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The Art of Value
The Art of ValueAlibaba Stock News: Surprise Jack Ma Memo! My Thoughts | BABA StockI report and give my thoughts on this latest Alibaba stock (BABA stock) and co-founder Jack Ma news. Jack Ma has issued a surprise internal memo to Alibaba employees, after an absence of about 3 years, and he hasn’t minced words regarding the direction of the company and one of its main competitors: Pinduoduo (PDD) and PDD stock. Related episodes: Alibaba Stock News & My Thoughts: Jack Ma's BABA Stock Dump https://youtu.be/7EahcvqCJ9M Alibaba Stock Earnings & My Thoughts on Crashed BABA Stock ...
2023-12-0113 minThe Art of Value
The Art of ValueMohnish Pabrai: How to Find Stock Compounders + My ThoughtsI react to the latest Mohnish Pabrai interview, in which he discusses how to identify quality compounders, companies that can compound at a high rate over the long term. Related episodes: Mohnish Pabrai: Why Tencent is Superior to Alibaba Stock https://youtu.be/cCKKrPYKz3U Mohnish Pabrai's YT Channel: https://www.youtube.com/@mohnishpabrai Show your appreciation by buying JJ a coffee! https://www.buymeacoffee.com/jjprojects I use TIKR Terminal to help analyze great...
2023-11-2911 minThe Art of Value
The Art of ValueMany Super Investors Just Bought THESE StocksHere’s a look at the most popular stocks that super investors, who are many of the top investment managers in the world, were buying during the past quarter, Q3 2023. We also take a closer look at some of those top stock picks.  Related episodes: Guru Portfolios Q3 2023: Pabrai, Akre, Klarman, Gayner https://youtu.be/mWr4JNZR7z8 Alibaba Stock Earnings & My Thoughts on Crashed BABA Stock https://youtu.be/8P23n3c8Z3I Show your appreciation for The Art of Val...
2023-11-2717 minThe Art of Value
The Art of ValueAlibaba Stock News & My Thoughts: Jack Ma's BABA Stock DumpIn 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
2023-11-2320 minThe Art of Value
The Art of ValueMohnish Pabrai & My Thoughts on Identifying CompoundersIn this episode I react to part of a recent Mohnish Pabrai interview, in which he discusses how to identify compounders, and also some of Warren Buffett's and Charlie Munger's great investment decisions. Stock market investing talk with JJ from The Art of Value: stocks, stock market investing, stock market news and more. Mohnish Pabrai's YT Channel: https://www.youtube.com/@mohnishpabrai Show your appreciation by buying JJ a coffee! https://www.buymeacoffee.com/jjprojects I use TIKR Terminal to help analyze great businesses, follow top investor...
2023-11-2231 minThe Art of Value
The Art of ValueSuper Investors Just Bought These Stocks The MostHere's a look at what were the most popular stocks to buy among super investors during Q3 2023. 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 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...
2023-11-2156 minThe Art of Value
The Art of ValueAlibaba Earnings & My Thoughts on Crashed BABA StockThis episode includes a summary and analysis on the Alibaba September Quarter 2023 Earnings results, and my thoughts on BABA Stock, in the context of the current China economic backdrop, and the massive drop BABA stock has had since its peak in late 2020. See below timestamps: 00:00 BABA stock price activity 00:51 Update on super-investors who own Alibaba stock 02:05 Alibaba news commentary since earnings - geopolitical tensions and chip supplies 06:39 Alibaba quarterly earnings highlights 08:25 AI front and center of Alibaba strategic direction 10:09 September Quarter 2023 Results - diving deeper 13:19...
2023-11-2014 minThe Art of Value
The Art of ValueAlibaba Earnings Reaction - Why Has BABA Stock Plunged?This Stocks Today With JJ episode looks at the Q3 2023 Alibaba earnings, and probable reasons for the Alibaba stock price plunge since the earnings release. We look at the BABA stock price action, news commentary to do with the latest Alibaba earnings, and the quarterly financials 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 Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for education and...
2023-11-171h 00The Art of Value
The Art of ValueLivestream Replay: Starlink IPO 2024? Super-Investor Stock Portfolios, China Stocks Jump on JD EarningsIn 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...
2023-11-151h 01The Art of Value
The Art of ValueGuru Portfolios Q3 2023: Pabrai, Akre, Klarman, GaynerHere's a look at the stock portfolio updates of four guru or superinvestors from Q3 2023. The investors are Mohnish Pabrai, Chuck Akre, Seth Klarman, and Thomas Gayner.  See below timestamps: 00:00 Super investor portfolios - Fish where the fish are 00:52 Mohnish Pabrai - Pabrai Investments portfolio 03:58 Arch Resources (ARCH) 07:00 Chuck Akre - Akre Capital Management portfolio 12:57 Seth Klarman - Baupost Group portfolio 15:19 Tower Semiconductor Ltd (TSEM) 17:33 Clarivate PLC (CLVT) 18:50 Thomas Gayner - Markel Asset Management portfolio Related episode: Chuck Ak...
2023-11-1524 minThe Art of Value
The Art of ValueStocks Today With JJ! Livestream Replay - New Pabrai Stock Buy, Pharma Stocks Soar, BABA Stock & China Singles' Day & MoreIn 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...
