The Art of Value (JJProjects)
Explorez tous les épisodes de The Art of Value
| Date | Titre | Durée | |
|---|---|---|---|
| 23 May 2022 | Greg Alexander, Seth Klarman, Bill Miller: More Observations from Superinvestor Stock Portfolio Activity Q1 2022 | 00:15:32 | |
Episode 67: JJ has more observations from the activity of Q1 2022 super-investor portfolios, including Greg Alexander, Seth Klarman, Bill Miller.The Art of Value: https://anchor.fm/theartofvalue YouTube: https://www.youtube.com/channel/UCmlgXjiwAUNHyIS30dnIHBg Spotify: https://open.spotify.com/show/6I878RawBT9rwHnVUPPHSh?si=5c768532dda841a2 Twitter: https://twitter.com/theartofvalue Disclaimer: I am not a financial adviser. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial help before making any investment decision. | |||
| 02 Aug 2023 | How Howard Marks Predicts Each Stock Market Crash & Recovery | 00:17:06 | |
JJ discusses the latest Memo from legendary value investor Howard Marks, Taking the Temperature, in which Marks explains his strategy of taking the temperature of the stock market at any given time. Marks has made only 5 stock market calls since 2000, and got them right. He thinks we can do it too. Timestamps: 00:00 Howard Marks, Taking the Temperature intro 01:15 Jan 2000 : Calling the Dotcom Bubble bust 03:40 2004-2007: A slow developing train wreck 05:26 2008: Subprime and the Global Financial Crisis 06:45 Late 2008: Putting money to work in a cold market 08:09 2012: The death of equities? Déjà vu all over again 11:09 March 2020: Market panic and fear - a time to buy 13:11 How we can make correct market calls 15:27 Stock market pattern recognition Related content: Howard Marks Says Historic Stock Market Sea Change Has Begun https://open.spotify.com/episode/0P39cFztbVFU369YbFjNCK?si=bdc9c45581e44c63 Investing books featured in the episode: Mastering The Market Cycle: Getting the Odds on Your Side by Howard Marks (referral link) Devil Take the Hindmost: A History of Financial Speculation by Edward Chancellor (referral link) https://amzn.to/3Ykgw0C Using a referral link helps support the pod, thanks! The main investment brokerage I use to buy international stocks, and to hold cash, is Interactive Brokers (referral link): https://ibkr.com/referral/john5664 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. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision. | |||
| 12 Jun 2024 | Tom Lee: Nvidia, Tesla, Apple Should Be Core Portfolio Stocks | 00:12:25 | |
I react to a recent interview with Fundstrat Managing Partner Tom Lee, in which he asserts that Nvidia (NVDA), Tesla (TSLA) and Apple (AAPL) are all must-own stocks for a long term portfolio, and he also predicts the strong rise of small cap stocks by yearend 2024. Related episodes: Tom Lee: Bullish New Stock Market Prediction Tom Lee: Dip Will Be Bought! Referenced video: CNBC - Fundstrat: Apple, Nvidia, and Tesla should be core portfolio holdings Join The Art of Value Patreon community for exclusive content I don’t share anywhere else: https://www.patreon.com/TheArtofValue AeroPress - Be your Own Barista. A new kind of coffee press for daily use (referral link): https://amzn.to/3WqsNBS 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. | |||
| 12 Jul 2024 | Has The Stock Market Just Flipped? | 00:13:12 | |
I investigate whether or not a rotation could be going on in the U.S. stock market, away from the “Mag 7” into mid and small cap stocks. Could this be the start of a change, and why would it be happening now? Related videos: Is There A Stock Market CRASH But You Haven’t Noticed Yet? Stocks Today With JJ channel: https://www.youtube.com/@jjstockstoday 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. | |||
| 05 Sep 2024 | Tesla, Elon Musk Full Self Driving Fraud Alleged in Lawsuit | 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 | |||
| 29 Apr 2022 | Thoughts on Spotify Q1 2022 Earnings Call, Daniel Ek’s Comments | 00:11:33 | |
In episode 48, JJ discusses what was said on Spotify’s Q1 2022 earnings call, especially Daniel Ek’s comments about comparisons with Netflix. Stocks mentioned: SPOT, NFLX The Art of Value: https://anchor.fm/theartofvalue YouTube: https://www.youtube.com/channel/UCmlgXjiwAUNHyIS30dnIHBg Spotify: https://open.spotify.com/show/6I878RawBT9rwHnVUPPHSh?si=5c768532dda841a2 Twitter: https://twitter.com/theartofvalue Disclaimer: I am not a financial adviser. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial help before making any investment decision. | |||
| 03 May 2023 | Peter Lynch NEW Interview! How You Should Invest | 00:12:29 | |
I discuss a new and rare interview with legendary investor and former fund manager Peter Lynch. Lynch offered his thoughts on the stock market, stock picking, his winning investment strategy, and the current economic environment and bank collapses. Related content: Warren Buffett Interview: Banking Crisis? - Highlights https://youtu.be/2ysbmHbVVYs CNBC interview: Legendary investor Peter Lynch on stock picking: 'The sucker's going up' is not a good reason https://youtu.be/U-6fv09KCDw Recommended books: One Up On Wall Street: How To Use What You Already Know To Make Money, by Peter Lynch https://amzn.to/3Nyo3FD Additional Peter Lynch book titles: https://amzn.to/3p574kl Using referral links helps support the pod, thanks! The main investment brokerage I use to buy international stocks, and to hold cash, is Interactive Brokers (referral link): https://ibkr.com/referral/john5664 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. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision. | |||
| 09 Apr 2023 | Jeremy Grantham Super Bubble: Euphoria to Panic to Recession | 00:13:49 | |
I summarize and discuss investor Jeremy Grantham’s recent interview about the rare super-bubble he sees in the US stock market, and the current deflating of that bubble. He’s pessimistic about the short term, but has a very positive outlook on one area of the market for the long term, in which he’s heavily invested. Related episodes: Michael Burry: I Was Wrong! | New Bull Market Has Begun? Silicon Valley Bank Collapse Explainer | What's happening?! Full Jeremy Grantham interview: Calling a Super Bubble: The Crisis is Bigger Than Banks w/ Jeremy Grantham (TIP542) https://youtu.be/ULcisguHRTg The Art of Value Jeremy Grantham Playlist https://www.youtube.com/playlist?list=PLrNjj1l3MS7Wtx2nItPmA8QfIUeGS4V87 Using a referral link helps support the pod, thanks! The main investment brokerage I use to buy international stocks, and to hold cash, is Interactive Brokers (referral link): https://ibkr.com/referral/john5664 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. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision. | |||
| 22 Nov 2023 | Alibaba Stock News & My Thoughts: Jack Ma's BABA Stock Dump | 00:20:03 | |
In this episode I summarize and comment on the latest Alibaba stock news about founder Jack Ma's plan to sell a sizeable chuck of BABA stock, and how a major US investment bank is now bullish on BABA stock for the coming year, placing an optimistic price target on the stock. Related episodes: Alibaba Stock Earnings & My Thoughts on Crashed BABA Stock https://youtu.be/8P23n3c8Z3I Show your appreciation for The Art of Value by buying JJ a coffee! https://www.buymeacoffee.com/jjprojects Using a referral link helps support the show, thanks! 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 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. | |||
| 17 Jun 2021 | Tesla debate, Alibaba and Pindoudou | 00:35:28 | |
In episode 15, JJ discusses whether or not most value investors are being too harsh on Tesla, and talks about recent positions in China's Alibaba and Pindoudou. | |||
| 27 Mar 2024 | Mohnish Pabrai: “Be A Shameless Cloner Like Me” | 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. | |||
| 21 May 2024 | Michael Burry + These Super Investors Bought Alibaba & JD Stock | 00:10:41 | |
I investigate which super-investors have been buying Chinese stocks, including Alibaba stock (BABA), JD stock, Baidu (BIDU), PDD and others during the past quarter. The 13F filings of large fund managers have just been reported, including from famed “Big Short” investor Michael Burry, so we can see the stocks they’ve been buying and selling in the quarter. Timestamps 00:21 Michael Burry portfolio 01:34 David Tepper portfolio 04:13 Howard Marks portfolio 05:32 Alibaba stock super investors 07:05 Samantha McLemore portfolio 07:38 Alibaba Stock Guru trades 09:15 JD stock super investors Related episodes: Super Investors Just Bought These Small Caps https://youtu.be/kIsJZKlPDj4 Warren Buffett: I’d Buy Small Caps if Starting Over Now https://youtu.be/V7yAKXYXhDM Join The Art of Value Patreon community for exclusive content I don’t share anywhere else: 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/?affid=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 AeroPress - Be your Own Barista. A new kind of coffee press for daily use (referral link): https://amzn.to/3WqsNBS 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. | |||
| 09 Sep 2022 | 5 Top Investing YouTube Channels - Mid to Small Size Channels Edition | 00:14:04 | |
Five of my favourite mid to small size investing YouTube channels, and a good example video from each channel. Timestamps: 00:33 Investing with Tom Channel 01:42 Example video: Li Lu's Multibagger Stock Checklist (Himalaya Capital) 02:50 Nathan Winklepleck, CFA Channel 03:49 Example video: He crushed the S&P 500 for 25 years... [3 lessons for 2022] 05:35 J. MONEY Channel 06:42 Example video: Alibaba Stock Update: Delisting News (2022) | $BABA $JD $PDD 07:53 Stock Compounder - Brad Kaellner Channel 09:34 Example video: Terry Smith on Investing for Growth! Compounding with Great Companies 11:04 Anderew Brown Channel 12:57 Example video: Trulieve Stock Analysis The Art of Value Twitter: https://twitter.com/theartofvalue Disclaimer: I am not a financial adviser. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial help before making any investment decision. | |||
