Why Spotify Stock Jumped 8% - Now Up 55% YTD!
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.
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Buy The Dip As Tesla Stock Slips?
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.
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How I Got 30% Stock Portfolio Gain in Q1 (No AI stocks)
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.
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I Bought 2 New Stocks! | Private Weekly Update
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.
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Why Alibaba is Scrapping Cainiao IPO | BABA Stock
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.
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Mohnish Pabrai: “Be A Shameless Cloner Like Me”
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.
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Mohnish Pabrai: Why Great Stock Ideas Are Rare
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.
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Everything Money Lost MILLIONS Shorting! | My Reaction
I react to a video by Paul Gabrail from Everything Money, in which he discusses his recent short-selling mistake: going short Nvidia stock during the current AI stock exuberance. Then we look at what super-investors Warren Buffett and Charlie Munger have said about short selling stocks. See below for timestamps:
00:32 Paul Gabrail on his shorting Nvidia mistake
08:25 Warren Buffett and Charlie Munger on short selling stocks
Related episodes:
Aswath Damodaran: Nvidia Stock “Priced To The Point of Insanity”
https://youtu.be/DCI9iQC_hvs
Is Nvidia Stock A Buy? 10 Well Known Investors Answer
https://youtu.be/d-1Dz7r10Lw
Why This Fund Manager Says NEVER SELL Nvidia Stock
https://youtu.be/sCIDBcdX4eY
Reference video:
Everything Money: I Lost Millions So You Don't Have To https://youtu.be/MrNk-D6iv2U
Join The Art of Value Patreon community for exclusive videos and more: https://www.patreon.com/TheArtofValue
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision.
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Google & Apple Really Teaming-Up On AI? My Thoughts
I respond to the news that Google and Apple are in negotiations to partner-up for AI development and roll-out on the Apple iPhone platform. Is this just talk, or could this actually happen?
Related episodes:
Aswath Damodaran: Nvidia Stock “Priced To The Point of Insanity”
https://youtu.be/DCI9iQC_hvs
Why This Fund Manager Says NEVER SELL Nvidia Stock
https://youtu.be/sCIDBcdX4eY
Reference clip:
CNBC: Apple and Google in AI deal talks
https://youtu.be/Qn8Hjx1_1Ls?si=FFQT5AHEUyb8fSfd
Join The Art of Value Patreon community for exclusive videos and more: https://www.patreon.com/TheArtofValue
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision.
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Mohnish Pabrai Buys PayPal + These Stocks for Wagons Fund
Here’s an update of the current stock portfolio in the Mohnish Pabrai Wagons Fund. There are now 20 positions, so there are quite a few stock additions since Pabrai’s last update, including PayPal (PYPL), Microsoft (MSFT), Amazon (AMZN), Constellation Software (CSU), Brookfield Corp (BN) and more!
Related episodes:
Mohnish Pabrai’s New Fund Buys EBAY & These Stocks
https://youtu.be/dnM_AoC6mzI
Mohnish Pabrai: Key Investing Lessons from "Circling the Wagons”
https://youtu.be/TqC_m7-DPfM
Mohnish Pabrai's Session at the SumZero Virtual Investor Summit 2024 on February 8, 2024
https://youtu.be/mi134c5X3ps
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.
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Why This Fund Manager Says NEVER SELL Nvidia!
I react to a recent interview with a well known investor and investment fund manager Ross Gerber, who asserts that Nvidia stock investors should NEVER sell NVDA stock; he explains why.
Related episodes:
Aswath Damodaran: Nvidia Stock “Priced To The Point of Insanity”
https://youtu.be/DCI9iQC_hvs
Why Druckenmiller Owns Nvidia Despite "Nosebleed Territory"
https://youtu.be/QP496jwcumk
Mohnish Pabrai on Mistakes, AI Euphoria, Nvidia, Microsoft
https://youtu.be/zs7pdV3fSJc
Reference video:
CNBC: Would be a 'crucial mistake' to ever sell Nvidia stock: Ross Gerber
https://youtu.be/naOTu2NSPl4?si=PT5OLjhXWclG7UKP
Join The Art of Value Patreon community for exclusive videos and more: https://www.patreon.com/TheArtofValue
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision.
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Why Tesla Stock Downgraded Again!
I react to clip of a Wells Fargo analyst discussing their downgrade of Tesla stock (TSLA stock). It begs the question, how low will Tesla stock go this time?
Related episodes:
Tesla Stock: Is Tesla In Trouble?!
https://youtu.be/lLqH06cXJYM
Tesla Stock Investors Must Know About Tesla Bot & Humanoids
https://youtu.be/dlBYMSQ-LFE
Reference video:
CNBC: Tesla: Here's why Wells Fargo downgraded the stock
https://youtu.be/mpbfvgaLwH4
Join The Art of Value Patreon to support the pod and to get exclusive content: https://www.patreon.com/TheArtofValue
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision.