2023-11-1455 minThe Art of Value
The Art of ValueNext Compounding Beast? Constellation Software Spinoff TopicusI discuss the recent earnings and future potential of company Topicus, a serial acquirer of small software companies. It's a spin-off from the much larger Constellation Software, which was founded and is led by superb capital allocator Mark Leonard. Will Topicus be able to compound at a similar rate to how Constellation Software has for well over two decades? See below timestamps: 00:00 Topicus investment thesis in relation to Constellation Software 01:36 Topicus earnings: cash flow more than doubles! 03:54 Stock price performance and potential - 10x or more?  06:03 Topicus Q3 2023 Headline numbers
2023-11-1014 minThe Art of Value
The Art of ValueApple Earnings: What Can Move The Needle? AAPL StockApple (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 m...
2023-11-0713 minThe Art of Value
The Art of ValueAmazon Stock: Back on Track with GREAT Earnings | AMZN StockAmazon stock (AMZN stock) has jumped since the company reported Q3 2023 earnings. In this episode I analyze the latest Amazon earnings report, and give my opinion on the outlook for the company and stock. See below timestamps: 00:00 Recent AMZN stock price action 00:58 Amazon stock analysis - Amazon Q3 2023 financial results 04:03 Amazon sector by sector growth percentages 06:56 Other important Amazon metrics 08:27 Amazon company and AMZN stock outlook 10:03 Where will the future growth come from? 12:51 What could move the needle now for megacap Amazon? ...
2023-11-0215 minThe Art of Value
The Art of ValueGoogle Stock Analysis: Why GOOGL Declined on Great Earnings!Why did Alphabet or Google stock (GOOG, GOOGL) decline nearly 12% in the 2 stock market trading days after reporting great Q3 2023 earnings? In this episode I analyze the latest Google earnings report, the current company situation, and the outlook for the company and stock. See below timestamps: 00:00 Google Q3 2023 earnings analysis 03:30 Why the share price decline after earnings? 06:08 Could the Google Search advertising business get disrupted by AI? 08:59 Big Tech regulatory uncertainty - monopolies 12:21 Where to for Google stock from here? Related episodes: The AI...
2023-10-2716 minThe Art of Value
The Art of ValueTesla Stock Analysis: Q3 Earnings Disaster! TSLA StockTesla (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...
2023-10-2230 minThe Art of Value
The Art of ValuePayPal Stock Analysis: Massive Drop! Time to Buy PYPL Stock?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...
2023-10-1710 minThe Art of Value
The Art of ValueHoward Marks: An Investing Sea Change is Happening!I discuss the latest interview of legendary value investor Howard Marks, with Bloomberg's David Rubenstein, in which Marks discusses the massive sea change his sees happening in financial markets, what in means, and what he thinks investors should do. See below timestamps: 00:00 The massive sea change in financial markets 01:10 Declining and ultra-low rates since 1980 01:43 The Howard Marks Sea Change Memo 02:44 The importance of rates on markets 04:38 The end of the easy money environment 05:41 The desired rates setting 06:24 How portfolios should be different than before
2023-10-1109 minThe Art of Value
The Art of ValueSome Key Takeaways from Spotify Investor Day 2022Ep83: JJ discusses some of the main highlights from the Spotify Investor Day 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.
2022-06-1016 minThe Art of Value
The Art of ValueHow Hype Cycles Relate to InvestingEp81: JJ discusses the way in which hype cycles can relate to investing. 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.
2022-06-0814 minThe Art of Value
The Art of ValuePart 2 | Summary and Thoughts on Latest Howard Marks Memo: Bull Market RhymesEpisode 80: JJ continues to summarise and comment 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 previous 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 on...
2022-06-0719 minThe Art of Value
The Art of ValueSummary and Thoughts on Latest Howard Marks Memo: Bull Market Rhymes | Part 1Episode 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...
2022-06-0618 minThe Art of Value
The Art of ValueUpdate on Australian Microcap Advance ZincTek: Natural Zinc Oxide for Mineral Sunscreens and CosmeticsEpisode 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 ma...
2022-06-0531 minThe Art of Value
The Art of ValueJPMorgan CEO Jamie Dimon Warms of Economic Hurricane but Stock Market RalliesEpisode 77: JJ discusses how JPMorgan Chair and CEO Jamie Dimon is warning of an economic hurricane coming, but the stock market continued its recent rally, emerging tech stocks in particular. One large Chinese tech stock is now up over 100% since its mid-March low. 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 fo...
2022-06-0313 minThe Art of Value
The Art of ValueLegendary Value Investor Howard Marks on the Current Market EnvironmentEpisode 76: JJ comments on a new video interview with legendary value investor Howard Marks. 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.
2022-06-0215 minThe Art of Value
The Art of ValueRise in China Tech Stocks Since Deep Lows in Mid-MarchEpisode 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.
2022-06-0106 minThe Art of Value
The Art of ValuePinduoduo Q1 2022 Earnings Call DiscussionEpisode 74: JJ discusses the Q1 2022 earnings call from Chinese mobile e-commerce platform Pinduoduo (PDD). 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.
