theartofvalue

This episode investigates which stocks super-investor Warren Buffett has been buying and selling for the Berkshire Hathaway stock portfolio during Q4 2023. Related Playlist: Super Investor Stock Portfolios https://youtube.com/playlist?list=PLrNjj1l3MS7WB9vDpdIyccwd7mE69v1CX&si=AQexbPXo5jI6REAL Recommended 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 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.

This episode investigates which stocks the super-investors Mohnish Pabrai (Pabrai Investment Funds), Guy Spier (Aquamarine Capital Management), and Chuck Akre (Akre Capital Management) have been buying and selling in their portfolios during Q4 2023. For sections see below timestamps: 00:34 Mohnish Pabrai portfolio - Pabrai Investment Funds 05:43 Guy Spier portfolio - Aquamarine Capital Management 10:20 Chuck Akre portfolio - Akre Capital Management Related episodes: Michael Burry & These Super Investors Are Buying Alibaba & JD Stock https://youtu.be/JgFtAYQrnLg Super Investor Terry Smith (Fundsmith) is Investing For GROWTH https://youtu.be/yihp2R1yxXk Chuck Akre Said This About How to Find 100 Baggers https://youtu.be/xoKe1AvquTI Recommended investing books: The Dhandho Investor: The Low-Risk Value Method to High Returnsby Mohnish Pabrai (referral link) https://amzn.to/49GvAKi The Education of a Value Investor: My Transformative Quest for Wealth, Wisdom, and Enlightenment by Guy Spier (referral link) https://amzn.to/49guGo4 Richer, Wiser, Happier: How the World's Greatest Investors Win in Markets and Life by William Green (referral link) https://amzn.to/3T17hS0 Join The Art of Value Patreon community for exclusive videos and more: https://www.patreon.com/TheArtofValue I use TIKR Terminal to help analyze great businesses, follow top investor portfolios, and help monitor my portfolio (referral link): http://tikr.com/theartofvalue Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision.

This episode investigates which stocks super-investor Terry Smith from Fundsmith and Smithson Investments funds has been buying recently, and why he might have been buying those particular stocks. Terry Smith hedge fund, Terry Smith Investing For Growth, Terry Smith investor, smithson investment fund, fundsmith, Terry Smith fund, Terry Smith, Terry smith Fundsmith, Fundsmith investment fund, Fundsmith Equity Fund. Recent related episode: Michael Burry & These Super Investors Are Buying Alibaba & JD Stock https://youtu.be/JgFtAYQrnLg Join The Art of Value Patreon community for exclusive videos and more: https://www.patreon.com/TheArtofValue 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/3OK0iu4 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 (refferal 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.

This episode investigates which super-investors have been buying Alibaba stock (BABA), JD stock and others during the past quarter. Large fund managers’ 13F filings have just been reported, including from famed “Big Short” investor Michael Burry, so we can see the stocks they’ve been buying and selling for the quarter. Alibaba stock, Alibaba stock news, BABA stock, JD stock news, JD stock, Howard Marks, David Tepper. 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.

