theartofvalue

In this episode I summarize and respond to a recent Wall Street Journal article questioning the current Tesla stock market valuation. I also respond to popular investing YouTuber Joesph Carlson’s reaction to that Wall Street Journal Tesla analysis. Timestamps: 00:00 Intro: The Wall Stree Journal hit piece and Joseph Carlson’s response 01:40 Good company in a bad industry? 03:02 Not just an auto company? 04:11 Tesla ecosystem 04:49 Tesla destination: does it need Elon? 05:43 Market valuation too expensive? 07:35 Renewed enthusiasm for Tesla Stock (TSLA) 08:53 Why the recent parabolic stock rise? 09:51 Is Tesla an AI company? 11:02 AI + Full Self Driving (FSD) + robotaxis 13:02 GM’s Cruse and Google’s Waymo robotaxis 14:46 Tesla Supercharging Network for all 16:14 Supercharging the Tesla ecosystem 20:11 The destination for Tesla and its valuation 20:57 Are small caps a better bet? 21:32 Tesla the spawner company 22:48 Elon Musk: Twitter distraction? 23:56 To buy or not to buy? Related episodes: I Just Bought Tesla Stock for the 1st Time! https://youtu.be/YX76lZBp8X4 Is Tesla Stock Going to $60? https://youtu.be/MqN_rnkGDnE The Art of Value Tesla Stock playlist (8 episodes): https://youtube.com/playlist?list=PLrNjj1l3MS7UkaBPMBFJF26HHxpUgH9zQ Chuck Akre Said This About How to Find 100 Baggers https://youtu.be/xoKe1AvquTI Joseph Carlson After Hours: The Wall Street Journal Attacks Tesla https://youtu.be/23pPMUOD2nY The main investment brokerage I use to buy international stocks, and to hold cash, is Interactive Brokers (referral link): https://ibkr.com/referral/john5664 Using a 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. 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 I summarize and discuss an interview with legendary investor Chuck Akre, in which he lays out his three-legged stool investing approach that has enabled him to achieve multiple 100 bagger stocks, and many multi-baggers. We look at examples from Akre Capital Management’s portfolio, and how his investment strategy has achieved such impressive returns over the long term. Timestamps: 00:00 Chuck Akre intro 00:31 Akre Capital Management Portfolio 01:45 Investing from a one traffic light town 03:03 More qualitative than quantitative 03:34 Akre's three-legged stool approach 03:52 First leg 04:55 Second leg 05:25 Third leg 05:53 Not overpaying 06:18 The art of not selling 06:37 Portfolio company: Mastercard 08:22 Importance of keeping it simple 09:16 Importance of the businesspeople 10:33 Portfolio company: O’Reilly Automotive 10:59 100 to 1 in the Stock Market and 100 Baggers 12:50 100 bagger portfolio company: American Tower 14:53 Starting with small caps 15:48 When Akre sells - broken stools 16:19 Outro Related episodes Chris Mayer 100 Bagger Portfolio | Response to Stock Compounder https://youtu.be/vzjCkGWoJfs Chris Mayer 100 Baggers: Stocks That Return 100 to 1! https://youtu.be/59CuGd2aAwg Brookfield CEO Just Said This Re: Stock Market, AI, China, Energy https://youtu.be/AWEvf2DcotI Mohnish Pabrai: Key Investing Lessons from "Circling the Wagons” https://youtu.be/TqC_m7-DPfM Mohnish Pabrai Talks Constellation Software & Mark Leonard https://youtu.be/xPI773-AE-I Investing books recommended in the episode: 100 to 1 in the Stock Market : A Distinguished Security Analyst Tells How to Make More of Your Investment Opportunities - Thomas W Phelps (referral link): https://amzn.to/3JoThMN 100 Baggers: Stocks That Return 100-to-1 and How To Find Them - Christopher Mayer (referral link): https://amzn.to/3NH8OtT The main investment brokerage I use to buy international stocks, and to hold cash, is Interactive Brokers (referral link): https://ibkr.com/referral/john5664 Using a 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. 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 I summarize and discuss a recent panel interview with Bruce Flatt, CEO of Brookfield and often referred to as the Canadian Warren Buffett. Flatt gave his thoughts on today’s stock market, what he thinks is currently overhyped, long term investing, investing in China, and the renewable energy transition. Timestamps: 00:00 Intro: Bruce Flatt and Brookfield 01:10 Brookfield’s super-investor shareholders 02:20 What’s overhyped right now 04:13 What's under-appreciated right now 04:53 Compounding wealth and when to invest 06:20 Outlook for the stock market, and investing positivity 06:50 Stock market distractions and private investing 07:16 Investing in China 09:06 The energy transition to renewable energy 10:08 Final thoughts on long term investing Related content: Why Druckenmiller Owns Nvidia Despite "Nosebleed Territory” https://youtu.be/QP496jwcumk Full Forbes Iconoclast Summit panel discussion with Bruce Flatt https://youtu.be/iGnYQUplOOo The main investment brokerage I use to buy international stocks, and to hold cash, is Interactive Brokers (referral link): https://ibkr.com/referral/john5664 Using a 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 #investing #stockmarket #stocks Disclaimer: I am not a financial adviser. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision.