| 13 Apr 2023 | Chris Mayer 100 Baggers: Stocks That Return 100 to 1! | 00:08:48 | |
Is it possible to predict which stocks will grow to become 100 baggers? I summarize and discuss a recent interview with stock portfolio manager Chris Mayer, the author of the excellent investing book 100 Baggers, in which he explains the main characteristics of 100 baggers, and what to look for in these companies that have the potential to compound 100 times in value for every 1 dollar invested. Related episodes: Chris Mayer 100 Bagger Portfolio | Response to Stock Compounder Full The Investor’s Podcast Interview with Chris Mayer: 100 Baggers: Stocks that Return 100-1 w/ Chris Mayer (TIP543) Recommended Books: 100 Baggers: Stocks That Return 100-to-1 and How To Find Them, by Christopher W Mayer (referral link): https://amzn.to/409n3dI Investing for Growth: How to make money by only buying the best companies in the world, by Terry Smith (refferal link) https://amzn.to/3Kv7p6R Using a referral link helps support the pod, thanks! The main investment brokerage I use to buy international stocks, and to hold cash, is Interactive Brokers (referral link): https://ibkr.com/referral/john5664 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. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision. | |||
| 01 Apr 2022 | Investing in Artificial Intelligence (AI), Part 2 | 00:24:30 | |
In episode 33, JJ discusses some recent developments in artificial intelligence, and how they relate to investing in 2022 and beyond. This is Part 2 This video references is Dr Alan D. Thompson’s video: "Integrated AI - This is it - GPT-3… https://youtu.be/NsQYBFbFRyY The Art of Value: https://anchor.fm/theartofvalue Spotify: https://open.spotify.com/show/6I878RawBT9rwHnVUPPHSh?si=5c768532dda841a2 YouTube: https://www.youtube.com/channel/UCmlgXjiwAUNHyIS30dnIHBg Twitter: https://twitter.com/theartofvalue | |||
| 01 Apr 2025 | Elon Buys Voters While Whining About Tesla Stock Crash | 00:21:38 | |
The Art of Value host JJ reports on and discusses Elon Musk’s current efforts to buy voters to influence the outcome of the key State Supreme Court election in Wisconsin. JJ also reacts to various political podcasters discussing Elon’s particular interest in this election. Referenced videos: He's Not Like Us (Elon Musk) | The Lincoln Project https://youtu.be/RiOE7aA0dzA “Obsessed”: Elon Musk Pours $20 Million into Wisconsin Supreme Court Race as Voter Anger Builds | Democracy Now https://youtu.be/Xty8JS2mAVg Elon Musk issues chilling warning: This could determine the 'destiny of humanity' | Fox News https://youtu.be/Nl0hJDs6AI4 YIKES! Musk Holds DISASTER EVENT before KEY ELECTION | Medias Touch https://youtu.be/pSIRLZOeKIs Elon Musk Can Be Defeated Right Now In Wisconsin | The Majority Report https://youtu.be/d1RCLVfpZ1k Elon Musk gets mercilessly HECKLED at his OWN rally| Brian Tyler Cohen https://youtu.be/kAqKyLUzBd0 Elon Musk's Election Stunt COLLAPSES Into Chaos As Financial Scheme Unravels | The Damage Report https://youtu.be/JarO2sWjn7E 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. | |||
| 21 Mar 2024 | Everything Money Lost MILLIONS Shorting! | My Reaction | 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. | |||
| 03 Feb 2025 | Wall St & Consumers Dumping Elon Musk & Tesla | 00:20:53 | |
JJ catches up on the recent Elon Musk, Tesla, and Trump Administration news, including that some Wall Street institutions and Tesla buyers seem to be rejecting Elon Musk and Tesla stock, after Elon’s increasingly questionable behaviour and political activities. We also look at the implications for Elon Musk and Tesla of the tariffs Trump is placing on various countries where Tesla conducts business. 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. | |||
| 14 Jan 2025 | Top MAGA Steve Bannon BRUTALIZES Elon Musk | 00:10:56 | |
JJ breaks down what Steve Bannon, MAGA ally and President Donald Trump’s previous political strategist, is currently saying about fellow MAGA ally and Telsa CEO Elon Musk. Bannon is brutal with his criticism of Elon Musk, calling him a truly evil person and a racist. Related videos: Elon Musk Fraud Video Gamer! What Else is a Lie? https://youtu.be/FrMKvrA-e6I Tesla’s Elon Musk Legit May Be ‘GOING MAD’ https://youtu.be/0ZgP6qB8jnk Trump Could DECIMATE Tesla & Elon Musk’s Fortune https://youtu.be/52tLqkB4CQA | |||
| 30 Jun 2022 | Jerome Powell vs Cathie Wood vs Michael Burry On US Inflation | 00:09:55 | |
I take a look at the recent views on US inflation of Fed Chair Jerome Powell, ARK Invest active ETF manager Cathie Wood, and Scion Asset Management fund manager Michael Burry. YouTube: https://www.youtube.com/channel/UCmlgXjiwAUNHyIS30dnIHBg Spotify: https://open.spotify.com/show/6I878RawBT9rwHnVUPPHSh?si=23a140851abd4076 Apple Podcasts https://podcasts.apple.com/us/podcast/the-art-of-value/id1615680017 Other Podcast Platforms: https://anchor.fm/theartofvalue Twitter: https://twitter.com/theartofvalue Linkedin: https://www.linkedin.com/company/the-art-of-value/ Facebook Page: https://www.facebook.com/profile.php?id=100082516724025 Instagram: https://www.instagram.com/artofvalueinvest TikTok: https://www.tiktok.com/@theartofvalue Disclaimer: I am not a financial adviser. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial help before making any investment decision. | |||
| 25 Sep 2024 | Elon Musk: Tesla Full Self Driving Snake Oil Salesman? | 00:29:04 | |
Is Tesla’s Elon Musk akin to a snake oil salesman when it comes to promoting Tesla Full Self-Driving (FSD) efforts? I investigate and discuss the detailed article recently posted on Elon Musk’s X platform by Dan O’Dowd alleging just that: “The Snake Oil Salesman’s Promises for Tesla’s Full Self-Driving AI.” Timestamps: 01:03 Elon Musk Snake Oil Salesman: Dan O'Dowd's article 02:48 Tesla "on the verge of solving autonomy" 04:26 Disastrous FSD Version 11: 2023 05:39 Dangerous on-road, live safety testing 08:41 Version 12: "an almost total rewrite" pivot to AI 11:45 Claim Tesla could leapfrog Waymo within a year 13:56 Buying time with impatient Tesla investors 15:23 Baseless claims of rapid FSD V12 improvements 17:00 Actually Smart Summon (ASS) not coast-to-coast 18:31 V12.4 multiple safety issues (example video clips) 20:41 Elon claimed V12.5 a "whole other level" 22:02 Elon doubles down on miles between interventions 24:29 Elon: "it will take over a year of driving to get even one intervention"! 25:43 Tesla's robotaxi business dead on arrival? Related episodes: 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 Elon Musk Tesla HUGE Stock Pump FRAUD Alleged https://youtu.be/dxjigbZVou0 Thanks to Thunderf00t YouTube channel for some of the historical Tesla and Elon Musk 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. | |||
| 19 Feb 2024 | Super Investor Portfolios: Mohnish Pabrai, Guy Spier, Chuck Akre | 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. | |||
| 30 Oct 2024 | Tesla Board Members Poised To SELL $300M in TSLA Stock | 00:15:59 | |
I discuss the recent news that three Tesla board members, including Elon Musk’s brother Kimbal Musk, are preparing to sell around $300 million worth of Tesla stock (TSLA). How can this be true when Elon Musk has recently said that Tesla is soon to begin going though its new phase of massive growth? Related videos: Enron-Scale Tesla, Elon Musk Fraud Alleged in Lawsuit https://youtu.be/cGhBMf29xKA Elon Musk’s Tesla Optimus ‘Puffery’ & Cybercab Cultism https://youtu.be/pdNMY2YmHJU Elon Musk Tesla HUGE Stock Pump FRAUD Alleged https://youtu.be/dxjigbZVou0 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 And/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. | |||
| 07 Nov 2023 | Apple Earnings: What Can Move The Needle? AAPL Stock | 00:13:53 | |
Apple (AAPL stock) has just reported earnings. In this episode I look at these latest Apple earnings, including the outlook for the company, possible sources of future growth, and highlights of the Apple earnings call including my live reactions. Where will Apple's future growth come from, and what could possibly move the needle for a company that's already this massive? See below timestamps: 00:00 Apple earnings highlights and commentary 03:41 Various fintwit reactions to Apple earnings 05:26 Apple earnings call highlights and my live reactions 11:46 Final thoughts: guidance, future growth drivers - what can move the needle for Apple? Related episodes: Amazon Stock: Back on Track with GREAT Earnings | AMZN Stock https://youtu.be/bvtsluW6t40 Google Stock Analysis: Why GOOGL Declined on Great Earnings! Show your appreciation by buying JJ a coffee: https://www.buymeacoffee.com/jjprojects Using a referral link helps support the pod, thanks! The main investment brokerage I use to buy international stocks, and to hold cash, is Interactive Brokers (referral link): https://ibkr.com/referral/john5664 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. | |||
| 19 Nov 2024 | 6 New Humanoid Robots Rivaling Elon Musk’s Tesla Optimus | 00:20:52 | |
JJ investigates 6 new humanoid robots rivaling Tesla’s Optimus bot, including some impressive new robots from China. As you’ll see in this episode, the humanoid robot sector is developing quickly, and seems to be on the verge of humanoids doing useful work in commercial and factory environments. Related videos: Elon Musk’s Tesla Optimus ‘Puffery’ & Cybercab Cultism https://youtu.be/pdNMY2YmHJU Elon Musk’s Greatest Hits of ‘Puffery’: Tesla We Robot Event https://youtu.be/tRJU0sHrWVQ Elon Musk's Tesla Optimus Bot Failure in China https://youtu.be/vfmROVyAC2g Get a 15% discount on a FinChat subscription now (referral link): https://finchat.io/?via=artofvalue Referenced videos and channels: TheAIGrid channel: https://www.youtube.com/@TheAiGrid Top 10 NEW Humanoid Robots of 2024 (Updated) https://youtu.be/gTSFBFmRJVs Chinas Answer To The Teslabot Is HERE! (Engine AI's Humanoid Robot) https://youtu.be/OiFwWHAVuJg Dumb Money: Our Boldest Tesla Trade Ever https://www.youtube.com/live/fLJyI2_T6OU JJ’s other pod: Stock Chat Show: https://www.youtube.com/@stockchatshow 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. | |||