This episode includes a summary and brief analysis of the Airbnb Q4 2023 Earnings, and my thoughts on the company and ABNB stock. Airbnb stock analysis, Airbnb review, Airbnb stock news, Airbnb stock analysis, Airbnb earnings, Airbnb stock earnings, Airbnb stock price, Airbnb stock, ABNB stock analysis, ABNB s results, ABNB stock price, ABNB tock news, ABNB stock price 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 Usinga referral link helps support the pod, thanks! I use GuruFocus for historical, financial and valuation data, screeners, charts and comparison tools, to help me make smarter long-term investing decisions (refferal link): https://www.gurufocus.com/?r=2c95d5930bb2537b2e0265075fb66581 Disclaimer: I am not a financial adviser 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 takes a look at ARM Holdings. ARM stock has had a meteoric rise lately, on the back of stock market exuberance for all things artificial intelligence (AI). The episode includes a summary and brief analysis of the recent ARM Holdings earnings, and my thoughts on whether ARM stock could be in for a crash. ARM stock analysis, ARM review, ARM stock news, ARM stock analysis, ARM earnings, ARM stock earnings, ARM stock price, ARM stock, ARM stock analysis, ARM results, ARM stock price, ARM stock news, ARM stock IPO, ARM stock price 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 Usinga referral link helps support the pod, thanks! I use GuruFocus for historical, financial and valuation data, screeners, charts and comparison tools, to help me make smarter long-term investing decisions (refferal link): https://www.gurufocus.com/?r=2c95d5930bb2537b2e0265075fb66581 Disclaimer: I am not a financial adviser 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 includes a summary and analysis on the Palantir Q4 2023 and Full Year Earnings results, and my thoughts on the company and PLTR Stock. Palantir stock analysis, Palantir stock review, Palantir stock news, Palantir stock analysis, Palantir earnings, Palantir stock earnings, Palantir stock price prediction, PLTR stock, PLTR stock analysis, Palantir results, Palantir stock price, PLTR stock news. Recent related episodes: Alibaba Stock Earnings Summary + My Opinion | BABA Stock https://youtu.be/TJnjxv8LNL0 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 (refferal link): https://www.gurufocus.com/?r=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 Usinga referral link helps support the pod, thanks! 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 includes a summary and analysis on the Alibaba December Quarter 2023 Earnings results, and my thoughts on the earnings and BABA Stock. Alibaba stock analysis, Alibaba stock review, Alibaba stock news, Alibaba earnings, Alibaba stock earnings, BABA stock, BABA stock analysis, Alibaba results. 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 discuss the MSOS ETF and the probable reasons the stock has been ripping higher recently. For those who don’t know, I answer the question: what is the MSOS ETF? I also look at the holdings inside the ETF. See below timestamps: 00:00 MSOS stock price action 02:58 Rescheduling “imminent”? 06:19 Special situation sector (h/t Joel Greenblatt)
08:43 What is the MSOS ETF? 13:00 MSOS ETF holdings
 Referenced investing book: You Can Be a Stock Market Genius: Uncover the Secret Hiding Places of Stock Market Profits, by investor Joel Greenblatt (referral link) https://amzn.to/3SMqlmZ 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 discuss the near future of humanoid robots, including the Optimus Tesla Bot. How soon will humanoids be useful and what will they be used for? How might Tesla Bot production grow the Tesla market cap and TSLA stock price in the future? I respond to a recent thread about Tesla Bot, from DumbMoney investor Chris Camillio. Related episodes: Tesla Drops Bombs On Earnings Call | Response To Solving The Money Problem https://rumble.com/v49kyi9-tesla-drops-bombs-on-earnings-call-response-to-solving-the-money-problem.html 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 respond to a Tesla stock video from Solving The Money Problem YouTube channel about Tesla Q4 2023 Earnings, in which this Tesla Uber-bull, nay pumper, only talks about the positive aspects and completely ignores any negatives. I also look at the actual earnings that he glosses over. Reference video: Solving the Money Problem: Tesla Drops 3 Huge BOMBSHELLS On Q4 Earnings Call https://youtu.be/LXiT34tgpSk?si=3OsXVsjdJF-IfO15 Related episodes: The Art of Value Tesla Stock (TSLA stock) playlist: https://youtube.com/playlist?list=PLrNjj1l3MS7UkaBPMBFJF26HHxpUgH9zQ&si=K1pMx-Iuauzhvh_w Join The Art of Value Patreon community for exclusive videos and more: https://www.patreon.com/TheArtofValue Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision.

I report and give my thoughts on this latest Alibaba stock (BABA stock) and co-founder Jack Ma news. Jack Ma and current Alibaba Chairman Joe Tsai have both been buying Alibaba stock, and there are also rumors of government stimulus to rescue the Chinese stock market and ailing economy. Stocks mentioned: BABA stock: PDD stock, JD stock, Tencent stock and others. Recent Alibaba stock episodes: Alibaba Stock News: Surprise Jack Ma Memo! My Thoughts | BABA Stock https://youtu.be/mp6SdoFt2iY Alibaba Stock: New BABA CEO Eddie Wu Takes Charge of Ecommerce https://youtu.be/vsrmMAkO9Z4 Join The Art of Value Patreon community for exclusive videos and more: https://www.patreon.com/TheArtofValue The main investment brokerage I use to buy international stocks, and to hold cash at good interest rates, isInteractive Brokers (referral link):https://ibkr.com/referral/john5664 Usinga referral link helps support the pod, thanks! 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.

continue to compound at a high rate well into the future, even though it’s now a large market cap company? Related episodes: Next Compounding Beast? Constellation Software Spinoff Topicus https://youtu.be/5O2srvIx_AQ Primer: Mark Leonard, Constellation Software & Topicus https://youtu.be/z0xnvhfNbOI Chris Mayer on Constellation Software + My Thoughts https://youtu.be/ookiKuehQ7o Mohnish Pabrai Talks Constellation Software & Mark Leonard https://youtu.be/xPI773-AE-I 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 a conversation between value investors Mohnish Pabrai and Guys Spier, in which they discuss aspects of their investing processes and philosophies, including looking for stock market investments that have a very obvious thesis, rather than difficult and complicated, so the probability of a good stock returns is high. Reference video: Guy Spier & Mohnish Pabrai Office Tour, Warren Buffett, Investment Philosophy & The Key To Learning https://youtu.be/PJ5NawGb9-k Related episode: Mohnish Pabrai: How to Find Stock Compounders + My Thoughts https://rumble.com/v3yjrqo-mohnish-pabrai-on-how-to-find-compounders-and-my-thoughts.html 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 discuss a recent Mohnish Pabrai Q&A in which he mentions that in business Elon Musk is an anomaly worth paying attention to, and that you wouldn’t want to compete with his company Tesla. During the interview Pabrai discusses the importance of finding investing anomalies. Tesla stock, TSLA stock. Related episode: Mohnish Pabrai: How to Find Stock Compounders + My Thoughts https://youtu.be/q96AEurnR_M Reference video: Mohnish Pabrai's Q&A at Clemson University - Wall Street South Investment Club on November 13, 2023 https://youtu.be/IJwOjG5gwAw 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 JosephCarlson and famed investor Steve Eisman explaining why they think investors are too bullish on the stock market. Related videos: Everyone is Too Bullish - Joseph Carlson https://youtu.be/eWwDCmA3ybk 3-5 Year Bull Market? Response to Jeremy Lefebvre https://youtu.be/EKmIj6WAdkw Stock Market Crash Over? Big Short Investor Eisman Predicts https://youtu.be/f-U-ff8RP7M Big Short Investor Just Predicted This For Stocks https://youtu.be/e0Uo4aCQAzY 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 a recent Jeremy Lefebvre video, in which Jeremy is reacting to a finance media video about two predictions of an imminent multi-year tech bull market, and stock market bubble. I discuss whether it’s possible to predict the stock market like this. Related videos: 3-5 Year Bull Market - Jeremy Lefebvre Makes Money: https://youtu.be/yvWupC66T1E Why Mohnish Pabrai Sold Micron Technology Stock https://youtu.be/snHXxif4bmI Jeremy Grantham: AI Boom Pauses Super-Bubble Bust! https://youtu.be/ATP0GGON2B0 Stan Druckenmiller Still Predicts Hard Landing Recession https://youtu.be/8Ue-etn4E74 Investor Seth Klarman on the Everything Bubble https://youtu.be/C4rs2M_lOKw Join The Art of Value Patreon community for exclusive videos and more: https://www.patreon.com/TheArtofValue Featured investing book: Mastering The Market Cycle: Getting the Odds on Your Side by Howard Marks (referral link) https://amzn.to/47vF0qQ Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision.

I investigate and discus why value investor Mohnish Pabrai sold his entire Micron Technology stock (MU stock) position. Pabrai explained his Micron Tech investment thesis in a recent video interview, and how that thesis changed for him. Fellow super-investor and Micron thesis collaborator Li Lu also sold his substantial Micron stock position. Related videos: Full Q&A: Mohnish Pabrai's Q&A Session at Boston College, Carroll School of Management on October 12, 2023 https://youtu.be/jZKOk-hlo8I Mohnish Pabrai’s Micron Tech Investment Thesis https://youtu.be/b0RrLmiTPRU 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 give my thoughts on the latest Alibaba stock (BABA stock) and co-founder Eddie Wu news. Alibaba CEO Eddie Wu is now taking direct control of Alibaba’s huge e-commerce businesses. Is this going to be good for Alibaba the company, and its BABA stock? This episode also involves a comparison between BABA stock and competitor PDD stock. Join The Art of Value Patreon community for exclusive videos and more: https://www.patreon.com/TheArtofValue Related episodes: Alibaba Stock: CEO Quits! George Soros Buys BABA Stock https://youtu.be/FbUoblWv50s Alibaba Stock Earnings & My Thoughts on Crashed BABA Stock https://youtu.be/8P23n3c8Z3I Alibaba Reveals Break-Up Plan! | Big BABA Stock Upside? https://youtu.be/spwgEGJlxmc Recommended book: Alibaba: The House That Jack Ma Built by Duncan Clark (referral link): https://amzn.to/48amp4A 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 look back at famous investor Michael Burry’s stock market predictions, and predictions about the US economy, during the past year or so. What were his predictions and how many of them did he get right? Related episode: Michael Burry Predicts Stock Market Bottom After Bank Panic https://rumble.com/v2djbw2-michael-burry-predicts-stock-market-bottom-after-bank-panic.html 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 summarize and discuss some parts of a recent Chris Mayer interview regarding illustrious serial acquirer company Constellation Software. Chris Mayer is the author of the excellent investment book 100 Baggers, and an investment fund manager. Constellation Software has been more than a 100 bagger stock over time, and continues to compound at an impressive rate. Related videos: Primer: Mark Leonard, Constellation Software & Topicus https://rumble.com/v3jz3f4-primer-analysis-mark-leonard-constellation-software-and-topicus.html Millennial Investing interview - Serial Acquirer: Successful Acquisition Strategies w/ Chris Mayer - https://youtu.be/Pp1m69E9vxg?si=q9A_3XvqFS1FeA5X Join The Art of Value Patreon community for exclusive videos and more: https://www.patreon.com/TheArtofValue Recommended investing book: 100 Baggers: Stocks That Return 100-to-1 and How To Find Them by Chris Mayer (referral link) https://amzn.to/47UoAJy Usinga referral link helps support the pod, thanks! 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 surprising PayPal stock news, Amazon and PayPal have announced that PayPal’s Venmo will soon be removed as a payment method from Amazon! In this episode I discuss some probable reasons, and how this could impact PayPal and PYPL stock, and more. Related episode: PayPal Stock Analysis: Massive Drop! Time to Buy PYPL Stock? https://rumble.com/v3ps89t-paypal-stock-analysis-massive-drop-time-to-buy-pypl-stock.html Join The Art of Value Patreon community for bonus, exclusive, and ad-free videos: https://www.patreon.com/TheArtofValue The main investment brokerage I use to buy international stocks, and to hold cash, isInteractive Brokers (referral link):https://ibkr.com/referral/john5664 Usinga referral link helps support the pod, thanks! 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.

We take a close look at the initial portfolio of compounder stocks that have been bought for Mohnish Pabrai’s new investment fund: the Pabrai Wagons Fund. Related videos: Mohnish Pabrai’s New Fund Buys EBAY & These Stocks https://rumble.com/v3zv305-mohnish-pabrais-new-fund-buys-ebay-and-these-stocks.html The Art of Value Patreon: 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 (refferal link): https://www.gurufocus.com/?r=2c95d5930bb2537b2e0265075fb66581 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 investment analysis and/or seek professional financial advice before making any investment decision.

We look at the key principles and ideas behind Mohnish Pabrai’s new mutual fund, the Pabrai Wagons Fund, and the initial portfolio of compounder stocks that have been bought for the investment fund. Related video: Stocks Today With JJ channel: Mohnish Pabrai’s Wagons Fund Just Bought These Stocks https://youtu.be/Qb_cJRcwqQs The Art of Value Patreon: https://www.patreon.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 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 investment analysis and/or seek professional financial advice before making any investment decision.

I react to some finance media reporting about the latest Alibaba stock (BABA stock) and Jack Ma news, that Ma has written a surprise internal memo in reply to Alibaba employees. Is Jack Ma about to make a comeback to Alibaba? Related content: The Art of Value: Alibaba Stock News: Surprise Jack Ma Memo! My Thoughts | BABA Stock https://rumble.com/v3yygmn-alibaba-stock-news-surprise-jack-ma-memo-my-thoughts-baba-stock.html Alibaba Stock Earnings & My Thoughts on Crashed BABA Stock https://rumble.com/v3wu78q-alibaba-stock-earnings-and-my-thoughts-on-crashed-baba-stock.html Show your appreciation for The Art of Value by buying JJ a coffee! https://www.buymeacoffee.com/jjprojects Usinga referral link helps support the show, thanks! The main investment brokerage I use to buy international stocks, and to hold cash at good interest rates, isInteractive 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.