2022-05-3115 minThe Art of Value
The Art of ValueChina E-Commerce: Pinduoduo Q1 2022 Earnings DiscussionEpisode 73: JJ discusses Q1 2022 earnings from Chinese mobile e-commerce platform Pinduoduo (PDD) 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.
2022-05-3016 minThe Art of Value
The Art of ValueS&P 500 Rallies to End 7 Week Losing Streak; Legal Cannabis Sector LagsEpisode 72: JJ discusses how the market benchmark S&P 500 rallied to the end of the week, ending a 7-week losing streak, and recording its best week since November 2020. The day saw particularly strong gains from Amyris (AMRS), Pinduoduo (PDD), Nu Holdings (NU), The RealReal (REAL), and Farfetch (FTCH). The legal cannabis sector lagged, after news from Cannadian companies Aurora (ACB) and Canopy Growth (CGC) disappointed investors. The Art of Value: https://anchor.fm/theartofvalue YouTube: https://www.youtube.com/channel/UCmlgXjiwAUNHyIS30dnIHBg Spotify: https://open.spotify.com/show/6I878RawBT9rwHnVUPPHSh?si...
2022-05-2816 minThe Art of Value
The Art of ValueAlibaba and Baidu Stocks Bounce Hard After Reporting; and Where Inflation Is and Isn’t Located in the US EconomyEpisode 71: JJ discusses where inflation is and isn’t located in the US economy, Costco earnings, and how both Alibaba and Baidu stock prices jumped hard after reporting. 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...
2022-05-2719 minThe Art of Value
The Art of ValueSnowflake and Nvidia Report, Adding to Macro Concerns; William Green’s Excellent Interview with Bill MillerEpisode 70: JJ discusses how both Snowflake and Nvidia reported after hours today, sending their stock prices down and adding to concerns about the current macroeconomic environment. JJ also points to William Green’s excellent podcast interview with veteran investor 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...
2022-05-2614 minThe Art of Value
The Art of ValueTesla Tanks -50% from Peak; Snap Crashes -43% in 1 Day; May Sees Most Company Insider Buying Since March 2020Episode 69: Tesla’s share price tanks -50% from its November 2021 peak; Snap’s share price collapses 43% in one day, after the company warned that the deteriorating macro environment will impact its results more than expected; Bloomberg reports that May 2022 is poised to see the most company insider buying since March 2020. 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...
2022-05-2516 minThe Art of Value
The Art of Value100 Baggers: Returning $100 For Every $1 InvestedEpisode 68: We revisit Chris Mayer’s excellent investing book, 100 Baggers, which are investments that return $100 for every $1 invested, or $1,000,000 for every $10,000. 10 summary points describe some common characteristics of 100 baggers of the past, to help us find possible 100 baggers of the future. 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...
2022-05-2417 minThe Art of Value
The Art of ValueGreg Alexander, Seth Klarman, Bill Miller: More Observations from Superinvestor Stock Portfolio Activity Q1 2022Episode 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.
2022-05-2315 minThe Art of Value
The Art of ValueTesla Stock Price Taken to the Horse Shed and Shot; S&P 500 Hits Intraday Bear Market TerritoryEpisode 66: JJ discusses how the S&P 500 finally hit technical bear market territory intraday, and Tesla stock is hitting the skids, now down nearly -50% from its peak in early November 2021. 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 se...
2022-05-2113 minThe Art of Value
The Art of ValueWas Jeremy Grantham Correct About a Now Deflating Market Bubble?Episode 65: JJ discusses a new Jeremy Grantham interview in which Grantham talks about the continued bursting of the financial bubble he identified well before the market peak, and the coming recession that always follows, as he sees it. 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 pu...
2022-05-2012 minThe Art of Value
The Art of ValueStock Market Gaps Down Again on Big Retail, Recession, Inflation and Rising Interest Rate FearsEpisode 64: JJ discusses the significant gap down in all the major US market indices and many individual stocks today. Inflation, rising interest rates, and possible recession concerns seem to have been the main drivers. In addition, there are indications that many retail investors are dropping out of the market this year, after the retail investing boom in 2020 and 2021. 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: ht...
2022-05-1916 minThe Art of Value
The Art of ValueChuck Akre, Terry Smith, Li Lu: More Observations from Superinvestor Stock Portfolio Activity Q1 2022Episode 63: JJ has more observations from the activity of Q1 2022 super-investor portfolios, including Chuck Akre, Terry Smith, and Li Lu. 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.
2022-05-1813 minThe Art of Value
The Art of ValueObservations from Superinvestor Stock Portfolio Activity Q1 2022: Warren Buffett, David TepperEpisode 62: JJ discusses observations from the activity of Q1 2022 super-investor portfolios, including Warren Buffett (Berkshire Hathaway) and David Tepper. 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.
2022-05-1713 minThe Art of Value
The Art of ValueWorst Large Cap Performers, Faithful Stick With ARKK, SoftBank Record Loss, Pat Dorsey Portfolio UpdateEpisode 61: JJ discusses the worst large cap performers so far in 2022, how ARKk is still managing to receive large inflows of capital, Softbank’s Record Loss, Bitcoin’s minor recovery, and investor Pat Dorsey’s Q1 2022 portfolio activity. 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...
2022-05-1612 minThe Art of Value
The Art of ValueDead Cat Bounce Rally or Market Bottom? Nobody KnowsEpisode 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. 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 fo...