| 10 Jan 2025 | Elon Plays Video Games & Politics as Tesla Sales Fall | 00:14:49 | |
JJ investigates reports that Tesla CEO Elon Musk has been playing video games almost full-time, and also playing politics globally, at the same time as Tesla sales and deliveries have been declining. Related videos: Cybertruck SALES DISASTER For Tesla & Elon Musk https://youtu.be/ibGsAOcnwJo Tesla’s Elon Musk Legit May Be ‘GOING MAD’ https://youtu.be/0ZgP6qB8jnk Trump Could DECIMATE Tesla & Elon Musk’s Fortune https://youtu.be/52tLqkB4CQA President Elon Musk HUMILIATES Panicked Trump https://youtu.be/2dW_U6JTERY 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. | |||
| 13 Nov 2020 | TAOVI10: New DEEP Value ETF from Investor Tobias Carlisle | 00:25:41 | |
In episode 10, Art discusses the new DEEP Value ETF from deep value investor Tobias Carlisle, which focuses on deeply undervalued small and micro cap U.S. stocks. Stocks mentioned in this episode: The Roundhill Acquirers Deep Value ETF (DEEP), Turtle Beach (HEAR), Spotify (SPOT). The quote from Tobias about the Roundhill Acquirers Deep Value ETF is from here. I encourage you to listen to the whole episode: You can find more on Tobias and the The Acquirers Multiple here: You can find more on the The Roundhill Acquirers Deep Value ETF here To leave Art an audio message: anchor.fm/artofvalueinvesting Twitter: twitter.com/theartofvalue | |||
| 17 Jun 2024 | Tesla Will Be The Next Enron! | TSLA Stock | 00:13:54 | |
Clean Energy Transition CEO and stock portfolio manager is shorting Tesla stock (TSLA), saying he’s sure the stock is going down to double digits, even to $15, and perhaps to zero! He’s not impressed with Tesla’s falling earnings and increased competition, and says the next quarter earnings are likely to be much worse again. More reaction videos at Stocks Today With JJ: https://www.youtube.com/@jjstockstoday Related episodes: Tesla Stock Investors MUST Know This About Tesla Bot Mohnish Pabrai Warns: Don’t Compete With Elon & Tesla Referenced video: Yahoo Finance: Tesla is hugely dangerous and will be the next Enron, short seller says https://youtu.be/3XxG6f8p8-s Join The Art of Value Patreon community for exclusive content I don’t share anywhere else: https://www.patreon.com/TheArtofValue AeroPress - Be your Own Barista. A new kind of coffee press for daily use (referral link): https://amzn.to/3WqsNBS 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. | |||
| 18 Nov 2022 | Michael Burry Has Started to BUY Cheap Stocks! What’s Burry buying? | 00:17:22 | |
Famed investor Michael Burry has just reported his 3Q 2022 stock holdings, and he’s been buying 6 stocks! What's Burry been buying? In this episode I look at all 6 current holdings, give my thoughts on each, and why Burry might have bought these particular companies. Timestamps: Related episodes: Michael Burry Admits Feeling Greedy as Stock Market Crashes (Latest Deleted Tweets) Michael Burry on Meta & Pathways to Meta Stock Recovery Disclaimer: I am not a financial adviser. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision. | |||
| 22 May 2024 | Small Caps Super Investor Bares Capital Is Buying These Stocks | 00:19:29 | |
I survey some of the latest stock portfolio buys from small cap super investor Brian Bares of Bares Capital Management. Timestamps: 00:24 Bares Capital investment philosophy - “extreme winners” 01:57 Bares Capital Management stock portfolio - recent buys 03:43: Stock 1 06:04 Stock 2 08:24 Stock 3 10:04 Stock 4 12:43 Stock 5 15:00 Stock 6 17:05 Stock 7 Recent related episodes: Super Investors Just Bought These Small Caps https://youtu.be/kIsJZKlPDj4 Warren Buffett: I’d Buy Small Caps if Starting Over Now https://youtu.be/V7yAKXYXhDM Michael Burry + These Super Investors Bought Alibaba & JD Stock https://youtu.be/7vyX3JasI1w Join The Art of Value Patreon community for exclusive content I don’t share anywhere else: 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/?affid=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 AeroPress - Be your Own Barista. A new kind of coffee press for daily use (referral link): https://amzn.to/3WqsNBS 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. | |||
| 05 Jul 2024 | This Market Is Going Higher: Bulls Tom Lee + Joseph Carlson | 00:24:44 | |
I react to prominent finance and investing YouTuber Joseph Carlson, who agrees with the bull thesis of Fundstrat’s Tom Lee, that the US stock market is going to continue to move higher over the short, medium, and long term. Related videos: Tom Lee's New Predictions Leave CNBC Speechless Referenced video This Market Is Going Higher (Tom Lee Bull Thesis) Stocks Today With JJ channel: https://www.youtube.com/@jjstockstoday 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. | |||
| 11 Apr 2024 | Inflation Comes In Hot, Stocks Panic! | 00:13:11 | |
Recent Inflation numbers have came in unexpectedly high, and the stock market reacted immediately to the downside on the news. In this episode I react to some of an interview with Former Treasury Secretary and current OpenAI board member Larry Summers, who is critical of how The Fed is handling inflation and the US economy. Related episodes: Aswath Damodaran: Why The Stock Market Is Now Overpriced Aswath Damodaran: Nvidia Stock “Priced To The Point of Insanity” Aswath Damodaran: All Mag 7 Stocks Overpriced, NVDA INSANELY! https://youtu.be/CzKpib62RLQ Reference video: CNBC: Summers Says Fed Should Not Cut Rates Right Now https://youtu.be/LXDNZuYUn-o 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. | |||
| 06 Jun 2022 | Summary and Thoughts on Latest Howard Marks Memo: Bull Market Rhymes | Part 1 | 00:18:30 | |
Episode 79: JJ summarises and comments on the latest memo to investors, Bull Market Rhymes, from veteran investor Howard Marks. Marks reflects on the past few years in the stock market, in relation to some past market cycles.The Art of Value: https://anchor.fm/theartofvalue YouTube: https://www.youtube.com/channel/UCmlgXjiwAUNHyIS30dnIHBg Spotify: https://open.spotify.com/show/6I878RawBT9rwHnVUPPHSh?si=5c768532dda841a2 Twitter: https://twitter.com/theartofvalue Disclaimer: I am not a financial adviser. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial help before making any investment decision. | |||
| 11 Feb 2025 | Judges BLOCK Elon Musk’s DOGE & He’s Furious | 00:22:50 | |
JJ breaks down the latest Elon Musk DOGE (Department of Government Efficiency) news. Courts are beginning to legally push back on some Elon Musk’s aggressive incursions into various US government departments, including the US Treasury, and Elon is furious about it. To support The Art of Value channel, become a member:https://www.youtube.com/@TheArtofValue/membership Related episodes: Disenchanted Elon Musk Fans BOYCOTT Teslahttps://youtu.be/EOHaJqv7nlY Germany Tesla Sales CRASH as Buyers DUMP Elon Muskhttps://youtu.be/gkACPee97v8 Wall St & Consumers Dumping Elon Musk & Teslahttps://youtu.be/PMO6T36-OYE Tesla’s Elon Musk Legit May Be ‘GOING MAD’https://youtu.be/0ZgP6qB8jnk 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. | |||
| 11 Jul 2022 | Ray Dalio on the Economy, Bear Market, and Changing Macro Investing Environment | 00:18:15 | |
Based on his recent interviews, I discuss Ray Dalio’s views on the current macro economic environment, bear market, and outlook for investing. Disclaimer: I am not a financial adviser. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial help before making any investment decision. | |||
| 27 Jan 2024 | Tesla Drops Bombs On Earnings Call | Response To Solving The Money Problem | 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. | |||
| 29 Dec 2022 | Tesla Stock Craters To Stunning Low | My Reaction to Solving The Money Problem | 00:17:56 | |
I react to a recent YouTube video about this year's Tesla stock collapse, by Steven Mark Ryan of @SolvingTheMoneyProblem channel. I think it’s a good opportunity to discuss the risks of going all-in on just one company, one stock, and also how stock price matters when buying. Related videos: I Just Bought Tesla Stock for the 1st Time! Is Tesla Stock Going to $60? | My Reaction to Chicken Genius Solving the Money Problem: IMPLOSION: Tesla Stock CRATERS To Stunning Low -73% #Tesla #TSLA #Investing Disclaimer: I am not a financial adviser. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision. | |||
| 24 Jul 2024 | Tesla Stock Plunges on Earnings. Here’s Why! | 00:21:40 | |
I take an in-depth look at Tesla earnings to see why Tesla stock tumbled immediately after the earnings release, and continued during the earrings call with Elon Musk. Related videos: Wall St Analysts Losing Their Minds Over Tesla Stock! https://youtu.be/U_BwKuEcF2I Tesla Will Be The Next Enron! | TSLA Stock https://youtu.be/89dLB4VwaJA Stocks Today With JJ channel: https://www.youtube.com/@jjstockstoday Sharesight is my recommended portfolio tracking and reporting tool. Join over 400K investors worldwide who trust Sharesight, including me. 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. | |||
| 29 Sep 2022 | Mohnish Pabrai on Indian Super Investor Rakesh Jhunjhunwala | 00:08:16 | |
In a recent Q&A session, super investor Mohnish Pabrai shared the story of the investing career of Rakesh Jhunjhunwala, one of India’s best investors of all time, who recently died. In this episode, I share what Mohnish said, and distill it down to 4 important points about how Rakesh invested to great success. Timestamps: 00:10 Who is Rakesh Jhunjhunwala? 02:27 First important point 03:02 Second important point 03:35 Rakesh’s biggest compounder 04:40 Third important point 05:16 Fourth important point 05:55 Rakesh’s other compounders 06:30 The holy grail of investing Related video: Mohnish Pabrai: “The best way to invest is…” Finding future multibagger stocks like Starbucks (SBUX), with Mohnish Pabrai