This episode summarizes and discusses a recent interview with legendary macro-investor Stan Druckenmiller. Druckenmiller talked about his current bullishness on AI stocks and how they’ve been dominating his long portfolio for the past few months. He also talked about the hard landing recession that he still sees coming, and his predictions for the economic environment. His comments are always worth listening to, as he hasn’t had a year of negative investment returns in 40 years. Timestamps: 00:00 Stan Druckenmiller intro 00:34 US-led tech innovation 01:02 The AI boom 02:04 Nvidia stock 02:36 AI dominating is longs 02:50 Lessons for AI from The Dotcom Bubble 04:16 Where are the fat pitches? 06:35 Hard landing recession ahead? 08:52 What will sink? 10:50 When recession? Related content: Oct 2022: Stanley Druckenmiller Predicts Hard Landing Recession for 2023 https://youtu.be/VxpoJnbD8yo May 2023: Stan Druckenmiller Still Predicts Hard Landing Recession https://youtu.be/8Ue-etn4E74 Full Bloomberg invterview (June 2023): Druckenmiller on How AI is Dominating His Long Portfolio https://youtu.be/NERglanBMIk The main investment brokerage I use to buy international stocks, and to hold cash, is Interactive Brokers (referral link): https://ibkr.com/referral/john5664 Using a 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 #investing #stockmarket #stocks Disclaimer: I am not a financial adviser. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision.

This episode is an update on Alibaba’s ongoing spin-off plans for its various business segments, starting with the Alibaba Cloud Intelligence Group within the next 12 months, with others to follow. I explore what these business are, what they do, and what their prospects are as future individual companies. Timestamps: 00:00 Intro 00:37 First Spinoff: Alibaba Cloud Intelligence Group 02:10 Next IPO plans 02:28 China Commerce 03:08 International Commerce 03:38 Local Consumer Services 04:08 Cainiao 04:38 Alibaba Cloud 05:14 Digital Media and Entertainment 05:36 Innovations and Other Initiatives 06:30 Final thoughts Related episodes: Alibaba Full Year Earnings Update | BABA Stock https://youtu.be/caAUsjmMGRw Alibaba Reveals Break-Up Plan! | Big BABA Stock Upside? https://youtu.be/spwgEGJlxmc Mohnish Pabrai: Why I Switched from Alibaba to Tencent https://youtu.be/v27JsHlgPZU Are China Stocks UNINVESTABLE or HISTORIC VALUE OPPORTUNITY? https://youtu.be/qfrjfIEx1vw Using a referral link helps support the pod, thanks! 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 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. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision. Pinned comment: What do you think of Alibaba’s plan to spin-off these various business units to help realise more market value?

This episode includes a summary and thoughts on Alibaba's Full Fiscal Year 2023 Results, the current China economic backdrop, Alibaba’s ongoing share repurchases, a brief update on Alibaba's planned spinoffs including Alibaba Cloud, some comments from the CEO and CFO, and the overall direction of company. Timestamps: 00:00 Intro 00:25 BABA the controversial stock 01:20 Alibaba the company 03:00 CEO & CFO comments 04:30 Multiple spinoff announcements 05:30 New business capital allocation priorities 06:30 Substantial Free Cash Flow 07:10 Financial results overview 08:20 Share buybacks 09:19 Substantial net cash position Using a referral link helps support the pod, thanks! 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 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. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision.

A look at the portfolio updates of seven guru or super-investors from Q1 2023. The investors include Warren Buffett (together with Charlie Munger at Berkshire Hathaway), Mohnish Pabrai, Li Lu, Chuck Akre, Bill Ackman, David Tepper, and Thomas Gayner. See below for timestamps of investor sections, and related episodes. Timestamps: 00:00 Intro 00:15 Warren Buffett & Charlie Munger - Berkshire Hathaway 05:15 Mohnish Pabrai - Pabrai Investments 09:00 Li Lu - Himalaya Capital Management 12:08 Chuck Akre - Akre Capital Management 15:40 Bill Ackman - Pershing Square Capital Management 16:59 David Tepper - Appaloosa Management 19:49 Thomas Gayner - Markel Related episodes: Mohnish Pabrai: Key Investing Lessons from "Circling the Wagons” https://youtu.be/TqC_m7-DPfM Warren Buffett Interview: Banking Crisis? - Highlights https://youtu.be/2ysbmHbVVYs Mohnish Pabrai’s thoughts on Constellation Software and Mark Leonard https://youtu.be/HR_gJ6WOe60 Investor Li Lu is Buying MORE Google Stock | Why? https://youtu.be/is9frHZaGYg The AI Race is ON! Google Showcases New AI Products https://youtu.be/xL7MvGAjdew Is OpenAI ChatGPT Disrupting Google? Founders Come Back! https://youtu.be/7dLT_CDITmg I Just Bought Tesla Stock for the 1st Time! https://youtu.be/YX76lZBp8X4 Recommended book - mentioned in this episode: Richer, Wiser, Happier: How the World's Greatest Investors Win in Markets and Life, by William Green (refferal link) https://amzn.to/3WGcleJ Using a referral link helps support the pod, thanks! 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 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. 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 key lessons from Mohnish Pabrai’s latest presentation, Circle the Wagons, in which he emphasizes the importance of finding and protecting your very best few investments for the long term, and how to go about doing that. Related episodes: Mohnish Pabrai Talks Constellation Software & Mark Leonard https://youtu.be/xPI773-AE-I Mohnish Pabrai on The Best Super Investor You Don't Know: Rakesh Jhunjhunwala https://youtu.be/XwgLnnr_nCw Stan Druckenmiller Still Predicts Hard Landing Recession https://youtu.be/8Ue-etn4E74 Chris Mayer 100 Baggers: Stocks That Return 100 to 1! https://youtu.be/59CuGd2aAwg Peter Lynch's 2023 Advice on Buying Stocks - Rare Interview https://youtu.be/sZKt5j1Rwi0 Investor Li Lu Buying MORE Google Stock | Why? https://youtu.be/is9frHZaGYg The main investment brokerage I use to buy international stocks, and to hold cash, is Interactive Brokers (referral link): https://ibkr.com/referral/john5664 Using a 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 #investing #stockmarket #stocks Disclaimer: I am not a financial adviser. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision.

In this episode I summarize and discuss Mohnish Pabrai’s recent comments on serial acquirer company Constellation Software, and its legendary founder CEO Mark Leonard. Pabrai had many positive things to say about the company and its future prospects. I also discuss Topicus, a recent spin-off from Constellation software. Relevant stock tickers: CSU.TO TOI.V Related episodes: Mohnish Pabrai Portfolio Update: Pabrai Buys BAM Stock! (Brookfield Asset Management) https://youtu.be/c5ivXtnz6-U Mohnish Pabrai: Why I Switched from Alibaba to Tencent https://youtu.be/v27JsHlgPZU The Investor’s Podcast: TIP550 Mohnish Pabrai on The Power of Compounding https://youtu.be/HR_gJ6WOe60 The main investment brokerage I use to buy international stocks, and to hold cash, is Interactive Brokers (referral link): https://ibkr.com/referral/john5664 Using a 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. 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 highlights from the recent Google I/O keynote presentation, which features impressive competitive technologies to OpenAI's GPT-4 and wildly popular ChatGPT. Google showcases its many new AI powered products within its existing suite of products and services, including Help Me Write in Gmail and Workspace apps, Magic Editor in Google Photos, PaLM 2 (competitor to GPT-4), Med-PaLM for the healthcare sector, next generation language model Gemini, Bard (competitor to ChatGPT), Google Search AI integration (competitor to Microsofts Bing Chat AI), and more. Timestamps: 00:00 intro 00:38 AI Help Me Write in Gmail 01:52 AI Magic Editor in Google Photos 03:23 Google PaLM 2 vs OpenAI GPT-4 04:34 Med-PaLM 2 for healthcare 06:02 Google Brain + Google Deepmind consolidated 06:26 Google Gemini - next foundation model 07:30 Responsible AI 08:23 Google Bard vs OpenAI’s ChatGPT 13:32 AI features in Google Workspace apps 17:26 Generative AI in Google Search 23:15 Google's AI infrastructure vs Microsoft 24:02 Wrapping up The main investment brokerage I use to buy and sell international stocks is Interactive Brokers (referral link): https://ibkr.com/referral/john5664 Using a referral link below 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 #googlebard #chatgpt #gpt4 Disclaimer: I am not a financial adviser. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision

Famous investor Michael Burry just reported his first quarter 2023 stock holdings and he bought many stocks during the quarter, and sold out of a few. In this episode we take a look at the three main sectors he’s being buying in, and what it could mean for us. Related episodes: Michael Burry Predicts Stock Market Bottom After Bank Panic https://youtu.be/yXkp5BhQJiw Michael Burry Has Started to BUY Cheap Stocks! What’s Burry buying? https://youtu.be/kzbuujGXTuI Warren Buffett: Banking Crisis? - Highlights https://youtu.be/2ysbmHbVVYs Stan Druckenmiller Still Predicts Hard Landing Recession https://youtu.be/8Ue-etn4E74 The main investment brokerage I use to buy international stocks, and to hold cash, is Interactive Brokers (referral link): https://ibkr.com/referral/john5664 Using a 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. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision.

Warren Buffett, CEO of Berkshire Hathaway and perhaps the greatest investor of all time, recently hosted the Berkshire Hathaway Annual Shareholder Meeting with fellow legendary investor and long-time business partner Charlie Munger. In this episode I react to highlights about how they are thinking about future investing opportunities for us and for Berkshire; one investor is more optimistic than the other. Related episodes: Berkshire AGM 2023 Highlights: Warren Buffett on Elon, EVs, Apple https://youtu.be/V6SGsxYN7tw Stan Druckenmiller Still Predicts Hard Landing Recession https://youtu.be/8Ue-etn4E74 Howard Marks Says Historic Stock Market Sea Change Has Begun https://youtu.be/ie_4N3v-cDs Using referral links helps support the pod, thanks! 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 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. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision.

Warren Buffett, CEO of Berkshire Hathaway and perhaps the greatest investor of all time, recently hosted the Berkshire Hathaway Annual Shareholder Meeting with fellow legendary investor and long-time business partner Charlie Munger. During the annual six-hour Q&A, they discussed many topics, including their massive Apple shareholding, Elon Musk and electric vehicles, share portfolio concentration and more. In this episode I react to highlights from duo's Q&A. Related episodes: Charlie Munger Interview with Todd Combs - Highlights https://youtu.be/217e7NnDtkE Warren Buffett Interview: Banking Crisis? - Highlights https://youtu.be/2ysbmHbVVYs Using referral links helps support the pod, thanks! 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 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. 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 some highlights of a recent Stan Druckenmiller interview, in which he gave his views on the difficult macroeconomic environment, bonds, the stock market, the US dollar, gold, and the hard landing recession he still sees up ahead. Related content: Stanley Druckenmiller Predicts Hard Landing Recession for 2023 https://youtu.be/VxpoJnbD8yo NBIM Annual Investment Conference 2023 – Stan Druckenmiller https://youtu.be/dXxWajc-tgI The main investment brokerage I use to buy international stocks, and to hold cash, is Interactive Brokers (referral link): https://ibkr.com/referral/john5664 Using referral links 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. 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 new and rare interview with legendary investor and former fund manager Peter Lynch. Lynch offered his thoughts on the stock market, stock picking, his winning investment strategy, and the current economic environment and bank collapses. Related content: Warren Buffett Interview: Banking Crisis? - Highlights https://youtu.be/2ysbmHbVVYs CNBC interview: Legendary investor Peter Lynch on stock picking: 'The sucker's going up' is not a good reason https://youtu.be/U-6fv09KCDw Recommended books: One Up On Wall Street: How To Use What You Already Know To Make Money, by Peter Lynch https://amzn.to/3Nyo3FD Additional Peter Lynch book titles: https://amzn.to/3p574kl Using referral links helps support the pod, thanks! 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 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. 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 part of a recent CNBC interview with Warren Buffett, in which the legendary investor gave his thoughts on how The Fed and Jerome Powell have handled the US economy during the eventful past few years. Related content: Warren Buffett Interview: Banking Crisis? - Highlights https://youtu.be/2ysbmHbVVYs The Art of Value Playlist: Warren Buffett Interview Japan 2023 https://youtube.com/playlist?list=PLrNjj1l3MS7URe9G756NDGGqpXnEU-bST Warren Buffett-recommended reading: Trillion Dollar Triage: How Jay Powell and the Fed Battled a President and a Pandemic - and Prevented Economic Disaster (refferal link) https://amzn.to/3oLpB4P CNBC interview clip: Warren Buffett on the Fed: Jerome Powell has been terrific https://www.cnbc.com/video/2023/04/12/warren-buffett-on-the-fed-jerome-powell-has-been-terrific.html The main investment brokerage I use to buy international stocks, and to hold cash, is Interactive Brokers (referral link): https://ibkr.com/referral/john5664 Using a 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 #investing #warrenbuffett #stockmarket Disclaimer: I am not a financial adviser. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision.

I discuss part of a recent CNBC interview with Warren Buffett in Japan, in which the legendary investor gave his thoughts on a potential repeat of the US banking crisis, and on the recent Silicon Valley Bank and US regional bank troubles. Buffett talks about the importance of having public confidence in the banks, and backstops for all US bank deposits. Related content: The Art of Value Playlist: Warren Buffett Interview Japan 2023 https://youtube.com/playlist?list=PLrNjj1l3MS7URe9G756NDGGqpXnEU-bST Episode 1: Warren Buffett Talks ChatGPT and AI | My Response https://youtu.be/PnYNFRVz5DM CNBC interview clip: Warren Buffett on banking crisis fallout: No one is going to lose money on deposits in the U.S. https://youtu.be/zpPcx1BsxNE The main investment brokerage I use to buy international stocks, and to hold cash, is Interactive Brokers (referral link): https://ibkr.com/referral/john5664 Using a 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. 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 CNBC interview with Warren Buffett in Japan, in which he gave his thoughts on advanced AI tools such as ChatGPT, and how they could impact the economy, and humanity. Related content: Charlie Munger Interview with Todd Combs - Highlights https://youtu.be/217e7NnDtkE CNBC interview clip: Warren Buffett on ChatGPT and AI: This is extraordinary but not sure if it’s beneficial yet https://youtu.be/UYrm0DZGhaQ The main investment brokerage I use to buy international stocks, and to hold cash, is Interactive Brokers (referral link): https://ibkr.com/referral/john5664 Using a 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. 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 an interview with legendary investor Charlie Munger, by fellow Berkshire Hathaway insider Todd Combs. The fireside chat with Munger is from April 2022, on the occasion of the 2022 Singleton Prize for CEO Excellence. Munger offers his wisdom on investing and life in general. Related content: Chris Mayer 100 Baggers: Stocks That Return 100 to 1! https://youtu.be/59CuGd2aAwg Full interview: Charlie Munger in Conversation with Todd Combs | Singleton Prize for CEO Excellence https://youtu.be/aciej48jbFk Highlights from Charlie Munger's Conversation with Todd Combs (2022 Singleton Prize for CEO Excellence), Neckar Substack https://neckar.substack.com/p/highlights-from-charlie-mungers-conversation Recommended investing book: 100 Baggers: Stocks That Return 100-to-1 and How To Find Them, by Christopher W Mayer (referral link): https://amzn.to/409n3dI Using a referral link helps support the pod, thanks! 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 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. 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 possible to predict which stocks will grow to become 100 baggers? I summarize and discuss a recent interview with stock portfolio manager Chris Mayer, the author of the excellent investing book 100 Baggers, in which he explains the main characteristics of 100 baggers, and what to look for in these companies that have the potential to compound 100 times in value for every 1 dollar invested. Related episodes: Chris Mayer 100 Bagger Portfolio | Response to Stock Compounder https://youtu.be/vzjCkGWoJfs Full The Investor’s Podcast Interview with Chris Mayer: 100 Baggers: Stocks that Return 100-1 w/ Chris Mayer (TIP543) https://youtu.be/ScZdenQbd8A Recommended Books: 100 Baggers: Stocks That Return 100-to-1 and How To Find Them, by Christopher W Mayer (referral link): https://amzn.to/409n3dI Investing for Growth: How to make money by only buying the best companies in the world, by Terry Smith (refferal link) https://amzn.to/3Kv7p6R Using a referral link helps support the pod, thanks! 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 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. 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 investor Jeremy Grantham’s recent interview about the rare super-bubble he sees in the US stock market, and the current deflating of that bubble. He’s pessimistic about the short term, but has a very positive outlook on one area of the market for the long term, in which he’s heavily invested. Related episodes: Michael Burry: I Was Wrong! | New Bull Market Has Begun? https://youtu.be/1GzFve2xQCo Silicon Valley Bank Collapse Explainer | What's happening?! https://youtu.be/h5yS-ZMAjPk Full Jeremy Grantham interview: Calling a Super Bubble: The Crisis is Bigger Than Banks w/ Jeremy Grantham (TIP542) https://youtu.be/ULcisguHRTg The Art of Value Jeremy Grantham Playlist https://www.youtube.com/playlist?list=PLrNjj1l3MS7Wtx2nItPmA8QfIUeGS4V87 Using a referral link helps support the pod, thanks! 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 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. 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 how “The Big Short" investor Michael Burry just tweeted that he was "wrong to say sell” stocks, after tweeting “Sell” back at the beginning of February 2023, just two months before. He seems to have changed his mind about the general direction of the stock market. Does this mean there’s a new bull market afoot, and what does Burry mean that he was wrong? Let’s find out. Related episodes: Michael Burry Predicts Stock Market Bottom After Bank Panic https://youtu.be/yXkp5BhQJiw Michael Burry Has Started to BUY Cheap Stocks! What’s Burry buying? https://youtu.be/kzbuujGXTuI Michael Burry Admits Feeling Greedy as Stock Market Crashes (Latest Deleted Tweets) https://youtu.be/T9pZU-bqlxs Michael Burry on Meta & Pathways to META Stock Recovery https://youtu.be/sOD23MqZ4OU The main investment brokerage I use to buy international stocks, and to hold cash, is Interactive Brokers (referral link): https://ibkr.com/referral/john5664 Using a 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. 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 unexpected news that Alibaba is splitting into six independent operating companies. I look at what the company is saying about the break-up, including some key takeaways from a dedicated company conference call on the matter, and whether there might be big upside ahead for BABA stock because of the break-up. Related episodes: Are China Stocks UNINVESTABLE or HISTORIC VALUE OPPORTUNITY? https://youtu.be/qfrjfIEx1vw Mohnish Pabrai: Why I Switched from Alibaba to Tencent https://youtu.be/v27JsHlgPZU The Art of Value Alibaba Stock Playlist: https://youtube.com/playlist?list=PLrNjj1l3MS7XjzElr0IE-E5uw5eAAtmmU Joel Greenblatt’s book mentioned in the episode: You Can Be a Stock Market Genius (referral link) https://amzn.to/3ny1Yfu Using a referral link helps support the pod, thanks! The main investment brokerage I use to buy and sell international stocks is Interactive Brokers (referral link): https://ibkr.com/referral/john5664 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. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision. Tweet: Alibaba Reveals Break-Up Plan! | Big BABA Stock Upside? https://youtu.be/spwgEGJlxmc Pinned comment: Do you think it’s a good idea for Alibaba to break-up into six companies? Will it help realise greater market value?

I respond to what investor Ray Dalio has just said about what happened with the Silicon Valley Bank (SVB) collapse, and what he thinks it means for the US economy and world economy. Related episodes: Silicon Valley Bank Collapse Explainer | What's happening?! https://youtu.be/h5yS-ZMAjPk Silicon Valley Bank Collapse | Crisis Averted? https://youtu.be/GkStEtQLKWM Playlist: Banking Crisis of 2023 - Bank Investing https://youtube.com/playlist?list=PLrNjj1l3MS7U__0khQp2P80FTAEgYFaFn Principles by Ray Dalio: What happened with Sillicon Valley Bank and what it means for the economy https://youtu.be/Smv9S__LshU Popular Ray Dalio book (refferal link): Principles for Dealing with the Changing World Order: Why Nations Succeed or Fail https://amzn.to/3lR29C7 Using a referral link helps support the pod, thanks! The main investment brokerage I use to buy and sell international stocks is Interactive Brokers (referral link): https://ibkr.com/referral/john5664 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. 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 reasons why investor and Fundsmith fund manager Terry Smith doesn’t ever invest in bank shares, even though he’s an expert banking analyst. Related episodes: Playlist: Banking Crisis of 2023 - Bank Investing https://youtube.com/playlist?list=PLrNjj1l3MS7U__0khQp2P80FTAEgYFaFn Using a referral link below helps support the pod, thanks! Terry Smith’s book, Investing for Growth: How to make money by only buying the best companies in the world (refferal link) https://amzn.to/40c1slY The main investment brokerage I use to buy and sell international stocks is Interactive Brokers (referral link): https://ibkr.com/referral/john5664 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. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision.