47 10/10 Tesla Robotaxi unveiling Related videos: Enron-Scale Tesla, Elon Musk Fraud Alleged in Lawsuit https://youtu.be/cGhBMf29xKA Wall St SELLS Tesla Stock As Elon Musk Melts Down https://youtu.be/ZTvLwvgoECw Wall St Analysts Losing Their Minds Over Tesla Stock! https://youtu.be/U_BwKuEcF2I 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/ Join The Art of Value Patreon community for exclusive content I don’t share anywhere else: https://www.patreon.com/TheArtofValue 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 | |||
| Tesla Stock Investors Must Know This About Tesla Bot & Humanoids | 01 Feb 2024 | 00:21:07 | |
I discuss the near future of humanoid robots, including the Optimus Tesla Bot. How soon will humanoids be useful and what will they be used for? How might Tesla Bot production grow the Tesla market cap and TSLA stock price in the future? I respond to a recent thread about Tesla Bot, from DumbMoney investor Chris Camillio. Related episodes: Tesla Drops Bombs On Earnings Call | Response To Solving The Money Problem https://youtu.be/LTI_3qJiGEo The Art of Value Tesla Stock (TSLA stock) playlist: https://youtube.com/playlist?list=PLrNjj1l3MS7UkaBPMBFJF26HHxpUgH9zQ&si=K1pMx-Iuauzhvh_w 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. | |||
| Tesla Drops Bombs On Earnings Call | Response To Solving The Money Problem | 27 Jan 2024 | 00:21:28 | |
I respond to a Tesla stock video from Solving The Money Problem YouTube channel about Tesla Q4 2023 Earnings, in which this Tesla Uber-bull, nay pumper, only talks about the positive aspects and completely ignores any negatives. I also look at the actual earnings that he glosses over. Reference video: Solving the Money Problem: Tesla Drops 3 Huge BOMBSHELLS On Q4 Earnings Call https://youtu.be/LXiT34tgpSk?si=3OsXVsjdJF-IfO15 Related episodes: The Art of Value Tesla Stock (TSLA stock) playlist: https://youtube.com/playlist?list=PLrNjj1l3MS7UkaBPMBFJF26HHxpUgH9zQ&si=K1pMx-Iuauzhvh_w 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. | |||
| Alibaba Stock: Jack Ma Buying! + China Bazooka Stimulus? | 24 Jan 2024 | 00:14:59 | |
I report and give my thoughts on this latest Alibaba stock (BABA stock) and co-founder Jack Ma news. Jack Ma and current Alibaba Chairman Joe Tsai have both been buying Alibaba stock, and there are also rumors of government stimulus to rescue the Chinese stock market and ailing economy. Stocks mentioned: BABA stock: PDD stock, JD stock, Tencent stock and others. Recent Alibaba stock episodes: Alibaba Stock News: Surprise Jack Ma Memo! My Thoughts | BABA Stock https://youtu.be/mp6SdoFt2iY Alibaba Stock: New BABA CEO Eddie Wu Takes Charge of Ecommerce https://youtu.be/vsrmMAkO9Z4 Join The Art of Value Patreon community for exclusive videos and more: https://www.patreon.com/TheArtofValue The main investment brokerage I use to buy international stocks, and to hold cash at good interest rates, is Interactive Brokers (referral link): https://ibkr.com/referral/john5664 Using a referral link helps support the pod, thanks! 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. | |||
| Can Constellation Software Continue in Compounding Beast Mode? | 20 Jan 2024 | 00:11:04 | |
Can high-quality serial acquirer company Constellation Software, with its founder and expert capital allocator Mark Leonard, continue to compound at a high rate well into the future, even though it’s now a large market cap company? Related episodes: Next Compounding Beast? Constellation Software Spinoff Topicus https://youtu.be/5O2srvIx_AQ Primer: Mark Leonard, Constellation Software & Topicus https://youtu.be/z0xnvhfNbOI Chris Mayer on Constellation Software + My Thoughts https://youtu.be/ookiKuehQ7o Mohnish Pabrai Talks Constellation Software & Mark Leonard https://youtu.be/xPI773-AE-I 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. | |||
| Guy Spier & Mohnish Pabrai Investing Philosophy + My Thoughts | 16 Jan 2024 | 00:13:56 | |
I react to a conversation between value investors Mohnish Pabrai and Guys Spier, in which they discuss aspects of their investing processes and philosophies, including looking for stock market investments that have a very obvious thesis, rather than difficult and complicated, so the probability of a good stock returns is high. Reference video: Guy Spier & Mohnish Pabrai Office Tour, Warren Buffett, Investment Philosophy & The Key To Learning Related episode: Mohnish Pabrai: How to Find Stock Compounders + My Thoughts 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. | |||
| Mohnish Pabrai Warns: Don’t Compete With Elon & Tesla | 12 Jan 2024 | 00:10:38 | |
I discuss a recent Mohnish Pabrai Q&A in which he mentions that in business Elon Musk is an anomaly worth paying attention to, and that you wouldn’t want to compete with his company Tesla. During the interview Pabrai discusses the importance of finding investing anomalies. Tesla stock, TSLA stock. Related episode: Mohnish Pabrai: How to Find Stock Compounders + My Thoughts Reference video: Mohnish Pabrai's Q&A at Clemson University - Wall Street South Investment Club on November 13, 2023 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. | |||
| Is Everyone Too Bullish? Response to Joseph Carlson | 09 Jan 2024 | 00:16:42 | |
I react to Joseph Carlson and famed investor Steve Eisman explaining why they think investors are too bullish on the stock market. Related videos: Everyone is Too Bullish - Joseph Carlson https://youtu.be/eWwDCmA3ybk 3-5 Year Bull Market? Response to Jeremy Lefebvre https://youtu.be/EKmIj6WAdkw Stock Market Crash Over? Big Short Investor Eisman Predicts https://youtu.be/f-U-ff8RP7M Big Short Investor Just Predicted This For Stocks https://youtu.be/e0Uo4aCQAzY 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. | |||
| 3-5 Year Bull Market? Tech Bubble? Response to Jeremy Lefebvre | 04 Jan 2024 | 00:11:35 | |
I react to a recent Jeremy Lefebvre video, in which Jeremy is reacting to a finance media video about two predictions of an imminent multi-year tech bull market, and stock market bubble. I discuss whether it’s possible to predict the stock market like this. Related videos: 3-5 Year Bull Market - Jeremy Lefebvre Makes Money: https://youtu.be/yvWupC66T1E Why Mohnish Pabrai Sold Micron Technology Stock https://youtu.be/snHXxif4bmI Jeremy Grantham: AI Boom Pauses Super-Bubble Bust! https://youtu.be/ATP0GGON2B0 Stan Druckenmiller Still Predicts Hard Landing Recession https://youtu.be/8Ue-etn4E74 Investor Seth Klarman on the Everything Bubble https://youtu.be/C4rs2M_lOKw Join The Art of Value Patreon community for exclusive videos and more: https://www.patreon.com/TheArtofValue Featured investing book: Mastering The Market Cycle: Getting the Odds on Your Side by Howard Marks (referral link) https://amzn.to/47vF0qQ 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. | |||
| Why Mohnish Pabrai Sold Micron Technology Stock | 02 Jan 2024 | 00:12:45 | |
I investigate and discus why value investor Mohnish Pabrai sold his entire Micron Technology stock (MU stock) position. Pabrai explained his Micron Tech investment thesis in a recent video interview, and how that thesis changed for him. Fellow super-investor and Micron thesis collaborator Li Lu also sold his substantial Micron stock position. Join The Art of Value Patreon community for exclusive videos and more: https://www.patreon.com/TheArtofValue Related videos: Full Q&A: Mohnish Pabrai's Q&A Session at Boston College, Carroll School of Management on October 12, 2023 https://youtu.be/jZKOk-hlo8I Mohnish Pabrai’s Micron Tech Investment Thesis 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. | |||
| Alibaba Stock News: BABA CEO Wu Takes Direct Control of Ecommerce | 22 Dec 2023 | 00:12:41 | |
I report and give my thoughts on the latest Alibaba stock (BABA stock) and co-founder Eddie Wu news. Alibaba CEO Eddie Wu is now taking direct control of Alibaba’s huge e-commerce businesses. Is this going to be good for Alibaba the company, and its BABA stock? This episode also involves a comparison between BABA stock and competitor PDD stock. Join The Art of Value Patreon community for exclusive videos and more: https://www.patreon.com/TheArtofValue Related episodes: Here’s the bonus reaction video mentioned in this episode: Alibaba Stock: New BABA CEO Eddie Wu Takes Charge of Ecommerce https://youtu.be/vsrmMAkO9Z4 Recommended book: Alibaba: The House That Jack Ma Built by Duncan Clark (referral link): https://amzn.to/48amp4A Alibaba Stock: CEO Quits! George Soros Buys BABA Stock https://youtu.be/FbUoblWv50s Alibaba Stock Earnings & My Thoughts on Crashed BABA Stock https://youtu.be/8P23n3c8Z3I
Alibaba Reveals Break-Up Plan! | Big BABA Stock Upside? https://youtu.be/spwgEGJlxmc 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. | |||
| Enron-Scale Tesla, Elon Musk Fraud Alleged in Lawsuit | 02 Sep 2024 | 00:30:18 | |
Could Tesla be an Enron-scale fraud? I summarize and discuss a new lawsuit alleging huge and interconnected frauds perpetrated by Tesla, Elon Musk and others, and helped by Tesla social media influencers - relating to Tesla’s Full Self Driving, Tesla stock (TSLA) manipulation, and the inner workings of Tesla the company for many years. Timestamps: 00:12 How would massive fraud be possible with Tesla? 01:13 The lawsuit: Greenspan v. Musk et al 01:46 The Tesla Files: Tesla Whistleblower insider 02:31 Tesla Matryoshka Doll of Nested, Interdependent Frauds 06:20 Tesla “Autopilot” fraud 07:18 Tesla “Full Self-Driving (FSD)” fraud 08:59 Tesla Solar fraud 09:45 Tesla Vehicle Quality fraud 10:39 Tesla Stock Inflation fraud 12:04 Hardcore Litigation fraud 12:50 Fraud justified for Tesla survival 15:26 Tesla as a tech company, not a car company 17:35 Musk Attracted and cultivated a cult following 18:14 Musk as free speech absolutist? Really? 19:41 Tesla becomes largest Ponzi scheme in history? 20:40 Elon Musk attacks prominent Tesla short-sellers 21:58 Elon Musk and securities fraud 23:22 Suppressing critical voices with cyberbullying 26:04 Manipulating Tesla stock price - the social media pump 27:05 Belated disclosure, Tesla was a month away from bankruptcy Related videos: Wall St SELLS Tesla Stock As Elon Musk Melts Down https://youtu.be/ZTvLwvgoECw Massive Tesla & Musk Fraud Alleged in New Lawsuit https://youtu.be/tMyUi_hXEsc (Stocks Today With JJ channel) Here's Why Tesla Stock Plunged After Earnings https://youtu.be/_GfyTy4holA Wall St Analysts Losing Their Minds Over Tesla Stock! https://youtu.be/U_BwKuEcF2I 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/ Join The Art of Value Patreon community for exclusive content I don’t share anywhere else: https://www.patreon.com/TheArtofValue 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 | |||
| Were Michael Burry’s Stock Market Predictions Wrong? | 19 Dec 2023 | 00:20:03 | |
In this episode we look back at famous investor Michael Burry’s stock market predictions, and predictions about the US economy, during the past year or so. What were his predictions and how many of them did he get right? Related episodes Michael Burry Predicts Stock Market Bottom After Bank Panic https://youtu.be/yXkp5BhQJiw 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. | |||
| Chris Mayer on Constellation Software + My Thoughts | 14 Dec 2023 | 00:12:29 | |
I summarize and discuss some parts of a recent Chris Mayer interview regarding illustrious serial acquirer company Constellation Software. Chris Mayer is the author of the excellent investment book 100 Baggers, and an investment fund manager. Constellation Software has been more than a 100 bagger stock over time, and continues to compound at an impressive rate. Related videos: Primer: Mark Leonard, Constellation Software & Topicus https://youtu.be/z0xnvhfNbOI?si=pwI-LC-ja4K-JQc3 Millennial Investing interview - Serial Acquirer: Successful Acquisition Strategies w/ Chris Mayer - https://youtu.be/Pp1m69E9vxg?si=q9A_3XvqFS1FeA5X Join The Art of Value Patreon community for exclusive videos and more: https://www.patreon.com/TheArtofValue Recommended investing book: 100 Baggers: Stocks That Return 100-to-1 and How To Find Them by Chris Mayer (referral link) https://amzn.to/47UoAJy Using a referral link helps support the pod, thanks! 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. | |||
| PayPal Stock: Did Amazon Just DUMP Venmo?! | 12 Dec 2023 | 00:12:45 | |
In surprising PayPal stock news, Amazon and PayPal have announced that PayPal’s Venmo will soon be removed as a payment method from Amazon! In this episode I discuss some probable reasons, and how this could impact PayPal and PYPL stock, and more. Related episode: PayPal Stock Analysis: Massive Drop! Time to Buy PYPL Stock? Join The Art of Value Patreon community for bonus, exclusive, and ad-free videos: https://www.patreon.com/TheArtofValue The main investment brokerage I use to buy international stocks, and to hold cash, is Interactive Brokers (referral link): https://ibkr.com/referral/john5664 Using a referral link helps support the pod, thanks! 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. | |||