2022-05-1414 minThe Art of Value
The Art of ValueSmall Cap Russell 2000 Index Strongly Positive on the Day, while S&P 500 Continued DownEpisode 59: JJ discusses how the small cap Russell 2000 Index managed a 1.24% gain on the day, while the S&P 500 and Dow 30 were in negative territory. Tech Megacaps Apple, Microsoft, Alphabet and Tesla all continued down, while many smaller techs were in positive territory. Index refs: RUT, SPX, NDAQ, DJIA, 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...
2022-05-1307 minThe Art of Value
The Art of ValueAn Historic Time in Markets: Tech Stock Carnage Continues as Inflation Comes in Hot AgainEpisode 58: JJ discusses the ongoing tech and innovation stock carnage, as the monthly inflation figure comes in slightly higher than expected. Stocks mentioned: QQQ, AAPL, ARKK, TSLA, NFLX, NVDA, SHOP, AMZN, U, COIN, SQ, SPOT, FVRR, UPWK, PLTR, RIVN, AMC, PTON, 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 fo...
2022-05-1213 minThe Art of Value
The Art of ValueMore Emerging Tech Stock Devastation; ARKK and Tiger GlobalEpisode 57: JJ discusses the ongoing emerging tech and innovation stock devastation, as the current earnings season continues. Stocks mentioned: ARKK, U, SOFI, UPST, COIN, DM, RBLX, GOEV 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 fi...
2022-05-1112 minThe Art of Value
The Art of ValueInvesting When TerrifiedEpisode 56: JJ discusses the psychological difficulty of investing when market sentiment turns extremely bearish, as it is now, and the market continues to go down week after week, month after month. 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 se...
2022-05-1014 minThe Art of Value
The Art of ValueRelentless Sell-Off of Many Tech Stocks and Bitcoin; Shopify Sell-Off vs Tesla; Rivian Lockup Ends; Spotify’s Ek Buying SPOT SharesIn episode 55, JJ discusses the relentless sell-off of many tech stocks, despite big declines already, as well as Bitcoin along with them. Also, if Tesla sold-off like Shopify has, how much of a shock would that be to Tesla retail investors? Reports indicate that Ford and others are aiming to sell blocks of Rivian shares as the insider lockup ends. Spotify CEO Daniel Ek, on the other hand, says he’s buying $50m in Spotify shares, citing his strong belief in the company’s future. The Art of Value: https://anchor.fm/theartofvalue YouT...
2022-05-0913 minThe Art of Value
The Art of ValueWe’ve Reached that 'Markets In Turmoil’ Headline Stage in Financial Media AgainIn 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...
2022-05-0612 minThe Art of Value
The Art of ValueUS Fed Raises Rates Half a Percent, Stock Market Jumps, Investor Paul Tudor Jones Not Optimistic About StocksEpisode 53: JJ discusses how the stock market jumped significantly as the US Fed signalled a half a percent rate rise, while investor Paul Tudor Jones says he can’t think of a worse financial environment for stocks and bonds right now. 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...
2022-05-0509 minThe Art of Value
The Art of ValueComparing the Decline of ARKK to the NASDAQ-100 During the Dot-Com BustIn episode 52, JJ discusses Michael Batnick’s blog post comparing the decline of the ARKK Innovation ETF (ARKK) to the NASDAQ-100 during the bursting of the Dot-com bubble back in early 2000. Stocks mentioned: ARKK QQQ Michael Batnick’s blog post: Comparing Two Blowups: https://theirrelevantinvestor.com/2022/05/02/comparing-two-blowups/ Animal Spirits Podcast: https://theirrelevantinvestor.com/podcast/ The Art of Value: https://anchor.fm/theartofvalue YouTube: https://www.youtube.com/channel/UCmlgXjiwAUNHyIS30dnIHBg Spotify: https://open.spotify.com/show/6I878RawBT9rwHnVUPPHSh?si=5c768532dda841...
2022-05-0408 minThe Art of Value
The Art of ValueRay Dalio’s Update on 'The Popping of the Bubble Stocks'In episode 51, JJ discusses Ray Dalio’s latest Linkedin article, 'The Popping of the Bubble Stocks: An Update'. Dalio's article: https://www.linkedin.com/pulse/popping-bubble-stocks-update-ray-dalio/ 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 prof...
2022-05-0318 minThe Art of Value
The Art of ValueHistorically Bearish US Market Sentiment but China Stocks Bounce, and Berkshire’s Been Buying BigIn episode 50, JJ discusses the historically bearish US market sentiment; prominent venture capitalist Bill Gurley, Jeff Bezos, and Michael Burry warning of leaner times ahead; Berkshire Hathaway has been buying big in the first quarter; and China tech stocks bouncing strongly due to more supportive noises from the Chinese government. 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 no...
2022-05-0214 minThe Art of Value
The Art of ValueWorst NASDAQ Month Since 2008In episode 49, JJ discusses the state of the market at the end of April 2022. It has been the worst month for the NASDAQ index since October 2008, with the US tech mega-caps joining the decline. 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 an...
2022-04-3012 minThe Art of Value
The Art of ValueThoughts on Spotify Q1 2022 Earnings Call, Daniel Ek’s CommentsIn 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 b...
2022-04-2911 minThe Art of Value
The Art of ValueThoughts on Spotify Q1 2022 Earnings and Share Price DeclineIn episode 47, JJ discusses Spotify’s Q1 2022 earnings, shareholder letter, and 12% post-earnings share price decline. 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.
2022-04-2817 minThe Art of Value
The Art of ValueBear Market Update: NASDAQ, Tesla, Twitter, Google, Microsoft, RobinhoodIn episode 46, JJ discusses some significant movements happening in the market during this earnings season and before. Stocks mentioned: QQQ, GOOGL, MSFT, TSLA, TWTR, HOOD 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 ma...
2022-04-2712 minThe Art of Value
The Art of ValueThe Lithium-Ion Battery Arms Race and The Raw Materials DisconnectIn episode 45, JJ discusses the emerging global lithium-ion battery arms race. As a consequence, there’s a fast-increasing demand for lithium, and what appears to be a looming raw materials mining disconnect. Episode references: Benchmark Mineral Intelligence Channel https://www.youtube.com/channel/UCEesoPlgLQSPWxmgzmK742A/featured Simon Moores on The Global Lithium podcast https://open.spotify.com/episode/1gFY6vnw7f1aEH6FmgyEig?si=K6ZA9-aKTFOYHcVYBuJufQ Stocks mentioned: TSLA LAC The Art of Value: https://anchor.fm/theartofvalue YouTube: https://www...
2022-04-2619 minThe Art of Value
The Art of ValueThoughts on Q1 22 Tesla Earnings Call, EV Lithium Constraints, Future Tech OutlookIn episode 44, JJ discusses the Q1 2022 Tesla earnings call, especially Elon Musk’s remarks about future tech developments, extreme scaling of the company, and the looming EV raw materials constraints, especially lithium. Stocks mentioned: TSLA LAC 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...
2022-04-2221 minThe Art of Value
The Art of ValueBill Ackman Sells Netflix, Ross Gerber Buys More, Plus High New Zealand Inflation NumberIn episode 43, JJ discusses the further 35% one-day drop in the Netflix share price, and Bill Ackman’s sale of the stock vs Ross Gerber’s purchase of more. JJ also mentions the New Zealand inflation numbers out today, which the finance world will be taking notice of. Stocks mentioned: NFLX, SPOT Pershing Square Holdings, Ltd. Releases Letter to Shareholders: https://pershingsquareholdings.com/pershing-square-holdings-ltd-releases-letter-to-shareholders/ Videos referenced: Its Wall To Wall Inflation In New Zealand! https://youtu.be/j1tDw2OO8h8 Netflix Craters After Shock Subscriber Drop...
2022-04-2116 minThe Art of Value
The Art of ValueWhat's Going On With Mega-Streamer Netflix?In episode 42, JJ discusses the ongoing collapse of the Netflix share price, and now the substantial fall in the mega-streamer’s subscriber numbers last quarter. Stocks mentioned: NFLX, SPOT 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...
2022-04-2021 minThe Art of Value
The Art of ValueCharismatic Founders: Thoughts on Some Recent Investing-Related TVIn episode 41, JJ discusses some recent investing-related TV-watching, including The Inventor: Out for Blood in Silicon Valley, about Elisabeth Holmes’ company Theranos, and Super Pumped: The Battle for Uber, about Travis Kalanick's building and leadership of Uber. Stocks mentioned: UBER, TSLA. SFIX 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 f...
2022-04-1919 minThe Art of Value
The Art of ValueThoughts on New Warren Buffett and Elon Musk InterviewsIn episode 40, JJ offers some thoughts on the new hourlong Warren Buffett and Elon Musk video interviews. Related stocks: BRK, TSLA, TWTR Warren Buffett interview with Charlie Rose https://charlierose.com/videos/31221 Elon Musk talks Twitter, Tesla and the future at TED2022 https://youtu.be/cdZZpaB2kDM 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.co...
2022-04-1510 minThe Art of Value
The Art of ValueJPM CEO Jamie Dimon Sees Significant Challenges Ahead for US; Tesla Fake News Rockets Lithium StockIn 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. JJ also discusses the fake Tesla news that briefly sent a micro-cap lithium company stock up 280% (timestamp 12:20) Stocks mentioned: JPM, SQ, TSLA, LTUM 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...
2022-04-1418 minThe Art of Value
The Art of ValueARK Invest Expects 50% Compound Annual Growth Rate, March Inflation NumbersIn episode 38, JJ discusses the high Consumer Price Index numbers, and then reacts to a Cathie Wood video interview in which she says ARK Invest is now expecting a 50% compound annual growth rate over the next 5 years. Stocks mentioned: $ARKK $PLTR $SPOT $SQ, $PDD, $JD Investors mentioned: Cathie Wood, Peter Lynch, Joel Greenblatt, Warren Buffett 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://tw...
2022-04-1319 minThe Art of Value
The Art of ValueMunger Sells Some BABA, New Jersey Rec Cannabis, Thiel and Bitcoin, New Amyris SynBio PlantIn episode 37, JJ discusses news relating to the YTD performance of the US market indexes, Charlie Munger selling some BABA, the upcoming New Jersey recreational cannabis market, Peter Thiel and Bitcoin, and the commissioning of a large fermentation plant for leading synthetic biology company Amyris 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 co...