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Alibaba Investing BIG in Hong Kong Film & TV | BABA Stock
I report and discuss the latest Alibaba stock news that Alibaba’s Digital Media & Entertainment Group will invest heavily in Hong Kong’s entertainment industry over the next five years. In addition, Alibaba’s Cainiao Smart Logistics Network is partnering with Chinese EV maker Geely.
Related episodes:
Alibaba Stock: Is The Bottom In? Chairman Joe Tsai Interview!
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
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 Tesla Stock vs BYD vs Stellantis
I react to part of a recent Mohnish Pabrai Q&A, in which Pabrai discusses the auto industry dynamics between Tesla, BYD Co, and Stellantis. He also compares the leaders of each company: Tesla’s Elon Musk, BYD’s Chuanfu Wang, and Stelantis’ Carlos Tavares.
Stock tickers: TSLA; STLA; OTCPK:BYDDY, SZSE:002594 (China).
Related episodes
Mohnish Pabrai Warns: Don’t Compete With Elon & Tesla
https://youtu.be/8gCgf383e4E
Reference video:
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
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: Is The Bottom In? Chairman Joe Tsai Interview!
I react to a recent interview with Alibaba Chairman Joe Tsai, who answers questions about the Alibaba stock (BABA stock) price, his recent stock purchases (along with Jack Ma’s), the outlook for Alibaba the company, the planned Alibaba business unit IPOs, and more.
Related episodes:
The Art of Value Alibaba Stock Playlist:
https://youtube.com/playlist?list=PLrNjj1l3MS7XjzElr0IE-E5uw5eAAtmmU&si=UX7hocmkh-Nx0fjE
Alibaba Stock: Jack Ma Buying! + China Bazooka Stimulus?
https://youtu.be/uDZp77PyTT8
Alibaba Stock News: Surprise Jack Ma Memo! My Thoughts | BABA Stock
https://youtu.be/mp6SdoFt2iY
Alibaba Stock Earnings Summary + My Opinion | BABA Stock
https://youtu.be/TJnjxv8LNL0
Reference video clips:
CNBC International: Alibaba is focusing on performance amid increased competition, Joe Tsai says
https://youtu.be/SCeNTc1VXl4?si=Ge55G2-9tGtPIK6f
CNBC International: Alibaba's Joe Tsai says his investment is important for confidence
https://youtu.be/03_tGOQ_pe8?si=Cz4UwqV7_rvsxtvW
CNBC International: Alibaba's Joe Tsai says China-U.S. relations have reached a new normal
https://youtu.be/wWm7ZCuF1Wk?si=CJ4xCg6Jq88BR4h8
Join The Art of Value Patreon community for exclusive videos and more: https://www.patreon.com/TheArtofValue
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision.
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Tesla Stock: Is Tesla In Trouble?!
I react to clip about the spate of unfortunate Tesla stock news that has seen the Tesla stock price (TSLA stock) languishing for well over three years now. Is Tesla in trouble and where will the bottom be?
Related episodes:
Aswath Damodaran: All Mag 7 Stocks Overpriced, NVDA INSANELY! (Buys Tesla at $180) https://youtu.be/CzKpib62RLQ
Tesla Stock Investors Must Know About Tesla Bot & Humanoids
https://youtu.be/dlBYMSQ-LFE
Palantir Stock: Major Game Changing News?
https://youtu.be/JimG3r00IHs
Reference video:
CNBC: WSJ's Tim Higgins: People want a Tesla, they don't necessarily want an EV
https://youtu.be/QlHmf8667PQ?si=F9UpsO7N7yy7Tvry
Join The Art of Value Patreon community for exclusive videos and more: https://www.patreon.com/TheArtofValue
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision.
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Palantir Stock: Major Game Changing News?
I react to the Palantir stock news (PLTR stock) that Palantir has just won a $178 million US military contract involving AI on the battlefield.
Related episodes:
Palantir Stock After Earnings - My Thoughts | PLTR Stock
https://youtu.be/JfciEKnOZ2Q
Join The Art of Value Patreon community for exclusive videos and more: https://www.patreon.com/TheArtofValue
I use GuruFocus for historical, financial and valuation data, screeners, charts and comparison tools, to help me make smarter long-term investing decisions (referral link):
https://www.gurufocus.com/?r=2c95d5930bb2537b2e0265075fb66581
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision.
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Sharing My Personal Investing Journey
I share some details about my personal investing journey so far.
Relevant topics: The Art of Value, investing, investors, value investing, stocks, stock market, investing books, financial education, investing education, saving money, investing mistakes, Columbia Business School, financial assets, Joel Greenblatt, contemporary art collecting.
Join The Art of Value Patreon community for exclusive videos and more: https://www.patreon.com/TheArtofValue
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision.
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Aswath Damodaran: All Mag 7 Stocks Overpriced, NVDA INSANELY
I react to a recent interview with Prof. Aswath Damodaran from NYU, "The Dean of Valuation", who asserts that Nvidia Stock (NVDA) is insanely overpriced, and that Tesla stock and Apple stock are the best value among the Magnificent 7 companies.
Magnificent 7 stocks: Nvidia stock (NVDA), Apple stock (AAPL), Tesla stock (TSLA), Microsoft stock (MSFT), Amazon stock (AMZN), Alphabet/Google stock (GOOG GOOGL stock), Meta stock (META).
Related episodes:
Aswath Damodaran: Nvidia Stock “Priced To The Point of Insanity”
https://youtu.be/DCI9iQC_hvs
Reference video:
CNBC: All of the 'Mag 7' stocks look overpriced, says NYU's Aswath Damodaran
https://youtu.be/9lJG4GyRnq0
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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Aswath Damodaran: Nvidia Stock “Priced To The Point of Insanity”
I react to a recent interview with Prof. Aswath Damodaran from NYU, "The Dean of Valuation", who defends his contention that Nvidia Stock (NVDA) is currently "priced to the point of insanity".
Related episodes:
Why Druckenmiller Owns Nvidia Despite "Nosebleed Territory"
https://youtu.be/QP496jwcumk
Mohnish Pabrai on Mistakes, AI Euphoria, Nvidia, Microsoft
https://youtu.be/zs7pdV3fSJc
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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Super Investor Seth Klarman Bought These Stocks
This episode surveys the current stock portfolio of super-investor Seth Klarman, investigating which stocks value investor Klarman was buying and selling for the Baupost Group portfolio during Q4 2023. We also take a closer look at a small selection of them.
Related episodes:
Super Investor Stock Portfolios Playlist https://youtube.com/playlist?list=PLrNjj1l3MS7WB9vDpdIyccwd7mE69v1CX&si=AQexbPXo5jI6REAL
Investor Seth Klarman on the Everything Bubble
https://youtu.be/C4rs2M_lOKw
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.
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Market Crash? Meet Kevin + Jeremy Lefebvre Just Said What?
I react to well known finance and investing YouTubers Jeremy Lefebvre and Meet Kevin talking about whether there could be a “Great Crash” starting soon in the stock market.
Related episodes:
Super Investor Warren Buffett Just Bought These Stocks
https://youtu.be/sWq33fUbl9I
Will ARM Holdings Stock Crash? My Thoughts | ARM Stock
https://youtu.be/93M94NpBVk8
Super Investor Terry Smith (Fundsmith) is Investing For GROWTH
https://youtu.be/yihp2R1yxXk
Join The Art of Value Patreon community for exclusive videos and more: https://www.patreon.com/TheArtofValue
I use GuruFocus for historical, financial and valuation data, screeners, charts and comparison tools, to help me make smarter long-term investing decisions (referral link):
https://www.gurufocus.com/?r=2c95d5930bb2537b2e0265075fb66581
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision.
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Super Investor Warren Buffett: Latest Lessons & Warnings
This episode looks at Warren Buffett's latest shareholder letter, which has recently been released together with Berkshire Hathaway’s 2023 full-year earnings. In his annual shareholder letter, Warren Buffett always provides us with investing lessons and wisdom from a lifetime of expert investing. This year he also pays tribute to his late friend and investing partner Charlie Munger.
Related episodes:
Super Investor Warren Buffett Just Bought These Stocks
https://youtu.be/sWq33fUbl9I
Recommended Warren Buffett investing book:
The Essays of Warren Buffett: byLawrence A. Cunningham (referral link)https://amzn.to/3OQ0qZd
Join The Art of Value Patreon community for exclusive videos and more: https://www.patreon.com/TheArtofValue
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision.
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Super Investor Li Lu Bought This Stock
This episode surveys the current stock portfolio of super-investor Li Lu from Himalaya Capital Management, and we take a closer look at one stock Li Lu bought, East West Bancorp (EWBC), as many stocks in the banking sector plunged:
Related Playlist:
Super Investor Stock Portfolios https://youtube.com/playlist?list=PLrNjj1l3MS7WB9vDpdIyccwd7mE69v1CX&si=AQexbPXo5jI6REAL
Join The Art of Value Patreon community for exclusive videos and more: https://www.patreon.com/TheArtofValue
I use TIKR Terminal to help analyze great businesses, follow top investor portfolios, and help monitor my portfolio (referral link): http://tikr.com/theartofvalue
I use GuruFocus for historical, financial and valuation data, screeners, charts and comparison tools, to help me make smarter long-term investing decisions (referral link):
https://www.gurufocus.com/?r=2c95d5930bb2537b2e0265075fb66581
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision.
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Super Investor Portfolio: Bill Ackman Just Did This
This episode investigates which stocks super-investor Bill Ackman has been buying and selling for his Pershing Square Capital Management stock portfolio during Q4 2023.
Related Playlist:
Super Investor Stock Portfolios https://youtube.com/playlist?list=PLrNjj1l3MS7WB9vDpdIyccwd7mE69v1CX&si=AQexbPXo5jI6REAL
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