Mohnish Pabrai’s Q&A session with the Asian Institute of Technology, Bangkok on August 30, 2022 Disclaimer: I am not a financial adviser. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision. | |||
| 18 Jun 2023 | Brookfield CEO Just Said This Re: Stock Market, AI, China, Energy | 00:11:51 | |
In this episode I summarize and discuss a recent panel interview with Bruce Flatt, CEO of Brookfield and often referred to as the Canadian Warren Buffett. Flatt gave his thoughts on today’s stock market, what he thinks is currently overhyped, long term investing, investing in China, and the renewable energy transition. Timestamps: 00:00 Intro: Bruce Flatt and Brookfield 01:10 Brookfield’s super-investor shareholders 02:20 What’s overhyped right now 04:13 What's under-appreciated right now 04:53 Compounding wealth and when to invest 06:20 Outlook for the stock market, and investing positivity 06:50 Stock market distractions and private investing 07:16 Investing in China 09:06 The energy transition to renewable energy 10:08 Final thoughts on long term investing Related content: Why Druckenmiller Owns Nvidia Despite "Nosebleed Territory” Full Forbes Iconoclast Summit panel discussion with Bruce Flatt 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! 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. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision. | |||
| 06 Jan 2025 | Trump Could DECIMATE Tesla & Elon Musk’s Fortune | 00:17:35 | |
Could Elon Musk’s close association with President Trump and MAGA end up destroying he vast fortune? That’s the question we investigate in this episode. Elon is becoming more and more vocal in right-wing politics at the same time that Tesla sales numbers are declining. Does this have something to do with Elon’s strategy to bolster his and Tesla’s fortunes, or is it backfiring on him and Tesla? Related episodes: Cybertruck SALES DISASTER For Tesla & Elon Musk https://youtu.be/ibGsAOcnwJo New Allegations Could BUST Tesla + Elon Musk https://youtu.be/ddypeYY9PNk Cybertruck Could BUST Tesla & Elon Musk https://youtu.be/S9PWj3B7aD0 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. | |||
| 03 May 2022 | Ray Dalio’s Update on 'The Popping of the Bubble Stocks' | 00:18:48 | |
In episode 51, JJ discusses Ray Dalio’s latest Linkedin article, 'The Popping of the Bubble Stocks: An Update'. Dalio's article: The Art of Value: https://anchor.fm/theartofvalue YouTube: https://www.youtube.com/channel/UCmlgXjiwAUNHyIS30dnIHBg Spotify: https://open.spotify.com/show/6I878RawBT9rwHnVUPPHSh?si=5c768532dda841a2 Twitter: https://twitter.com/theartofvalue Disclaimer: I am not a financial adviser. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial help before making any investment decision. | |||
| 03 Oct 2023 | Elon's BS & Charisma Talked Tesla Stock Way Up - Jeremy Grantham | 00:09:16 | |
I discuss part of the latest Jeremy Grantham interview, in which the billionaire value investor offers his thoughts on Tesla stock as an investment, Tesla the company, and Elon Musk as its leader. See below for timestamps: 00:00 Jeremy Grantham on Elon Musk and TSLA Stock 00:28 Grantham's Tesla stock loser story 02:05 A wonderful propagandist - manifesting Tesla from BS and charisma 03:05 Comparing Elon Musk to Ivar Kreuger, The Match King 06:42 Jim Chanos - shorting Tesla stock has not worked yet 07:38 Tesla kicking butts; will it continue? Related episodes: Jeremy Grantham: We're STILL in A Stock Market Super Bubble Previous Tesla: Tesla Stock News - Price & Margin Cuts! | TSLA Stock Update 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! 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 Disclaimer: I am not a financial adviser. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision. | |||
| 06 May 2024 | Why is Warren Buffett STACKING HUGE CASH Right Now? | 00:18:11 | |
Warren Buffett’s Berkshire Hathaway has just had its annual meeting in Omaha, and in the legendary hours-long Q&A session, super investor Buffett answered questions about why he’s hoarding so much cash instead of buying stocks. Buffett also talked about selling some of Berkshire’s Apple stock. Timestamps: 00:26 Goal: increasing operating earnings, decreasing shares outstanding 01:37 Losing Apple conviction? 03:19 Stocks are businesses 06:03 Buying wonderful businesses at fair prices 08:11 On building Berkshire’s huge cash position 10:10 Is the stock market expensive right now? 14:02 Buying stocks: only swinging at fat pitches Related episodes Super Investor Warren Buffett Just Bought These Stocks Warren Buffett's Best Rules for Investing Success Super Investor Warren Buffett Just Said This (Latest Letter) Join The Art of Value Patreon community for exclusive content I don’t share anywhere else: https://www.patreon.com/TheArtofValue Recommended: AeroPress - Be your Own Barista. A New Kind of Coffee Press For Daily Use (referral link): https://amzn.to/3WqsNBS 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. | |||
| 06 Aug 2023 | How To Get 100x Stock Returns - Thomas Phelps | 00:10:41 | |
JJ discusses the classic stock investing book 100 to 1 in the Stock Market, in which author Thomas Phelps, after decades of research, reveals what it takes to find and hold stocks that can deliver 100x returns for stock investors. Timestamps: 00:00 100 to 1 in the Stock Market intro 01:06 Buying right and holding on 02:31 First attribute to look for 03:27 Second attribute to look for 03:50 Third attribute to look for 04:11 Fourth attribute to look for 04:29 Why holding for the long term is so important 06:58 How much should we pay-up for quality? 09:28 Final thoughts Related content: Chris Mayer 100 Baggers: Stocks That Return 100 to 1! Books mentioned in this episode: 100 to 1 in the Stock Market: A Distinguished Security Analyst Tells How to Make More of Your Investment Opportunities by Thomas Phelps (referral link) https://amzn.to/43WfB7M 100 Baggers: Stocks That Return 100-to-1 and How To Find Them by Christoper Mayer (referral link) https://amzn.to/3qnUI7J Using a referral link helps support the pod, thanks! The main investment brokerage I use to buy international stocks, and to hold cash, is Interactive Brokers (referral link): https://ibkr.com/referral/john5664 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. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision. | |||
| 18 Oct 2024 | Peter Thiel on How To Make Money in A.I. Investing | 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. | |||
| 15 Nov 2023 | Livestream Replay: Starlink IPO 2024? Super-Investor Stock Portfolios, China Stocks Jump on JD Earnings | 01:01:35 | |
In this Stocks Today With JJ livestream video: daily stock market update - Santa Claus rally?; Starlink IPO in 2024?; Q3 2023 super-investor portfolio updates, Tower Semiconductor (TSEM); Li LU - Himalaya Capital Management, East West Bancorp (EWBC); Bill Ackman - Pershing Square Capital Management; Warren Buffet - Berkshire Hathaway; Norbert Lou - Punch Card Management; David Tepper - Appaloosa Management; China tech stocks jump on JD earnings. Stock market investing talk with JJ from The Art of Value: stocks, stock market investing, stock market news and more. Show your appreciation by buying JJ a coffee! https://www.buymeacoffee.com/jjprojects The main investment brokerage I use to buy international stocks, and to hold cash, is Interactive Brokers (referral link): https://ibkr.com/referral/john5664 Want to create livestreams like this? Check out StreamYard (refferal link): https://streamyard.com/pal/d/5121631131926528 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 investment analysis and/or seek professional financial advice before making any investment decision. | |||
| 13 Jan 2025 | Elon Musk Fraud Video Gamer! What Else is a Lie? | 00:14:53 | |
JJ looks at how Tesla CEO Elon Musk has been been busted as a gaming fraud by they Path of Exile 2 gaming community for lying about being a top game player. They say Elon has been secretly boosting his way to near the top of the ladder in the game, by paying expert players to play for him. If this is indeed the case, what else is he lying about? Related episodes: Elon Plays Video Games & Politics as Tesla SALES FALL https://youtu.be/ZzlmVsPlLFw Tesla’s Elon Musk Legit May Be ‘GOING MAD’ https://youtu.be/0ZgP6qB8jnk Elon Musk's SHOCKING Reaction to Tesla Cybertruck EXPLOSION https://youtu.be/QGNrGIuG6JQ
Referenced videos Elon Musk Fraud Gamer Situation is Pathetic - penguinz0 https://youtu.be/8Ui4h0J1mIQ Elon Musk is Lying About Being Good at Video Games - Quin69TV https://youtu.be/FmEe3eUPWq4 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. | |||
| 27 Feb 2025 | Global Elon Musk Boycott Crashes Tesla Stock! | 00:23:19 | |
The Art of Value host JJ breaks down how much the recent Tesla stock (TSLA) price crash could be attributed to the ongoing protests and boycott against Elon Musk and Tesla, aimed at opposing Elon’s far-right political agenda, and his Department of Government Efficiency DOGE cuts in the U.S. Related episodes: Worldwide Elon Musk Backlash CRASHING Tesla Stock!https://youtu.be/Gvlk7Y0CMUA Disenchanted Elon Musk Fans BOYCOTT Tesla https://youtu.be/EOHaJqv7nlY Wall St DUMPS Tesla & Elon Musk as Popularity IMPLODES https://youtu.be/qV5bMVZ7-bo CRASHING Tesla Sales DISASTROUS for Elon Musk https://youtu.be/mnM9Ibbgk7g To support The Art of Value channel, become a member https://www.youtube.com/@TheArtofValue/join 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. | |||
| 18 Jun 2022 | Famed Short Selling Investor Jim Chanos on Tesla Stock, Bitcoin, Crypto Bubble, Fintech Market Risks | 00:17:43 | |
JJ summarises and comments on a recent interview with famed short selling investor Jim Chanos, that Chanos did with Bloomberg’s Odd Lots. Chanos talks about the further risks he sees for Tesla stock and Tesla the company, Bitcoin and other crypto, and Fintech companies. This is Part 2, Part 1 is here: https://open.spotify.com/episode/1YVRuj0JnVoWMNZ1qCzQ3D?si=bz7vxbsoRgKMCWUSQdKgxQ. The full Jim Chanos interview: Jim Chanos on Why Some of the Worst Hit Parts of the Market Still Have More Pain Ahead | Odd Lots https://open.spotify.com/episode/7AVq0a0HXzvjmE4jT4ujGE?si=8e8cb5f3c0f946b7 The Art of Value: https://anchor.fm/theartofvalue YouTube: https://www.youtube.com/channel/UCmlgXjiwAUNHyIS30dnIHBg Spotify: https://open.spotify.com/show/6I878RawBT9rwHnVUPPHSh?si=5c768532dda841a2 Twitter: https://twitter.com/theartofvalue Disclaimer: I am not a financial adviser. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial help before making any investment decision. | |||
| 22 Sep 2022 | Investor Jeremy Grantham: Super Bubble Enters Final Phase | 00:04:40 | |
Investor Jeremy Grantham has recently written that he thinks the superbubble he sees across the US stock market, bond market and housing market, is now entering its fourth and final stage, after the substantial bear market rally we’ve recently seen in stocks. The Art of Value suggested videos on investor Jeremy Grantham: Jeremy Grantham Latest: This Market Crash Could Be As Bad As 2000 Tech Bubble Jeremy Grantham and Ray Dalio Discuss a Stock Market Crash and World Economic Outlook for Investing | Part 1 Investors Jeremy Grantham and Ray Dalio Discuss a Stock Market Crash and Economic Outlook | Part 2 Was Jeremy Grantham Correct About a Now Deflating Market Bubble? Investor Jeremy Grantham: Investing When Terrified Full Jeremy Grantham Playlist https://www.youtube.com/playlist?list=PLrNjj1l3MS7Wtx2nItPmA8QfIUeGS4V87 Referenced Jeremy Grantham Article: Entering The Superbubble's Final Act https://www.gmo.com/americas/research-library/entering-the-superbubbles-final-act/ The Art of Value Twitter: https://twitter.com/theartofvalue Disclaimer: I am not a financial adviser. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision. | |||
| 24 Feb 2025 | Elon Musk’s DISASTROUS Chainsaw Interview at CPAC | 00:21:14 | |
JJ reacts to and breaks down Elon Musk’s high drama interview at CPAC, where Elon donned a chainsaw gifted by President of Argentina Javier Milei, shouted about taking a chainsaw to government bureaucracy, and awkwardly pontificated about his Department of Government Efficiency (DOGE) and the progress he thinks it’s making so far. Related episodes: This is The Way to Stop Elon Musk https://youtu.be/YHIpwDWah6I Tesla’s Elon Musk Legit May Be ‘GOING MAD’ https://youtu.be/0ZgP6qB8jnk CRASHING Tesla Sales DISASTROUS for Elon Musk https://youtu.be/mnM9Ibbgk7g Wall St & Consumers Dumping Elon Musk & Tesla https://youtu.be/PMO6T36-OYE To support The Art of Value channel, become a member https://www.youtube.com/@TheArtofValue/join 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. | |||
| 16 Jul 2024 | The New Bull Case For Small Caps: Tom Lee + Goldman Sachs | 00:12:27 | |
We need to talk about the rise of small cap stocks! I react to Fundstrat’s Tom Lee, who thinks that the Russell 2000 small cap index is about to go on an epic run. Greg Tuorto from Goldman Sachs is similarly bullish on small caps going forward, and a broadening out of the market. Related videos: Warren Buffett: I’d Buy Small Caps if Starting Over Now https://youtu.be/V7yAKXYXhDM Small Caps Super Investor Bares Capital Is Buying These Stocks https://youtu.be/Asc712oI-Ik Super Investors Just Bought These Small Caps https://youtu.be/kIsJZKlPDj4 Referenced videos: Fundstrat's Tom Lee is bullish on small caps https://youtu.be/VyHto5WWQ0k Small caps tend to outperform as the broaden out, says Goldman Sachs' Greg Tuorto https://youtu.be/PZBMmkbcxlA Stocks Today With JJ channel: https://www.youtube.com/@jjstockstoday Recommended investing book: Poor Charlie’s Almanack: The Essential Wit and Wisdom of Charles T. Munger (referral link): https://amzn.to/3zMpZWs For more on small caps. 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. | |||
| 04 Jul 2024 | Wall St Analysts Losing Their Minds Over Tesla Stock! | 00:19:36 | |
I react to Tesla stock (TSLA) bull and bear cases from two Wall Street analysts, after Q2 delivery numbers. One thinks Tesla will disappoint, even after better deliveries than expected. The other is very bullish on the future of the Tesla robotaxi and Full Self Driving (FSD) Stocks Today With JJ channel: https://www.youtube.com/@jjstockstoday Referenced videos Tesla will disappoint investors despite better-than-expected Q2 deliveries: Wells Fargo's Langan Tesla deliveries are being 'overanalyzed' by investors, says RBC Capital's Tom Narayan 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. | |||
| 05 Jun 2022 | Update on Australian Microcap Advance ZincTek: Natural Zinc Oxide for Mineral Sunscreens and Cosmetics | 00:31:29 | |
Episode 78: JJ discusses the recent market update from Australian microcap Advance ZincTek Ltd, a developer and manufacturer of natural zinc oxide for mineral sunscreens and cosmetics.The Art of Value: https://anchor.fm/theartofvalue YouTube: https://www.youtube.com/channel/UCmlgXjiwAUNHyIS30dnIHBg Spotify: https://open.spotify.com/show/6I878RawBT9rwHnVUPPHSh?si=5c768532dda841a2 Twitter: https://twitter.com/theartofvalue Disclaimer: I am not a financial adviser. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial help before making any investment decision. | |||
| 20 Oct 2022 | Bill Ackman: When to Sell a Stock - Netflix Example (NFLX) | 00:09:22 | |
In a very recent interview, super-investor Bill Ackman was asked: what are the red flags for you to decide to sell a company, even at a loss? Ackman had two main points to his answer, but also answered in a good amount of detail. He used his recent sale of Netflix as an example, after only owning the stock for a few months, which is unusual for him. His second point came in the form of some advice for retail investors about when to sell a stock, using Tesla as his hypothetical example. Timestamps: Related episode: The Bill Ackman interview clips referenced in this episode can be found on the Interactive Investor channel: https://www.youtube.com/c/interactiveinvestoruk Disclaimer: I am not a financial adviser. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision. | |||
| 03 Dec 2024 | Tesla Owners Repulsed By MAGA Elon Musk Are Selling | 00:12:14 | |
Previous Tesla electric car buyers who are embarrassed and even humiliated by Elon Musk’s political move to supporting Donald Trump and MAGA, both financially and verbally, have been selling their Teslas. Some have also been selling because of constant Tesla vehicle build quality issues. JJ investigates this phenomenon of anti-Elon Telsa-selling. Related videos: ‘Insane’ Boom in Anti-Elon Tesla Bumper Sticker Sales https://youtu.be/hXKSy2n7C40 Tesla is Quickly Running Out of Cybertruck Buyers https://youtu.be/NlXMT-F_NiU Tesla Profits Could Drop By Half! https://youtu.be/t-kOlhqJb4c JJ’s other pod: Stock Chat Show: https://www.youtube.com/@stockchatshow Get 15% discount on a FinChat subscription now (referral link): https://finchat.io/?via=artofvalue Join The Art of Value Patreon community: https://www.patreon.com/TheArtofValue Referenced article: Once a must for wealthy Seattle liberals, Teslas feel an Elon backlash: https://www.seattletimes.com/business/once-a-must-for-wealthy-seattle-liberals-teslas-now-feel-an-elon-backlash/ 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. | |||
| 02 Aug 2024 | UBER + BYD Partner To Beat Tesla | 00:11:14 | |
Public companies Uber and BYD Co. have partnered to bring BYD EVs to the Uber ride-hailing platform globally. The companies plan to start in Europe and Latin America, and also plan to develop autonomous-capable vehicles together. Is it a plan to try and beat Tesla at its own EV robotaxi game? Related videos: Tesla Will Be The Next Enron! | TSLA Stock https://youtu.be/89dLB4VwaJA Tesla Stock Plunges on Earnings. Here’s Why! https://youtu.be/_GfyTy4holA 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. | |||
| 23 Sep 2024 | Aswath Damodaran: Greatest Cash Machine IN HISTORY, But... | 00:09:55 | |
I react to a recent interview with Prof. Aswath Damodaran from NYU, Wall Street’s “Dean of Valuation", who discusses Apple stock (AAPL). Could Apple’s iPhone business be running out of juice? Damodaran acknowledges the Apple has been the greatest cash machine in history, but what about Apple as a future growth stock? Related videos: Aswath Damodaran: This Stock Is A BETTER BUY Than Nvidia https://youtu.be/Ri7l6lXbOqo Aswath Damodaran: Nvidia Stock “Priced To The Point of Insanity” https://youtu.be/DCI9iQC_hvs Aswath Damodaran: ‘I’m Letting These Stocks Ride’ https://youtu.be/QAt_OrfbpbM Referenced video: CNBC: The smartphone business seems to be running out of juice, says NYU's Aswath Damodaran 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 | |||
| 02 Jul 2024 | Tom Lee's New Predictions Leave CNBC Speechless | 00:10:12 | |
I react to Fundstrat’s Tom Lee, who has some bullish predictions for the second half of the year. Lee is predicting a continued strong rise for the S&P 500, and also a “pretty sharp rebound” for Bitcoin. Related video: Tom Lee: Nvidia, Tesla, Apple Should Be Core Portfolio Stocks https://youtu.be/ECEmBqaLw1A Stocks Today With JJ channel: https://www.youtube.com/@jjstockstoday Referenced video: CNBC: Bitcoin will have 'pretty sharp rebound' in the second half of the year, says Fundstrat's Tom Lee 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. | |||
| 15 Oct 2021 | Mid-October 2021 Stock and Market Update | 00:18:44 | |
In episode 27, JJ discusses what’s happened in the market since early September, including with China, and various stocks in the portfolio.
Twitter: @theartofvalue
| |||
| 15 May 2024 | Alibaba Earnings: Big Buybacks, Special Dividend, Stock Down! | 00:13:28 | |
This episode includes a summary and analysis of the Alibaba March Quarter 2024 Earnings results, and my current thoughts on BABA Stock. Timestamps: 00:12 Recent BABA stock price activity 00:51 Alibaba Financial Highlights 04:27 Cash return to shareholders: repurchases, dividends 07:47 Taobao & Tmall 08:27 Cloud Intelligence Group 09:49 Alibaba International Digital Commerce Group (AIDC) 10:55 Cainiao Smart Logistics Network Ltd 12:08 Final thoughts Related episodes Has Alibaba Stock Bottomed? Thoughts On Crashed BABA Alibaba Stock: BABA Supersizes Share Buybacks! Join The Art of Value Patreon community for exclusive content I don’t share anywhere else: https://www.patreon.com/TheArtofValue Recommended: 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/?affid=2c95d5930bb2537b2e0265075fb66581 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 AeroPress - Be your Own Barista. A new kind of coffee press for daily use (referral link): https://amzn.to/3WqsNBS 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. | |||
| 28 Jul 2023 | What Mohnish Pabrai Said About Investor Li Lu | 00:08:23 | |
I summarize and discuss what investor Mohnish Pabrai has said in recent Q&A interviews about his friend and colleague, legendary investor Li Lu. Timestamps: 00:00 Mohnish Pabrai on Li Lu Intro 00:20 Why Charlie Munger gave Li Lu $80 million to invest 00:55 How Li Lu became a great investor 03:11 Looking for investing anomalies 04:39 How Mohnish Pabrai got to know Li Lu 05:17 An missed opportunity from Li Lu 06:00 A captured opportunity from Li Lu: Moutai Related content: Investor Li Lu Buying MORE Google Stock | Why https://youtu.be/is9frHZaGYg Mohnish Pabrai's Q&A session with the Finance Club of IIT Patna on May 10, 2023 https://youtu.be/Qgtb7LnvP6Y The Investing with Tom Podcast #38: Monsoon Pabrai on Meeting Buffett, China Tech, Moutai and more https://youtu.be/YF1CTPViYHo 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! 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. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision. | |||
| 22 Oct 2023 | Tesla Stock Analysis: Q3 Earnings Disaster! TSLA Stock | 00:30:46 | |
Tesla (TSLA stock) just reported 3Q 2023 earnings, which came in well below investor expectations. In this episode I discuss the Tesla Q3 earnings shock, Q3 highlights and lowlights including: reacting to what well known Tesla analyst Dan Ives said, looking at the Tesla Q3 investor presentation, then some highlights from the Tesla earnings call with Elon Musk. The episode also includes commentary on the upcoming Tesla Cybertruck, Tesla margins, Tesla revenue, Tesla profits, Tesla FSD, real world AGI, and future Tesla robotaxi. See below timestamps: 00:00 Reacting to Tesla Q3 earnings "disaster" with Dan Ives 04:31: EV price cuts, Tesla vs BYD Co 07:22 Tesla Q3 2023 Earnings Investor Presentation commentary 15:33 Q3 Tesla earnings call highlights commentary Related episodes: Tesla Stock News - Price & Margin Cuts! | TSLA Stock Update Full livestream: WOW! Tesla Earnings Shocker & Tesla Earnings Call Highlights https://youtube.com/live/ThFu9a1AgVQ Show your appreciation by buying JJ a coffee: https://www.buymeacoffee.com/jjprojects 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! 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. | |||
| 17 Oct 2023 | PayPal Stock Analysis: Massive Drop! Time to Buy PYPL Stock? | 00:10:16 | |
PayPal stock has dropped over 80% in the US stock market since mid-2021. Is PYPL stock worth buying because of this? Is PYPL a value stock or a value trap? Will PayPal stock outperform the stock market benchmark over the coming years? I analyze PayPal in this episode, to see some of the possibilities ahead for the company and stock. See below timestamps: 00:00 PYPL stock drop, and PayPal's new CEO Alex Chriss 01:28 The company and sector, strategic analysis - pros and cons 03:02 Some changing metrics over time - competitive pressures 04:36 Significant Free Cash Flow but facing competition 06:13 Does the stock price drop mean big upside to come? 07:30 Is PayPay stock a buy? Biggest opportunity since the META stock drop? Related episodes: Guru Portfolios Q2 2023: Pabrai, Akre, Klarman, Gayner https://youtu.be/oxAXpnu3oXY Show your appreciation by buying JJ a coffee: https://www.buymeacoffee.com/jjprojects 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! 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. | |||
| 17 Jan 2025 | Elon Musk’s Friend EXPOSES His Lies & Betrayal | 00:24:50 | |
JJ breaks down how Elon’s now former friend Sam Harris has revealed why he and Elon are no longer friends. He exposes how Elon betrayed him, and how Elon continues to spread lies about Sam and many others online, to millions of his followers on his own Twitter/X platform. Related episodes: Elon Musk Fraud Video Gamer! What Else is a Lie? https://youtu.be/FrMKvrA-e6I Tesla’s Elon Musk Legit May Be ‘GOING MAD’ https://youtu.be/0ZgP6qB8jnk Elon Musk Calls MAGA Contemptible FOOLS & RACISTS https://youtu.be/K-VYnvSIbtg 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. | |||
| 10 Mar 2025 | Tesla Stock Dive DEEPENS Amid INTENSE Anti-Elon Protests | 00:17:35 | |
The Art of Value host JJ breaks down the ongoing nosedive Tesla stock (TSLA), in relation to the intensifying protests against Elon Musk and his invasive DOGE (Department of Government Efficiency). The physical protests have been happening at Tesla store locations across the US, and the hashtag #teslatakedown is part of the Tesla protests online. 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. | |||
| 17 Oct 2022 | Bill Ackman: Why NOW is a Pretty Good Time to Buy Stocks | 00:10:47 | |
Bill Ackman Interview: In a very recent interview, superinvestor and fund manager Bill Ackman, speaking about buying stocks in the current bear market, said “I think today is a pretty good time. It’s a pretty good point of entry”. In this episode, I delve into this and other important things Ackman said about investing today, including information on his current investing strategy and focus, his approach to stock picking, and his outlook on the macro economy.
Timestamps:
00:04 Ackman: Today is a pretty good time to buy
00:41 Ackman’s investing strategy
01:14 Impact of rising interest rates and inflation
02:52 Pricing power rules
04:21 Probability of coming recession
04:32 Opportunistic macro investing
05:02 Is Bill Ackman buying yet?
07:54 Super-high quality rules
08:31 Recent Ackman portfolio activity
09:27 Keeping cash in reserve
09:42 Is the current market cheap?
10:07 Pershing Square buybacks
The Bill Ackman interview clips referenced in this episode can be found on the Interactive Investor YouTube channel: https://www.youtube.com/c/interactiveinvestoruk
Disclaimer: I am not a financial adviser. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision.