2022-04-1223 minThe Art of Value
The Art of ValueSAFE Banking for US Cannabis Sector Within the Next 90 Days?In Episode 36, JJ discusses the likelihood of SAFE banking legislation passing through the US Congress within the next 90 days. The SAFE Window, by Aaron Edelheit, Mindset Value Substack: https://mindsetvalue.substack.com/p/the-safe-window?s=r Aaron’s Mindset Capital on YouTube: https://www.youtube.com/channel/UC-HA_InMzHymXhTU_5gxJOA 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/thear...
2022-04-0818 minThe Art of Value
The Art of ValueUS Cannabis Sector Update, US Fed NewsIn Episode 35, JJ discusses recent US federal legislation and market developments in the emerging legal US cannabis sector, and ongoing news from the US Fed that's having an impact on the overall market this week. 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
2022-04-0721 minThe Art of Value
The Art of ValueElon's New Twitter Stake, China ADRs, RH CEO's Rant, ARKK's SlideEpisode 34: In current market commentary, JJ discusses Elon Musk’s new 9.2% stake in Twitter; news that China seems to be moving to prevent its ADRs from being delisted from the US; the RH CEO’s earnings call Q&A rant about a possible coming recession; ARKK’s slide from the share price heights of early 2021.
2022-04-0614 minThe Art of Value
The Art of ValueInvesting in Artificial Intelligence (AI), Part 2In 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 Alan’s excellent Leta AI Playlist is here: https://www.youtube.com/playlist?list=PLqJbCeNOfEK88QyAkBe-U0zxCgbHrGa4V The Art of Value: https://anchor.fm/theartofvalue Spotify: https://open.spotify.com/show/6I878RawBT9rwHnVUPPHSh?si=5c768532dda841a2 YouTube: https://www.youtube.com/channel/UCm...
2022-04-0124 minThe Art of Value
The Art of ValueInvesting in Artificial Intelligence (AI), Part 1In episode 32, JJ discusses some recent developments in artificial intelligence, and how they relate to investing in 2022 and beyond. This is Part 1 of a multi-parter. This video references is Dr Alan D. Thompson’s video: " Integrated AI - This is it - GPT-3… https://youtu.be/NsQYBFbFRyY Alan’s excellent Leta AI Playlist is here: https://www.youtube.com/playlist?list=PLqJbCeNOfEK88QyAkBe-U0zxCgbHrGa4V The Art of Value: https://anchor.fm/theartofvalue On Spotify: https://open.spotify.com/show/6I878RawBT9rwHnVUPPHSh?si=5c768532dda841a2 YouTube: ...
2022-03-2915 minThe Art of Value
The Art of ValuePart 2, Boom and Bust: The Financial Bubble TriangleIn episode 31, JJ continues the discussion of a recent good read, the investing book Boom and Bust: A Global History of Financial Bubbles. This is Part 2, Part 1 is here: https://open.spotify.com/episode/58bc5f9BoyrG835I3EqGkq?si=c009bb4bf9aa46f6 The Art of Value elsewhere: Twitter: https://twitter.com/theartofvalue YouTube version: https://www.youtube.com/channel/UCmlgXjiwAUNHyIS30dnIHBg Audio-only podcast versions: https://anchor.fm/theartofvalue
2022-03-2423 minThe Art of Value
The Art of ValueBoom and Bust: The Financial Bubble Triangle, Part 1In episode 30, JJ discusses a recent good read, the investing book Boom and Bust: A Global History of Financial Bubbles. This is Part 1 of a multi-parter. Twitter: @theartofvalue YouTube: https://youtu.be/jaI-nvUpyIA
2022-03-2216 minThe Art of Value
The Art of ValueStrong Relief Rally in China Tech and Nasdaq StocksIn episode 29, JJ discusses the past week's significant relief rally in Chinese tech stocks in particular, and in many beaten down Nasdaq tech stocks. This is also the first attempt at a video version of the podcast, which will also be availble on YouTube. YouTube video version: https://youtu.be/_pynfypFW1o Twitter: @theartofvalue Nothing on this recording is financial advice of any kind. Do your own research and analysis.
2022-03-1909 minThe Art of Value
The Art of Value2022: Significant Change in Market SentimentIn episode 28, the first episode of 2022, JJ catches up on the significant shift in market sentiment, what's been happening with the portfolio, and a some personal life events. Twitter: @theartofvalue
2022-03-1640 minThe Art of Value
The Art of ValueMid-October 2021 Stock and Market UpdateIn episode 27, JJ discusses what’s happened in the market since early September, including with China, and various stocks in the portfolio. Twitter: @theartofvalue
2021-10-1518 minThe Art of Value
The Art of ValueHow Bull Markets Narrow, Spotify News, US Cannabis MSO Twitter Chatter, A New Stock to ResearchIn episode 26, JJ discusses a Terry Smith quote about how bull markets narrow over time, some significant Spotify news (SPOT), recent US Cannabis MSO chatter on Twitter Spaces, and an intriguing new public company to reserach. Twitter: @theartofvalue
2021-09-1028 minThe Art of Value
The Art of ValueUS Market Bubble Update, Partial China Tech Rebound, Continuing US Cannabis DrawdownIn episode 25, JJ has some further news and thoughts on Jeremy Grantham's US stock market bubble thesis from last week, discusses the partial China tech rebound, and the continuing US cannabis sector drawdown.  Twitter: @theartofvalue
2021-09-0320 minThe Art of Value
The Art of ValueWas Feb 2021 the Peak of a US Stock Market Bubble? Jeremy Grantham Thinks SoIn episode 24, JJ discusses Jeremey Granthanm's latest remarks on what he sees as the biggest US stock market bubble in history, and that it began to deflate in Feb 2021 with the riskiest, highest priced stocks. Twitter: @theartofvalue
2021-08-2349 minThe Art of Value
The Art of ValueReviewing Superinvestor Portfolio Changes for Q2 2021In episode 23, JJ reviews some Q2 2021 portfolio changes from various well known value investors, or "superinvestors". Twitter: @theartofvalue
2021-08-2034 minThe Art of Value
The Art of ValueThoughts on Spotify's (SPOT) Long Term Growth Prospects and Q2 2021 Earnings CallIn episode 22, JJ discussess Spotify's (SPOT) Q2 2021 earnings call, especially the latest remarks from Founder, CEO and Board Chair Daniel Ek, on Spotify's long term growth prospects and trajectory from where it is today.  Twitter: @theartofvalue
2021-08-1233 minThe Art of Value
The Art of ValueThoughts on Alibaba (BABA) Earnings and Glass House Group (GLASF) VolatilityIn episode 21, JJ discusses Alibaba's earnings release, and what some well known investors have been saying and doing in relation to the stock. In addition, JJ dicusses the recent high volatility in the stock of newly public Calfifornia-based cannabis company Glass House Group (GLASF), and in the US cannabis sector in general. 
2021-08-0524 minThe Art of Value
The Art of ValueThoughts on China Stock Crash, Spotify and Tesla EarningsIn episode 20, JJ discusses the crash of China tech stocks in particular, Q2 2021 Spotify earnings, and Q2 2021 Tesla earnings.
2021-07-2940 minThe Art of Value
The Art of ValueBatteries Are The New Oil: Mining, Manufacture, EVs and Energy Storage, RecyclingIn episode 19, JJ discusses how batteries are the new oil. Thinking through the industry life-cycle involves: mining the relevant materials; manufacturing batteries for many millions of electric vehicles, electronic devices and energy storage; recycling battery materials for reuse in a circular economy. Twitter: @theartofvalue
2021-07-1634 minThe Art of Value
The Art of ValueChina Tech Stock Decline: Value Opportunity or Mistake?In episode 18, JJ discusses the ongoing decline in share prices of the big Chinese tech companies. Is this a value investing opportunity, or a big mistake to invest?  Twitter: @theartofvalue
2021-07-0832 minThe Art of Value
The Art of ValueUS Cannabis Sector PrimerIn episode 17, JJ discusses the rapidly evolving investment situation and opportunity in the US legal cannabis sector. Twitter: @theartofvalue
2021-07-0131 minThe Art of Value
The Art of ValueStitch Fix Update: The Future of Personalized Shopping?In episode 16, JJ discusses Stitch Fix (SFIX) again, after hearing a recent Vogue Business interview with the incoming CEO, Elizabeth Spaulding. Is Stitch Fix the future of online, personalized apparel shopping? Can the company successfully scale up to be a very large player in apparel sales? Twitter: @theartofvalue
2021-06-2441 minThe Art of Value
The Art of ValueTesla debate, Alibaba and PindoudouIn 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. Twitter: @theartofvalue
2021-06-1735 minThe Art of Value
The Art of ValuePoftoflio Update Including Small Cap CompoundersIn episode 14, JJ discusses updated stock positions, including a growing number of small cap companies with the potential to compound over the long term. To leave an audio message: anchor.fm/artofvalueinvesting Twitter: twitter.com/theartofvalue Email: theartofvalueinvesting@gmail.com
2021-05-3157 minThe Art of Value
The Art of ValueCurrent Stock Positions and Market ConditionsIn episode 13, Art discusses the current market, some current stocks postions, and recaps some previous epiodses after the 12 break since the last one: The EV Bubble. To leave an audio message: anchor.fm/artofvalueinvesting Twitter: twitter.com/theartofvalue Email: theartofvalueinvesting@gmail.com
2021-03-1733 minThe Art of Value
The Art of ValueThe EV BubbleIn episode 12, Art discusses the current bubble he sees in the emerging EV sector. Mindset Value article by Aaron Edelheit referred to in this episode: Electric Car Bubble To leave Art an audio message: anchor.fm/artofvalueinvesting Twitter: twitter.com/theartofvalue Email: theartofvalueinvesting@gmail.com
2020-12-2133 minThe Art of Value
The Art of ValueReviewing Superinvestor Portfolio Updates for Q3 2020In episode 11 of The Art of Value Investing, Art reviews some Q3 2020 portfolio updates from various well known value investors, or "superinvestors". To leave Art an audio message: anchor.fm/artofvalueinvesting Twitter: twitter.com/theartofvalue Email: theartofvalueinvesting@gmail.com 
2020-11-2045 minThe Art of Value
The Art of ValueTAOVI10: New DEEP Value ETF from Investor Tobias CarlisleIn 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: Stansberry Investor Hour with Dan Ferris: How to Profit in The New Age of Value Stocks https://investorhour.libsyn.com/how-to-profit-in-the-new-age-of-value-stocks You can find mo...
2020-11-1325 minThe Art of Value
The Art of ValueTAOVI9: Investor David Einhorn's 10 Tech Bubble Signs, Says It's Already PeakedIn episode 9, Art discusses David Einhorn's 10 signs of a second tech bubble, and his assertion that the bubble already peaked in early September 2020. Articles and videos referenced in this episode: Greenlight Capital's David Einhorn just called the top in stocks, and gave 10 reasons why tech is in a bubble https://www.businessinsider.com.au/stock-market-outlook-top-call-einhorn-signs-technology-bubble-letter-2020-10?r=US David Einhorn: 10 Signs The Bubble Has Already Popped https://acquirersmultiple.com/2020/10/david-einhorn-10-signs-the-bubble-has-already-popped/ Value: After Hours S02 E43 Einhorn's Bubble Hunting, Risk-Taking, and Lessons from Nuclear Meltdowns https://youtu.be...
2020-10-2847 minThe Art of Value
The Art of ValueTAOVI8: Learning About Compounders From Value Investor Mohnish PabraiIn episode 8, Art discusses a couple of recent video presentations by value investor Mohnish Pabrai, in which he talks about investing in compounders: companies with long runways of growth, and selling for reasonable prices. Videos referenced in the podcast: Mohnish Pabrai Lecture at Boston College - October 8, 2020 https://www.youtube.com/watch?v=ANn907GgLPs Q&A with Mohnish Pabrai and Francis Chou at Harvard - April 7, 2020 https://www.youtube.com/watch?v=iW0Mv9zVt0o Leave Art an audio message: anchor.fm/artofvalueinvesting Twitter: twitter.com...
2020-10-2347 minThe Art of Value
The Art of ValueTAOVI7: Value Investor Bill Nygren Talks Bubble in Growth StocksIn episode 7 of The Art of Value Investing, Art discusses a recent presentation by value investing fund manager Bill Nygren, from Oakmark Funds. Bill outlined some reasons for the obvious disparity between the performance of growth and value in recent years, and how that is very likely to change, including suggesting that, like the bubble of the late 1990s, the current situation amounts to a bubble in growth stocks.  The full Bill Nygren presentation video, hosted by GuruFocus: https://youtu.be/yibOomafgxU Leave Art an audio message: anchor.fm/artofvalueinvesting Twitter: @theartofvalue
2020-10-1642 minThe Art of Value
The Art of ValueTAOVI6: The Investment Approach of Superinvestor Terry SmithIn Episode 6 of The Art of Value Investing, Art discusses the contemporary value investing approach of UK superinvestor Terry Smith. Video of the March 2019 Terry Smith presentation mentioned in this episode: youtu.be/YZM9dhiDbzI Leave Art an audio message: anchor.fm/artofvalueinvesting Twitter: @theartofvalue Email: theartofvalueinvesting@gmail.com
2020-10-081h 01The Art of Value
The Art of ValueTAOVI5: Spotify Stock Analysis: Possible 10 Bagger? (SPOT)In episode 5, Art discusses early research and strategic analysis on Spotify. Could it become a 10 bagger over time?  Feel free to leave Art a message to share your thoughts and questions: Anchor for audio message: anchor.fm/artofvalueinvesting Twitter: @theartofvalue Email: theartofvalueinvesting@gmail.com
2020-10-021h 06The Art of Value
The Art of ValueTAOVI4: What 100 Bagger Companies have in CommonIn Episode 4, Art discusses Christopher Mayer's 2018 book, 100 Baggers: Stocks That Return 100-to-1 and How To Find Them. How is this book relevant to contemporary value investing? 100 Baggers book: https://www.amazon.com/100-Baggers-Stocks-100-1/dp/1621291650 Leave Art a comment or question: Audio message: https://anchor.fm/artofvalueinvesting Twitter: @theartofvalue Email: theartofvalueinvesting@gmail.com
2020-09-2431 minThe Art of Value
The Art of ValueTAOVI3: Looking at Stitch Fix Inc (SFIX)In Episode 3, after a little market news and commentary about market bubbles and manias, Art starts to look at Stitch Fix Inc, to understand the online personal styling and apparel business.
2020-09-1748 minThe Art of Value
The Art of ValueTAOVI2: Art in Value Investing, Stock Market Temperatures, Stocks on the RadarIn Episode 2 Art discusses fine art in relation to The Art of Value Investing, the state of the macro environment, and taking the temperature of the stock market. He then talks about a few stocks on the radar, and if there may be any bargains to be had. Feel free to leave Art a question or comment at https://anchor.fm/artofvalueinvesting or on Twitter at https://twitter.com/theartofvalue
2020-09-1342 minThe Art of Value
The Art of ValueTAOVI1: Introductory Episode of The Art of Value InvestingWelcome to the first ever episode of the The Art of Value Investing podcast, with your host Art. This brief introductory episode includes reasons the podcast was created, and what to expect from the show. 
2020-09-1007 min