theartofvalue

This is a full preview of candid thoughts from the Weekly Investing Update I post for the new Value Supporter tier on The Art of Value Patreon. Timestamps: 00:49 Alibaba and other China tech stocks jump 01:58 How to beat the stock market 04:21 Major catalyst in this emerging sector 05:09 Starbucks stock crash and explosive CEO interview 06:49 Tesla earnings and the changing macro environment Related episodes: Starbucks Stock Crash: Disaster Quarter & CEO Interview https://youtu.be/SlNlbjm6tNM How to Beat the Stock Market (S&P 500) by Doing NOTHING https://youtu.be/P6MgJyJNy30 Has Alibaba Stock Bottomed? Thoughts On Crashed BABA https://youtu.be/QF-uG2cDVXg My Thoughts On Shocker Tesla Earnings | TSLA Stock https://youtu.be/N21AO__wkLg 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.

Starbucks stock (SBUX) has crashed since the latest earnings, and was declining well before that. I analyze Starbucks earnings, and then react to an explosive Jim Cramer interview with the CEO, to find out what could be going wrong with the company and stock. Timestamps: 00:37 Starbucks stock price action 02:32 Starbucks Earnings
04:34 Reacting to Starbucks CEO Interview Related episode: Aswath Damodaran: Why The Stock Market Is Now Overpriced https://youtu.be/IM-F4YVQ3jk Referenced video: Starbucks CEO on Q2 miss: Didn't communicate the value we provide in a more aggressive manner https://youtu.be/zaPJWgbliQ8 Join The Art of Value Patreon community for exclusive videos and more: 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.

I discuss the historic news and investing implications from the US cannabis sector today, that the DEA has agreed to reschedule cannabis from Schedule 1 to the more benign Schedule 3. 00:17 Cannabis rescheduling finance news 02:54 Historic: DEA Agrees to reschedule marijuana 05:32 MSOS ETF stock price and volume reaction 07:27 Up-listing to major stock exchanges soon? 08:05 High-profile politicians' reactions to rescheduling Related episodes: Why MSOS Stock Is Ripping Higher | MSOS ETF Analysis https://youtu.be/zSMcyaoNypI Reference video: Biden Admin to ease federal restrictions on marijuana https://youtu.be/zI-JZCVhJlQ Join The Art of Value Patreon community for exclusive content about the this sector: https://www.patreon.com/TheArtofValue The main investment brokerage I use to buy international stocks, US OTC market 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.

I discuss an article that shows that a certain type of “do nothing” stock portfolio can beat the S&P 500 stock market index over the long term. Timestamps: 00:20 Article intro: What Beat The S&P 500 01:46 The backtest used 03:29 The findings 07:19 Expanding the scope to 3 decades 10:31 The takeaway lessons Related episodes Chuck Akre Said This About How to Find 100 Baggers https://youtu.be/xoKe1AvquTI Super Investor Portfolios: Mohnish Pabrai, Guy Spier, Chuck Akre https://youtu.be/P88HoqiBQy8 Super Investor Warren Buffett Just Bought These Stocks https://youtu.be/sWq33fUbl9I Join The Art of Value Patreon community for exclusive videos and more: https://www.patreon.com/TheArtofValue Recommended product: AeroPress - Be your Own Barista. A New Kind of Coffee Press For Daily Use (referral link): https://amzn.to/3WnMfyW Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision.

I react to an article about the very recent rally in Alibaba stock and whether it can be sustained. The article discusses whether Alibaba stock is a screaming buy or a value trap, and I give my thoughts on the BABA stock situation. Timestamps: 00:28 A buy or a value trap - article 01:10 BABA price action 02:32 Can BABA break-out? 05:40 A screaming value buy? 07:46 China Japanification or not? 08:33 Chinese government stimulus? 10:14 Can a rally be sustained? 11:23 Alibaba Super investors Related episodes: Alibaba Stock: BABA Supersizes Share Buybacks! https://youtu.be/PuuoIB05p7M Alibaba Stock: New Jack Ma Memo Hints at Return? https://youtu.be/vfRp0GVBn1w Why Alibaba is Scrapping Cainiao IPO | BABA Stock https://youtu.be/ClE-h5223FQ 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 Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision.