| |||
| 11 Mar 2025 | Tesla Stock in MELTDOWN as Elon Blames Everyone Else | 00:15:33 | |
The Art of Value host JJ reports on and discusses the ongoing meltdown of Tesla stock (TSLA), and how CEO Elon Musk seems unwilling to take any responsibility for Tesla’s declining public image and market perception. Elon blames others instead, including political party opponents and fellow billionaires who oppose his political views. 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. | |||
| 29 Feb 2024 | Market Crash? Meet Kevin + Jeremy Lefebvre Just Said What? | 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. | |||
| 09 Jul 2024 | Warning! Jamie Dimon Just Fired Bearish Head Strategist | 00:21:36 | |
I react to and discuss how various stock market analysts and big finance YouTubers constantly make relatively short term predictions about where the stock market is going to head. Related videos: This Market Is Going Higher: Bulls Tom Lee + Joseph Carlson Tom Lee's New Predictions Leave CNBC Speechless Stocks Today With JJ channel: https://www.youtube.com/@jjstockstoday Referenced videos: Tom Nash: IT'S STARTING: Jamie Dimon Just Did The UNTHINKABLE This Market Is Going Higher (Tom Lee Bull Thesis) 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. | |||
| 10 May 2023 | Berkshire AGM 2023 Highlights: Warren Buffett on Elon, EVs, Apple | 00:17:56 | |
Warren Buffett, CEO of Berkshire Hathaway and perhaps the greatest investor of all time, recently hosted the Berkshire Hathaway Annual Shareholder Meeting with fellow legendary investor and long-time business partner Charlie Munger. During the annual six-hour Q&A, they discussed many topics, including their massive Apple shareholding, Elon Musk and electric vehicles, share portfolio concentration and more. In this episode I react to highlights from duo's Q&A. Related episodes: Charlie Munger Interview with Todd Combs - Highlights Warren Buffett Interview: Banking Crisis? - Highlights Using referral links helps support the pod, thanks! The main investment brokerage I use to buy international stocks, and to hold cash, is Interactive Brokers (referral link): https://ibkr.com/referral/john5664 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. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision. | |||
| 31 Dec 2022 | Buy Tesla Stock & Don’t Stop? | Response to Jeremy Lefebvre, Financial Education | 00:29:44 | |
I respond to a recent video from the Jeremy Lefebvre Makes Money channel, "Buy Tesla Stock & Don’t Stop”, in which Jeremy talks about Tesla and Elon Musk. Recently Jeremy has been buying Tesla stock (TSLA) for the first time since 2019. I've also bought Tesla stock recently, for the first time. Related episodes: I Just Bought Tesla Stock for the 1st Time! Is Tesla Stock Going to $60? | My Reaction to Chicken Genius Tesla Stock Craters To Stunning Low | My Reaction to Solving The Money Problem Jeremy Lefebvre Makes Money: Buy Tesla Stock & Dont Stop Disclaimer: I am not a financial adviser. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision. | |||
| 21 Feb 2025 | This is The Way to Stop Elon Musk | 00:13:26 | |
JJ opines on a recent Intercept article, which outlines how US people and Democratic politicians will be able to stop Elon Musk, within the Trump administration, from continuing to illegally run roughshod within numerous US government departments. How can Elon Musk and DOGE be stopped? Related episodes: Disenchanted Elon Musk Fans BOYCOTT Tesla https://youtu.be/EOHaJqv7nlY Canada Punches Back at Elon Musk & Trump’s America https://youtu.be/_QHc_0A2ucQ Tesla Insiders Worried Elon Musk’s Madness is Damaging https://youtu.be/hyfIYspEK80 Wall St DUMPS Tesla & Elon Musk as Popularity IMPLODES https://youtu.be/qV5bMVZ7-bo How Elon Musk & MAGA Billionaires Plan to Destroy Democracy https://youtu.be/WzR6fG5PfQ8 To support The Art of Value channel, become a member https://www.youtube.com/@TheArtofValue/join 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. | |||
| 22 Apr 2024 | Mohnish Pabrai Buys Occidental Petroleum + These Stocks | 00:13:07 | |
Here’s an update of the top 10 positions in the Mohnish Pabrai Wagons Fund stock portfolio, for Q1 2024, and a recap of the 20 positions held at the end of Q4 2023. There have been some additions to the portfolio, including adding Occidental Petroleum stock. Did Pabrai “shameless clone” this stock from Warren Buffett himself? Timestamps: 00:14 Pabrai Wagons Fund investor updates 02:15 Portfolio recap, December 2023 - 20 stock portfolio 04:24 Pabria Wagons Fund, March 2024 top 10 holdings 07:10 Individual stock additions, close up - 4 new stocks Related episodes: Mohnish Pabrai Buys PayPal + These Stocks for Wagons Fund Mohnish Pabrai’s New Fund Buys EBAY & These Stocks 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/?affid=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 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. | |||
| 21 Apr 2023 | Warren Buffett Interview: ChatGPT & AI - Highlights | 00:08:48 | |
I react to a recent CNBC interview with Warren Buffett in Japan, in which he gave his thoughts on advanced AI tools such as ChatGPT, and how they could impact the economy, and humanity. Related content: Charlie Munger Interview with Todd Combs - Highlights CNBC interview clip: Warren Buffett on ChatGPT and AI: This is extraordinary but not sure if it’s beneficial yet https://youtu.be/UYrm0DZGhaQ 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! 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. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision. | |||
| 06 Dec 2024 | Bluesky Users SKYROCKET as People Flee Elon Musk’s X | 00:14:34 | |
Emerging X (formerly Twitter) rival Bluesky has been skyrocketing in popularity since the US election, and Elon Musk isn’t happy about it. JJ investigate Bluesky’s rapid growth, and reacts to a recent interview with the COO Rose Wang. She discusses how Bluesky is dealing the the rapid growth, and their ambitions for the platform. Related videos: Bluesky is EXPLODING & Elon Musk is Not Taking It Well Tesla Owners Repulsed By MAGA Elon Musk Are Selling https://youtu.be/uErujXSQIzU Referenced video: Users Flock to Bluesky After Trump Win - Bloomberg Technology https://youtu.be/8za3ndCXxUI 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. | |||
| 04 Mar 2024 | Aswath Damodaran: Nvidia Stock “Priced To The Point of Insanity” | 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. | |||
| 02 Dec 2022 | Mohnish Pabrai’s Micron Tech Investment Thesis Update: Destination Analysis | 5X Upside Potential? | 00:03:45 | |
This episode is a summary of the destination analysis part of investor Mohnish Pabrai’s investment thesis for Micron Technology, as explained by Pabrai in a recent Q&A video session. Micron Technology is in the business of designing and manufacturing digital memory and storage products for multiple industries. Timestamps: Directly related episode: Disclaimer: I am not a financial adviser. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision. | |||
| 14 May 2022 | Dead Cat Bounce Rally or Market Bottom? Nobody Knows | 00:14:34 | |
Episode 60: JJ discusses the significant bounce in the market indices in the last market session of the week, along with many stocks that jumped over 20%. Is it a so-called dead cat bounce rally, or the bottom of a bear market? Nobody knows.
| |||
| 09 Apr 2024 | Alibaba Stock: BABA Supersizes Share Buybacks! | 00:12:22 | |
I report and discuss the latest Alibaba stock news that the Chinese tech company has increased its rate of share repurchasing by making its second biggest ever quarterly share repurchases, with plans for a lot more. Related episodes: Alibaba Stock: Super Investor Charlie Munger Sold! Why Alibaba is Scrapping Cainiao IPO | BABA Stock Alibaba Stock: Is The Bottom In? Chairman Joe Tsai Interview! Join The Art of Value Patreon for exclusive content and to support the channel: 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/?affid=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 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. | |||
| 01 Jun 2022 | Rise in China Tech Stocks Since Deep Lows in Mid-March | 00:06:54 | |
Episode 75: JJ discusses the rise of some Chinese tech stocks since the deep lows in mid-March 2022.The Art of Value: https://anchor.fm/theartofvalue YouTube: https://www.youtube.com/channel/UCmlgXjiwAUNHyIS30dnIHBg Spotify: https://open.spotify.com/show/6I878RawBT9rwHnVUPPHSh?si=5c768532dda841a2 Twitter: https://twitter.com/theartofvalue Disclaimer: I am not a financial adviser. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial help before making any investment decision. | |||
| 17 Mar 2025 | 94% of Germans Are DONE With Tesla & Elon Musk | 00:13:04 | |
The Art of Value host JJ discusses how Elon Musk and Tesla are facing a huge drop in popularity in Germany, and around the world. In a new German survey, 94% of those surveyed indicated they are not interested in buying a Tesla. This is a massive shift from just a few years ago, before Elon Musk meddled in the recent German election campaign. 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. | |||
| 08 Apr 2024 | Alibaba Stock: Super Investor Charlie Munger Sold! | 00:11:10 | |
The late super investor Charlie Munger has posthumously sold a substantial percentage of Alibaba stock, which was part of the Daily Journal Corp portfolio he managed. Did he leave instructions to sell BABA stock, or not? We also look at exactly what Charlie Munger said about his BABA stock holding before his death, and investing in China in general. See Timestamps below: 00:28 Charlie Munger’s Daily Journal Corp portfolio changes 02:11 Charlie Munger on his Alibaba stock investment 05:26 Charlie Munger on investing in China 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 I use TIKR Terminal to help analyze great businesses, follow top investor portfolios, and help monitor my portfolio (referral link): http://tikr.com/theartofvalue Join The Art of Value Patreon for exclusive content and to support the channel: 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. | |||
| 15 Jan 2023 | Warren Buffett Just Invested BILLIONS in This New Tech Stock | 00:15:15 | |
Recently Warren Buffett’s investment company Berkshire Hathaway purchased over $4 billion of Taiwan Semiconductor stock. I look at what Taiwan Semiconductor does and why Warren Buffett might have been interested in investing in TSM for its stock portfolio. Related episodes: Guru Portfolios Update: Buffett & Munger | Berkshire BUYS Taiwan Semiconductor Are China Stocks UNINVESTABLE or HISTORIC VALUE OPPORTUNITY? Microsoft to Challenge Google Search Using OpenAI's ChatGPT Disclaimer: I am not a financial adviser. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision. | |||
| 26 Nov 2024 | Tesla Profits Could Drop By Half! | 00:15:44 | |
Could Tesla’s current profits get cut in half or more, and Tesla stock (TSLA) with it, with the new EV-related policies of the incoming Trump administration. At present, over 40% of Tesla's profit comes from selling regulatory credits, which could go away. The $7,500 EV tax credit is also likely to be removed. Related videos: Tesla is Quickly Running Out of Cybertruck Buyers https://youtu.be/NlXMT-F_NiU ‘Insane’ Boom in Anti-Elon Tesla Bumper Sticker Sales https://youtu.be/hXKSy2n7C40 Elon Musk’s Tesla Optimus ‘Puffery’ & Cybercab Cultism https://youtu.be/pdNMY2YmHJU Get a substantial discount on a FinChat subscription now (referral link): https://finchat.io/?via=artofvalue JJ’s other pod: Stock Chat Show: https://www.youtube.com/@stockchatshow Become a member of 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. | |||
| 22 Dec 2023 | Alibaba Stock News: BABA CEO Wu Takes Direct Control of Ecommerce | 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. | |||
| 21 Jun 2024 | Mohnish Pabrai: The Importance of Owners’ Intrinsic Value | 00:10:32 | |
I react to part of a recent Mohnish Pabrai investing talk, in which Pabrai discusses the importance of owners’ intrinsic value in relation to Starbucks, Home Depot, and the company founders. Related episodes: Mohnish Pabrai: Why Great Stock Ideas Are Rare Mohnish Pabrai: Key Investing Lessons from "Circling the Wagons” Referenced video: Mohnish Pabrai's Session at The University of Nebraska, Omaha on May 3, 2024 Stocks Today With JJ channel: https://www.youtube.com/@jjstockstoday Join The Art of Value Patreon community for exclusive content I don’t share anywhere else: https://www.patreon.com/TheArtofValue AeroPress - Be your Own Barista. A new kind of coffee press for daily use (referral link): https://amzn.to/3WqsNBS 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. | |||
| 27 May 2024 | Super Investor Bill Ackman: How To Avoid Being A Lemming Investor | 00:13:43 | |
I react to a recent interview with super investor Bill Ackman, in which he discusses the psychology of investing and the temperament needed to become a successful long term investor. Related super investor episodes: Super Investor Bill Ackman Just Sold This Stock & Said This Small Caps Super Investor Bares Capital Is Buying These Stocks Super Investors Just Bought These Small Caps https://youtu.be/kIsJZKlPDj4 Michael Burry + These Super Investors Bought Alibaba & JD Stock https://youtu.be/7vyX3JasI1w Referenced video: Bill Ackman: Investing, Financial Battles, Harvard, DEI, X & Free Speech | Lex Fridman Podcast Join The Art of Value Patreon community for exclusive content I don’t share anywhere else: https://www.patreon.com/TheArtofValue AeroPress - Be your Own Barista. A new kind of coffee press for daily use (referral link): https://amzn.to/3WqsNBS 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. | |||
| 05 Oct 2023 | Alibaba Stock News: Logistics Arm Cainiao to IPO! | BABA Stock | 00:08:33 | |
This Alibaba stock (BABA stock) news update looks closely at Alibaba's upcoming IPO of its significant logistics arm, Cainiao. See below timestamps: 00:00 The split-up of Alibaba and the Cainiao IPO 01:09 Latest disclosures on the Cainiao IPO - benefits of the IPO 03:59 A closer look at the Cainiao logistics business 06:31 Recent financial results and potential growth 07:48 First Alibaba IPO of more Related episodes: Alibaba Reveals Break-Up Plan! | Big BABA Stock Upside? https://youtu.be/spwgEGJlxmc Alibaba Update: Cloud Spinoff & More Coming https://youtu.be/KBQBNM_-icI 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 show, thanks! 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. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision. | |||
| 19 Mar 2024 | Google & Apple Really Teaming-Up On AI? My Thoughts | 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. | |||
| 06 May 2022 | We’ve Reached that 'Markets In Turmoil’ Headline Stage in Financial Media Again | 00:12:40 | |
In episode 54, JJ discusses the significant one-session plunge in the market indices, which has initiated “Markets in Turmoil” headlines in financial media. Amid the high volatility, the NASDAQ and Russell 2000 indices are in bear market territory, but the S&P500 index is not yet. The Art of Value: https://anchor.fm/theartofvalue YouTube: https://www.youtube.com/channel/UCmlgXjiwAUNHyIS30dnIHBg Spotify: https://open.spotify.com/show/6I878RawBT9rwHnVUPPHSh?si=5c768532dda841a2 Twitter: https://twitter.com/theartofvalue Disclaimer: I am not a financial adviser. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial help before making any investment decision. | |||
| 19 Sep 2023 | Mohnish Pabrai: Why Tencent is Superior to Alibaba | 00:09:12 | |
In two of the latest Mohnish Pabrai interviews, the well known value investor and fund manager discussed why he thinks Tencent is a superior company to Alibaba, indicating that he thinks Tencent stock should perform better than Alibaba stock over the long term. Pabrai sold BABA stock and switched it for a stake in Tencent, via a company called Prosus. Pabrai provides a brief and partial Tencent stock analysis, comparing it with Alibaba. Timestamps 00:00 Mohnish Pabrai on Alibaba vs Tencent 00:33 Switching from BABA stock to Tencent, via Prosus 01:27 Tencent's Pony Ma, an extraordinary entrepreneur 02:32 Why BABA and Tencent investments haven't worked so far 03:56 BABA and the too hard pile 05:02 Tencent getting an easier ride: Pony Ma vs Jack Ma 06:23 Benefits of investing in smaller companies globally instead Related episodes: Guru Portfolios Q2 2023: Pabrai, Akre, Klarman, Gayner https://youtu.be/oxAXpnu3oXY Alibaba Earnings - Return to Growth! | BABA Stock https://youtu.be/cxh_-fCWjxU Alibaba Stock: CEO Quits! George Soros Buys BABA Stock https://youtu.be/FbUoblWv50s Chris Mayer 100 Baggers: Stocks That Return 100 to 1! Investing Books mentioned: 100 Baggers: Stocks That Return 100-to-1 and How To Find Them, by Chris Mayer (referral link) https://amzn.to/44ZJk0f Investing for Growth: How to make money by only buying the best companies in the world, by Terry Smith (referral link) https://amzn.to/3EFZXmV Using a referral link helps support the pod, thanks! 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 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. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision. | |||
| 18 Mar 2024 | Mohnish Pabrai Buys PayPal + These Stocks for Wagons Fund | 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. | |||
| 14 Nov 2023 | Stocks Today With JJ! Livestream Replay - New Pabrai Stock Buy, Pharma Stocks Soar, BABA Stock & China Singles' Day & More | 00:55:52 | |
In this Stocks Today with JJ video: some current stock market news, this week's earnings calendar, Mohnish Pabrai's new stock buy, Santa Claus rally outlook, recent Healthcare and pharmaceutical stocks performance, Novo Nordisk stock (NVO), Eli Lilly stock (LLY), Boeing stock (BA) boost on major deal, Exxon (XOM) aims to become lithium producer for EV batteries, China Singles' Day sales and Alibaba stock (BABA), China's President Xi to meet Biden in US, Japan stock market news and Japan's Nikkei Index since the 1990 bubble, Warren Buffett's Japan investing. Stock market investing talk with JJ from The Art of Value: stocks, stock market investing, stock market news and more. Show your appreciation by buying JJ a coffee! https://www.buymeacoffee.com/jjprojects Want to create live streams like this? Check out StreamYard: https://streamyard.com/pal/d/4711500999688192 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 investment analysis and/or seek professional financial advice before making any investment decision. | |||
| 04 Oct 2024 | Alibaba Stock: Bullish David Tepper vs Druckenmiller vs Tom Lee | 00:13:44 | |
I react to more of an interview with super Investor David Tepper from Appaloosa Management, who recently offered his very bullish views on Alibaba stock and the Chinese stock market. His opinion is then compared with legendary investor Stanley Druckenmiller, and Fundstrat’s Tom Lee. Stocks mentioned include BABA (Alibaba), PDD (Pinduoduo), JD, BIDU (Baidu), KWEB, FXI (China stock EFTs) Timestamps: 01:14: David Tepper on Alibaba and other China stocks 05:49 Recent performance of Tepper’s China stocks 07:12 David Tepper vs Stan Druckenmiller on Chinese stocks 11:34 Fundstrat’s Tom Lee: China stock market outlook Related episodes: Super Investor David Tepper SUPER BULLISH On Alibaba Stock https://youtu.be/x7C5Tz_4iPc Alibaba Stock: New BABA CEO Eddie Wu Takes Charge of Ecommerce https://youtu.be/vsrmMAkO9Z4 Alibaba Stock: Reactions to Shock Jack Ma Memo! | BABA Stock https://youtu.be/W54QVlxSwPw 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. | |||
| 14 Apr 2022 | JPM CEO Jamie Dimon Sees Significant Challenges Ahead for US; Tesla Fake News Rockets Lithium Stock | 00:18:24 | |
In episode 39, JJ discusses today's headline financial news that respected JPMorgan CEO Jamie Dimon now sees significant challenges ahead for the US economy, after being more optimistic last quarter. The Art of Value: https://anchor.fm/theartofvalue YouTube: https://www.youtube.com/channel/UCmlgXjiwAUNHyIS30dnIHBg Spotify: https://open.spotify.com/show/6I878RawBT9rwHnVUPPHSh?si=5c768532dda841a2 Twitter: https://twitter.com/theartofvalue Disclaimer: I am not a financial adviser. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial help before making any investment decision. | |||
| 04 Jan 2024 | 3-5 Year Bull Market? Tech Bubble? Response to Jeremy Lefebvre | 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. | |||
| 28 Feb 2025 | World's FURY at Elon Musk is TANKING Tesla Stock! | 00:30:23 | |
The Art of Value host JJ breaks down how the ongoing Tesla stock (TSLA) price crash may be attributed in large part to the worldwide protests and boycott campaign against Elon Musk and Tesla. The boycott and protests oppose Elon Musk’s increasingly far-right politics, and his intervening with overreaching DOGE (Department of Government Efficiency) cuts in some sensitive U.S. government departments. Related episodes: Global Elon Musk Boycott Crashes Tesla Stock! https://youtu.be/w254tOs5-xY Worldwide Elon Musk Backlash CRASHING Tesla Stock! https://youtu.be/Gvlk7Y0CMUA Disenchanted Elon Musk Fans BOYCOTT Tesla https://youtu.be/EOHaJqv7nlY Wall St DUMPS Tesla & Elon Musk as Popularity IMPLODES https://youtu.be/qV5bMVZ7-bo To support The Art of Value channel, become a member https://www.youtube.com/@TheArtofValue/join 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. | |||
| 17 Mar 2023 | Michael Burry Predicts Stock Market Bottom After Bank Panic | 00:14:27 | |
I discuss legendary Big Short investor Michael Burry’s latest tweets about the current bank panic, the prevention of contagion by financial regulators in the US and Europe, and whether Burry sees a stock market bottom ahead. Related episodes: Silicon Valley Bank Collapse Explainer | What's happening?! Silicon Valley Bank Collapse | Crisis Averted? Using a referral link below helps support the pod, thanks! The main investment brokerage I use to buy and sell international stocks is Interactive Brokers (referral link): https://ibkr.com/referral/john5664 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. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision. | |||