Super Investors Just Bought These Small Caps
I survey some of the latest small cap stock portfolio buys of various super investors.
Timestamps:
00:27 David Einhorn: Green Brick Partners
02:09 Daniel Loeb: Cinemark Holdings
03:37 Lee Ainslie: Revolve Group
06:03 Bruce Berkowitz: Bank OZK
08:20 Viking Global Investors: Reddit Inc
09:06 Glenn Welling: Portillo’s Inc
11:17 Bryan Lawrence: LGI homes Inc
13:08 Terry Smith: Oddity Tech Ltd
16:09 Greg Alexander: Rimini Street Inc
Related episodes:
Warren Buffett: I’d Buy Small Caps if Starting Over Now https://youtu.be/V7yAKXYXhDM
Super Investor Portfolios: Small Cap Stock Buys https://youtu.be/-SvrVWD37EE
Recommended investing book:
Investing for Growth: How to make money by only buying the best companies in the world, by Terry Smith (referral link): https://amzn.to/3WP4rlk
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
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.
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Alibaba Stock Earnings: Big Buybacks, Special Dividend, Stock Down!
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
https://youtu.be/QF-uG2cDVXg
Alibaba Stock: BABA Supersizes Share Buybacks!
https://youtu.be/PuuoIB05p7M
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.
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GameStop Stock Soars on Return of Roaring Kitty!
Is meme stock madness back? Roaring Kitty (Keith Gill) is back posting online, and that immediately sent GameStop stock and other meme stocks soaring. There’s also been a lot of options activity in the stock. I take a look at how it’s playing out this time, and I discuss some finance media reactions to the news.
Related video
Druckenmiller: AI Over-Hyped Now, Under-Hyped Long Term | Nvidia Stock
https://youtu.be/_2TqYD0lTcM
Referenced videos:
CNBC: GameStop shares surge: Here’s what you need to know
https://youtu.be/Fa9fhpZzmPs
CNBC: Options Action: How options and memes are fueling GameStop's huge move higher
https://youtu.be/6KjV-A3ZS4A
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.
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Warren Buffett: I’d Buy Small Caps if Starting Over Now
I discuss part of super investor Warren Buffett’s Berkshire Hathaway annual meeting Q&A, in which Buffett said the if he were starting out investing today, with a million dollars or less, he’d be looking at small cap ideas, to be able to make high returns.
Related episodes:
Is Warren Buffett As Bearish As He Ever Gets On Stocks? https://youtu.be/bKy1fth0TME
Why is Warren Buffett STACKING HUGE CASH Right Now? https://youtu.be/BJnMzNFTRMQ
Reference video:
CNBC: Warren Buffett breaks down how he would invest if he had to start again with $1 million
https://youtu.be/v4T1oknATGU
Join The Art of Value Patreon community for exclusive content I don’t share anywhere else: https://www.patreon.com/TheArtofValue
Recommended:
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.
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Druckenmiller: AI Over-Hyped Now, Under-Hyped Long Term | Nvidia Stock
I react to part of the latest Stanley Druckenmiller interview, in which the legendary super investor discusses why and when he cut his Nvidia stock holding, and his current opinion on the future of Ai technology and its impact.
Timestamps:
00:23 Where Druckenmiller cut Nvidia stock
02:17 NVDA stock price action & price targets
04:36 AI Overhyped short term, underhyped long term
07:13 Druckenmiller rhyming with Buffett
08:50 Druckenmiller invests in Perplexity
Related episodes:
Why Druckenmiller Owns Nvidia Despite "Nosebleed Territory"
https://youtu.be/QP496jwcumk
Why is Warren Buffett STACKING HUGE CASH Right Now?
https://youtu.be/BJnMzNFTRMQ
Reference video:
CNBC: Stanley Druckenmiller: AI might be a little over-hyped now, but under-hyped long term
https://youtu.be/ByEOyyoMMtc
Recommended:
AeroPress - Be your Own Barista. A New Kind of Coffee Press For Daily Use (referral link): https://amzn.to/3WqsNBS
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 education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision.
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Is Warren Buffett As Bearish As He Ever Gets On Stocks?
I react to an investment fund manager who asserts that Warren Buffett is as bearish on the stock market as he’s ever been. Is Buffett waiting for a stock market crash to deploy Berkshire Hathaway’s huge and growing cash pile?
Related episodes
Why is Warren Buffett STACKING HUGE CASH Right Now?
https://youtu.be/BJnMzNFTRMQ
Super Investor Warren Buffett Just Bought These Stocks
https://youtu.be/sWq33fUbl9I
Warren Buffett's Best Rules for Investing Success
https://youtu.be/zdOVOhAXUvA
Referenced video:
CNBC: Warren Buffett is now 'as bearish as he ever gets,' says Bill Smead
https://youtu.be/y6aeiAYadeA
Join The Art of Value Patreon community for exclusive content I don’t share anywhere else: https://www.patreon.com/TheArtofValue
Recommended investing books:
The Essays of Warren Buffett: Lessons for Corporate America, by Lawrence Cunningham (referral link): https://amzn.to/4bmzp8g
Berkshire Beyond Buffett: The Enduring Value of Values, by Lawrence Cunningham (referral link): https://amzn.to/4bd6VOY
Recommended product: 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.
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My New Weekly Stock Market Investing Update
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.
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Starbucks Stock Crash: Disaster Quarter & CEO Interview
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.
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HISTORIC: US Moves to Reschedule Cannabis! Stocks Soar!
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.
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How to Beat the Stock Market by Doing (Almost) Nothing
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.
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Has Alibaba Stock Bottomed? Thoughts On Crashed BABA
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.
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Tesla Earnings By The Shocking Numbers | Tesla Stock
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.
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Elon Drops Tesla Future-Bombs on Earnings Call
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.
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Mohnish Pabrai On His New MSFT & AMZN Holdings
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.
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Mohnish Pabrai Buys Occidental Petroleum + These Stocks
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.
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Jeremy: These Stocks Will EXPLODE Soon! My Response
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.
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Tom Lee: Dip Will Be Bought + Margin Loans All Time High!
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.
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Alibaba Chair Joe Tsai on Mistakes & Correcting Course
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
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Tom Lee: Bullish New Stock Market Prediction
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.
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Inflation Comes In Hot, Stocks Panic!
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.
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Our New Alibaba Stock Channel!
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!
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Aswath Damodaran: Why The Stock Market Is Now Overpriced
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.
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Alibaba Stock: BABA Supersizes Share Buybacks!
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.
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Alibaba Stock: Super Investor Charlie Munger Sold!
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.
21
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1
comment