I take an in-depth look at the financials in the Tesla Q1 2024 Update, and other aspects of the Tesla investor deck. Timestamps: 00:41 Tesla Q1 2024 Update - Investor Deck highlights 07:16 Tesla Q1 2024 Update - Quarter Highlights 09:44 Financial Summary - the important numbers
14:40 Operational Summary - production & delivery numbers Related episodes: My Thoughts On Bombshell Tesla Stock Earnings Call https://youtu.be/P7KfegJZtzQ For the extended version of this video, and lots of other exclusive content, 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 education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision.

Tesla stock news! The much anticipated Tesla Earnings results for Q1 2024 are out. I react to key moments in the Tesla Earnings Call with Elon Musk. Elon discusses autonomous driving and Tesla FSD, the future of Tesla Optimus humanoid robot, his own future at Tesla, the fast-growing Tesla energy storage segment, and more. Timestamps: 00:28 Reacting to Elon Musk’s opening remarks 05:12 Tesla Q1 Financial highlights 07:40 Production of Optimus, sales estimate 09:36 FSD regulatory approval 12:00 Tesla Robotaxi fleet - like Uber and Airbnb combined 15:18 More affordable Tesla vehicles? 16:34 Tesla Megapack Energy Storage ramp 18:32 Elon’s future at Tesla
19:44 Tesla’s lower growth rate and Chinese competition 21:55 On Tesla solving autonomy 23:55 Elon’s control of Tesla the company Related episodes: Tesla Stock Investors MUST Know This About Tesla Bot https://youtu.be/dlBYMSQ-LFE Mohnish Pabrai on Tesla Stock vs BYD vs Stellantis https://youtu.be/sabHl4rrHls Mohnish Pabrai Warns: Don’t Compete With Elon & Tesla https://youtu.be/8gCgf383e4E Join The Art of Value Patreon community for exclusive videos and more: https://www.patreon.com/TheArtofValue Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision.

I react to part of the first Pabrai Wagons Fund investor call, in which Pabrai discusses his new Microsoft and Amazon stock holdings. Pabrai fields questions from investors about why he bought MSFT and AMZN for the new mutual fund. Timestamps: 00:54 Why buy Microsoft & Amazon at the current market valuations? 03:54 Two truly exceptional businesses… 07:00 Microsoft: an almost indestructible franchise Related episodes: Mohnish Pabrai Buys Occidental Petroleum + These Stocks https://youtu.be/LRtIBi2SUsw Mohnish Pabrai Buys PayPal + These Stocks for Wagons Fund https://youtu.be/dr75eoQRvcY Mohnish Pabrai’s New Fund Buys EBAY & These Stocks https://youtu.be/dnM_AoC6mzI Recommended investing book: Where the Money Is: Value Investing in the Digital Age, by Adam Seesel (referral link) https://amzn.to/49QpW8n 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 Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision.

Here’s an update of the 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 https://youtu.be/dr75eoQRvcY Mohnish Pabrai’s New Fund Buys EBAY & These Stocks https://youtu.be/dnM_AoC6mzI 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.

I respond to well known finance YouTuber Financial Education, Jeremy Lefebvre, who discusses the overall stock market underperformance of small cap stocks recently, including in his portfolio, and in what scenarios they could explode higher soon. I also discuss my recent positive experiences with small cap stock performance. Related episodes: Market Crash? Meet Kevin +Jeremy Lefebvre Just Said What!! https://youtu.be/fEcZbWaNZSk Reference video: These Stocks Will EXPODE Soon but…. https://youtu.be/7ym8FUJnKV0 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 Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision.

I react to and discuss another recent interview with Fundstrat’s Tom Lee, in which he again attempts to predict the short and medium term trajectory of the stock market based on macroeconomic factors, including the level of the S&P 500 by yearend. I also discuss a recent interview with Interactive Brokers Chair Thomas Peterffy, who observes that margin loans are at an all time high, and discusses the possible stock market implications. See below timestamps: 00:23 Tom Lee - Buying The Dip 06:05 Thomas Petterffy - Margin loans warning sign Related episodes: Tom Lee: Bullish New Stock Market Prediction https://youtu.be/ocLm3eHGdAk Inflation Comes In Hot, Stocks Panic! (Larry Summers interview) https://youtu.be/hFRxnMmniqQ Aswath Damodaran: Why The Stock Market Is Now Overpriced https://youtu.be/IM-F4YVQ3jk Reference videos: CNBC: This dip will be bought as there's a lot less leverage in the market, says Fundstrat's Tom Lee https://youtu.be/Kc8lM4NXjDA CNBC: Interactive Brokers Chairman Peterffy: 'I get the feeling the market is somewhat exhausted' https://youtu.be/Jtt1updm6-8 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 Join The Art of Value Patreon community for exclusive videos and more: https://www.patreon.com/TheArtofValue Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision.

I react to and discuss part of a recent interview with Alibaba co-founder & Chair Joe Tsai, conducted by Norges Bank Investment Management. In this part, Joe Tsai discusses starting out as an investor before co-founding Alibaba, meeting Jack Ma, scaling Alibaba, falling behind the increasingly intense competition in China, acknowledging mistakes, and recently reorganising Alibaba to course correct. Alibaba stock ticker: BABA. See below timestamps: 00:36 Starting as an investor 01:48 Meeting Jack Ma at startup Alibaba 04:27 Monetizing and scaling Alibaba with Jack Ma 07:33 Falling behind the competition and acknowledging mistakes 08:49 Reorganizing Alibaba to correct course Reference video interview: Joe Tsai Co-founder & Chair of Alibaba | In Good Company | Norges Bank Investment Management https://youtu.be/mT6mRJehJdw Related episodes: Alibaba Stock: New Jack Ma Memo Hints at Return? https://youtu.be/vfRp0GVBn1w Alibaba Stock: Is The Bottom In? Chairman Joe Tsai Interview! https://youtu.be/eZ4x8z2qjII Alibaba Stock: BABA Supersizes Share Buybacks! https://youtu.be/PuuoIB05p7M 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. The Art of Value: Alibaba Stock channel is here: https://www.youtube.com/@TheArtOfValueBABA

I react to a recent interview with Fundstrat Managing Partner Tom Lee, in which he boldly predicts the short term trajectory of US inflation, interest rates, and the level of the S&P 500 by yearend. Related episodes: Inflation Comes In Hot, Stocks Panic! (Larry Summers interview) https://youtu.be/hFRxnMmniqQ Aswath Damodaran: Why The Stock Market Is Now Overpriced https://youtu.be/IM-F4YVQ3jk Aswath Damodaran: Nvidia “Priced To The Point of Insanity” https://youtu.be/DCI9iQC_hvs Aswath Damodaran: All Mag 7 Stocks Overpriced, NVDA INSANELY! https://youtu.be/CzKpib62RLQ Reference video: CNBC: Fed can't argue against three hotter-than-expected inflation reports, says Fundstrat's Tom Lee https://youtu.be/C5qZ3HLsUOo 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 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.

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 https://youtu.be/IM-F4YVQ3jk Aswath Damodaran: Nvidia Stock “Priced To The Point of Insanity” https://youtu.be/DCI9iQC_hvs 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.

I’ve started a new, dedicated Alibaba stock (BABA stock) YouTube channel, The Art of Value: Alibaba Stock. If you regularly enjoy my Alibaba stock videos here, please do subscribe to the new channel, as it will be all Alibaba, all the time! Here’s a link to the new channel: https://www.youtube.com/@TheArtOfValueBABA And here’s the very first video: Alibaba Stock: New Jack Ma Memo Hints at Return? https://youtu.be/vfRp0GVBn1w Stay tuned (subscribed with notifications on) for more!

I react to a recent interview with Prof. Aswath Damodaran from NYU, "The Dean of Valuation", who explains why he thinks the market is currently overpriced, and investors are pricing-in near future downside risks adequately. He discusses inflation,The Fed, the bond market, interest rates, and a possible US recession. Related episodes: Aswath Damodaran: Nvidia Stock “Priced To The Point of Insanity” https://youtu.be/DCI9iQC_hvs Aswath Damodaran: All Mag 7 Stocks Overpriced, NVDA INSANELY! https://youtu.be/CzKpib62RLQ Reference video: CNBC: Inflation is going to drive the market not the Fed, says NYU's Aswath Damodarn https://youtu.be/MmCFptx-34I Join The Art of Value Patreon community for exclusive videos and more: https://www.patreon.com/TheArtofValue Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision.

I 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! https://youtu.be/vm_YLphHocQ Why Alibaba is Scrapping Cainiao IPO | BABA Stock https://youtu.be/ClE-h5223FQ Alibaba Stock: Is The Bottom In? Chairman Joe Tsai Interview! https://youtu.be/eZ4x8z2qjII The Art of Value Alibaba Stock Playlist: https://youtube.com/playlist?list=PLrNjj1l3MS7XjzElr0IE-E5uw5eAAtmmU&si=UX7hocmkh-Nx0fjE 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.

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! https://youtu.be/eZ4x8z2qjII Alibaba Stock Earnings Summary + My Opinion | BABA Stock https://youtu.be/TJnjxv8LNL0 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.

In this episode we take a look at the news that sent Spotify stock up over 8% in one trading session, and I give my long term thoughts on the company. See below timestamps: 00:00 Spotify stock recent and past price action 03:05 Latest Spotify news 09:27 My reactions to the news on mainstream finance media 13:47 Some Spotify financial metrics Related video Spotify Stock: Q4 2023 Earnings Live | Spotify Stock Analysis https://www.youtube.com/live/ywMJ3pvl2qA 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 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.

Is it time to buy the multi-year TSLA stock dip? I react to some Tesla news clips about the disappointing delivery numbers for Q1, and give my opinion on the situation Tesla finds itself in. How low will Tesla stock go this time, and is it worth buying the Tesla stock dip now? See below timestamps: 00:27 Tesla stock recent price action 01:21 Tesla deliveries news: down 8.5% from a year ago 08:42 Analyst Dan Ives on Tesla’s Q1 delivery result 12:54 Where to from here? A buy the dip moment? Related episodes:
Tesla Stock: Is Tesla In Trouble?! https://youtu.be/lLqH06cXJYM Tesla Stock Investors Must Know About Tesla Bot & Humanoids https://youtu.be/dlBYMSQ-LFE Reference videos: CNBC: Tesla shares fall after deliveries drop 8.5% from a year ago https://youtu.be/4aHODcR_b7c CNBC: Tesla: Here's why Wedbush analyst Dan Ives has an outperform rating on the stock https://youtu.be/esVqOo5DjDc CNBC: Tesla falls on Q1 deliveries miss https://youtu.be/ZzfUDLEo3RE 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.

My small cap and mid-cap stock portfolio shown in this episode returned over 30% in the first quarter of 2024, which is more than triple the return of the S&P 500 and the NASDAQ indices for the period. I walk through the 8-stock portfolio to show how this happened. See below timestamps: 00:15 Stock portfolio performance 01:46 Stock 1: Topicus 04:36 Stock 2 05:25 Stock 3 06:10 Stock 4 07:46 Stock 5 08:54 Stock 6: Tiny Ltd 10:47 Stock 7 11:36 Stock 8 Related episodes Next Compounding Beast? Constellation Software Spinoff Topicus https://youtu.be/5O2srvIx_AQ Mohnish Pabrai Buys PayPal + These Stocks for Wagons Fund https://youtu.be/dr75eoQRvcY A Next Gen Warren Buffett? Tiny's Andrew Wilkinson https://youtu.be/-fs9P_phqfQ Join The Art of Value Patreon for exclusive content and to support the channel: 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 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.

This episode is an edit of my latest Patreon-only weekly update, to give a taster of some of the exclusive content provided there. This week: additional thoughts on the week’s episodes on Mohnish Pabrai and Alibaba stock, the Reddit IPO, and 2 new portfolio stocks, and more. Related episodes: Why Alibaba is Scrapping Cainiao IPO | BABA Stock https://youtu.be/ClE-h5223FQ Mohnish Pabrai: “Be A Shameless Cloner Like Me” https://youtu.be/VC--Atki3TU Mohnish Pabrai: Why Great Stock Ideas Are Rare https://youtu.be/cIasDBIkoM0 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.

I report and discuss the latest Alibaba stock news that Alibaba is scrapping the previously planned IPO of its large logistics unit Cainiao, and is planning to acquire the remaining stake it does not own. See below timestamps: 00:14 Cainiao IPO withdrawal and share acquisition news 01:46 Recent BABA stock price action 02:40 Investing for strategic growth 08:15 Cainiao segment financial results - revenue growth 09:07 Mainstream financial media take on the news Related episodes: Alibaba Stock: Is The Bottom In? Chairman Joe Tsai Interview! https://youtu.be/eZ4x8z2qjII Alibaba Stock Earnings Summary + My Opinion | BABA Stock https://youtu.be/TJnjxv8LNL0 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.

I respond to parts of recent Mohnish Pabrai Q&As, in which Pabrai discusses his concept of being a shameless cloner investor, and how to go about it successfully. Shameless cloning means a lot more than just copying the stock buys of great investors. See below timestamps: 00:34 How to be a good shameless cloner investor 04:32 Circle of competence and market mispricings 07:51 Knowing which rabbit holes to go down 11:25 There’s always a bear market with opportunity somewhere Related episodes: Mohnish Pabrai: Why Great Stock Ideas Are Rare https://youtu.be/cIasDBIkoM0 Mohnish Pabrai Buys PayPal + These Stocks for Wagons Fund https://youtu.be/dr75eoQRvcY Reference videos: Mohnish Pabrai's Session with Columbia Business School (CSIMA) on February 14, 2024 https://youtu.be/ZrJA8q5Yixg Mohnish Pabrai's Q&A at London School of Economics on January 30, 2024 https://youtu.be/1xpY7-uyPqo Join The Art of Value Patreon community for exclusive videos and more: https://www.patreon.com/TheArtofValue I use TIKR Terminal to help analyze great businesses, follow top investor portfolios, and help monitor my portfolio (referral link): http://tikr.com/theartofvalue I use GuruFocus for historical, financial and valuation data, screeners, charts and comparison tools, to help me make smarter long-term investing decisions (referral link): https://www.gurufocus.com/?r=2c95d5930bb2537b2e0265075fb66581 Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision.

I respond to a recent Mohnish Pabrai Q&A with Columbia Business School students, in which Pabrai discusses just how rare truly great investment ideas are, and how some of the greatest ever investors, Warren Buffett and Charlie Munger, learnt to find them over time. Related episodes: Mohnish Pabrai Buys PayPal + These Stocks for Wagons Fund https://youtu.be/dr75eoQRvcY Mohnish Pabrai Warns: Don’t Compete With Elon & Tesla https://youtu.be/8gCgf383e4E Why Mohnish Pabrai Sold Micron Technology Stock | MU Stock https://youtu.be/snHXxif4bmI Reference video: Mohnish Pabrai's Session with Columbia Business School (CSIMA) on February 14, 2024 https://youtu.be/ZrJA8q5Yixg Join The Art of Value Patreon community for exclusive videos and more: https://www.patreon.com/TheArtofValue Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision.