The Art of Value: Recent Episodes
JJ
The Art of Value: Politics host JJ comments on some of the top news stories, including:
Trump puts extra 100% tariff on China imports, adds export controls on ‘critical software’
Stocks tumble in Wall Street’s worst day since April after Trump threatens more tariffs on China
Peter Thiel calls Greta Thunberg, AI critics ‘legionnaires of the Antichrist’
Nobel Peace Prize winner Machado dedicates award to Trump
Trump administration fires at least 4.1K federal workers in shutdown layoffs
22 States Are in a Recession or on the Brink: Moody’s
Billionaire investor warns of surging debt, says ‘civil war’ developing in US
Figure Unveils Figure 03 Humanoid With Tactile Hands, Palm Cameras and Factory Plan
BBC Raises Questions Over Billionaires’ Reported Plans for AI-Era Bunkers.
The Art of Value host JJ breaks down the news that Tesla is facing a new investigation over its Full Self-Driving (FSD) traffic violations. The NHTSA is reviewing incidents and accidents in which FSD-enabled Teslas blew through red lights or traveled the wrong way down roads. We look at some very recent examples, with the very new V14 version of FSD (Supervised) making errors while driving, while Tesla claims the new version is “almost sentient”.
Related episodes:
Teen Burned Alive Due To Cybertruck Design, Lawsuit Claims https://youtu.be/eXvPEmdiGAk
Tesla FSD STILL Wants to Drive Into Path of Oncoming Trains https://youtu.be/YmcmASSU8FE
Is Tesla Trying to Hide Robotaxi Accidents? https://youtu.be/r-3qgLmjbZc
Tesla Being Investigated Over Model Ys Trapping Occupants https://youtu.be/FWdVzGhNgD0
Referenced article:
Tesla is facing an investigation over Full Self-Driving traffic violations
https://www.theverge.com/news/797618/tesla-nhtsa-investigation-full-self-driving-traffic-safety-violations
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Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
The Art of Value host JJ breaks down the new trends that has humanoid robots in combat with each other, and with humans. It’s a way for the increasing number of humanoid robot companies, including Tesla’s Optimus robot, and Unitree’s latest humanoids, to show the agility and responsiveness of the robots in intensely physical situations like boxing and kung fu matches.
Related episodes:
Tesla Robot Can Barely Walk, Struggles with Easy Questions https://youtu.be/8NiVlSIuk14
Tesla’s Head of Optimus Humanoid Robot QUITS https://youtu.be/orsiKuap7cs
Elon’s Tesla 'Master Plan 4' is Like AI Chatbot Drivel https://youtu.be/9u4jFHp_cG8
To support The Art of Value channel, become a member https://www.youtube.com/@TheArtofValue/join
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
The Art of Value host JJ breaks down how Rogansphere comedian and Podcaster Theo Von seems to be abandoning his MAGA support recently, partly due to the Trump Administration using one of his video clips in a Homeland Security propaganda video without his permission, putting his personal security in jeopardy. Although seeming to back away from MAGA support, Theo Von has also been know to play both sides politically, as we see in this video.
Related episodes:
Rogansphere Collapsing as Comedians Brutally Roast It https://youtu.be/uNSidcH5q2E
Rogansphere Austin Comedy Scene Called Out Hard https://youtu.be/aQKscKO85gw
Rogansphere "Anti-Woke Comedy" Cult is Crumbling https://youtu.be/CFUZg__h0tY
Referenced videos
Comedians Won't Stop Roasting The Rogansphere For Being Grifters | 2lazy2try https://youtu.be/9p9m04q4Nq0
Pro-Trump Celebrities QUICKLY TURNING ON HIM | Adam Mockler https://youtu.be/LrKLLxUlNPQ
Theo Von Is Fleeing MAGA & So Is Everyone Else | Fried Plantain https://youtu.be/yur6aSg-Hv0
To support The Art of Value channel, become a member https://www.youtube.com/@TheArtofValue/join
The Art of Value host JJ breaks down the news that a new lawsuit is blaming the Tesla Cybertruck design, specifically the door handles, for the death of teens in the tragic Cybertruck crash on Thanksgiving Eve, 2024, in Piedmont, California.
Related episodes:
Tesla’s Dangerous Doors: Manual Release Game of Hide-n-Seek https://youtu.be/6ZH1k5GzF5Q
Tesla Being Investigated Over Model Ys Trapping Occupants
https://youtu.be/FWdVzGhNgD0
Is Tesla Trying to Hide Robotaxi Accidents? https://youtu.be/r-3qgLmjbZc
Referenced article:
Lawsuit blames Cybertruck door handles for death of three teens in Tesla crash
https://electrek.co/2025/10/03/lawsuit-claims-cybertrucks-door-handles-led-to-teens-death-after-tesla-crash/
To support The Art of Value channel, become a member https://www.youtube.com/@TheArtofValue/join
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
The Art of Value host JJ breaks down how, every week now there seems to be more comedians calling out and roasting Joe Rogan’s Austin “Rogansphere” comedy and podcasting scene, for being tired, unfunny, and hackneyed. We take a look at what these fellow comedians have been saying, and JJ reacts to them.
Related episodes:
Rogansphere "Anti-Woke Comedy" Cult is Crumbling https://youtu.be/CFUZg__h0tY
Rogansphere Austin Comedy Scene Called Out Hard https://youtu.be/aQKscKO85gw
Tim Dillion ROASTS Peter Thiel’s Antichrist Obsession https://youtu.be/P9eiwL3W5C8
Referenced videos:
Comedians Won't Stop Roasting The Rogansphere For Being Grifters | 2lazy2try https://youtu.be/9p9m04q4Nq0
The Austin Comedy Scene is Quietly Collapsing | American Redact https://youtu.be/LRmbXm0r40M
Joe Rogan's Austin Takeover is Destroying Lives | Fried Plantain https://youtu.be/ylggCRI1ZkU
Comedians Are Turning on Joe Rogan for Ruining Comedy | Podcast Cringe https://youtu.be/-92Kg6j4Q_Q
To support The Art of Value channel, become a member https://www.youtube.com/@TheArtofValue/join
The Art of Value host JJ breaks down the news that Tesla has finally had a good EV sales quarter, but it may be the last one for a while. Tesla was expected to have a good quarter before the expiring federal incentives for EV purchases, but the future is a lot less certain..
Related episodes:
Marques Brownlee Cancels Vaporware Tesla Roadster https://youtu.be/0ih5uak-uAg
Hyundai IONIQ 5 Gets Big US Price Cut https://youtu.be/Mybvk6bdbSM
Tesla Sales FALL Over 20% in Europe While EV Market UP 30% https://youtu.be/4A_EtQsQ4mw
Once Dominant Tesla Now Shriveled Shell of Former Self https://youtu.be/d3rtGuvmK8g
Referenced article:
Tesla finally had a good sales quarter — it may be the last one for a while https://www.theverge.com/news/790046/tesla-q3-2025-sales-production-delivery
To support The Art of Value channel, become a member https://www.youtube.com/@TheArtofValue/join
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
The Art of Value host JJ breaks down the U.S. electric vehicle (EV) news that although the $7,500 EV tax credit has now expired, Hyundai is reducing its 2026 IONIQ 5 prices by almost $10,000, while extending the tax credit for the current model year. We also look at other, similar US deals and reductions, following the expiration of the EV tax credit.
Related episodes:
Look Out Tesla! Slate’s Under $20K EV Has 100K Reservations
https://youtu.be/F5FJNwHwT5Y
Tesla Co-Founder Invests in Tiny EV Truck Startup TELO https://youtu.be/JOwbNzGEVu0
Can Ford Really Make a $30,000 EV Pickup? https://youtu.be/lMdY-IcqJiY
Referenced article:
The 2026 Hyundai IONIQ 5 gets a big price cut and now starts at just $35,000 | Electrek
https://electrek.co/2025/10/01/2026-hyundai-ioniq-5-gets-big-price-cut-starts-at-35000/
To support The Art of Value channel, become a member https://www.youtube.com/@TheArtofValue/join
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
The Art of Value host JJ breaks down the news that Elon Musk’s companies are continuing to be hit by an exodus of senior staff over burnout and Elon’s divisive politics. Staff churn at Tesla and xAI comes amid disillusionment with Elon’s political activism, business pivots, and mass lay-offs.
Related episodes:
Musk vs Altman: Worst People Feud for Chatbot Domination https://youtu.be/6XgZSusl7TE
Can Ford Really Make a $30,000 EV Pickup? https://youtu.be/lMdY-IcqJiY
Tesla Staff Leave in Droves as AI Supercomputer Canceled https://youtu.be/MDShG_ChiAg
Referenced article:
Elon Musk hit by exodus of senior staff over burnout and politics https://www.ft.com/content/21ec5a5f-0e9a-49b9-b64d-9ebc88e70aa7
To support The Art of Value channel, become a member https://www.youtube.com/@TheArtofValue/join
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
The Art of Value host JJ breaks down the latest news about Alibaba Co-founder Jack Ma coming back to the company, the reasons for the massive Alibaba stock (BABA) price resurgence year to date, and Alibaba’s AI initiatives driving new growth.
Related episodes:
Alibaba Stock: Is The Bottom In? Chairman Joe Tsai Interview! https://youtu.be/eZ4x8z2qjII
Jack Ma Returns to ‘Make Alibaba Great Again’ https://youtu.be/m6n0c3TY-XI
Referenced video:
Jack Ma Returns to ‘Make Alibaba Great Again’ | Bloomberg https://youtu.be/m6n0c3TY-XI
To support The Art of Value channel, become a member https://www.youtube.com/@TheArtofValue/join
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
The Art of Value host JJ breaks down how prominent tech reviewer Marques Brownlee (MKBHD) has finally cancelled his Tesla Roaster pre-order, after waiting since 2017 for it to be manufactured by the company. Carrying out the cancellation was not easy, and Tesla didn’t give him the full amount back. After almost eight years since the Roaster announcement from Elon Musk, Tesla’s new Roadster still seems like vaporware.
Related episodes:
Tesla Sales FALL Over 20% in Europe While EV Market UP 30% https://youtu.be/4A_EtQsQ4mw
Tesla Sued in China Over Not Delivering on FSD Promises https://youtu.be/Y3jB7TVmlbs
Tesla FSD STILL Wants to Drive Into Path of Oncoming Trains https://youtu.be/YmcmASSU8FE
Referenced videos
Marques Cancelled His Roadster | WVFRM Podcast https://youtu.be/eNz6-B70WOs
Bulletproof Cybertruck- BUSTED!! (and SpaceX Rocket Roadster) | Thunderf00t https://youtu.be/mFzmDVjwh8k
To support The Art of Value channel, become a member https://www.youtube.com/@TheArtofValue/join
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
The Art of Value host JJ breaks down the news that the latest automotive industry numbers in Europe have been released for August 2025, confirming that Tesla’s sales decline has been continuing, with Tesla down 22%. The most concerning part for Tesla is that it happened at the same time that battery-electric vehicle sales were up 30% in the month, so the overall EV market is relatively healthy.
Recent Tesla episodes:
Tesla Sued in China Over Not Delivering on FSD Promises https://youtu.be/Y3jB7TVmlbs
Tesla Influencers Crash Early in FSD Coast-to-Coast Attempt https://youtu.be/T1ZVj-Vyn6Y
Tesla FSD STILL Wants to Drive Into Path of Oncoming Trains https://youtu.be/YmcmASSU8FE
Is Tesla Trying to Hide Robotaxi Accidents? https://youtu.be/r-3qgLmjbZc
To support The Art of Value channel, become a member https://www.youtube.com/@TheArtofValue/join
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
The Art of Value host JJ breaks down the news that electric vehicle startup TELO Trucks, the maker of a tiny electric pickup truck, as big as a Mini, announced they have raised $20 million, with Tesla co-founder Marc Tarpenning as one of the lead investors.
Related episodes:
Look Out Tesla! Slate’s Under $20K EV Has 100K Reservations https://youtu.be/F5FJNwHwT5Y
Can Ford Really Make a $30,000 EV Pickup? https://youtu.be/lMdY-IcqJiY
Original Tesla Founder: Cybertruck ‘Looks Like A Dumpster’ https://youtu.be/66y2bC8LCi4
Referenced article:
Tesla co-founder invests in tiny electric truck startup TELO
https://electrek.co/2025/09/23/tesla-co-founder-invests-in-tiny-electric-truck-startup-telo/
To support The Art of Value channel, become a member https://www.youtube.com/@TheArtofValue/join
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
The Art of Value host JJ breaks down how some of Joe Rogan’s fellow comics are starting to heavily critique Rogan and his “Rogansphere” Austin comedy scene, including the vibe and “unfunny comedy” at his comedy club The Mothership. Rogan himself seems to be backpedaling on his “anti-woke” comedy stance in response to the criticism.
Related episodes:
Rogansphere "Anti-Woke Comedy" Cult is Crumbling https://youtu.be/CFUZg__h0tY
Tim Dillion ROASTS Peter Thiel’s Antichrist Obsession https://youtu.be/P9eiwL3W5C8
Referenced videos
Comics are Calling Out the Austin Comedy Scene | The Good Rant https://youtu.be/5oq0cFvaY_I
Podcast Bros Just Keep Getting Worse | American Redact https://youtu.be/IIlEwOkpL0c
Stavros Halkias vs. Unfunny Comedians | American Redact https://youtu.be/56hDyzdBijo
How Comedy Was Destroyed by an Anti-Reality Doomsday Cult | The Elephant Graveyard https://youtu.be/ewvRS3NwIlQ
Join:
To support The Art of Value channel, become a member https://www.youtube.com/@TheArtofValue/join
The Art of Value host JJ breaks down the news that some Tesla owners in China are suing Tesla over not delivering the promised full self-driving capability on vehicles equipped with the older HW3 (Hardware 3) computer, which was manufactured from 2019 to 2023. Tesla previously claimed that all cars built since 2016 would have the hardware capable of achieving full self-driving (FSD).
Related episodes:
Tesla Influencers Crash Early in FSD Coast-to-Coast Attempt https://youtu.be/T1ZVj-Vyn6Y
Tesla FSD STILL Wants to Drive Into Path of Oncoming Trains https://youtu.be/YmcmASSU8FE
Is Tesla Trying to Hide Robotaxi Accidents? https://youtu.be/r-3qgLmjbZc
Tesla Being Investigated Over Model Ys Trapping Occupants https://youtu.be/FWdVzGhNgD0
Referenced article:
Tesla is being sued in China over not delivering self-driving to HW3 cars | Electrek https://electrek.co/2025/09/22/tesla-being-sued-china-over-not-delivering-self-driving-hw3-cars/
To support The Art of Value channel, become a member https://www.youtube.com/@TheArtofValue/join
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
The Art of Value host JJ breaks down how a couple of Tesla influencers who are currently attempting a US coast to coast drive using only Tesla Full Self-Driving (Supervised), had a crash with a big, metal object on the road, only 58 miles from where then began. Tesla’s FSD system failed to see and avoid the object. Elon Musk has claimed since 2017 that Teslas running FSD will very soon be able to drive coast to coast without having to touch the steering wheel once. As of September 2025, this has still not been achieved.
Related episodes:
Tesla FSD STILL Wants to Drive Into Path of Oncoming Trains https://youtu.be/YmcmASSU8FE
Is Tesla Trying to Hide Robotaxi Accidents? https://youtu.be/r-3qgLmjbZc
Tesla Being Investigated Over Model Ys Trapping Occupants https://youtu.be/FWdVzGhNgD0
Referenced video:
Tesla Model Y - FSD Coast To Coast Attempt Part 2 | Bearded Tesla Guy https://youtu.be/PMppm1m6jio
To support The Art of Value channel, become a member https://www.youtube.com/@TheArtofValue/join
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
The Art of Value host JJ breaks down some prominent reactions to the news that comedian Jimmie Kimmel has been taken off air, and how the enthusiasm for more censorship and cancel culture is ramping up significantly and quickly. It’s obvious that this culture of growing censorship is coming directly from the Trump Oval Office, downwards.
Related videos:
Rogansphere "Anti-Woke Comedy" Cult is Crumbling https://youtu.be/CFUZg__h0tY
Pam Bondi Needs A Free Speech Lesson https://youtu.be/meAv5dJw8xM
Free Speech? Elon Musk Wants Streamer Hasan Piker Banned https://youtu.be/EXmFD4lV9W4
Backlash Coming As Right-Wing Celebrates Jimmy Kimmel | The Damage Report https://youtu.be/Kd1MxWC-4JY
The Art of Value host JJ breaks down how there are still many reports of Tesla’s FSD (Supervised) system still failing to stop for the flashing red lights and cross-arms at railroad crossings. Among other problems, when will Tesla be able to fix this major FSD issue that prevents it from reaching “full autonomy” and operating robotaxis without in-vehicle safety monitors?
Related episodes:
Is Tesla Trying to Hide Robotaxi Accidents? https://youtu.be/r-3qgLmjbZc
Tesla Being Investigated Over Model Ys Trapping Occupants
https://youtu.be/FWdVzGhNgD0
Once Dominant Tesla Now Shriveled Shell of Former Self https://youtu.be/d3rtGuvmK8g
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
The Art of Value host JJ breaks down the news that a UN commission of Inquiry has concluded that the Israel government is committing a genocide in Gaza.
Referenced videos:
Israel has committed genocide in Gaza, says UN commission of inquiry | BBC News
https://youtu.be/nOda0SlHZww
UN inquiry finds Israel’s war on Gaza to be genocide https://youtu.be/GEghYVZxNAk
'ChatGPT Response': UN SCOLDS Israel After Gaza Genocide Declaration
https://youtu.be/ON5_gLslmAs
To support The Art of Value channel, become a member https://www.youtube.com/@TheArtofValue/join
The Art of Value host JJ breaks down an Electrek article that asserts that Tesla is attempting to conceal the details of three accidents involving its recently launched Robotaxi service in Austin, Texas, despite only having a small fleet of robotaxis in a geofenced area.
Related episodes:
Tesla Being Investigated Over Model Ys Trapping Occupants https://youtu.be/FWdVzGhNgD0
Once Dominant Tesla Now Shriveled Shell of Former Self https://youtu.be/d3rtGuvmK8g
Tesla Robot Can Barely Walk, Struggles with Easy Questions https://youtu.be/8NiVlSIuk14
Referenced article:
Tesla is trying to hide 3 Robotaxi accidents https://electrek.co/2025/09/17/tesla-hide-3-robotaxi-accidents/
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
The Art of Value host JJ breaks down how The Wall Street Journal Editorial Board has penned an article calling out U.S. Attorney General Pam Bondi for seeming to think that “hate speech” is illegal, and that even the late Charlie Kirk knew better, and said so. Does AG Pam Bondi need a US Free Speech 101 lesson? We also look at The Verge article about how JD Vance, the Vice President of the US, has blessed “hunting people down for Charlie Kirk wrongthink”.
Related episodes:
Charlie Kirk's Most Controversial Takes https://youtu.be/1bgdGXFlGFk
Rogansphere "Anti-Woke Comedy" Cult is Crumbling https://youtu.be/CFUZg__h0tY
Lord Musk Wants Us 'Peasants' to Fight Each Other https://youtu.be/qJCwGgoqnaM
Referenced articles:
Pam Bondi Needs a Free Speech Tutorial https://www.wsj.com/opinion/pam-bondi-free-speech-hate-speech-charlie-kirk-first-amendment-a4f09203
The right wing is creating a society of snitches https://www.theverge.com/policy/778972/right-wing-harassment-firings-charlie-kirk
The Art of Value host JJ breaks down the news that the NHTSA has opened a new investigation into Tesla, about Model Ys trapping vehicle occupants inside in certain situations. Tesla has also settled a California crash lawsuit related to the use of its Autopilot software.
Related episodes:
Tesla’s Dangerous Doors: Manual Release Game of Hide-n-Seek https://youtu.be/6ZH1k5GzF5Q
Once Dominant Tesla Now Shriveled Shell of Former Self https://youtu.be/d3rtGuvmK8g
Tesla Robot Can Barely Walk, Struggles with Easy Questions https://youtu.be/8NiVlSIuk14
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
The Art of Value host JJ breaks down some of Charlie Kirk’s most controversial political views.
Related episodes:
Charlie Kirk Assassinated: Political Violence Must Stop! https://youtu.be/xBc8d7beceA
Lord Musk Wants Us 'Peasants' to Fight Each Other https://youtu.be/qJCwGgoqnaM
Rogansphere "Anti-Woke Comedy" Cult is Crumbling https://youtu.be/CFUZg__h0tY
Referenced videos
INSANE Charlie Kirk Clip Explains Everything | Adam Mockler https://youtu.be/Upp7HVa1lVY
The Art of Value host JJ breaks down how supposed “free speech absolutist” Elon Musk is currently trying to get well known leftist streamer and podcaster Hasan Piker (HasanAbi) banned from Twitch, by asking Jeff Bezos to take action in this regard, as Twitch is owned by Amazon. Could this be the beginning of an attempted crackdown on leftist free speech?
Related episodes:
Lord Musk Wants Us 'Peasants' to Fight Each Other https://youtu.be/qJCwGgoqnaM
Charlie Kirk Assassinated: Political Violence Must Stop! https://youtu.be/xBc8d7beceA
Rogansphere "Anti-Woke Comedy" Cult is Crumbling https://youtu.be/CFUZg__h0tY
Referenced video:
Elon, just call me up | HasanAbi https://youtu.be/XwUwqC_Z-8c
The Art of Value host JJ breaks down the latest news and speculation about President Trump’s increasingly obvious health issues. Given Trump’s obvious face-droop, has Trump had a stroke, or a series of mini-strokes, that The White House is not telling the public about?
Related episodes:
Are They Hiding That Trump’s Had A Stroke? https://youtu.be/vqeV2Wywqgs
Is Trump DYING? Failing Health Impossible to Hide https://youtu.be/p1SqRUZPwfM
The Art of Value host JJ breaks down how Elon Musk is attempting to influence international politics again, this time in the UK. Elon is using the recent Charlie Kirk assassination to rile people up to his way of thinking, which is most definitely far-right, despite him claiming his views are centrist. Elon is also seems to be tweaking his Grok AI, so it has similar views to himself.
Related episodes:
Elon Musk & Tesla are Losing Support Fast! https://youtu.be/QeTvunRsxHo
Once Dominant Tesla Now Shriveled Shell of Former Self https://youtu.be/d3rtGuvmK8g
Charlie Kirk Assassinated: Political Violence Must Stop! https://youtu.be/xBc8d7beceA
Tesla Robot Can Barely Walk, Struggles with Easy Questions https://youtu.be/8NiVlSIuk14
Referenced video:
NEW: Elon Musk Delivers Stunning Remarks At Historic UK March (Tommy Robinson) | Farad https://youtu.be/hzLAZP2mMSg
The Art of Value host JJ breaks down how Joe Rogan and his Rogansphere are currently backpedaling on their well known “anti-woke” comedy stance, after recent heavy criticism from some fellow comedians. Comedian Marc Maron has recently attacked Rogan and his Mothership comedy club circle for continuing to “punch down” by joking about marginalised groups in an increasingly authoritarian cultural environment since the 2024 Presidential Election.
Related episodes:
Elon Musk & Joe Rogan are CRASHING HARD https://youtu.be/vDHExwuQZa0
Tim Dillion ROASTS Peter Thiel’s Antichrist Obsession https://youtu.be/P9eiwL3W5C8
Joe Rogan Slams “Horrific” Musk-Trump Fascism https://youtu.be/OjoBes-Xh4c
Referenced videos
Joe Rogan Responds to Marc Maron's Callout | American Redact https://youtu.be/LauIhrilHo4
Marc Maron Calls Out EVERYONE!!!!!! | Bad Friends https://youtu.be/_w6vwIxBEg8
Marc Maron's War Against Anti-Woke Comics | Howie Mandel Does Stuff https://youtu.be/v1e0VijJQw4
Anthony Jeselnik Calls Out Tony Hinchcliffe & Joe Rogan AGAIN | Comedy Enforcement https://youtu.be/Jfduy1c0WIU
The Art of Value host JJ breaks down how Tesla’s once dominant position in EVs now could be seen as a shrivelled shell of its former self. Tesla once had an 80% US EV market share, which has now slipped to under 40%, and other promised areas of the business aren’t showing much real progress, including Robotaxi and Optimus Robot.
Related episodes:
Tesla Robot Can Barely Walk, Struggles with Easy Questions https://youtu.be/8NiVlSIuk14
Tesla US Market Share Drops Amid Surge in EV Sales https://youtu.be/fWKl1QpeIXg
Tesla’s Dangerous Doors: Manual Release Game of Hide-n-Seek https://youtu.be/6ZH1k5GzF5Q
Referenced article:
Tesla's Market Share Has Fallen So Badly That It's Back to 2017 Levels https://futurism.com/tesla-market-sales-2017
To support The Art of Value channel, become a member https://www.youtube.com/@TheArtofValue/join
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
The Art of Value host JJ breaks down and responds to a new article from Bloomberg detailing how Tesla vehicles, when there are crashes, can lose power and can turn into deadly races against time, because of a dangerous “hide-and-seek” situation to operate manual door releases.
Related episodes:
Jury Finds Tesla Partly Liable ($243m) in Autopilot Fatality https://youtu.be/1Td5wScZbd4
Tesla Robot Can Barely Walk, Struggles with Easy Questions https://youtu.be/8NiVlSIuk14
Elon Musk’s Most Ludicrous Lie https://youtu.be/ctcxSZn7sCc
Referenced article:
Tesla’s Dangerous Doors https://www.bloomberg.com/features/2025-tesla-dangerous-doors/
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
The Art of Value host JJ comments on the assassination of conservative political commentator and activist Charlie Kirk. JJ also reacts to remarks about the event, from Utah Gov. Spencer Cox, Fox News host Jesse Watters, Elon Musk, and Bulwark host and political commentator Tim Miller.
Related episodes:
Fascist America: Trump Expanding Troops in US Cities https://youtu.be/7O2fYV8vFVc
Is Trump DYING? Failing Health Impossible to Hide https://youtu.be/p1SqRUZPwfM
Referenced videos
We’re in a Very Dangerous Place | The Bulwark https://youtu.be/ZrkokkAoBIA
Fox News’ Jesse Watters reacts to Charlie Kirk Assassinated https://youtu.be/aXtVqXPD3XU
This was a 'POLITICAL ASSASSINATION': Utah governor https://youtu.be/f4bWrNKBok4
The Art of Value host JJ breaks down the news that the US labor market created way fewer jobs than previously reported and has been revised down. This has added to serious concerns the state of the US economy and what might happen next.
Related episodes:
Ghost Town: Las Vegas Economy Grinds To A Halt! https://youtu.be/WTuQMntD4SM
Tesla US Market Share Drops Amid Surge in EV Sales https://youtu.be/fWKl1QpeIXg
Referenced videos
Job growth revised down by 911K through March, signaling economy on shakier footing than realized
https://youtu.be/JuppP7IRsKI?si=Y_6BV2sQ5L9Di_x5
JPMorgan CEO warns US economy is 'weakening' and could be entering into a recession
https://youtu.be/B3xQAM9KJcg?si=Oo6XwzbH4LMet8rm
Former CBO director says Trump's economy is "dead in the water" https://youtu.be/yjK_fX1LwbI
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
The Art of Value host JJ breaks down how the latest video demo of Tesla's Optimus robot, which Elon Musk says will be a major part of the company's multi-trillion dollar future, shows the Optimus robot struggling to respond to basic questions, and walking slowly compared to other robots in development by competitor robotics companies.
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
The Art of Value host JJ breaks down the news that lawyers for Jeffrey Epstein’s estate have given US Congress a copy of the birthday book put together for Epstein’s 50th birthday, which includes a letter with President Trump’s signature, that Trump has said doesn’t exist and is a hoax.
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
The Art of Value host JJ breaks down how Tesla’s EV market share in the United States is dropping, and has reached a level not seen in nearly 8 years. Tesla sales and market share have been dropping in Europe, but now we are seeing US market share falling too. We also catch up on the latest Tesla Optimus robot development, comparing it to a competitor humanoid robot from Figure.
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
The Art of Value host JJ breaks down how giant tech company Palantir, co-founded by Peter Thiel and Alex Karp, has emerged as being synonymous with a US surveillance state. Palantir’s surveillance and AI tech reaches into many areas of both governments and corporations, and Palantir is aiming to be an “operating system” for the entities it works with, raising important questions about digital privacy and surveillance.
Related episodes:
Tim Dillion ROASTS Peter Thiel’s Antichrist Obsession https://youtu.be/P9eiwL3W5C8
Alex Karp: Palantir’s Authoritarian Tech Billionaire CEO
https://youtu.be/D0ksF7bUVtY
Elon Musk & Trump Break Up After DOGE Disaster
https://youtu.be/mfWEf7aDaZU
Referenced videos
How Your Tax Dollars Built Palantir's Global Surveillance Empire | Vanessa Wingårdh https://youtu.be/QECHcQyQhN0
Tim Dillon on Palantir, Peter Thiel's Antichrist Talks, and The Rich Wanting to Live Forever | JRE Clips https://youtu.be/hX-oOqn0ERY
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
The Art of Value host JJ reacts to comedians Tim Dillion and Joe Rogan as they roast influential investor and Palantir co-founder Peter Thiel. The Rogan and Dillion roast Thiel’s current obsession with the Antichrist. Thiel is scheduled to give a four-part lecture series on this topic.
Related episodes:
Alex Karp: Palantir’s Authoritarian Tech Billionaire CEO
https://youtu.be/D0ksF7bUVtY
Elon Musk & Trump Break Up After DOGE Disaster
https://youtu.be/mfWEf7aDaZU
Referenced videos
Tim Dillon on Palantir, Peter Thiel's Antichrist Talks, and The Rich Wanting to Live Forever | JRE Clips https://youtu.be/hX-oOqn0ERY
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
The Art of Value host JJ contends that Elon Musk’s continual stream of toxic posts on X is continuing to destroy Tesla’s brand and sales, and it’s getting worse week by week.
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
The Art of Value host JJ reacts to the news that some Epstein survivors have spoken publicly outside Capitol Hill, demanding the full release of The Epstein Files. It was also revealed that they have been discussing releasing their own list of people involved in Jeffrey Epstein's crimes. President Donald Trump continues to cal the entire story a Democrat hoax, even as the Epstein survivors’ press conference was going on.
Related episodes:
Are They Hiding That Trump’s Had A Stroke? https://youtu.be/vqeV2Wywqgs
Is Trump DYING? Failing Health Impossible to Hide https://youtu.be/p1SqRUZPwfM
Referenced videos
Epstein survivors say they're creating their own list to release
https://youtu.be/GNNn0U0vi9A
WATCH: Trump again calls Epstein case a ‘hoax’ as survivors demand accountability https://youtu.be/v2ecNtOAElo
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
The Art of Value host JJ breaks down the recent release of Elon Musk’s so-called “Master Plan 4”, which seems to be very light on detail, with not much new in it. Even some of Elon and Tesla’s most loyal fans are questioning and criticising the vague and utopian plan.
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision..
The Art of Value host JJ breaks down a detailed social media thread that speculates that Trump may have has a series of mini-strokes, and even a more significant stroke, having not been seen close-up or in front of reporters for days. This is very unusual for Trump, having not shied away from cameras for so long in years.
Related episode:
Is Trump DYING? Failing Health Impossible to Hide https://youtu.be/p1SqRUZPwfM
To support The Art of Value channel, become a member https://www.youtube.com/@TheArtofValue/join
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
The Art of Value host JJ breaks down a recent Wired article, and some relevant responses to it, from journalist Taylor Lorenz. The article details how a dark money group is reportedly secretly funding democratic influencers, and offers the influencers up to $8,000 a month to support Democratic Party politics online.
Related episodes:
Is Trump DYING? Failing Health Impossible to Hide https://youtu.be/p1SqRUZPwfM
Referenced material:
The Dark Money Group Secretly Funding Democratic Influencers | Taylor Lorenz
https://youtu.be/6Skdqe5e6Eo
A Dark Money Group Is Secretly Funding High-Profile Democratic Influencers | Wired https://www.wired.com/story/dark-money-group-secret-funding-democrat-influencers/
They’re trying to TAKE US DOWN! | David Pakman https://youtu.be/oQl5JcBnQ9A
Dark Money Group Paying Dem Influencers EXPOSED: With Taylor Lorenz | Glenn Greenwald https://youtu.be/OEZcdyi8tOE
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
The Art of Value host JJ breaks down the news that Tesla vehicle sales have continue to plummet in Europe, while rival BYD’s sales have continued surging. The overall market for EVs is growing in Europe, contrary to Elon Musk’s claim of a couple of months ago that all auto company sales have been declining. Can Tesla sales in Europe recover?
Related episodes:
Elon Musk’s Most Ludicrous Lie https://youtu.be/ctcxSZn7sCc
Tesla Robotaxi Fail & Waymo Wins First Driverless NYC Permit https://youtu.be/NPISQOPsnGQ
Elon’s Tesla Self-Driving Lies Are Catching Up To Him: Forbes https://youtu.be/4Pj8RYRz0Kk
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
The Art of Value host JJ breaks downs how Trump has been expanding the military presence in US cities, and JJ responds to Tim Dillon’s recent monologue about this development. Has the creep of fascism in the United States turned into a fast slide?
Related episodes:
Ghost Town: Las Vegas Economy Grinds To A Halt! https://youtu.be/WTuQMntD4SM
Is Trump DYING? Failing Health Impossible to Hide https://youtu.be/p1SqRUZPwfM
Referenced videos:
A Police State, Candace’s Lawsuit, & The La Quinta Promise | The Tim Dillon Show | Tim Dillon https://youtu.be/MojSXfdbDv0
Fascism is Here: Trump to Expand Military in Cities & Bans Flag Burning?! | Internet Today https://youtu.be/0iPbIKis8VA
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
The Art of Value host JJ breaks down and responds to another of Elon Musk’s most ludicrous claims. As tech news site Futurism points out, Elon is claiming that there will be a tech utopia with billions of humanoid robots, built and sold by Tesla of course, in which we humans will no longer have to work at all, and will get paid a universal high income from governments. This idea is not new though, and stems from early 20th century futurism.
Related episodes:
Tesla Robotaxi Fail & Waymo Wins First Driverless NYC Permit https://youtu.be/NPISQOPsnGQ
Elon’s Tesla Self-Driving Lies Are Catching Up To Him: Forbes https://youtu.be/4Pj8RYRz0Kk
Altman's AI BUBBLE WARNING vs Marks' Stock Market Bubble View https://youtu.be/NKw04UIarkk
Is the Internet Dying? AI Slop, Bots, End of the Human Web https://youtu.be/ZiXUg3KCXkM
Referenced article:
Elon Musk’s Most Ridiculous Lie | Gizmodo https://gizmodo.com/elon-musks-most-ridiculous-lie-2000647986
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
The Art of Value host JJ breaks down recent news and opinion that President Trump might be having some very serious health issues, that he and those around Trump are trying to hide from the public.
Related episodes:
The Art of Value: True Playlist https://youtube.com/playlist?list=PLrNjj1l3MS7X6irId0v0WCLOtPXLwDsMu&si=Tur_wqCirjUKf93f
Referenced videos:
IHIP News: Is Trump DYING? MAGA Panics After His FAILING HEALTH Becomes IMPOSSIBLE to HIDE!! https://youtu.be/3QhHXZL26X0
Sickly, swollen Trump looks EXTREMELY UNWELL | David Pakman https://youtu.be/8YO6TNpWyZE
Trump Medical Lies BLOWN APART As Damning Photos Prove Shattering Truth | The Damage Report https://youtu.be/Ik95lOJkpmQ
IS TRUMP DYING? | The Kyle Kulinski Show https://youtu.be/I6fOdKiKfQI
Alex Jones CONFIRMS IT: Trump's Health "COLLAPSING" Keith Edwardshttps://youtu.be/_XnD-fVBH7I
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
The Art of Value host JJ breaks down the news that Tesla’s Robotaxi service has had another “critical intervention’ from an in-vehicle safety monitor, this time while Tesla company and Tesla stock champion ARK Invest was testing the service. This comes at the same time that autonomous driving competitor Waymo has been given the first driverless car permit for New York City, after more than ten million paid autonomous rides across multiple US cities.
Related episodes:
Elon’s Tesla Self-Driving Lies Are Catching Up To Him: Forbes https://youtu.be/4Pj8RYRz0Kk
Ex-Waymo CEO DESTROYS Tesla Robotaxi Hype https://youtu.be/o_4tiLJGHok
Could This Class Action Tank Tesla's Market Value? https://youtu.be/FLx4oLA5H98
Referenced videos
ARK Tests Tesla Robotaxi https://youtu.be/RnrgVkoj334
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
The Art of Value host JJ breaks down some new articles that assert that “Elon Musk’s self-driving Tesla lies are finally catching up to him”. There are mounting lawsuits and regulator investigations that are said to be calling Elon out on his decade-long claims about Tesla’s FSD and Autopilot.
Related episodes:
Jury Finds Tesla Partly Liable ($243m) in Autopilot Fatality https://youtu.be/1Td5wScZbd4
Tesla Lied & Hid Data to Avoid Autopilot Crash Blame https://youtu.be/Ck0E1qLQn7I
Musk Tesla Sued for Fraud Over Robotaxi Claims https://youtu.be/kgpCDL_CjxI
Could This Class Action Tank Tesla's Market Value? https://youtu.be/FLx4oLA5H98
Ex-Waymo CEO DESTROYS Tesla Robotaxi Hype https://youtu.be/o_4tiLJGHok
Referenced articles:
Elon Musk’s Self-Driving Tesla Lies Are Finally Catching Up To Him
https://www.forbes.com/sites/alanohnsman/2025/08/20/elon-musks-self-driving-tesla-lies-are-finally-catching-up-to-him/
Tesla Hasn’t Filed Crash Reports on Time. Federal Investigators Want to Know Why.
WSJ https://www.wsj.com/business/autos/tesla-hasnt-filed-crash-reports-on-time-federal-investigators-want-to-know-why-f526045c
Tesla self-driving videos don’t do anything, give us the data https://electrek.co/2025/08/21/tesla-self-driving-videos-dont-do-anything-give-us-the-data/
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
The Art of Value host JJ breaks down two different views on the current financial markets, both relating to a possible AI bubble. One view is from OpenAI CEO Sam Altman, and the other is from legendary investor Howard Marks, who has seen many market cycles during his decades-long Wall Street investing career, including the Dot Com Bubble, in which he sees some rhyming similarities.
Related episodes:
ChatGPT Brain Rot: A Growing Epidemic https://youtu.be/Oq3YE3YdA4k
Musk vs Altman: Worst People Feud for Chatbot Domination https://youtu.be/6XgZSusl7TE
Ghost Town: Las Vegas Economy Grinds To A Halt! https://youtu.be/WTuQMntD4SM
Referenced video:
Oaktree’s Marks Says Stocks Are in Early Days of a Bubble (full interview) | Bloomberg https://youtu.be/jOLHX9MNJ6o
Referenced article:
Sam Altman says ‘yes,’ AI is in a bubble | The Verge
https://www.theverge.com/ai-artificial-intelligence/759965/sam-altman-openai-ai-bubble-interview
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
The Art of Value host JJ breaks down the news that a US District Judge has said that Tesla must now face a class action by California drivers, who are saying that Elon Musk and Tesla misled them for eight years about the claimed self-driving capabilities of Tesla’s electric vehicles. Could this class action impact the value of Tesla, and therefore Tesla stock?
Related episodes:
Jury Finds Tesla Partly Liable ($243m) in Autopilot Fatality https://youtu.be/1Td5wScZbd4
Ex-Waymo CEO DESTROYS Tesla Robotaxi Hype https://youtu.be/o_4tiLJGHok
Musk Tesla Sued for Fraud Over Robotaxi Claims https://youtu.be/kgpCDL_CjxI
Tesla Lied & Hid Data to Avoid Autopilot Crash Blame https://youtu.be/Ck0E1qLQn7I
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
The Art of Value host JJ breaks down how the internet as we know might be dying, or at least changing in a major way, with the rise of AI slop content and AI bots. From bot networks manipulating conversations, to AI generated content flooding every platform, the internet we used to know it is disappearing. Some internet users predicted this years ago, with what they called Dead Internet Theory, and so did “The Godfather of AI” Geoffrey Hinton. AI bots are manipulating conversations and AI generated content is already flooding various social media platforms.
Referenced videos
The Internet is Dying: AI, Bots, and The End of Human Content | Vanessa Wingårdh https://youtu.be/J5ZmLvy_Jfg
Is the Internet Dying? | AI Slop, Dead Internet Theory, Google's Broken, Social Media, and ChatBots | Kate Cassidy https://youtu.be/3dstGVhEshU
Related episodes:
The Shocking Truth About ChatGPT Psychosis https://youtu.be/ThfmPLkwrI4
ChatGPT: An Alarming New AI Religion bhttps://youtu.be/SmE1wX7JsA0
ChatGPT Brain Rot: A Growing Epidemic https://youtu.be/Oq3YE3YdA4k
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
The Art of Value host JJ breaks down how former Waymo CEO John Krafcik, who led Waymo from a Google research project to a commercial autonomous ride-hailing business, is very skeptical about Tesla so-called Robotaxi. He claims it’s not a real robotaxi service yet.
Related episodes:
Musk Tesla Sued for Fraud Over Robotaxi Claims https://youtu.be/kgpCDL_CjxI
Waymo Expands Again: Leaves Tesla Robotaxis in The Dust https://youtu.be/lcUEw3Dlwmk
Elon's Wild Claim: Tesla Robotaxis to Cover Half US by 2025! https://youtu.be/VOBrfim6SFA
Robotaxi Wars: Waymo Expands on Tesla's Turf! Uber Joins Lucid! https://youtu.be/Ak3tYSPWQwU
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
The Art of Value host JJ reacts to part of a recent tech podcast episode from Jason Calacanis and colleagues Lon and Alex, who discuss the emerging phenomenon known as ChatGPT psychosis, GPT psychosis or AI psychosis. They also discuss what OpenAI CEO Sam Altman has said about it, and the warning signs to watch out for, for yourself and your loved ones.
Related episodes:
ChatGPT Brain Rot: A Growing Epidemic https://youtu.be/Oq3YE3YdA4k
ChatGPT: An Alarming New AI Religion bhttps://youtu.be/SmE1wX7JsA0
Zuckerberg's REAL Goal of Meta’s AI ‘Superintelligence’ https://youtu.be/lYJ2dbrs6sc
Referenced video:
GPT Psychosis is spreading, the NYT is Super-Doxxing Zuck | E2163 | This Week in Startups https://youtu.be/j5Jm0unsGWU
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
The Art of Value host JJ responds to some of a recent CNBC segment which details why they think Tesla Cybertrucks haven’t been selling well, with cybertruck sales numbers continuing to go down. There are numerous reasons, including brand damage from CEO Elon Musk’s very political lurch to the political far-right.
Related episodes:
Air Force to Use Tesla Cybertrucks for Target Practice https://youtu.be/-vAOQXEIVnY
Can Ford Really Make a $30,000 EV Pickup? https://youtu.be/lMdY-IcqJiY
Tesla's Europe Sales Are STILL Collapsing! https://youtu.be/udtDt6bgTNo
Referenced video:
Why Tesla Cybertrucks Aren't Selling
https://www.youtube.com/watch
To support The Art of Value channel, become a member https://www.youtube.com/@TheArtofValue/join
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
The Art of Value host JJ breaks down how OpenAI (which operates ChatGPT) CEO Sam Altman, and xAI (which operates Grok) CEO Elon Musk are feuding publicly online. They are accusing each other of unfair behaviour and business practices, and questioning each other’s trustworthiness. It’s both childish and entertaining.
Related episodes:
ChatGPT Brain Rot: A Growing Epidemic https://youtu.be/Oq3YE3YdA4k
Tesla Staff Leave in Droves as AI Supercomputer Canceled https://youtu.be/MDShG_ChiAg
ChatGPT: An Alarming New AI Religion bhttps://youtu.be/SmE1wX7JsA0
Zuckerberg's REAL Goal of Meta’s AI ‘Superintelligence’ https://youtu.be/lYJ2dbrs6sc
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
The Art of Value host JJ breaks down how there are many people who are already addicted to ChatGPT and other AI chatbots. They are using it for everything in their lives, including as a friend, companion, and therapist. It’s starting to have very serious consequences for some people. What will the future of AI chatbots hold?
Related episodes:
ChatGPT: An Alarming New AI Religion bhttps://youtu.be/SmE1wX7JsA0
Zuckerberg's REAL Goal of Meta’s AI ‘Superintelligence’ https://youtu.be/lYJ2dbrs6sc
Referenced video:
H/T ChatGPT Brain Rot Is Real (And Getting Worse) | Vanessa Wingårdh
https://youtu.be/6aVRQDKJ9Dg
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
The Art of Value host JJ breaks down the news that Ford is claiming its next generation midsize EV pickup will have a lower cost of ownership than a Tesla Model Y, more space than a Toyota RAV4, with have a starting price of $30,000!
Recnt episodes:
Tesla Staff Leave in Droves as AI Supercomputer Canceled https://youtu.be/MDShG_ChiAg
Air Force to Use Tesla Cybertrucks for Target Practice https://youtu.be/-vAOQXEIVnY
Musk Tesla Sued for Fraud Over Robotaxi Claims https://youtu.be/kgpCDL_CjxI
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
The Art of Value host JJ breaks down how top staff are continuing to flee Tesla, and the company is now giving up on building an in-house Dojo supercomputer for full self-driving computer vision processing. 20 employees had already left to work at a new rival AI data center.
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
The Art of Value host JJ breaks down how a new kind of digital spirituality is spreading quickly online. Thousands of people are saying that ChatGPT has already become sentient and that the AI is a kind of God, or even that it has been delivered from a future alien civilization to communicate with humanity.
Referenced videos:
ChatGPT Religion: The Disturbing AI Cult | Vanessa Wingårdh https://youtu.be/qfK6H714moc
ChatGPT Is Becoming A Religion | Taylor Lorenz https://youtu.be/zKCynxiV_8I
Related episode:
Zuckerberg's REAL Goal of Meta’s AI ‘Superintelligence’ https://youtu.be/lYJ2dbrs6sc
To support The Art of Value channel, become a member https://www.youtube.com/@TheArtofValue/join
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
The Art of Value host JJ breaks down the news that the US military has found a good use for Tesla Cybertruck, as missile target practice! The US Air Force wants to buy some Cybertrucks for that purpose.
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
The Art of Value host JJ breaks down the news that visitor numbers are significantly down for Las Vegas so far this year. We look at the numbers, and what some people are saying in the city about the downturn and the reasons for it. We also ask whether this might have implications for the wider US economy.
Reference video:
Las Vegas tourism slumps: Millions fewer visitors, local fanbase shrinks https://youtu.be/7bUt3Jpqr50
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
The Art of Value host JJ breaks down the news that Elon Musk and Tesla are being sued by Tesla shareholders, who accuse them of securities fraud for concealing the significant risk that Tesla’s self-driving electric cars, including the “Robotaxi”, are actually dangerous.
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
The Art of Value host JJ breaks down the news that Tesla’s electric vehicle sales in Europe are continuing to fall quickly. We look at the current Europe sales trends and at some of the probable reasons for the continuing Tesla decline.
Recent episodes:
Zuckerberg's REAL Goal of Meta’s AI ‘Superintelligence’ https://youtu.be/lYJ2dbrs6sc
Tesla Lied & Hid Data to Avoid Autopilot Crash Blame https://youtu.be/Ck0E1qLQn7I
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
The Art of Value host JJ breaks down Mark Zuckerberg’s new plan for Meta’s AI developments, and we look at what Meta’s real goal might be with its AI “Superintelligence”. Could it partly be to get us even more addicted and spend even more time on Meta’s platforms?
Referenced video:
The Internet is Dying: AI, Bots, and The End of Human Content | Vanessa Wingårdh https://youtu.be/J5ZmLvy_Jfg
Recent episodes:
Elon's Wild Claim: Tesla Robotaxis to Cover Half US by 2025! https://youtu.be/VOBrfim6SFA
Tesla Lied & Hid Data to Avoid Autopilot Crash Blame https://youtu.be/Ck0E1qLQn7I
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
The Art of Value host JJ breaks down how, through the transcript of the recent jury trial involving Tesla Autopilot, it was revealed that Tesla withheld data, lied, and misdirected police and plaintiffs to avoid any blame in the fatal Autopilot crash.
Related episodes:
Jury Finds Tesla Partly Liable ($243m) in Autopilot Fatality https://youtu.be/1Td5wScZbd4
Why Tesla's Ride-Hailing Failed to Impress Stock Market https://youtu.be/QZqkDTGU8Mo
Waymo Expands Again: Leaves Tesla Robotaxis in The Dust https://youtu.be/lcUEw3Dlwmk
Referenced article:
Tesla withheld data, lied, and misdirected police and plaintiffs to avoid blame in Autopilot crash | Electrek https://electrek.co/2025/08/04/tesla-withheld-data-lied-misdirected-police-plaintiffs-avoid-blame-autopilot-crash/
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
The Art of Value host JJ breaks down the news that Tesla has lost its Autopilot fatal crash wrongful death case in Florida, as the jury decided Tesla was partly to blame, and says Tesla has to pay the victims up to $243 million. The verdict will be appealed by Tesla
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
The Art of Value host JJ breaks down how Tesla has launched a ride-hailing service covering the Bay Area in California. There is a safety monitor in the driver seat, monitoring Tesla’s FSD (Supervised) when needed. So far the stock market is not impressed with this, after Elon Musk has promised an imminent rollout of autonomous robotaxis for many years.
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
The Art of Value host JJ reacts to parts of a recent Kim Java interview with one of the original Tesla founders, Martin Eberhard, who is critical of some of the ways Tesla and Elon Musk are currently doing things at Tesla. He discusses Tesla vehicle design, robotaxis and autonomy, and how the company has scaled. It’s not all criticism though, he does have some praise for Elon Musk and Tesla.
Referenced video:
Tesla’s Forgotten Founder Speaks Out – Exclusive w/ Martin Eberhard https://youtu.be/88KHfX_kPIY
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
The Art of Value host JJ breaks down how autonomous Waymo robotaxis seem far ahead of Tesla robotaxi at this point, and the gap appears to be widening with Waymo’s expansion plans, including a a variety of U.S. cities. Dallas is the latest city Waymo is expanding to. Can Tesla catch up, or will Waymo continue to leave Tesla in the dust?
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
The Art of Value host JJ breaks down the news that a SpaceX ex-employee is claiming that he was fired for flagging “despicable” safety practices at the company, that put lives at risk. A lawsuit by the SpaceX supervisor says serious understaffing resulted in injuries which overworked staff were “too fearful to report.”
Related episodes:
Trump's Elon Dilemma: Why He Can’t Escape SpaceX https://youtu.be/bLh7-fVLqBc
Tesla Asked to Delay Robotaxi & Starship Blows Up Again https://youtu.be/TFF7CekMifg
Reference article:
Exclusive: SpaceX employee claims he was fired for flagging ‘despicable’ safety practices that put lives at risk
https://www.independent.co.uk/news/world/americas/spacex-elon-musk-workplace-safety-california-lawsuit-b2797542.html
To support The Art of Value channel, become a member https://www.youtube.com/@TheArtofValue/join
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
The Art of Value: Politics host JJ breaks down video clips of masked ICE agents in unmarked vehicles disappearing people from streets around the US, including a health care professional and a U.S. citizen. ICE has just received a massive government funding boost, so these types of actions are likely to become even more frequent.
Related episode:
ICE: Trump’s Gestapo in 21st Century Fascist America https://youtu.be/WhR1nuQV9jg
Shocking Plans For Expanding Migrant Tent Camps Revealed! https://youtu.be/ya6f2IyQvcw
Journalist Mehdi Hasan Confronts Young MAGA Fascists https://youtu.be/9PQwAGX6ODI
Reference video:
All HELL BREAKS LOOSE as Trump’s Plan CAUGHT ON TAPE | Meidas Touch https://youtu.be/VoJ8cE-hu7Y
The Art of Value host JJ breaks down Elon Musk’s latest wild claim, that Tesla will be able to scale its Robotaxi service to half the U.S. population by the end of this year, in just 5 months. He said this in the latest Tesla earnings call, and even his most loyal Tesla influencers are finding it hard to believe. Telsa is also planing to expand the service to a new city as soon as this week, but there’s a major catch.
Recent episodes:
Tesla’s Dumpster Fire Earnings Explained https://youtu.be/WliPUbA7q5w
Anti-Elon Musk Protesters to Target New Tesla Diner https://youtu.be/-J4_n4pLSys
Tesla Sales DROP for 7th Straight Quarter in Top US Market https://youtu.be/oocH7r10U5I
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
The Art of Value host JJ breaks down the news that anti-Elon Musk and Tesla Takedown protestors are planning to demonstrate outside Tesla’s new Tesla Diner in West Hollywood, highlighting Elon Musk’s recent cuts to humanitarian aid via DOGE, and encouraging people to boycott Tesla products and services. People have not forgotten what Elon did with DOGE.
Related videos:
Tesla’s Dumpster Fire Earnings Explained https://youtu.be/WliPUbA7q5w
Tesla Sales DROP for 7th Straight Quarter in Top US Market https://youtu.be/oocH7r10U5I
Panicked Trump Continues to Crash Out Over Epstein https://youtu.be/ZHjP5Sl4irA
To support The Art of Value channel, become a member https://www.youtube.com/@TheArtofValue/join
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
The Art of Value host JJ breaks down Tesla’s latest earnings in an entertaining and digestible way. Tesla’s Q2 2025 earnings were a bit of a disaster for the company, with most figures being down year-on-year, and not much growth to show.
Related episodes:
Tesla Earnings Live - On A (Tesla Diner) Plate https://www.youtube.com/live/23XiMnfsDV4
Tesla Sales DROP for 7th Straight Quarter in Top US Market https://youtu.be/oocH7r10U5I
Tesla's Sales at Risk in Autopilot False Advertising Lawsuit https://youtu.be/2wFo6N21OBc
To support The Art of Value channel, become a member https://www.youtube.com/@TheArtofValue/join
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
The Art of Value: Markets host JJ responds to remarks from investor and fund manager Ross Gerber, about Tesla’s “Garbage” Q2 2025 earnings. Gerber thinks the blame for this rests with CEO Elon Musk alone, and until Elon changes his ways, Tesla sales and earnings won’t improve.
Related episode:
AI Bull Market: Perfect Echoes of '90s Dot-Com Bubble? https://youtu.be/DAtozPXTXBI
Referenced video:
Tesla's Q2 earnings report is 'garbage,' former Tesla bull Ross Gerber says
https://youtu.be/TjzEpljd80I
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
The Art of Value host JJ breaks down the news that Tesla’s car sales have continued to drop in the biggest market for electric vehicles in the United States. The news broke as Tesla opens its first Tesla Diner, in Los Angeles, and Tesla Earnings are due to be reported this week.
Mentioned videos:
AI Bull Market: Perfect Echoes of '90s Dot-Com Bubble? https://youtu.be/DAtozPXTXBI
Tesla Cybertruck Heading for Scrapyard of History https://youtu.be/zBJCQAO3l5M
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
The Art of Value: Politics host JJ responds to a recent Charlamagne clip, in which Charlamagne states why he thinks Stephen Colbert's political comedy show is really getting scrapped. He discusses how it’s an authoritarian strategy to attack free speech, targeting media people who are critical of the Trump regime.
Related episodes:
Journalist Mehdi Hasan Confronts Young MAGA Fascists https://youtu.be/9PQwAGX6ODI
What Authoritarians Have in Common & How to Build A Resistance https://youtu.be/5cnBHlXLkkU
It's Time to Confront the Reality of Fascism in America https://youtu.be/LZ8t67NBpWQ
The Art of Value host JJ breaks down the news that Tesla is facing off with the California Department of Motor Vehicles over claims that Tesla has exaggerated the abilities of its Autopilot and Full Self-Driving (FSD) tech, and therefor mislead Tesla customers. This lawsuit has the potential to result in Tesla’s dealer license being suspended or revoked in California.
To support The Art of Value channel, become a member https://www.youtube.com/@TheArtofValue/join
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
The Art of Value: Markets host JJ breaks down how a recently updated stock market chart shows that the current bull market, led by AI-related stocks, so far is tracking perfectly with the internet stock boom of the 1990s, which led to a massive bubble and bust. Will this end up being similar?
Related episodes:
Stan Druckenmiller on Nvidia Stock & AI Investing Now https://youtu.be/wDxFzG9_dfw
Aswath Damodaran on Nvidia: We've Overreached on The AI Trade https://youtu.be/vs-rVylukJA
Peter Thiel on How To Make Money in A.I. Investing https://youtu.be/kZ0JGbf3hlM
Referenced video:
The AI Bull Market Is Perfectly Tracking the Original 90’s Internet Boom | WDWL?
https://youtu.be/jSyd0pAxmnM
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
The Art of Value: Politics host JJ breaks down how journalist and progressive Mehdi Hasan confronted a bunch of young MAGA fascists during a Jubilee “Surrounded” debate. It seemed Hasan was somewhat ambushed, thinking they were far-right conservatives, but as far-right as being openly fascist.
Related episodes:
What Authoritarians Have in Common & How to Build A Resistance https://youtu.be/5cnBHlXLkkU
Trump Fascism Hits LA with National Guard Deployment https://youtu.be/mdbe5JN12fw
It's Time to Confront the Reality of Fascism in America https://youtu.be/LZ8t67NBpWQ
Referenced videos
1 Progressive vs 20 Far-Right Conservatives (ft. Mehdi Hasan) https://youtu.be/2S-WJN3L5eo
The Art of Value host JJ breaks down the news that President Trump is having a difficult time cancelling any of Elon Musk’s SpaceX contracts, even though he really wants to do that, after Trump and Musk’s very pubic falling out this. We look at why it’s so difficult for the government to cancel SpaceX contracts at this point.
New on The Art of Value: Politics pod: Panicked Trump Continues to Crash Out Over Epstein https://youtu.be/ZHjP5Sl4irA
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
The Art of Value: Politics host JJ breaks down the news that Israeli forces have opened fire toward starving Palestinians who were trying to obtain food from a meagre aid truck convoy.
Recent episodes:
Panicked Trump Continues to Crash Out Over Epstein https://youtu.be/ZHjP5Sl4irA
Glenn Greenwald Exposes FAKE PRETEXT for Iran War https://youtu.be/j6IvykZF-P4
Shocking Plans For Expanding Migrant Tent Camps Revealed! https://youtu.be/ya6f2IyQvcw
The Art of Value: Politics host JJ breaks down how President Trump is continuing to panic over the public reaction to his alleged involvement with Jeffrey Epstein, how he won’t properly release the Epstein Files, and how the story just won’t go away.
Recent episodes:
Shocking Plans For Expanding Migrant Tent Camps Revealed! https://youtu.be/ya6f2IyQvcw
MILLIONS Join No Kings Protests as Trump Parade FLOPS https://youtu.be/ymswUxZ_2mA
Trump Fascism Hits LA with National Guard Deployment https://youtu.be/mdbe5JN12fw
The Art of Value: Politics host JJ breaks down the news that the Trump administration’s ICE force is in the process of being greatly expanded, along with a growing immigrant detention centre network. In a concerning sign, ICE will become the most well-funded law enforcement agency in the United Sates, with the intention of detaining and deporting many millions of undocumented immigrants.
Related episodes:
Trump Fascism Hits LA with National Guard Deployment https://youtu.be/mdbe5JN12fw
American Communities RESIST Trump’s ICE Thugs! https://youtu.be/qUfKj0KDTOU
It's Time to Confront the Reality of Fascism in America https://youtu.be/LZ8t67NBpWQ
The Art of Value host JJ breaks down how the emerging robotaxi wars are starting to heat up, with the expansion of Waymo’s geofenced area in Austin Texas, to make it bigger than Tesla’s expanded geofence. Uber has also announced another partnership with luxury EV automaker Lucid and driverless software company Nuro, to rollout robotaxis in the United States.
Related episodes:
DANGER: Tesla FSD Robotaxi Can Miss Railroad Crossing Arms! https://youtu.be/rX4g155ctzA
The Autopilot Jury Trial That Could Cost Tesla its Future https://youtu.be/64khTO7HqB8
Musk's Robotaxi Bet: Are Fans COPING with the Reality? https://youtu.be/3VeMERT9Bs8
Tesla Just Selling Elon’s Grand Claims to Pump the Stock? https://youtu.be/rJZ9GiodY4E
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
The Art of Value host JJ predicts that Tesla’s Cybertruck is heading for the scrapyard of history, and has been Elon Musk’s worst idea to date. JJ breaks down how sales of the Cybertruck are dwindling, having not reached anywhere near Elon’s expectations. There have been numerous problems with the Cybertruck since it was unveiled to great fanfare back in 2019.
Recent episodes:
The Autopilot Jury Trial That Could Cost Tesla its Future https://youtu.be/64khTO7HqB8
DANGER: Tesla FSD Robotaxi Can Miss Railroad Crossing Arms! https://youtu.be/rX4g155ctzA
Tesla Just Selling Elon’s Grand Claims to Pump the Stock? https://youtu.be/rJZ9GiodY4E
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
The Art of Value host JJ breaks down how a safety monitor inside a Tesla Robotaxi in Austin, Texas had to intervene to stop the robotaxi blowing through railroad crossing arms, while a Tesla influencer was riding in the back seat. Had the safety monitor not been there, it could have been disastrous. We also look at similar incidents in which Tesla Full Self-Driving (supervised) was involved. Will Tesla be able to fix this dangerous, recurring FSD error soon?
Related episodes:
The Autopilot Jury Trial That Could Cost Tesla its Future https://youtu.be/64khTO7HqB8
Musk's Robotaxi Bet: Are Fans COPING with the Reality? https://youtu.be/3VeMERT9Bs8
Tesla Robotaxi Phantom Braking Incident Due to Sun Glare? https://youtu.be/2vdO3iToeKs
Why Tesla Robotaxi & FSD Still Need to Be Supervised! https://youtu.be/uW2yK923QQA
To support The Art of Value channel, become a member https://www.youtube.com/@TheArtofValue/join
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
The Art of Value host JJ breaks down the news that Tesla is now facing its first jury trial involving a fatal accident in which its Autopilot driving system was engaged at the time. Previous court cases involving Autopilot had been either settled or dismissed, so this is the first case in front of a jury.
Recemt episodes:
Musk's Robotaxi Bet: Are Fans COPING with the Reality? https://youtu.be/3VeMERT9Bs8
Tesla Robotaxi Phantom Braking Incident Due to Sun Glare? https://youtu.be/2vdO3iToeKs
Why Tesla Robotaxi & FSD Still Need to Be Supervised! https://youtu.be/uW2yK923QQA
Referenced article:
Tesla Faces First Jury Trial Tied to Its Autopilot Systemhttps://www.nytimes.com/2025/07/14/business/tesla-trial-autopilot.html
To support The Art of Value channel, become a member https://www.youtube.com/@TheArtofValue/join
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
The Art of Value host JJ breaks down how some of Tesla’s chief social media influencers are coping with the very limited Tesla Robotaxi service so far, and the seemingly slow progress of robotaxi and Full Self-Driving. They claim everything is going to plan, yet after about 10 years, FSD is still making some basic errors in the wild, and it seems unlikely Tesla will be able to scale robotaxis and unsupervised FSD as fast as fans and investors would have expected.
Related episodes:
Tesla Just Selling Elon’s Grand Claims to Pump the Stock? https://youtu.be/rJZ9GiodY4E
Tesla Robotaxi Phantom Braking Incident Due to Sun Glare? https://youtu.be/2vdO3iToeKs
Why Tesla Robotaxi & FSD Still Need to Be Supervised! https://youtu.be/uW2yK923QQA
Referenced videos
Elon Musk is Back ... In Politics (Can the America Party work in the US) | The Gigacast https://youtu.be/Hu831-138mo
To support The Art of Value channel, become a member https://www.youtube.com/@TheArtofValue/join
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
The Art of Value host JJ breaks down some recent financial analysts’ opinions that at this point Tesla is mainly selling Elon Musk’s grand claims for the future, rather than the reality of the company, which is struggling to grow vehicle sales. Tesla’s robotoaxi is also off to a shaky start, and sales of Optimus robots haven’t begun. Can Tesla grow fast enough to justify its lofty stock market valuation?
Related episodes:
Was Tesla’s Robotaxi Launch a Scam? https://youtu.be/Kt4EYXULWcg
Is Xiaomi YU7 a True Tesla Model Y SLAYER? https://youtu.be/q6s3MQm9ERY
Tesla Robotaxi Debut GLITCHES as Waymo EXPANDS to Atlanta https://youtu.be/ufjE4vaQfBA
Tesla Robotaxi ‘Laughably Far Behind Waymo’ https://youtu.be/F0W-qF0hEfs
To support The Art of Value channel, become a member https://www.youtube.com/@TheArtofValue/join
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
The Art of Value host JJ breaks down how China’s hottest new EV, the Xiaomi YU7,could well be a true Tesla Model Y slayer in China. The new Model Y rival has had a record number of pre-orders, and rave reviews. JJ responds to one of the recent reviews of the Xiaomi YU7, which compares it favourably with the Tesla Model Y.
Related episodes:
10K Cybertrucks UNSOLD! Ford F-150 Now TOP-SELLING EV Pickup https://youtu.be/gURKKJRjkMI
Look Out Tesla! Slate’s Under $20K EV Has 100K Reservations https://youtu.be/F5FJNwHwT5Y
Tesla Deliveries FALL in China as 'Tesla Killers' Ramp https://youtu.be/fi-uvDopxNg
New Tesla Model Y vs BYD + 4 STRONG Competitors! https://youtu.be/ebZDC5gV3bk
Referenced video:
Xiaomi YU7: Electric Ferrari With 22nd Century Tech | Wheelsboy https://youtu.be/mi7c3yplHiQ
To support The Art of Value channel, become a member https://www.youtube.com/@TheArtofValue/join
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
The Art of Value host JJ breaks down how Elon Musk’s AI, Grok, has been spewing toxic racism since a recent update Elon wanted to make to it. Elon said that at times Grok was being “too woke” for him, but after the update it seems it went way too far to the right, or is that actually Elon’s intention?
Recent episodes:
Why Tesla Robotaxi & FSD Still Need to Be Supervised!
https://youtu.be/uW2yK923QQA
Was Tesla’s Robotaxi Launch a Scam? https://youtu.be/Kt4EYXULWcg
Ex-Tesla Manager Reveals Why Tesla is “Absolutely Hosed”
https://youtu.be/tyIkULXgd8I
DOGE Whistleblower: Govt Fraud ‘RELATIVELY NONEXISTENT’
https://youtu.be/qO0PVRV0D28
Thousands Join Class Action Over Tesla Phantom Braking
https://youtu.be/ewyoQDWNuL8
To support The Art of Value channel, become a member https://www.youtube.com/@TheArtofValue/join
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
The Art of Value host JJ breaks down two recent, alarming incidents involving Tesla’s self-driving software when it came to crossing train tracks. Is Tesla’s FSD and robotaxi really ready to be unsupervised soon?
Related episodes:
Was Tesla’s Robotaxi Launch a Scam? https://youtu.be/Kt4EYXULWcg
Tesla Robotaxi Debut GLITCHES as Waymo EXPANDS to Atlanta https://youtu.be/ufjE4vaQfBA
Latest Tesla Robotaxi Safety Errors You Need to Know https://youtu.be/EWvF5HfPQls
Tesla Robotaxi Phantom Braking Incident Due to Sun Glare? https://youtu.be/2vdO3iToeKs
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
The Art of Value host JJ breaks down and responds to a new article by Michael Spencer (AI Supremacy) about Tesla’s Robotaxi launch in Austin being a scam. The robotaxi launch comes after a long run of claims and predictions from Elon Musk about the promise of Tesla’s autonomous vehicle technology, using only cameras and AI, rather than the lidar and other sensors other autonomous vehicle companies use.
Related episodes:
Tesla Robotaxi Debut GLITCHES as Waymo EXPANDS to Atlanta https://youtu.be/ufjE4vaQfBA
Latest Tesla Robotaxi Safety Errors You Need to Know https://youtu.be/EWvF5HfPQls
Tesla Robotaxi Phantom Braking Incident Due to Sun Glare? https://youtu.be/2vdO3iToeKs
Tesla Robotaxi ‘Laughably Far Behind Waymo’ https://youtu.be/F0W-qF0hEfs
Referenced article:
Tesla's Robotaxi Launch was a Scam | AI Supremacy by Michael Spencer
https://www.ai-supremacy.com/p/tesla-robotaxi-launch-was-a-scam-elon-musk
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
The Art of Value host JJ breaks down how there have been some serious glitches with the long-awaited Tesla Robotaxi rollout in Austin this week, while in the same week its main competitor Waymo is expanding operations to Atlanta, and partnering with Uber there. Can Tesla catch up to Waymo in the emerging “robotaxi wars”, or is Waymo already too far ahead, and with more reliable, safer technology?
Related episodes:
Tesla Robotaxi Phantom Braking Incident Due to Sun Glare? https://youtu.be/2vdO3iToeKs
Tesla Robotaxi ‘Laughably Far Behind Waymo’ https://youtu.be/F0W-qF0hEfs
Tesla Robotaxi Launch: How Autonomous Are They Really? https://youtu.be/xklqa26Psvc
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
The Art of Value host JJ breaks down most of the Tesla Robotaxi critical safety errors and interventions made so far, in just the first three days of operation as a limited robotaxi service in Austin, open to invitation-only “Tesla influencers” so far. Video was been captured of many of the alarming incidents and critical interventions from the safety monitor in the front passenger seat.
Related episodes:
Tesla Robotaxi Phantom Braking Incident Due to Sun Glare? https://youtu.be/2vdO3iToeKs
Tesla Robotaxi ‘Laughably Far Behind Waymo’ https://youtu.be/F0W-qF0hEfs
Tesla Robotaxi Launch: How Autonomous Are They Really? https://youtu.be/xklqa26Psvc
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
The Art of Value host JJ breaks down an alarming phantom braking incident that happened during the rollout of Tesla’s Robotaxi service in Austin. YouTuber, Tesla and EV influencer Kim Java had the phantom breaking problem during a Tesla Robotaxi ride. The question has to be asked: was the phantom braking caused by the known issue of sun glare in the Tesla Robotaxi cameras?
Related episodes:
Report Details Fatal Tesla FSD Crash Before Robotaxi Launch https://youtu.be/8TeTwupP6AE
Thousands Join Class Action Over Tesla Phantom Braking https://youtu.be/ewyoQDWNuL8
Tesla Robotaxi ‘Laughably Far Behind Waymo’ https://youtu.be/F0W-qF0hEfs
Referenced video:
Tesla Robotaxi vs Waymo | Didn't Expect This | Kim Javahttps://youtu.be/xf_-v-nMrM8
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
The Art of Value host JJ breaks down a new article by harsh Tesla Full Self-Driving (FSD) and Elon Musk critic Dan O’Dowd, about Tesla’s Robotaxi launch in Austin, Texas. Dan says the launch has been a “pathetic flop”, and that Tesla is “laughably far behind Waymo”. He gives examples of some of the potentially dangerous incidents that happened on the first day on Tesla’s limited Robotaxi service.
Related episodes:
Tesla Robotaxi Launch: How Autonomous Are They Really? https://youtu.be/xklqa26Psvc
Tesla Asked to Delay Robotaxi & Starship Blows Up Again https://youtu.be/TFF7CekMifg
Tesla Robotaxi Dangerous Smoke & Mirrors Game: Electrek https://youtu.be/J4NDFnlf_ug
Tesla Self-Driving Fails Critical School Bus Safety Test https://youtu.be/a2CNLkqrOME
Referenced article:
Tesla's Supervised Robotaxi Launch Was a Pathetic Flop: https://x.com/RealDanODowd/status/1937325824321216875
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
The Art of Value host JJ breaks down the long awaited Tesla Robotaxi launch in Austin, Texas. The Robotaxi launch was invitation only, involving only a bunch of Tesla influencers, and the service is geofenced to a small area of Austin. The questions are asked: is the robotaxi service truly autonomous? If not, how autonomous is it?
Related episodes:
Tesla Asked to Delay Robotaxi & Starship Blows Up Again https://youtu.be/TFF7CekMifg
Tesla Robotaxi Dangerous Smoke & Mirrors Game: Electrek https://youtu.be/J4NDFnlf_ug
Tesla Self-Driving Fails Critical School Bus Safety Test https://youtu.be/a2CNLkqrOME
Thousands Join Class Action Over Tesla Phantom Braking https://youtu.be/ewyoQDWNuL8
Referenced article:
Tesla and Google’s Robotaxis Still Really Aren’t That Autonomous https://gizmodo.com/tesla-and-googles-robotaxis-still-really-arent-that-autonomous-2000618155
To support The Art of Value channel, become a member https://www.youtube.com/@TheArtofValue/join
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
The Art of Value host JJ breaks down how Austin, Texas lawmakers have asked Elon Musk and Tesla to delay the planned rollout of Tesla Robotaxis until September 2025, to make sure the company complies with the new autonomous vehicle rules coming into effect. Also, another SpaceX Starship has exploded, this time during a test on the launch pad. It’s the latest in a string of such events for SpaceX, which are very expensive for the US taxpayer.
Recent episodes:
Ex-Tesla Manager Reveals Why Tesla is “Absolutely Hosed” https://youtu.be/tyIkULXgd8I
Tesla Pausing Gigafactory as Unsold EVs Fill Parking Lots https://youtu.be/flnACxY0UYk
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
The Art of Value host JJ breaks down how a former Tesla manager has spoken out, criticizing the company for continuing to retain Elon Musk as CEO, given his very divisive political activities and views, causing Tesla sales to decline, he says. He thinks “it’s game over” for Tesla electric vehicle sales.
Recent episodes:
Tesla Pausing Gigafactory as Unsold EVs Fill Parking Lots https://youtu.be/flnACxY0UYk
Referenced article:
Ex-Tesla manager dishes on the company and his unceremonious dismissal: "They're absolutely hosed." https://hardresetmedia.substack.com/p/ex-tesla-manager-dishes-on-the-company
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
The Art of Value: Politics host JJ reacts to and discusses how Pulitzer Prize-winning journalist Glenn Greenwald has pointed out how the pretext being used to justify and cheerlead for a new war against Iran is almost identical to the fake pretext used to wage the decade-long, disastrous war against Iraq.
Referenced video:
Repeating Iraq War PROPAGANDA? | Green Greenwald https://youtu.be/2dQRdIFl0OM
The Art of Value host JJ breaks down how Tesla is planning to pause production of Tesla electric vehicles at its Gigafactory, Texas, while Tesla “overflow” inventory seems to be building up and gathering dust in rented parking lots across the U.S.
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
The Art of Value host JJ breaks down a recent Electrek article by Fred Lambert, who asserts that Tesla’s promised Tesla Robotaxi service launch in Austin is shaping up to be akin to a “game of smoke and mirrors”. Elon has now been predicting Tesla will soon achieve “full autonomy” since 2016.
Related episodes:
Tesla Self-Driving Fails Critical School Bus Safety Test https://youtu.be/a2CNLkqrOME
Thousands Join Class Action Over Tesla Phantom Braking https://youtu.be/ewyoQDWNuL8
Report Details Fatal Tesla FSD Crash Before Robotaxi Launch https://youtu.be/8TeTwupP6AE
Referenced article:
Tesla Robotaxi launch is a dangerous game of smoke and mirrors
https://electrek.co/2025/06/16/tesla-robotaxi-launch-dangerous-game-smoke-mirrors/
To support The Art of Value channel, become a member https://www.youtube.com/@TheArtofValue/join
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
The Art of Value host JJ breaks down how Tesla Full Self-Driving is continuing to fail a critical school bus safety test, this time run by The Dawn Project in collaboration with Tesla Takedown in Austin, the city in which Tesla is poised to launch its Tesla Robotaxi service soon.
Referenced article:
The Dawn Project And Tesla Takedown Conduct Live Demonstration Of Tesla FSD’s Critical Safety Defects In Austin
https://dawnproject.com/the-dawn-project-and-tesla-takedowns-live-safety-tests-of-tesla-full-self-driving-in-austin/
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
The Art of Value: Politics host JJ breaks down how millions of peaceful protestors have marched for the anti-authoritarian, pro-democracy No Kings protests in the United States, as the same time as Trump’s fascistic military parade was a flop, not at all attracting the large crowd he was expecting.
The Art of Value host JJ reports on and discusses a new Federal Court class action case in Australia against Tesla over phantom braking and other issues. The class action involving thousands of Tesla drivers, is claiming that Tesla vehicles are faulty in multiple ways, including suddenly breaking at high speeds for no legitimate reason.
Referenced video:
Thousands of Australians join class action lawsuit against Tesla | 7.30, ABC Australia https://youtu.be/vfSFmI8PVW8
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
The Art of Value host JJ reacts to and discusses a recent report from Pulitzer Prize-winning journalist Glenn Greenwald, about Palantir’s idiosyncratic CEO Alex Karp. Greenwald investigates the ideology of Karp, in relation to the secretive work Palantir engages in with the US government and its allies, including and especially Israel. Glenn argues that Alex Karp has an authoritarian bent.
Related episodes:
Glenn Greenwald Exposes Palantir’s Deep State Spying
https://youtu.be/rljmwnNUjAM
Elon Billionaire Ally Peter Thiel Says Quiet Part OUT LOUD https://youtu.be/2nemKx4h41I
The Rise of ‘Broligarch’ Tech Fascism https://youtu.be/XJSMt_7p9zc
Referenced video:
The TRUTH About Palantir CEO Alex Karp | Glenn Greenwald https://youtu.be/L1wz_jAURZY
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
The Art of Value host JJ breaks down a new lawsuit against Tesla. The lawsuit involves a group of Tesla lessees, who are insisting that Elon Musk’s recent far-right political activities have harmed the Tesla brand, made their Tesla cars symbols of far-right extremism, and destroyed their enjoyment of their Tesla electric vehicles.
Mentioned video:
What Authoritarians Have in Common & How to Build A Resistance | The Art of Value” Politics https://youtu.be/5cnBHlXLkkU
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
The Art of Value host JJ breaks down how an ex-DOGE whistleblower has come forward to say that while working for DOGE, he was surprised that they found very little fraud and abuse. He wasn’t expecting that to be the case, and Elon Musk continues to tout that there was a huge amount of waste, fraud and abuse to be uncovered. Now, Elon is stepping back from DOGE amid murky results and a lack for transparency, despite proclaiming the opposite.
The Art of Value: Politics host JJ reacts to and discusses part of a recent interview with Anne Applebaum, an expert on authoritarianism. Anne explains what all contemporary authoritarians have in common, and from her research offers an effective way to build an anti-authoritarian resistance movement to combat them.
Referenced video:
Anne Applebaum and the Most Corrupt Presidency in American History | The David Frum Show
https://youtu.be/cpU26qBcBuw
The Art of Value host JJ reacts to and discusses a new report from Pulitzer Prize-winning journalist Glenn Greenwald, about data and AI platform company Palantir. Greenwald exposes Palantir’s involvement in the Trump administration’s developing deep state surveillance activities, and the politics behind the founders, particularly CEO Alex Karp.
Related episodes:
Elon’s xAI + Peter Thiel’s Palantir Building Mass Surveillance https://youtu.be/4cXm8mKqnEU
Elon Billionaire Ally Peter Thiel Says Quiet Part OUT LOUD https://youtu.be/2nemKx4h41I
The Rise of ‘Broligarch’ Tech Fascism https://youtu.be/XJSMt_7p9zc
Referenced channel:
Glenn Greenwald: https://www.youtube.com/@GlennGreenwald/videos
To support The Art of Value channel, become a member https://www.youtube.com/@TheArtofValue/join
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
The Art of Value host JJ breaks down how and why Tesla’s head of its Optimus robot program is leaving the company. Tesla has had quite a few high profile departures recently. Could he be exiting to work for a humanoid robot competitor, after a decade working at Tesla?
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
The Art of Value: Politics host JJ breaks down the developing protests in Los Angeles, with President Trump overriding California Governor Gavin Newsom to take over and deploy the California National Guard. The Trump administration is also threatening to send in US Marines if the protests escalate further. These moves are blatantly authoritarian.
Related episodes:
American Communities RESIST Trump’s ICE Thugs! https://youtu.be/qUfKj0KDTOU
It's Time to Confront the Reality of Fascism in America https://youtu.be/LZ8t67NBpWQ
Comparison: Trump’s America vs 1930s Fascist Germany https://youtu.be/GaaGnRVz3yE
ICE: Trump’s Gestapo in 21st Century Fascist America https://youtu.be/WhR1nuQV9jg
The Art of Value host JJ breaks down and discusses some of the reactions to the epic Elon Musk and Donald Trump feud that has escalated very quickly, after working closely for months. Is Elon pulling away from Trump, scorched earth style, or will they patch it up?
Related episodes:
Tesla Stock TANKS After Elon and Trump GO TO WAR! https://youtu.be/FAIL-_rls_o
Report Details Fatal Tesla FSD Crash Before Robotaxi Launch
https://youtu.be/8TeTwupP6AE
New! The Art of Value: Politics pod https://www.youtube.com/@TheArtofValuePolitics
Referenced video:
Trump used Musk 'magnificently': Kara Swisher makes a prediction on friendship fallout
https://youtu.be/u5-WqhaHOeM
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
The Art of Value host JJ breaks down the momentous news that Elon Musk and President Donald Trump, after working very closely together are now in a serious feud. It sent Tesla stock down significantly during the day as they threatened each other.
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
The Art of Value host JJ breaks down a new article about a fatal Tesla Full Self-Driving crash that involved sun glare. We also look at a Tesla influencer responses to the article, and some video clips showing some very recent ongoing issues the Tesla’s FSD (Supervised), with the Tesla Robotaxi launch in Austin supposedly just days away.
Update: The FSD version is the last clip in this video, where the cybertruck hits the bridge, is FSD v13.2.9
Referenced article:
A Fatal Tesla Crash Shows the Limits of Full Self-Driving https://www.bloomberg.com/features/2025-tesla-full-self-driving-crash/
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
The Art of Value host JJ reacts to and discusses a recent video which provides evidence that Elon Musk’s xAI date center, which runs his AI Grok, is seriously polluting and poisoning the air for local communities in Memphis, Tennessee.
Related episodes:
Tesla Self-Driving Fails Test But Robotaxi Launch Soon! https://youtu.be/uaLSU0Oy5nk
Elon Musk’s Epic Downfall Hits New Low Point https://youtu.be/flxBd6tuyio
Reputation Poll Reveals Tesla's EPIC Brand Damage https://youtu.be/TAL3Ctt9ciQ
Referenced videos:
We Went to the Town Elon Musk Is Poisoning | More Perfect Union https://youtu.be/3VJT2JeDCyw
EMERGENCY: ELON IS POISONING MEMPHIS TENNESSEE | The Kyle Kulinski Show
https://youtu.be/BzMGiVF7dN4
The Art of Value: Politics host JJ reports on how crowds of people in various neighborhoods and communities in the United Sates are starting to resist the escalating ICE abductions. The ICE agents typically have military-style vehicles and equipment, including using tear gas, and often in unmarked vans.
The Art of Value host JJ breaks down how Tesla electric car sales in France are continuing to crash, even with the new Model Y refresh having ramped up. This looks to be disastrous for Tesla and for Elon Musk. What could be to blame for the declining sales in Europe?
Latest on The Art of Value: Politics - Elon Musk & Trump Break Up After DOGE Disaster https://youtu.be/mfWEf7aDaZU
Related episodes:
Tesla Self-Driving Fails Test But Robotaxi Launch Soon! https://youtu.be/uaLSU0Oy5nk
Tesla Sales PLUNGE in Europe While Other EV Brands SURGE https://youtu.be/naKRigy7nJA
Reputation Poll Reveals Tesla's EPIC Brand Damage https://youtu.be/TAL3Ctt9ciQ
New! The Art of Value: Politics pod https://www.youtube.com/@TheArtofValuePolitics
To support The Art of Value channel, become a member https://www.youtube.com/@TheArtofValue/join
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
The Art of Value: Politics host JJ reacts to a recent piece from CBS about Elon Musk and the Trump administration, Elon’s Department of Government Efficiency (DOGE), and his companies. Elon now seems to be backing away from DOGE and the Trump administration. Is it because he has become hugely unpopular with the public and his companies are suffering? Did Elon make a major miscalculation, thinking potential Tesla customers would be supportive of his far-right political activities?
Related episodes:
DOGE Whistleblower Reveals Massive Govt Data Breach https://youtu.be/MTqZ05hPdNk
Elon’s xAI + Peter Thiel’s Palantir Building Mass Surveillance https://youtu.be/4cXm8mKqnEU
It's Time to Confront the Reality of Fascism in America https://youtu.be/LZ8t67NBpWQ
Comparison: Trump’s America vs 1930s Fascist Germany https://youtu.be/GaaGnRVz3yE
Referenced video:
Elon Musk on DOGE and his work in and out of government https://youtu.be/ey1rpNtRADg
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
The Art of Value host JJ discusses a new bombshell New York Times article, in which it is alleged that Elon Musk’s drug use, involving multiple drugs, has been way more intense than previously reported. The reporting cites a dozen or so people close with Elon Musk.
Related episodes:
Elon BROKEN After Tesla & DOGE Disasters https://youtu.be/i3c7tHMhS50
Elon Musk’s Epic Downfall Hits New Low Point https://youtu.be/flxBd6tuyio
Elon Musk Grilled & It Gets Awkward! https://youtu.be/5Sngf0h_8fk
New on The Art of Value: Politics channel - Elon’s xAI + Peter Thiel’s Palantir Building Mass Surveillance https://youtu.be/4cXm8mKqnEU
Referenced video:
‘Could explain something’: Nicolle Wallace on Elon Musk’s reportedly intense drug use
https://youtu.be/PTClaVR-vIk
To support The Art of Value channel, become a member https://www.youtube.com/@TheArtofValue/join
The Art of Value: Politics host JJ reports on and discusses how the Trump administration has chosen Peter Thiel’s company Palantir to help create an unprecedented “master database” on every American, that could in the near future be used for domestic mass surveillance.
Related episodes:
DOGE Whistleblower Reveals Massive Govt Data Breach
https://youtu.be/MTqZ05hPdNk
The Rise of ‘Broligarch’ Tech Fascism
https://youtu.be/XJSMt_7p9zc
It's Time to Confront the Reality of Fascism in America
https://youtu.be/LZ8t67NBpWQ
Referenced video:
WATCH: Elon HACKED Your Data for THIS Scary Reason! | Adam Mockler https://youtu.be/0w_NcE17IYk
The Art of Value host JJ breads down how, even though the launch of autonomous Tesla Robotaxis in Austin is only days away, The Dawn Project has just conducted “school bus tests”, and the Full Self-Driving software failed to stop for a moving child mannequin every time.
Related episodes:
Tesla Self-Driving Head Admits Lagging Years Behind Waymo https://youtu.be/P6A5usFC-dU
Tesla Robotaxi Disaster in-Waiting while Waymo Expands! https://youtu.be/fCUfKHmp9x0
US Safety Watchdog Has Big Questions for Tesla Robotaxi https://youtu.be/BCrkzleV-_c
Why I Had to Quit Tesla Full Self-Driving https://youtu.be/eQJQJq9owFk
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
The Art of Value: Politics host JJ reacts to and discusses part of some recent interviews with experts on authoritarianism, fascism, and Donald Trump. Timothy Snyder, Anne Applebaum, and David Cay Johnston. discuss the current rise of authoritarianism in the United Sates and how many people are struggling to come to terms with that reality.
Related episodes:
Comparison: Trump’s America vs 1930s Fascist Germany
https://youtu.be/GaaGnRVz3yE
We Need to Talk About Fighting Fascism in America!
https://youtu.be/fbsWSAXenSE
ICE: Trump’s Gestapo in 21st Century Fascist America
https://youtu.be/WhR1nuQV9jg
Trump Official Aiming to Suspend Your Constitutional Right
https://youtu.be/fXtQ0zt8l2w
Referenced videos:
Jamie Raskin, Tim Snyder and David Cay Johnston on Trump’s dangerous authoritarian dictatorship https://youtu.be/7-WLiQOW8sM
Prof. Tim Snyder on Trump tyranny and how people can stand up to fascism. https://youtu.be/idBWUEup_rg
Anne Applebaum and the Most Corrupt Presidency in American History | The David Frum Show https://youtu.be/cpU26qBcBuw
Trump Breaks America, Voters Yawn? (w/ Anne Applebaum) | Focus Group https://youtu.be/15k3paCFDYg
The Art of Value host JJ breaks down why Elon Musk might be looking tired and broken these days. Elon seems to be having numerous disastrous outcomes both with Tesla and DOGE, with are related. Elon is reportedly pulling back from DOGE and focusing on his ailing auto and tech company Tesla, after declines in sales and his public popularity.
Related episodes:
Tesla Sales PLUNGE in Europe While Other EV Brands SURGE
https://youtu.be/naKRigy7nJA
Elon Musk’s Epic Downfall Hits New Low Point
https://youtu.be/flxBd6tuyio
Reputation Poll Reveals Tesla's EPIC Brand Damage
https://youtu.be/TAL3Ctt9ciQ
Tesla Self-Driving Head Admits Lagging Years Behind Waymo
https://youtu.be/P6A5usFC-dU
New! The Art of Value: Politics pod https://www.youtube.com/@TheArtofValuePolitics
Referenced video:
Elon Musk Hits Trump With UNEXPECTED Blow Against Disastrous Bill In Public | The
Damage Report https://youtu.be/QavTQHWhuFA
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
The Art of Value host JJ breaks down how Tesla vehicle sales are continuing to plunge across Europe, at the same time as other EV brands and the overall electric vehicle market are growing strongly. JJ looks into the possible reasons for this, including increased EV competition, and Elon Musk’s divisive politics.
Latest on The Art of Value: Politics pod: ICE: Trump’s Gestapo in 21st Century Fascist America
https://youtu.be/WhR1nuQV9jg
Related episodes:
Elon Musk’s Epic Downfall Hits New Low Point
https://youtu.be/flxBd6tuyio
Reputation Poll Reveals Tesla's EPIC Brand Damage
https://youtu.be/TAL3Ctt9ciQ
Tesla Self-Driving Head Admits Lagging Years Behind Waymo
https://youtu.be/P6A5usFC-dU
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
The Art of Value: Politics host JJ breaks down and discusses how some prominent people, including experts on authoritarianism and fascism, are referring to the Trump administration’s ICE Police as Trump’s modern-day Gestapo. The ways the rule of law and democratic institutions in the U.S. are breaking down, and many warning signs of fascism are on display.
Related episodes:
Trump Official Aiming to Suspend Your Constitutional Right https://youtu.be/fXtQ0zt8l2w
Comparison: Trump’s America vs 1930s Fascist Germany https://youtu.be/GaaGnRVz3yE
We Need to Talk About Fighting Fascism in America! https://youtu.be/fbsWSAXenSE
Referenced videos
Gov. Walz says ICE is 'Trump's modern-day Gestapo' https://youtu.be/KVOrOkxeCD4
Al Gore draws parallels between Trump and early Nazi Germany https://youtu.be/IrJPfGOTjd0
We’re Experts in Fascism. We’re Leaving the U.S. | NYT Opinion https://youtu.be/IXR9PByA9SY
"Fascism Isn't Coming, It's Here": Mehdi Hasan on Trump, Gaza & Leaving MSNBC to Start Zeteo https://youtu.be/77Op0DtbLpc
The Art of Value host JJ breaks down how the downfall of Elon Musk’s reputation has hit another new low, with his partial exit from the Trump administration and DOGE, after his disastrous tenure. It resulted in much lower financial savings than expected, serious conflicts with Trump administration colleagues, plummeting public popularity, and a boycott against Tesla and his other companies.
Related episodes:
Elon Musk Grilled & It Gets Awkward!
https://youtu.be/5Sngf0h_8fk
Reputation Poll Reveals Tesla's EPIC Brand Damage
https://youtu.be/TAL3Ctt9ciQ
Elon Musk’s DOGE is Building a Surveillance State
https://youtu.be/ziacFGtrShY
New! The Art of Value: Politics pod https://www.youtube.com/@TheArtofValuePolitics
Referenced article:
The Decline and Fall of Elon Musk
https://www.theatlantic.com/politics/archive/2025/05/elon-musk-doge-opponents-dc/682866/
Referenced video:
Tanner Lecture One with Ruha Benjamin: Who Owns the Future? The Artificial Intelligentsia & the New Eugenics https://youtu.be/ZseJigkUhuE
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
The Art of Value host JJ breaks down how, according to a new brand reputation poll, Tesla has suffered massive brand reputation damage, largely due to Elon Musk and his divisive politics and abrasive behavior over the past year in particular. Tesla used to be near the top of the poll a few years ago, but has tumbled to near the bottom.
New! The Art of Value: Politics pod https://www.youtube.com/@TheArtofValuePolitics
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
The Art of Value host JJ breaks down how the head of Tesla Self-Driving has recently admitted that Tesla is a couple of years behind Waymo at this point, yet Elon is continuing to make his typical bold predictions for Tesla Full Self-Driving and Tesla’s Robotaxi service, which is due to launch is Austin very soon.
Related episodes:
Tesla Robotaxi Disaster in-Waiting while Waymo Expands! https://youtu.be/fCUfKHmp9x0
US Safety Watchdog Has Big Questions for Tesla Robotaxi https://youtu.be/BCrkzleV-_c
Why I Had to Quit Tesla Full Self-Driving https://youtu.be/eQJQJq9owFk
New! The Art of Value: Politics channel https://www.youtube.com/@TheArtofValuePolitics
Referenced videos
AI World in 2035: Tesla VP Ashok Elluswamy’s Bold Prediction | Gobinath
https://youtu.be/jWC_-fj-slI
Waymo's co-CEO on 10 million driverless rides and Tesla’s coming robotaxi challenge
https://youtu.be/s6qLN9FRe2k
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
The Art of Value host JJ breaks down how Elon Musk has again felt the need to deny he’s a neo-fascist in an interview. We look at some of the things Elon has said and done recently that may indicate otherwise.
Related episodes:
Comparison: Trump’s America vs 1930s Fascist Germany | The Art of Value: Politics https://youtu.be/GaaGnRVz3yE
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
The Art of Value host JJ reacts to the latest interview with Elon Musk. The interviewer from Bloomberg asks tough questions and does not let Elon off the hook. Elon is asked about Tesla’s problems, how his political activities have had an impact on Tesla sales, his conflicts of interest between his DOGE activities and his various companies, and more.
Related episodes:
We Need to Talk About Fighting Fascism in America! | The Art of Value: Politics
https://youtu.be/fbsWSAXenSE
Tesla Robotaxi Disaster in-Waiting while Waymo Expands! https://youtu.be/fCUfKHmp9x0
Elon Musk’s DOGE is Building a Surveillance State https://youtu.be/ziacFGtrShY
Referenced video:
Elon Musk Talks Tesla, Politics and Putin Relationship (Full Interview) | Bloomberg https://youtu.be/gPGZRJDVXcU
To support The Art of Value channel, become a member https://www.youtube.com/@TheArtofValue/join
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
The Art of Value: Politics host JJ reacts to and discusses parts of some recent interviews with two of the world’s leading experts on authoritarianism and fascism, Timothy Snyder and Anne Applebaum. The discussion is on similarities and differences between Trump’s second term so far, and Hitler’s 1930s fascist Germany.
Related episodes:
We Need to Talk About Fighting Fascism in America!
https://youtu.be/fbsWSAXenSE
Trump Official Aiming to Suspend Your Constitutional Right https://youtu.be/fXtQ0zt8l2w
Referenced videos:
How to Fight Fascism in America — with Timothy Snyder | Prof G Conversations
https://youtu.be/3NIwH4nKaDg
Kleptocracy, Inc. — with Anne Applebaum | Prof G Conversations https://youtu.be/qyYqJolXE_E
The Art of Value host JJ breaks down how Tesla is poised to launch the first few cars of its planned robotaxi service in Austin, while Google’s Waymo is going from strength to strength, expanding to numerous US cities, and planning its first international city test. Is Tesla’s robotaxi launch as disaster waiting to happen, and can it catch Waymo?
Latest on The Art of Value: Politics channel: We Need to Talk About Fighting Fascism in America! https://youtu.be/fbsWSAXenSE
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
The Art of Value: Politics host JJ reacts to and discusses part of a some recent interviews with two of the world’s leading experts on authoritarianism and fascism, Timothy Snyder and Anne Applebaum. They discuss the rise of authoritarianism in the United Sates with the new Trump Administration, and how to start to combat it.
Referenced videos:
How to Fight Fascism in America — with Timothy Snyder | Prof G Conversations
https://youtu.be/3NIwH4nKaDg
Kleptocracy, Inc. — with Anne Applebaum | Prof G Conversations https://youtu.be/qyYqJolXE_E
Trump Breaks America, Voters Yawn? (w/ Anne Applebaum) | Focus Group
https://youtu.be/15k3paCFDYg
The Art of Value host JJ breaks down how Tesla reportedly has around 10,000 unsold Cybertrucks in inventory, while Ford’s F-150 Lightning EV pickup has claimed the top EV pickups sales spot for the the first quarter of 2025. Has Elon Musk’s far-right politics turned-off a lot of potential Tesla buyers?
New! The Art of Value: Politics channel https://www.youtube.com/@TheArtofValuePolitics
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
The Art of Value host JJ breaks down how EV startup Slate Auto has significant interest in the US market since unveiling their first EV model, which is a very affordable, bare-bones EV pickup truck, which can also be easily configured into an SUV. The company has gathered over 100,000 reservations for the electric vehicle.
Related episodes:
New Tesla Model Y vs BYD + 4 STRONG Competitors! https://youtu.be/ebZDC5gV3bk
Why BYD Just Left Tesla in the Dust! https://youtu.be/-BsNRGDxnXM
Cybertruck Sales FAIL: 1/10th of Elon's Prediction! https://youtu.be/WxLRiYekB8I
Referenced video:
Slate's Cheap $25K EV Truck Can Transform Into An SUV | Inside EVs https://youtu.be/cq1qEjwSYkw
The Art of Value host JJ beaks down how one of the biggest progressive political streamers in the US, Hasan Piker, was recently detained and interrogated at a US airport when re-entering the U.S. This is not an isolated incident, there are also reports of TikTokers, such as eyesofsav, who have had similar experiences, even while being U.S. citizens. This seems to be a strategy to intimidate creators from criticising the Trump regime, instilling an atmosphere of fear, even though free speech is protected by law in the United States.
Related episodes:
Trump Official Aiming to Suspend Your Constitutional Right https://youtu.be/fXtQ0zt8l2w
Trump Wants to Accept $400m Foreign Government Bribe https://youtu.be/tPkeK8MtoRs
New! The Art of Value: Politics channel https://www.youtube.com/@TheArtofValuePolitics
Referenced videos:
I was detained by customs and border patrol... https://youtu.be/RI5FH2vZanQ
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
The Art of Value host JJ reacts to the latest interview Elon Musk gave in Saudi Arabia this week, tagging along with President Trump on his state visit. In his sales pitch, Elon added to his already “optimistic” predictions for the future of the technologies his companies are developing, despite many of his previous predictions proving highly inaccurate.
Related episodes:
US Safety Watchdog Has Big Questions for Tesla Robotaxi https://youtu.be/BCrkzleV-_c
Trump Wants to Accept $400m Foreign Government Bribe https://youtu.be/tPkeK8MtoRs
Tesla Staffers Confirm Demand Problem & Blame Elon Musk https://youtu.be/dtsnBZJBqTU
Tesla Deliveries FALL in China as 'Tesla Killers' Ramp https://youtu.be/fi-uvDopxNg
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
The Art of Value host JJ breaks down how the US road safety watchdog, the NHTSA, has just sent Tesla a letter requiring more proof of the safety of Tesla FSD, ahead of its imminent Tesla Robotaxi launch in Austin, Texas. The NHTSA doesn’t seem to know much about it yet, even though it’s scheduled to be just weeks away!
New! The Art of Value: Politics channel https://www.youtube.com/@TheArtofValuePolitics
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
The Art of Value host JJ breaks down how some current and former Tesla employees have come out to confirm that Tesla is indeed having a significant demand problem, and they are blaming Elon Musk’s divisive politics. They want Elon to step down as CEO to save the company.
New! The Art of Value: Politics channel https://www.youtube.com/@TheArtofValuePolitics
Referenced article:
Tesla employees ask Elon Musk to resign, confirm massive demand problem, get fired for it | Electrek
https://electrek.co/2025/05/11/tesla-employees-ask-elon-musk-resign-confirm-massive-demand-problem-get-fired/
To support The Art of Value channel, become a member https://www.youtube.com/@TheArtofValue/join
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
The Art of Value host JJ breaks down the astonishing news that, in what may be the most valuable “gift” ever to the United States from a foreign government, the Trump administration is poised to accept a super luxury Boeing 747-8 jumbo jet from the royal family of Qatar. The jet will apparently be available for use by Trump as the new Air Force One until he leaves office, then ownership will be transferred to the Trump’s presidential library foundation!
Related episodes:
Trump Official Aiming to Suspend Your Constitutional Right
https://youtu.be/fXtQ0zt8l2w
Elon Musk’s DOGE is Building a Surveillance State
https://youtu.be/ziacFGtrShY
New! The Art of Value: Politics channel https://www.youtube.com/@TheArtofValuePolitics
To support The Art of Value channel, become a member https://www.youtube.com/@TheArtofValue/join
Referenced content:
Trump caught in BOMBSHELL corruption scheme | Brian Tyler Cohen https://youtu.be/UFCbO5o7PNw
Anne Applebaum and the Most Corrupt Presidency in American History | The David Frum Show
https://youtu.be/cpU26qBcBuw
Trump administration poised to accept 'palace in the sky' as a gift for Trump from Qatar: Sources | ABC News
https://abcnews.go.com/Politics/trump-administration-poised-accept-palace-sky-gift-trump/story?id=121680511
The Art of Value host JJ breaks down how Stephen Miller, one of President Trump’s top advisers has indicated that they are “actively looking at” suspending habeas corpus, a basic US constitutional right, and calls out “radical rogue judges” for ruling against the administration on a number of issues.
Related episodes:
Elon Musk’s DOGE is Building a Surveillance State https://youtu.be/ziacFGtrShY
DOGE Whistleblower Exposes Elon Musk & Gets Threatened https://youtu.be/zRg65XYwiXw
Elon Musk’s Lies & Hidden Agenda Unraveling https://youtu.be/Wmivylie4oU
New! The Art of Value: Politics channel https://www.youtube.com/@TheArtofValuePolitics
Referenced videos:
Top Trump adviser suggests White House could suspend habeas corpus to deport migrants | PBS https://youtu.be/Bi1YgaCrUNc
'Serious threat’: Trump admin pushes extreme deportation powers amid constitutional crisis warning https://youtu.be/RZY7iBC6qWk
To support The Art of Value channel, become a member https://www.youtube.com/@TheArtofValue/join
The Art of Value host JJ breaks down a couple of recent articles outlining the damage Elon Musk has caused to a lot of people with his Department of Government Efficiency (DOGE). Elon has been saying it’s all about finding “waste, fraud, and abuse”, but it seems it’s mostly about something else entirely.
Related episodes:
Elon Musk’s DOGE is Building a Surveillance State
https://youtu.be/ziacFGtrShY
Tesla's Europe Sales CRASHING Despite New Model Y!
https://youtu.be/_yXFcBfF9BI
DOGE Whistleblower Exposes Elon Musk & Gets Threatened
https://youtu.be/zRg65XYwiXw
Tesla Whistleblower: Elon’s a "Vindictive Monster! Pure Evil"
https://youtu.be/nggnt9Lm6Eg
New! The Art of Value: Politics channel https://www.youtube.com/@TheArtofValuePolitics
Referenced articles:
Elon Musk Is an Evil Piece of Garbage—and an A-Level Fraud Too
https://newrepublic.com/article/194769/elon-musk-evil-garbage-fraud
Bill Gates accuses Elon Musk of ‘killing’ children with USAID cuts
https://archive.ph/B7ix2#selection-1571.0-1571.66
To support The Art of Value channel, become a member https://www.youtube.com/@TheArtofValue/join
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
The Art of Value host JJ breaks down how Tesla’s China deliveries are slipping, at the same time as home-grown Chinese brands are ramping up production and sales in the biggest EV market in the world. Are these the “Tesla killers” they have been talked about for so long?
Related episodes:
Tesla UK & Germany Sales CRASH While BYD Sales SURGE https://youtu.be/gZrvCEAfxxQ
New Tesla Model Y vs BYD + 4 STRONG Competitors! https://youtu.be/ebZDC5gV3bk
Tesla's Europe Sales CRASHING Despite New Model Y! https://youtu.be/_yXFcBfF9BI
Why BYD Just Left Tesla in the Dust! https://youtu.be/-BsNRGDxnXM
New! The Art of Value: Politics https://www.youtube.com/@TheArtofValuePolitics
To support The Art of Value channel, become a member https://www.youtube.com/@TheArtofValue/join
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
The Art of Value host JJ breaks down how Tesla registrations for both the UK and Germany crashed in April 2025, while China’s BYD sales surged across Europe. Will the Tesla sales decline continue, or will the new Model Y save the company’s European sales?
Related episodes:
New Tesla Model Y vs BYD + 4 STRONG Competitors! https://youtu.be/ebZDC5gV3bk
Loyal Tesla Fans Are Losing Trust in Elon Musk https://youtu.be/dNCPR_A_OVY
Tesla's Europe Sales CRASHING Despite New Model Y! https://youtu.be/_yXFcBfF9BI
Why BYD Just Left Tesla in the Dust! https://youtu.be/-BsNRGDxnXM
New! The Art of Value: Politics https://www.youtube.com/@TheArtofValuePolitics
To support The Art of Value channel, become a member https://www.youtube.com/@TheArtofValue/join
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
The Art of Value host JJ reacts to and discusses a recent The Vanguard interview with journalist Eoin Higgins, about Elon Musk’s fellow “PayPal Mafia” tech billionaire Peter Thiel and his influence on the media.
Related episodes:
Elon Billionaire Ally Peter Thiel Says Quiet Part OUT LOUD https://youtu.be/2nemKx4h41I
The Tangled $ Web of Elon Musk, Trump, Peter Thiel & JD Vance https://youtu.be/6lc5Iwgj0TQ
Referenced video:
Reporter ROASTS Matt Taibbi, SPILLS THE TEA on Peter Thiel's MAGA Media Influence | The Vanguard
https://youtu.be/KGjNB60EWQc
Referenced book:
Owned: How Tech Billionaires on the Right Bought the Loudest Voices on the Left by Eoin Higgins (referral link): https://amzn.to/3Z4Pmw9
The Art of Value host JJ reacts to and discusses a recent CNBC report on how previously loyal Tesla car and Tesla stock fans are turning away from Tesla, because of its distracted and increasingly controversial CEO Elon Musk.
Referenced video:
Are Tesla’s Biggest Fans Done With Elon Musk? | CNBC https://youtu.be/OlXDlmVjoYw
To support The Art of Value channel, become a member https://www.youtube.com/@TheArtofValue/join
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
The Art of Value host JJ reacts to and discusses a recent The Nerd Reich interview with journalists Gil Duran and Eoin Higgins, which is about how far-right tech billionaires, including Peter Thiel and Elon Musk, are attempting to buy and control parts of the media.
Related episode:
The Rise of ‘Broligarch’ Tech Fascism https://youtu.be/XJSMt_7p9zc
Referenced video:
Mavericks to Mouthpieces: How Tech Billionaires Like Elon Musk Broke Journalism (w/ Eoin Higgins) | The Nerd Reich https://youtu.be/9liGlr4xTpw
Referenced book:
Owned: How Tech Billionaires on the Right Bought the Loudest Voices on the Left by Eoin Higgins (referral link): https://amzn.to/3Z4Pmw9
The Art of Value host JJ breaks down some of the strong EV competition to the Tesla Model Y update, including the BYD Sealion 7, Chevy Equinox EV, Hyundai Ioniq 5, Honda Prologue, Volvo EX30 and more! Which one do you like the look of best?
Related episodes:
Tesla's Europe Sales CRASHING Despite New Model Y! https://youtu.be/_yXFcBfF9BI
Why BYD Just Left Tesla in the Dust! https://youtu.be/-BsNRGDxnXM
Why I Had to Quit Tesla Full Self-Driving https://youtu.be/eQJQJq9owFk
New! The Art of Value: Politics https://www.youtube.com/@TheArtofValuePolitics
Referenced EV review videos:
Tesla Model Y vs. Honda Prologue vs. Hyundai Ioniq 5 vs. Chevy Equinox EV | Electric SUV Battle | Edmunds Cars
https://youtu.be/RYuo2oyDQsM
SHOOTOUT: 2025 TESLA MODEL Y vs BYD SEALION 7 vs: Has BYD built a better car? | Electrifying
https://youtu.be/BO1Vbyp_AxQ
New Tesla Model Y v BYD Sealion: Ultimate review! | Carwow https://youtu.be/bEH5gDiESRg
2025 Tesla Model Y vs BYD Sealion 7: I'M SWEATING… WHO WILL WIN?! | CarSauche https://youtu.be/8fVEAJJ3cNw
You could wait for the Rivian R3X or... | Auto Focus https://youtu.be/2TBWVwTn9WM
To support The Art of Value channel, become a member https://www.youtube.com/@TheArtofValue/join
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
The Art of Value host JJ breaks down how Tesla sales are continuing to fall in Europe, despite the Model Y refresh being fully available to buy. Also, in a recent survey Tesla is the only EV brand with a negative perception, no doubt due to a widespread dislike of Tesla CEO Elon Musk and his political activities.
Related episodes:
Why BYD Just Left Tesla in the Dust! https://youtu.be/-BsNRGDxnXM
Why I Had to Quit Tesla Full Self-Driving https://youtu.be/eQJQJq9owFk
ELON MUSK IS COOKED. DONE! https://youtu.be/qzMcVgfBWt4
New! The Art of Value: Politics https://www.youtube.com/@TheArtofValuePolitics
To support The Art of Value channel, become a member https://www.youtube.com/@TheArtofValue/join
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
The Art of Value host JJ breaks down how Elon Musk is saying he’s stepping back somewhat from running his Department of Government Efficiency, but is DOGE responsible for illegally taking government data with the aim of building a vast “database of ruin” for a surveillance state? This is exactly what whistleblower Edward Snowden warned about more than a decade ago.
Related episodes:
Tesla Whistleblower: Elon’s a "Vindictive Monster! Pure Evil" https://youtu.be/nggnt9Lm6Eg
DOGE Whistleblower Exposes Elon Musk & Gets Threatened https://youtu.be/zRg65XYwiXw
Elon Musk’s Lies & Hidden Agenda Unraveling https://youtu.be/Wmivylie4oU
New! The Art of Value: Politics channel https://www.youtube.com/@TheArtofValuePolitics
Referenced content:
‘This Is What We Were Always Scared of’: DOGE Is Building a Surveillance State
https://www.nytimes.com/2025/04/30/opinion/musk-doge-data-ai.html
Edward Snowden - Turnkey Tyranny https://youtu.be/tzQegCZBqnI
Alleged NSA whistleblower warns of "turnkey tyranny" in U.S. | CBS News https://youtu.be/BZO3hlTK9zk
It’s official! Musk leaving as Trump thanks him amid crash for Tesla and markets |MSNBC https://youtu.be/ZQwrUUh-YsY
To support The Art of Value channel, become a member https://www.youtube.com/@TheArtofValue/join
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
The Art of Value host JJ breaks down how legendary rocker Neil Young has debuted a politically charged new song at a live concert in Los Angeles. In the song, young delivers criticism of President Trump, Elon Musk and Elon’s company Tesla, implying that you’d have to be a fascist to buy a Tesla at this point.
Related episodes:
ELON MUSK IS COOKED. DONE! https://youtu.be/qzMcVgfBWt4
Free Speech? X Allegedly Shadow-Bans Elon’s Critics https://youtu.be/nGJ8BJ5Q2Ic
Why BYD Just Left Tesla in the Dust! https://youtu.be/-BsNRGDxnXM
New! The Art of Value: Politics channel https://www.youtube.com/@TheArtofValuePolitics
To support The Art of Value channel, become a member https://www.youtube.com/@TheArtofValue/join
Referenced content:
Neil Young Live Debut “Let’s Roll Again” 04/26/25 Greek Theater, Los Angeles https://youtu.be/dLYHby4N5Nk?si=rBTfnA9v4jUetfut&t=162
‘If you’re a fascist, get a Tesla’: Neil Young targets Elon Musk in new song | San Francisco Chronicle
https://www.sfchronicle.com/entertainment/article/neil-young-new-song-musk-trump-20298731.php
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
The Art of Value host JJ reports on how the Chinese EV automaker giant BYD is starting to leave Tesla in its wake. It is selling at least as many EVs as Tesla worldwide, often at much lower prices points, and its innovations are starting to outpace Tesla, which by comparison appears to be stagnating in terms of vehicle innovation.
Related episodes:
Tesla Earnings SUCKED & The Stock JUMPED! https://youtu.be/9-TxS5hkO7s
Why I Had to Quit Tesla Full Self-Driving https://youtu.be/eQJQJq9owFk
Cybertruck Sales FAIL: 1/10th of Elon's Prediction! https://youtu.be/WxLRiYekB8I
New! The Art of Value: Politics channel https://www.youtube.com/@TheArtofValuePolitics
Referenced video:
All The Ways BYD Is Leaving Tesla In The Dust | CNBC https://youtu.be/_tCIVEfCdGM
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
The Art of Value host JJ discusses a recent New York Times article that details how Elon Musk’s X platform has allegedly been shadow-banning and suppressing some of Elon’s critics, severely impacting their freedom of speech and freedom of reach on the platform, including financially.
New channel: The Art of Value: Politics https://www.youtube.com/@TheArtofValuePolitics
Referenced article:
They Criticized Musk on X. Then Their Reach Collapsed. | New York Times
https://www.nytimes.com/interactive/2025/04/23/business/elon-musk-x-suppression-laura-loomer.html
The Art of Value host JJ reports that as Elon Musk is ramping up his Tesla robotaxi rhetoric, The Verge is questioning whether Elon’s Tesla robotaxi near future is still a fantasy. Additionally, Motortrend, after testing Tesla’s FSD (Supervised) for a full year, including very recent software updates, has quit using it, after it still make a basic and dangerous error, labelling the FSD software “sketchy”.
New! The Art of Value: Politics channel https://www.youtube.com/@TheArtofValuePolitics
Referenced articles:
Why I Had to Quit Using Tesla Full Self-Driving | Motortrend
https://www.motortrend.com/reviews/2023-tesla-model-y-long-range-yearlong-review-full-self-driving-danger
Elon Musk’s robotaxi fantasy is starting to unravel | The Verge
https://www.theverge.com/tesla/654253/tesla-robotaxi-elon-musk-earnings-promise-fantasy
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
The Art of Value host JJ breaks down how it’s looking like Elon Musk, along with his company Tesla and vast wealth along with it, could be in real trouble. It was revealed in the latest Tesla earnings that the company’s profits are plummeting, and it could well be because of the anti-Tesla and anti-DOGE protests that have been raging around the world. It remains to be seen whether or not Elon pulling back from DOGE could help, or whether there has been too much Tesla brand damage.
Books mentioned in this episode:
How Fascism Works: The Politics of Us and Them by Jason Stanley (referral link): https://amzn.to/4jJLWH9
On Tyranny: Twenty Lessons from the Twentieth Century by Timothy Snyder (referral link) https://amzn.to/3RsU178
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
The Art of Value host JJ reacts to various investors who break down the much anticipated Tesla earnings results, which were awful, but Tesla stock still jumped after earnings.
Related episodes:
Elon Musk’s Desperate “Code Red” Tesla Earnings Call https://youtu.be/wAxI_DUx-jE
Tesla Whistleblower: Elon’s a "Vindictive Monster! Pure Evil" https://youtu.be/nggnt9Lm6Eg
To support The Art of Value channel, become a member https://www.youtube.com/@TheArtofValue/join
Referenced videos:
Elon Musk needs to recommit to Tesla and say he's leaving Trump administration: Wedbush's Dan Ives | CNBC https://youtu.be/8h08VWiJ9tE
Elon Musk Makes Huge DOGE & Tesla Updates | Farzad https://youtu.be/Aq0ksMUFPRY
ELON MUSK'S ATOMIC BOMBSHELL‼️ TESLA INVESTORS FLIP | Jeremy Lefebvre https://youtu.be/M5LbTb8ODIg
Tesla Had an AWFUL Report and Is INSANELY Expensive | Long Term Mindset https://youtu.be/nUqNZiNvnEQ
Tesla Earnings Toxic Dung Heap Nuclear Irradiated Sludge Trash | Strongman Personal Finance https://www.youtube.com/live/_2kwHC_GOs0
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
The Art of Value host JJ breaks down how one of Wall Street’s most bullish Tesla analysts says that it’s now a “code red situation” for Tesla earnings, and says Musk needs to leave DOGE and focus back on Tesla. We also preview what Elon Musk might say and do to revive Tesla’s outlook, or at least the perception of the company, amid the major brand damage Elon has inflicted.
The Art of Value: Politics channel https://www.youtube.com/@TheArtofValuePolitics
Related episode:
Tesla Whistleblower: Elon’s a "Vindictive Monster! Pure Evil" https://youtu.be/nggnt9Lm6Eg
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
The Art of Value: Politics host JJ breaks down how influential Trump-supporting podcasters Joe Rogan and Candice Owens are both starting to turn against the Trump regime, specifically on the issue of sending people to the super-max prison in El Salvador (CECOT) without due process of the low.
Related episodes:
Trump Goes Full Mask-Off Fascist on Deportations https://youtu.be/4zWJFLzQ0Cw
The Art of Value host JJ responds to a new Times Radio interview of a Tesla Whistleblower, engineer Christina Balan, who has won a lawsuit against Tesla, and is now able to reveal much about the inner corporate culture and operations at Tesla. Christina reveals how CEO Elon Musk treated her and other employees when they tried to raise multiple, serious safety and defect concerns with the vehicles.
Related episodes:
Elon Musk’s Ex-Friend Reveals Why He’s ‘Very Dangerous’ https://youtu.be/UnFNSR6lPGA
DOGE Whistleblower Exposes Elon Musk & Gets Threatened https://youtu.be/zRg65XYwiXw
The Art of Value: Politics channel https://www.youtube.com/@TheArtofValuePolitics
To support The Art of Value channel, become a member https://www.youtube.com/@TheArtofValue/join
Referenced interview:
‘Pure evil’ Musk doesn’t allow free speech | Tesla whistleblower | Times Radio https://youtu.be/dD56KlWShs4
The Art of Value host JJ breaks down how the Tesla Cybertruck, Elon Musk’s longtime pet project, is not selling at anywhere near the rate Elon predicted. In fact, at present it’s selling at around a tenth of his projected sales for 2025. We also look at Tesla’s overall sales rate over the past few months, which has not been great for Tesla.
Related episodes:
DOGE Whistleblower Reveals Massive Govt Data Breach | The Art of Value: Politics https://youtu.be/MTqZ05hPdNk
Tesla Cybertruck Biggest Auto Flop EVER! https://youtu.be/i3mtwMgjxEs
Referenced video clip:
Tesla hits bump in the road as sales slip: Steve Rattner | MSNBC https://youtu.be/jbt72ZfoyGU
Membership:
To support The Art of Value channel, become a member https://www.youtube.com/@TheArtofValue/join
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
The Art of Value host JJ breaks down how a whistleblower has revealed how he discovered a huge data breach at the government agency he works for, while Elon Musk’s DOGE team was working there. He describes what he found out and also how he was surveilled and threatened outside of work because of his imminent whistleblowing.
Mentioned video:DOGE Whistleblower Reveals Massive Govt Data Breach | The Art of Value: Poltics https://youtu.be/MTqZ05hPdNk
Related episodes:
Elon Musk’s Ex-Friend Reveals Why He’s ‘Very Dangerous’
https://youtu.be/UnFNSR6lPGA
Elon Musk’s Lies & Hidden Agenda Unraveling
https://youtu.be/Wmivylie4oU
Elon Musk's DOGE Axes Tesla Safety Regulator's Staff
https://youtu.be/jjRh5m1nviQ
The Art of Value: Politics channel https://www.youtube.com/@TheArtofValuePolitics
To support The Art of Value channel, become a member https://www.youtube.com/@TheArtofValue/join
Referenced content:
Whistleblower claims DOGE took sensitive data - now he’s being hounded by threatening notes |
CNN https://youtu.be/TsqgXfrSksI
Amber | Elon’s Spies Ep3 https://www.tortoisemedia.com/listen/elons-spies/amber
A whistleblower's disclosure details how DOGE may have taken sensitive labor data | NPR https://www.npr.org/2025/04/15/nx-s1-5355896/doge-nlrb-elon-musk-spacex-security
The Art of Value host JJ reacts to a new Tesla Model Y (2025) review from Car magazine from the U.K. The reviewer finds many unsatisfactory things about the Model Y refresh, giving it a mediocre rating and comparing it unfavourably to its EV competitiors.
Related episodes:
Tesla Cybertruck Biggest Auto Flop EVER! https://youtu.be/i3mtwMgjxEs
Tesla Deliveries NOSEDIVE as Buyers DUMP Elon Musk https://youtu.be/GEzXknQzTcw
New: The Art of Value: Politics channel https://www.youtube.com/@TheArtofValuePolitics
Referenced article:
Tesla Model Y(2025) review: an exercise in irritation | Car Magazine https://www.carmagazine.co.uk/car-reviews/tesla/model-y-suv/
The Art of Value: Politics host JJ breaks down how the Trump regime has already gone full mask-off fascist in its aggressive pursuit of deporting people to an El Salvadorian mega-prison. Trump says he wants El Salvador for build many more prisons, and says he wants to start deporting “home-growns” as he calls them, meaning US citizens.
Related episodes:
The Rise of ‘Broligarch’ Tech Fascism https://youtu.be/XJSMt_7p9zc
Obama Speaks Up About Trump Regime Tyranny https://youtu.be/kCEkeTcA2UU
Stock Market PANICS as Trump Says to ‘Take Medicine’ https://youtu.be/7xrKBjZMZQ8
Massive Trump & Musk Protests Erupt Across America https://youtu.be/wOLSiEOgPM4
The Art of Value host JJ breaks down news that Elon Musk has become deeply unpopular with both Trump administration officials and the public. Is Elon about to be fired from DOGE by President Trump?
The Art of Value host JJ reacts to and discusses part of a 60 Minutes Australia report, in which an ex-longtime friend and business partner of Elon Musk, Philip Low, reveals why he thinks Elon is “very, very dangerous”, when it comes to what he is doing with DOGE (Department of Government Efficiency) inside the U.S. government.
Related episodes:
The Rise of ‘Broligarch’ Tech Fascism | The Art of Value: Politics https://youtu.be/XJSMt_7p9zc
Referenced video:
Are Elon Musk’s days in the White House numbered? | 60 Minutes Australia https://youtu.be/NfzcH93Zbr4
To support The Art of Value channel, become a member https://www.youtube.com/@TheArtofValue/join
The Art of Value: Politics host JJ breaks down some recent, important online journalism to do with rising tech fascism, involving so-called “broligarchs”. These tech billionaires aim to change governments to tech authoritarianism, and to set up their own “network states” in various place around the world.
Referenced in the video:
This Is What a Digital Coup Looks Like | Carole Cadwalladr | TED https://youtu.be/TZOoT8AbkNE
The Nerd Reich with Gil Duran: https://www.youtube.com/@TheNerdReichNews
Article: The rise of end times fascism | Naomi Klein and Astra Taylor | The Guardian
Article: The Education of a Libertarian | Peter Thiel
The Art of Value host JJ breaks down how Elon Musk’s public lies are starting to unravel, and his hidden agenda being exposed. From his claims for being able to cut $2 trillion from the government budget with his Department of Government Efficiency (DOGE), to saying he wanted OpenAI to be non-profit, to saying Tesla cars would be appreciating assets, we look at some of Elon’s wildest public claims.
New! The Art of Value: Politics channel https://www.youtube.com/@TheArtofValuePolitics
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
The Art of Value host JJ breaks down how recent job cuts at the US traffic safety regulator carried out by Elon Musk’s so-called Department of Government Efficiency (DOGE) have disproportionately hit staff assessing autonomous or self-driving risks, on which Elon has staked the future of Tesla. Is this a conflict of interest for Elon?
Related episodes:
Elon Musk’s Ex-Longtime Friend Exposes Hidden Agenda https://youtu.be/-gl5y6XZ4qY
The Art of Value: Politics channel: https://www.youtube.com/@TheArtofValuePolitics
The Art of Value host JJ breaks down how Elon Musk’s former longtime friend Philip Low has revealed what he thinks is Elon’s hidden agenda, involving his government intervention with DOGE, and with Tesla and his other companies.
Related episodes:
Elon Billionaire Ally Peter Thiel Says Quiet Part OUT LOUD https://youtu.be/2nemKx4h41I
How Elon Musk & MAGA Billionaires Plan to Destroy Democracy https://youtu.be/WzR6fG5PfQ8
The Tangled $ Web of Elon Musk, Trump, Peter Thiel & JD Vance
https://youtu.be/6lc5Iwgj0TQ
The Art of Value: Politics channel https://www.youtube.com/@TheArtofValuePolitics
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
The Art of Value host JJ breaks down the feud between Elon Musk and one of Trump’s Tariff team members regarding the new tariff policy that is rocking global trade and stock markets. Elon is not in agreement with Trump on the tariffs and is saying so. Could this be the beginning of a rift between Elon Musk and Trump?
Another The Art of Value channel:
The Art of Value: Politics https://www.youtube.com/@TheArtofValuePolitics
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
The Art of Value: Politics host JJ reacts to some recent remarks from former President Barack Obama, who spoke up about how democracy in the United States is being eroded under the current Trump administration. He talks about some of the things he’s seeing and what can be done about it.
Referenced video:
'It's up to all of us to fix this,' Obama says about democracy | PBS Newshour https://youtu.be/J48l41l94HQ
The Art of Value host JJ breaks down the reasons more and more people dislike Elon Musk, with reference to a recent video by anti-scam YouTuber Thunderf00t. Elon can’t seem to understand why so many people feel like this, despite all he’s done and said over the past few years to deserve it.
Related episodes:
Stock Market PANICS as Trump Says to ‘Take Medicine’ | The Art of Value: Politics https://youtu.be/7xrKBjZMZQ8
Referenced video:
Elon Musk “Why do they hate me??!” –The SHOCKING truth! | Thunderf00t https://youtu.be/lwkncj0Zz1w
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
The Art of Value host JJ breaks down what Elon Musk has just said about Trump’s new tariff agenda. Elon is obviously not happy about it, as likely he thinks the widespread tariffs will harm Tesla, SpaceX (especially Starlink) and his other companies.
Related episodes:
Massive Trump & Musk Protests Erupt Across America | The Art of Value: Politics https://youtu.be/wOLSiEOgPM4
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
The Art of Value: Politics host JJ breaks down how stock markets around the world are panicking and crashing, as President Trump doubles down on his tough tariff talk. In an interview on the way back from Florida, Trump said the stock market might have to take its medicine before the economy gets better long term - short term pain, long term gain.
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
The Art of Value: Politics host JJ reports on and discusses the massive protests that have erupted across the United States this past weekend. They are part of the “Hands Off” democracy protests, which the Tesla Takedown movement has also endorsed.
Hrere's The Art of Value: Politics channel: https://www.youtube.com/@TheArtofValuePolitics
The Art of Value host JJ breaks down the latest news about Tesla and Elon Musk. Almost everything seems to have gotten worse for Elon and Tesla this past week, including for Tesla stock. We look at the lates news, and look back at the week’s events in this episode.
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
The Art of Value host JJ breaks down reports that the Tesla Cybertruck, Elon Musk’s beloved creation, has become one of the biggest auto industry flops ever, with only low tens of thousands sold so far, rather than Elon’s predicted 250,000 cybertrucks per year. The Cybertruck has also be plagued with recalls, and has been a focus of Tesla, DOGE, and Elon Musk protests.
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
The Art of Value host JJ reports on the nosedive in Tesla vehicle delivery numbers for Quarter 1, 2025. We also look at the probable reasons for this dive in Tesla deliveries, including the anti-Tesla and Elon Musk protests and worldwide Tesla boycott, as well as the Model Y refresh during the quarter. We also check-in on how recent news has affected the Tesla stock (TSLA) price.
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
The Art of Value host JJ reports on and discusses what Trump MAGA supporter and famous podcaster Joe Rogan is saying about some “horrific” mistakes that have already been made by the Musk-Trump regime, by deporting some innocent people to a maximum security prison in El Salvador, without due process of the law. We ask, is this already authoritarianism or fascism in the United States?
Referenced videos:
Joe Rogan SLAMS Trump as This “HORRIFIC” New Policy Emerges | Really American https://youtu.be/qFVY4fjve0c
PANICKED White House hold DISASTER Press Conference… LOSES IT on Reporter | Meidas Touch Network https://youtu.be/aDedAdv0PgI
This Isn’t a Mistake — It’s Evil | The Bulwark https://youtu.be/2LScwsPP9oc
Joe Rogan Is BLASTING Donald Trump Over This | RebelHQ https://youtu.be/2l-ohHHdEcE
Fox News Goes Mask Off Fascist In Disturbing Segment | The Kyle Kulinski Show https://youtu.be/JgxQ-m5S2JE
20 Lessons on Tyranny: by Timothy Snyder / read by John Lithgow | PoliticsGirl https://youtu.be/cXR5HLodsT8
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
The Art of Value host JJ reports on and discusses Elon Musk’s current efforts to buy voters to influence the outcome of the key State Supreme Court election in Wisconsin. JJ also reacts to various political podcasters discussing Elon’s particular interest in this election.
Referenced videos:
He's Not Like Us (Elon Musk) | The Lincoln Project https://youtu.be/RiOE7aA0dzA
“Obsessed”: Elon Musk Pours $20 Million into Wisconsin Supreme Court Race as Voter Anger Builds | Democracy Now https://youtu.be/Xty8JS2mAVg
Elon Musk issues chilling warning: This could determine the 'destiny of humanity' | Fox News https://youtu.be/Nl0hJDs6AI4
YIKES! Musk Holds DISASTER EVENT before KEY ELECTION | Medias Touch https://youtu.be/pSIRLZOeKIs
Elon Musk Can Be Defeated Right Now In Wisconsin | The Majority Report https://youtu.be/d1RCLVfpZ1k
Elon Musk gets mercilessly HECKLED at his OWN rally| Brian Tyler Cohen https://youtu.be/kAqKyLUzBd0
Elon Musk's Election Stunt COLLAPSES Into Chaos As Financial Scheme Unravels | The Damage Report https://youtu.be/JarO2sWjn7E
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
Tesla CEO and DOGE leader Elon Musk has been ranting and threatening the Tesla Takedown protest and boycott movement, but the past weekend saw another escalation of the protests, in terms of the number of peaceful protests and protesters outside Tesla showrooms in the US and around the world. There were also a small number of pro-Elon, pro-Tesla counter-protesters this time as well. This video looks at what Elon has been saying about the protests, and we look at the protests themselves.
Referenced interview video:
Elon Musk gets NIGHTMARE news about Tesla | Brian Tyler Cohen (with Kara Swisher) https://youtu.be/9fSGYcv8ayg
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
The Art of Value host JJ discusses the latest news, and news from this whole week, about Elon Musk, Tesla, Tesla stock, Elon’s X platform, Joe Rogan’s top podcast dethroning, Elon billionaire ally Peter Thiel, and much more, in this longer format video than usual.
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision
The Art of Value host JJ discusses how Elon Musk ally and fellow tech billionaire Peter Thiel just said one of the quiet parts out loud, to do with his right-wing elitist politics. We then take a closer look at Peter Thiel’s long standing and evolving ideology, in relation to technology and far-right politics, with reference a recent episode of the new Dystopia Now podcast.
Referenced videos:
MAGA Billionaire Accidentally Says What He Thinks Of You | The Kyle Kulinski Show
https://youtu.be/eh7ODKJlQ30
Dystopia Now Podcast |@kate.willett https://www.youtube.com/@kate.willett/videos
Dystopia Now Podcast Playlist:
https://youtube.com/playlist?list=PL6P6ekhshLnQAaA7JffTN4-Xkl5NPJAwa&si=5pqPHGLTTYWjx4Jq
The Real Reason Tech Is Swinging to the Right & It Isn’t What You Think | Peter Thiel |The Rubin Report https://youtu.be/IeiIV5G1vrk
To support The Art of Value channel, become a member https://www.youtube.com/@TheArtofValue/join
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
The Art of Value host JJ reports on and discusses the unfolding “Signal-Gate” national security scandal, including news that Elon Musk is being enlisted to “investigate” the cause of the Signal app “mishap”. JJ reacts to Trump-supporter Dave Portnoy talking about the scandal, and what Portnoy thinks should happen next. Then JJ reacts to several prominent liberal political podcasts with more information and opinion on the developing scandal.
Referenced podcast videos:
Trump Regime CRASHES AND BURNS at SENATE HEARING| Meidas Touch https://youtu.be/tPY_fvTiaDc
Trump's NatSec 'Signal' Disaster Just Got Worse | The Majority Report https://youtu.be/aT6IqUGlqZk
Trump Admin Cover-Up BLOWS UP in THEIR FACE | Meidas Touch https://youtu.be/VV58CNPAQXY
Trump Press Secy Karoline Leavitt TEXT MESSAGE MELTDOWN | David Pakman Show https://youtu.be/_qScMokQ-n4
Whoops! Pete Hegseth Shared War Secrets With The Press | The Bitchuation Room https://youtu.be/RbX7Ffm1OHE
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
The Art of Value host JJ reacts to and discusses several podcasts which break down how both Joe Rogan and Tesla CEO Elon Musk are crashing hard. Joe Rogan no longer has the most popular podcast in the world, being dislodged by liberal political podcast Meidas Touch @MeidasTouch. Rogan’s decline seems to have a lot to do with his constant worshipping of Elon Musk and Tesla. Elon himself is continuing to crash in multiple ways, with something new seemingly on a daily basis that many people are highly critical of, including his trans daughter Vivian Wilson.
Referenced videos
Joe Rogan SINKS In Massive Ratings Crash As Followers Abandon Him Over This | The Damage Report https://youtu.be/6p_Q_EINeoc
Joe Rogan Simps For Elon So Hard His Brain Turns To Dust | The Kyle Kulinski Show https://youtu.be/aDOjy4gtCRE
Elon Musk's Daughter Calls Him "Cringe" in New Interview | Pivot https://youtu.be/pSLKhMczbPg
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
The Art of Value host JJ discusses and reacts to the current situation Tesla the company, Tesla the stock, and the Tesla CEO Elon Musk are in, with reference a recent video from @thunderf00t Channel: Tesla Is FINISHED!!!. He asserts that Tesla is going to go bankrupt because of Elon Musk. JJ also references some recent discussion from @SecularTalk questioning Elon Musk’s self-professed free speech absolutism (see video links below).
Referenced videos:
Tesla is FINISHED!!! | Thunderf00t https://youtu.be/zyUd-IoWLHE
ELON MUSK IS CRASHING OUT HARD | The Kyle Kulinski Show https://youtu.be/wsi7RRRGOj4
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
The Art of Value host JJ discusses and reacts to the current situation Tesla company, Tesla stock, and Tesla CEO Elon Musk are in, with particular reference to the latest video from anti-scam channel @thunderf00t. He asserts that Tesla is quickly dying, and in multiple ways this is the fault of Elon Musk.
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision
The Art of Value host JJ breaks down the news that all U.S. Tesla Cybertrucks are being recalled because of a fault that risks trim panels falling off while driving. Given all the bad news to do with Telsa boycotts and DOGE protests recently, Elon Musk will be reeling at this latest news. The Cybertruck design and engineering were largely under his purview, which adds to the negative public perception surrounding Elon and Tesla right now. Cybertruck sales are also not living up to Elon’s expectations.
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
The Art of Value host JJ reports on and discusses how Elon Musk is blaming the Democrats and Democratic party for the Tesla protests and in particular the destruction of Tesla property. Elon thinks there’s some organised to take down Tesla, including acts of what he and Trump are calling “domestic terrorism”. There have been may protests against Elon, Tesla, and D.O.G.E., and the Tesla stock price has been cut in half this year so far.
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
The Art of Value host JJ reports on and discusses how Elon Musk doesn’t seem to understand why people seem to hate him now. Elon fails to see why Americans are angry at him for his D.O.G.E. (Department of Government Efficiency) incursions, and protestors feel they need to protect democracy. There are ongoing public protests against Elon, Tesla, and D.O.G.E, some involving destruction of Tesla cars and Tesla property. The Tesla stock price has been cut in half this year so far.
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
The Art of Value host JJ reports on and discusses the continuing fall of Tesla stock (TSLA) and Tesla car sales, and how Elon Musk seems to be increasingly unhinged about he situation. There are ongoing public protests against Elon, Tesla, and D.O.G.E, some involving destruction of Tesla cars and Tesla property.
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
The Art of Value host JJ reports on and discusses the continuing collapse of Tesla stock (TSLA), and how Elon Musk seems to be lashing out in panic, while Tesla’s public image and reputation declines.
Recent episodes:
94% of Germans Are DONE With Tesla & Elon Musk https://youtu.be/T7REzhLbfgI
Surging Elon Musk BACKLASH Fuels INTENSE Tesla Protests https://youtu.be/wZjMP9FsnAg
Comic Bill Burr & Others DESTROY Cry-Baby Elon Musk https://youtu.be/I7Ap69Zd208
Tesla Protest Movement SPURNS Musk & Trump’s Terrorist Label https://youtu.be/TXyJbQgvaac
To support The Art of Value channel, become a member https://www.youtube.com/@TheArtofValue/join
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
The Art of Value host JJ discusses how Elon Musk and Tesla are facing a huge drop in popularity in Germany, and around the world. In a new German survey, 94% of those surveyed indicated they are not interested in buying a Tesla. This is a massive shift from just a few years ago, before Elon Musk meddled in the recent German election campaign.
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
The Art of Value host JJ discusses how Elon Musk is facing a surging backlash for his DOGE (Department of Government Efficiency) actions, and for his far-right political views. There have been continuous street and online Tesla Takedown protests against Elon Musk, Tesla, and DOGE.
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
The Art of Value host JJ reacts to what famous comedian Bill Burr has been saying about Elon Musk. Then we look at what liberals who have been very critical of Elon Musk have been saying, including Kyle Kulinski from The Kyle Kulinski Show, and politician Rep. John Larson.
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
The Art of Value host JJ discusses how President Trump and Elon Musk have accused the emerging Tesla Takedown movement of being “domestic terrorists”. Tesla Takedown says it is a non-violent, peaceful Tesla and Tesla stock boycott and protest movement, and will not be intimidated by the President Trump and Elon Musk, the richest person in the world.
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
The Art of Value host JJ discusses how President Trump and Elon Musk staged an infomercial-like PR stunt at The White House, in aid of Elon Musk his company Tesla. Yesterday in a tv interview, Elon expressed concern, nearly in tears, over the anti-DOGE and anti-Elon protests raging in the United States and around the world. The Tesla stock price has also fallen over 50% since its peak back in mid December 2024.
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
The Art of Value host JJ reports on and discusses the ongoing meltdown of Tesla stock (TSLA), and how CEO Elon Musk seems unwilling to take any responsibility for Tesla’s declining public image and market perception. Elon blames others instead, including political party opponents and fellow billionaires who oppose his political views.
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
The Art of Value host JJ breaks down the continuing collapse of Tesla stock (TSLA), and the decline of Elon Musk’s vast fortune along with it. Tesla, Tesla stock, and Elon have been hit with a wave of bad news events, including a massive cyber attack on his social media platform X, and #teslatakedown protests around the world, resulting from Elon’s huge Department of Government Efficiency (DOGE) cuts and layoffs.
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision
The Art of Value host JJ discusses a recent New York Times article which details an intense argument between Elon Musk and current US Secretary of State Marco Rubio. The feud was about what Elon Musk is doing with his Department of Government Efficiency (DOGE). Rubio and other Trump cabinet members seem to be far from happy with Musk and the seemingly unfettered power he is wielding as an unelected government official.
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
The Art of Value host JJ breaks down the ongoing nosedive Tesla stock (TSLA), in relation to the intensifying protests against Elon Musk and his invasive DOGE (Department of Government Efficiency). The physical protests have been happening at Tesla store locations across the US, and the hashtag #teslatakedown is part of the Tesla protests online.
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
The Art of Value host JJ discusses the continuing downward spiral of Tesla stock (TSLA) and Tesla EV sales, in relation to the increasing protests against Elon Musk and his invasive DOGE (Department of Government Efficiency). The global protests at Tesla store locations, online, and elsewhere, continue to ramp up, and the hashtag #teslatakedown is part of the Tesla protests online.
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
The Art of Value host JJ breaks down the ongoing Tesla stock (TSLA) and Tesla EV sales plunge, in relation to the rising protests against Elon Musk and his DOGE (Department of Government Efficiency). The widespread protests at Tesla store locations have been gaining momentum, and the hashtag #teslatakedown is integral to the global Tesla boycott.
Related episods:
Tesla Stock & Sales IMPLODE as Anti-Elon Protests SURGE https://youtu.be/AOifH_2tWvw
Tesla Stock COLLAPSES as Elon Musk Protests EXPLODE https://youtu.be/lD5cYunirTI
Global Elon Musk Boycott Crashes Tesla Stock! https://youtu.be/w254tOs5-xY
Tesla Stock in FREEFALL as Anti-Elon Protests INTENSIFY https://youtu.be/gmEQtA31qLM
To support The Art of Value channel, become a member https://www.youtube.com/@TheArtofValue/join
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
The Art of Value host JJ discusses the ongoing Tesla stock (TSLA) crash, in relation to the surging protests against Elon Musk and DOGE (Department of Government Efficiency). The numerous protests at Tesla locations seem to have a great deal of momentum now, with the hashtag #teslatakedown being and important part of the Tesla boycott.
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
The Art of Value host JJ discusses the ongoing Tesla stock (TSLA) price decline, in relation to the intensifying protests against Elon Musk and DOGE (Department of Government Efficiency), and the growing boycott against Elon’s Tesla and Starlink products worldwide. The hashtag #teslatakedown is being used as part of the anti-Elon protests and Tesla boycott.
Related episodes:
Tesla Stock COLLAPSES as Elon Musk Protests EXPLODE https://youtu.be/lD5cYunirTI
World's FURY at Elon Musk is TANKING Tesla Stock! https://youtu.be/VCQCjuLtclA
Global Elon Musk Boycott Crashes Tesla Stock! https://youtu.be/w254tOs5-xY
Worldwide Elon Musk Backlash CRASHING Tesla Stock!https://youtu.be/Gvlk7Y0CMUA
To support The Art of Value channel, become a member https://www.youtube.com/@TheArtofValue/join
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
The Art of Value host JJ discusses the recent 40% Tesla stock (TSLA) price crash, in relation to the escalating street and online protests against Elon Musk, Tesla, and DOGE (Department of Government Efficiency). The wave of protests seem to have a lot of momentum, and the hashtag #teslatakedown is being used as part of the protests and Tesla boycott.
Related episodes:
World's FURY at Elon Musk is TANKING Tesla Stock! https://youtu.be/VCQCjuLtclA
Global Elon Musk Boycott Crashes Tesla Stock! https://youtu.be/w254tOs5-xY
Worldwide Elon Musk Backlash CRASHING Tesla Stock!https://youtu.be/Gvlk7Y0CMUA
Disenchanted Elon Musk Fans BOYCOTT Tesla https://youtu.be/EOHaJqv7nlY
To support The Art of Value channel, become a member https://www.youtube.com/@TheArtofValue/join
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
The Art of Value host JJ breaks down how the ongoing Tesla stock (TSLA) price crash may be attributed in large part to the worldwide protests and boycott campaign against Elon Musk and Tesla. The boycott and protests oppose Elon Musk’s increasingly far-right politics, and his intervening with overreaching DOGE (Department of Government Efficiency) cuts in some sensitive U.S. government departments.
Related episodes:
Global Elon Musk Boycott Crashes Tesla Stock! https://youtu.be/w254tOs5-xY
Worldwide Elon Musk Backlash CRASHING Tesla Stock!https://youtu.be/Gvlk7Y0CMUA
Disenchanted Elon Musk Fans BOYCOTT Tesla https://youtu.be/EOHaJqv7nlY
Wall St DUMPS Tesla & Elon Musk as Popularity IMPLODES https://youtu.be/qV5bMVZ7-bo
To support The Art of Value channel, become a member https://www.youtube.com/@TheArtofValue/join
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
The Art of Value host JJ breaks down how much the recent Tesla stock (TSLA) price crash could be attributed to the ongoing protests and boycott against Elon Musk and Tesla, aimed at opposing Elon’s far-right political agenda, and his Department of Government Efficiency DOGE cuts in the U.S.
Related episodes:
Worldwide Elon Musk Backlash CRASHING Tesla Stock!https://youtu.be/Gvlk7Y0CMUA
Disenchanted Elon Musk Fans BOYCOTT Tesla https://youtu.be/EOHaJqv7nlY
Wall St DUMPS Tesla & Elon Musk as Popularity IMPLODES https://youtu.be/qV5bMVZ7-bo
CRASHING Tesla Sales DISASTROUS for Elon Musk https://youtu.be/mnM9Ibbgk7g
To support The Art of Value channel, become a member https://www.youtube.com/@TheArtofValue/join
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
JJ investigates just how much the recent Tesla stock (TSLA) price crash may have to do with the protests and boycotts against Elon Musk and Tesla, aimed at Elon’s far-right leaning political support and his leadership of DOGE in the U.S.
Related episodes:
Disenchanted Elon Musk Fans BOYCOTT Tesla https://youtu.be/EOHaJqv7nlY
Wall St DUMPS Tesla & Elon Musk as Popularity IMPLODES https://youtu.be/qV5bMVZ7-bo
Germany Tesla Sales CRASH as Buyers DUMP Elon Musk https://youtu.be/gkACPee97v8
CRASHING Tesla Sales DISASTROUS for Elon Musk https://youtu.be/mnM9Ibbgk7g
To support The Art of Value channel, become a member https://www.youtube.com/@TheArtofValue/join
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
The Art of Value host JJ reports on how the new German Chancellor Friedrich Merz has strongly condemned Tesla’s Elon Musk and President Donald Trump, after winning Germany’s parliamentary elections. He criticised Musk and Trump for intervening in Germany’s election. Musk, Trump, and JD Vance strongly supported the far-right AfD party.
Related episodes:
Germany Tesla Sales CRASH as Buyers DUMP Elon Musk
https://youtu.be/gkACPee97v8
Disenchanted Elon Musk Fans BOYCOTT Tesla
https://youtu.be/EOHaJqv7nlY
Wall St DUMPS Tesla & Elon Musk as Popularity IMPLODES
https://youtu.be/qV5bMVZ7-bo
To support The Art of Value channel, become a member https://www.youtube.com/@TheArtofValue/join
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
JJ reacts to and breaks down Elon Musk’s high drama interview at CPAC, where Elon donned a chainsaw gifted by President of Argentina Javier Milei, shouted about taking a chainsaw to government bureaucracy, and awkwardly pontificated about his Department of Government Efficiency (DOGE) and the progress he thinks it’s making so far.
Related episodes:
This is The Way to Stop Elon Musk https://youtu.be/YHIpwDWah6I
Tesla’s Elon Musk Legit May Be ‘GOING MAD’ https://youtu.be/0ZgP6qB8jnk
CRASHING Tesla Sales DISASTROUS for Elon Musk https://youtu.be/mnM9Ibbgk7g
Wall St & Consumers Dumping Elon Musk & Tesla https://youtu.be/PMO6T36-OYE
To support The Art of Value channel, become a member https://www.youtube.com/@TheArtofValue/join
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
JJ breaks down the various ways people are publicly protesting against Elon Musk, DOGE, and President Trump, including huge protests in the streets around the United States. There is also a growing boycott of Tesla, Starlink, and X, as people boycott all Elon Musk company products and services.
Related episodes:
Disenchanted Elon Musk Fans BOYCOTT Tesla https://youtu.be/EOHaJqv7nlY
Canada Punches Back at Elon Musk & Trump’s America https://youtu.be/_QHc_0A2ucQ
Tesla Insiders Worried Elon Musk’s Madness is Damaging https://youtu.be/hyfIYspEK80
How Elon Musk & MAGA Billionaires Plan to Destroy Democracy https://youtu.be/WzR6fG5PfQ8
Wall St DUMPS Tesla & Elon Musk as Popularity IMPLODES https://youtu.be/qV5bMVZ7-bo
To support The Art of Value channel, become a member https://www.youtube.com/@TheArtofValue/join
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
JJ opines on a recent Intercept article, which outlines how US people and Democratic politicians will be able to stop Elon Musk, within the Trump administration, from continuing to illegally run roughshod within numerous US government departments. How can Elon Musk and DOGE be stopped?
Related episodes:
Disenchanted Elon Musk Fans BOYCOTT Tesla https://youtu.be/EOHaJqv7nlY
Canada Punches Back at Elon Musk & Trump’s America https://youtu.be/_QHc_0A2ucQ
Tesla Insiders Worried Elon Musk’s Madness is Damaging https://youtu.be/hyfIYspEK80
Wall St DUMPS Tesla & Elon Musk as Popularity IMPLODES https://youtu.be/qV5bMVZ7-bo
How Elon Musk & MAGA Billionaires Plan to Destroy Democracy https://youtu.be/WzR6fG5PfQ8
To support The Art of Value channel, become a member https://www.youtube.com/@TheArtofValue/join
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
JJ breaks down news that the people of Canada, Canadian politicians and government are fighting back against the Trump administration, Elon Musk and his companies, including Tesla, Starlink and X (formerly Twitter). There are calls for targeted boycotts of Tesla, Starlink, and other U.S. companies, and also government tariff retaliation.
Related episodes:
Wall St DUMPS Tesla & Elon Musk as Popularity IMPLODES https://youtu.be/qV5bMVZ7-bo
Germany Tesla Sales CRASH as Buyers DUMP Elon Musk https://youtu.be/gkACPee97v8
Bluesky is EXPLODING & Elon Musk is Not Taking It Well https://youtu.be/oVNQlp0BMLw
Disenchanted Elon Musk Fans BOYCOTT Tesla https://youtu.be/EOHaJqv7nlY
To support The Art of Value channel, become a member https://www.youtube.com/@TheArtofValue/join
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
JJ breaks down a detailed report describing how Elon Musk’s company Tesla has been suing numerous Tesla customers in China, after they had accidents in their cars and then publicly complained about alleged defects causing the crashes. Is this consistent with Elon Musk’s professed free speech absolutism? Tesla has also been suing social media bloggers and media outlets for reporting on Tesla defects.
To support The Art of Value channel, become a member https://www.youtube.com/@TheArtofValue/join
Related episodes:
Disenchanted Elon Musk Fans BOYCOTT Tesla https://youtu.be/EOHaJqv7nlY
Wall St DUMPS Tesla & Elon Musk as Popularity IMPLODES https://youtu.be/qV5bMVZ7-bo
Germany Tesla Sales CRASH as Buyers DUMP Elon Musk https://youtu.be/gkACPee97v8
CRASHING Tesla Sales DISASTROUS for Elon Musk https://youtu.be/mnM9Ibbgk7g
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
JJ breaks down reports that Elon Musk’s political activities and bizarre behavior have begun to harm the Tesla brand and company, and how Tesla insiders are getting increasingly concerned about it.
To support The Art of Value channel, become a member https://www.youtube.com/@TheArtofValue/join
Related episodes:
Wall St DUMPS Tesla & Elon Musk as Popularity IMPLODES https://youtu.be/qV5bMVZ7-bo
Germany Tesla Sales CRASH as Buyers DUMP Elon Musk https://youtu.be/gkACPee97v8
Disenchanted Elon Musk Fans BOYCOTT Tesla https://youtu.be/EOHaJqv7nlY
CRASHING Tesla Sales DISASTROUS for Elon Musk https://youtu.be/mnM9Ibbgk7g
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
JJ breaks down the plan that Elon Musk is likely carrying out within the US government with DOGE, referencing work from journalist Gil Duran of The Nerd Reich, and Blonde Politics. For years Silicon Valley tech elites such as Curtis Yarvin, and tech billionaires such as Peter Thiel, Elon Musk, Marc Andressen, Brian Armstrong, and David Sacks have been brewing a plan to dismantle American democracy and consolidate power under a Dictator-CEO model. With Trump now elected for a second term, and those billionaires having influential roles within the second Trump administration, this plan is being carried out.
Related episodes:
President Elon Musk HUMILIATES Panicked Trump https://youtu.be/2dW_U6JTERY
Wall St DUMPS Tesla & Elon Musk as Popularity IMPLODES https://youtu.be/qV5bMVZ7-bo
Germany Tesla Sales CRASH as Buyers DUMP Elon Musk https://youtu.be/gkACPee97v8
Referenced videos
DARK GOTHIC MAGA: How Tech Billionaires Plan to Destroy America https://youtu.be/5RpPTRcz1no
Elon Musk & Silicon Valley’s Plan to Dismantle Democracy | The Shocking Truth https://youtu.be/OC629l-wZBQ
To support The Art of Value channel, become a member https://www.youtube.com/@TheArtofValue/join
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
JJ investigates what X Musk said to President Trump, perhaps accidentally on Elon Musk’s behalf, during an important press conference in the Oval Office at The White House. Also, we look at what Elon Musk stands to gain from being close with President Trump, and whether it brings up serious business conflicts on interest for Tesla, SpaceX and his other companies.
Related episodes:
President Elon Musk HUMILIATES Panicked Trump https://youtu.be/2dW_U6JTERY
Judges BLOCK Elon Musk’s DOGE & He’s Furious https://youtu.be/jyuTK74qj40
Wall St DUMPS Tesla & Elon Musk as Popularity IMPLODES https://youtu.be/qV5bMVZ7-bo
To support The Art of Value channel, become a member https://www.youtube.com/@TheArtofValue/join
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
JJ breaks down increasing evidence that Wall Street investors have been dumping Elon Musk, Tesla stock, and X for various reasons, including Elon Musk’s controversial political activities and bizarre behavior.
To support The Art of Value, become a memberhttps://www.youtube.com/@TheArtofValue/join
Related episodes:
Elon Musk is DESTROYING Tesla Sales, Brand & Stockhttps://youtu.be/QtjHwMnX5GM
Judges BLOCK Elon Musk’s DOGE & He’s Furioushttps://youtu.be/jyuTK74qj40
Disenchanted Elon Musk Fans BOYCOTT Teslahttps://youtu.be/EOHaJqv7nlY
Germany Tesla Sales CRASH as Buyers DUMP Elon Muskhttps://youtu.be/gkACPee97v8
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
JJ breaks down evidence that with his various political activities, Elon Musk might be significantly damaging Tesla sales, the Tesla brand, and consequently the Tesla stock (TSLA) price.
Related episodes:
CRASHING Tesla Sales DISASTROUS for Elon Muskhttps://youtu.be/mnM9Ibbgk7g
Germany Tesla Sales CRASH as Buyers DUMP Elon Muskhttps://youtu.be/gkACPee97v8
Disenchanted Elon Musk Fans BOYCOTT Teslahttps://youtu.be/EOHaJqv7nlY
Wall St & Consumers Dumping Elon Musk & Teslahttps://youtu.be/PMO6T36-OYE
To support The Art of Value, become a memberhttps://www.youtube.com/@TheArtofValue/join
Referenced videos:
Elon Musk DESTROYS His Own Company As Tesla Sales Crater Worldwide - The Damage Report
https://youtu.be/LB4QVsbJ9_g
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
JJ breaks down the latest Elon Musk DOGE (Department of Government Efficiency) news. Courts are beginning to legally push back on some Elon Musk’s aggressive incursions into various US government departments, including the US Treasury, and Elon is furious about it.
To support The Art of Value channel, become a member:https://www.youtube.com/@TheArtofValue/membership
Related episodes:
Disenchanted Elon Musk Fans BOYCOTT Teslahttps://youtu.be/EOHaJqv7nlY
Germany Tesla Sales CRASH as Buyers DUMP Elon Muskhttps://youtu.be/gkACPee97v8
Wall St & Consumers Dumping Elon Musk & Teslahttps://youtu.be/PMO6T36-OYE
Tesla’s Elon Musk Legit May Be ‘GOING MAD’https://youtu.be/0ZgP6qB8jnk
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
JJ investigates how disenchanted Tesla fans worldwide are starting to boycott Tesla and Starlink products, because of Elon Musk’s increasingly radical political activities. We also look at what Elon Musk is doing with his Department of Government Efficiency (DOGE) and what his ultimate goal might be with DOGE, well beyond just finding waste and efficiency.
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
JJ breaks down the news that Tesla EV sales are now plunging in Australia, in addition to numerous other countries. The probable causes for this are discussed, including Elon Musk’s political antics in the United States, Europe, and elsewhere. We also see how Tesla company insiders have been selling significant amounts of Tesla stock recently.
Related episodes:
Germany Tesla Sales CRASH as Buyers DUMP Elon Musk
https://youtu.be/gkACPee97v8
CRASHING Tesla Sales DISASTROUS for Elon Musk https://youtu.be/mnM9Ibbgk7g
Tesla Board Members Poised To SELL $300M in TSLA Stock https://youtu.be/XJ-pGN4loP0
Cybertruck SALES DISASTER For Tesla & Elon Musk https://youtu.be/ibGsAOcnwJo
Wall St & Consumers Dumping Elon Musk & Tesla https://youtu.be/PMO6T36-OYE
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
JJ breaks down the news that Tesla EV sales are now plunging in Germany, in addition to numerous other European countries. The probable causes for this are discussed, including Elon Musk’s political activities in the United States, Europe, and elsewhere.
Related episodes:
CRASHING Tesla Sales DISASTROUS for Elon Musk https://youtu.be/mnM9Ibbgk7g
Cybertruck SALES DISASTER For Tesla & Elon Musk https://youtu.be/ibGsAOcnwJo
Wall St & Consumers Dumping Elon Musk & Tesla https://youtu.be/PMO6T36-OYE
Tesla Owners Repulsed By MAGA Elon Musk Are Selling https://youtu.be/uErujXSQIzU
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
JJ breaks down current reports that Tesla EV sales are now plummeting in numerous countries around the world, including Europe and the United States. The probable causes for this are also discussed, including Elon Musk’s increasing political interventions.
Related episodes:
Cybertruck SALES DISASTER For Tesla & Elon Musk https://youtu.be/ibGsAOcnwJo
Wall St & Consumers Dumping Elon Musk & Tesla https://youtu.be/PMO6T36-OYE
Tesla Owners Repulsed By MAGA Elon Musk Are Selling https://youtu.be/uErujXSQIzU
SEC Sues Elon Musk Alleging Securities Fraud https://youtu.be/DwL1jGde6rY
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
JJ investigates numerous reports and social media posts claiming that Elon Musk’s unofficial US Department of Government efficiency (DOGE), using a young crew of loyal engineers, has unexpectedly accessed sensitive rooms and even classified data within multiple government agencies. Does this amount to a coup by Elon’s DOGE, at the behest of President Donald Trump?
Related episodes:
Tesla’s Elon Musk Legit May Be ‘GOING MAD’ https://youtu.be/0ZgP6qB8jnk
President Elon Musk HUMILIATES Panicked Trump https://youtu.be/2dW_U6JTERY
Elon Musk Calls MAGA Contemptible FOOLS & RACISTS https://youtu.be/K-VYnvSIbtg
SEC Sues Elon Musk Alleging Securities Fraud https://youtu.be/DwL1jGde6rY
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
JJ catches up on the recent Elon Musk, Tesla, and Trump Administration news, including that some Wall Street institutions and Tesla buyers seem to be rejecting Elon Musk and Tesla stock, after Elon’s increasingly questionable behaviour and political activities. We also look at the implications for Elon Musk and Tesla of the tariffs Trump is placing on various countries where Tesla conducts business.
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
JJ replies to some harsh viewer questions and critical comments about the current direction of The Art of Value channel, and shares some recent channel analytics.
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
JJ breaks down the surprise launch of Donald Trump's new TRUMP memecoin, just days before his inauguration as President of The United States! A Melania Trump memecoin was also launched just days later.
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
JJ breaks down how Elon’s now former friend Sam Harris has revealed why he and Elon are no longer friends. He exposes how Elon betrayed him, and how Elon continues to spread lies about Sam and many others online, to millions of his followers on his own Twitter/X platform.
Related episodes:
Elon Musk Fraud Video Gamer! What Else is a Lie? https://youtu.be/FrMKvrA-e6I
Tesla’s Elon Musk Legit May Be ‘GOING MAD’ https://youtu.be/0ZgP6qB8jnk
Elon Musk Calls MAGA Contemptible FOOLS & RACISTS https://youtu.be/K-VYnvSIbtg
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
JJ breaks down the news that the U.S. Securities and Exchange Commission (SEC) is suing Elon Musk alleging the X (formerly Twitter) owner violated securities law by acquiring Twitter shares at artificially low prices, and being late for reporting his growing Twitter stake.
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
JJ breaks down what Steve Bannon, MAGA ally and President Donald Trump’s previous political strategist, is currently saying about fellow MAGA ally and Telsa CEO Elon Musk. Bannon is brutal with his criticism of Elon Musk, calling him a truly evil person and a racist.
Related videos:
Elon Musk Fraud Video Gamer! What Else is a Lie? https://youtu.be/FrMKvrA-e6I
Tesla’s Elon Musk Legit May Be ‘GOING MAD’ https://youtu.be/0ZgP6qB8jnk
Trump Could DECIMATE Tesla & Elon Musk’s Fortune https://youtu.be/52tLqkB4CQA
JJ looks at how Tesla CEO Elon Musk has been been busted as a gaming fraud by they Path of Exile 2 gaming community for lying about being a top game player. They say Elon has been secretly boosting his way to near the top of the ladder in the game, by paying expert players to play for him. If this is indeed the case, what else is he lying about?
Related episodes:
Elon Plays Video Games & Politics as Tesla SALES FALL https://youtu.be/ZzlmVsPlLFw
Tesla’s Elon Musk Legit May Be ‘GOING MAD’ https://youtu.be/0ZgP6qB8jnk
Elon Musk's SHOCKING Reaction to Tesla Cybertruck EXPLOSION https://youtu.be/QGNrGIuG6JQ
Referenced videos
Elon Musk Fraud Gamer Situation is Pathetic - penguinz0https://youtu.be/8Ui4h0J1mIQ
Elon Musk is Lying About Being Good at Video Games - Quin69TV https://youtu.be/FmEe3eUPWq4
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
JJ investigates reports that Tesla CEO Elon Musk has been playing video games almost full-time, and also playing politics globally, at the same time as Tesla sales and deliveries have been declining.
Related videos:
Cybertruck SALES DISASTER For Tesla & Elon Musk https://youtu.be/ibGsAOcnwJo
Tesla’s Elon Musk Legit May Be ‘GOING MAD’ https://youtu.be/0ZgP6qB8jnk
Trump Could DECIMATE Tesla & Elon Musk’s Fortune https://youtu.be/52tLqkB4CQA
President Elon Musk HUMILIATES Panicked Trump https://youtu.be/2dW_U6JTERY
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
We investigate recent suggestions that Tesla and X’s (formerly Twitter) Elon Musk may be legitimately “going mad” or is “deeply unwell”, due to mental illness, heavy drug use and crippling stress. Others have been trying to reach out to Elon to express concern, and to ask him to curb his increasingly unhinged posts supporting far-right politics and other controversial topics, including conspiracy theories.
Related episodes:
Elon Musk's SHOCKING Reaction to Tesla Cybertruck EXPLOSION https://youtu.be/QGNrGIuG6JQ
Cybertruck SALES DISASTER For Tesla & Elon Musk https://youtu.be/ibGsAOcnwJo
Elon Musk Calls MAGA Contemptible FOOLS & RACISTS https://youtu.be/K-VYnvSIbtg
President Elon Musk HUMILIATES Panicked Trump https://youtu.be/2dW_U6JTERY
Elon Musk Acting Like An OLIGARCH Could BANKRUPT Tesla https://youtu.be/DSfyvq-14pE
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
Could Elon Musk’s close association with President Trump and MAGA end up destroying he vast fortune? That’s the question we investigate in this episode. Elon is becoming more and more vocal in right-wing politics at the same time that Tesla sales numbers are declining. Does this have something to do with Elon’s strategy to bolster his and Tesla’s fortunes, or is it backfiring on him and Tesla?
Related episodes:
Cybertruck SALES DISASTER For Tesla & Elon Musk https://youtu.be/ibGsAOcnwJo
New Allegations Could BUST Tesla + Elon Musk https://youtu.be/ddypeYY9PNk
Cybertruck Could BUST Tesla & Elon Musk https://youtu.be/S9PWj3B7aD0
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
On the release of Tesla’s quarterly vehicle delivery results, is has been revealed that Cybertruck sales are a disaster for Tesla and Elon Musk. We investigate how Cybertruck sales have not been living up to Elon Musk’s lofty expectations, and what it means for Tesla the company.
Related episodes:
Elon Musk's SHOCKING Reaction to Tesla Cybertruck EXPLOSION https://youtu.be/QGNrGIuG6JQ
Cybertruck Could BUST Tesla & Elon Musk https://youtu.be/S9PWj3B7aD0
Tesla is Quickly Running Out of Cybertruck Buyers https://youtu.be/NlXMT-F_NiU
The Elon Musk Tesla Cybertruck: Sucks or Success? https://youtu.be/2DO8to-NkTQ
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
Elon Musk has taken to X (formerly Twitter) to react to the bombing of a rented Tesla Cybertruck outside the Trump International Hotel in Las Vegas. It has been revealed that the bomber was an active Special Forces Green Beret. The motive is not yet clear but we investigate what is known so far, and Elon Musk’s reaction to the attack.
Related episodes:
Elon Musk Calls MAGA Contemptible FOOLS & RACISTS https://youtu.be/K-VYnvSIbtg
Cybertruck Could BUST Tesla & Elon Musk https://youtu.be/S9PWj3B7aD0
Tesla is Quickly Running Out of Cybertruck Buyers https://youtu.be/NlXMT-F_NiU
In this episode we look at the recent spirited debate that broke out between Elon Musk and Trump’s MAGA supporters on X (formerly Twitter). It started when Elon posted about his strong support for the H-1B visa for skilled immigrants to the US, which devolved into Elon calling some MAGA supporters “contemptible fools” and racists that need to be purged from the Republican party.
Related episodes:
President Elon Musk HUMILIATES Panicked Trump https://youtu.be/2dW_U6JTERY
Elon Musk Acting Like An OLIGARCH Could BANKRUPT Tesla https://youtu.be/DSfyvq-14pE
What President Elon Musk REALLY Wants From Trump https://youtu.be/8d9VtQ2HT4U
In this episode we explore what billionaire Elon Musk really wants from the Donald Trump presidency during his administration, and how the U.S. could be turning into an oligarchy, similar to Putin’s Russia. People are saying Elon is already acting like a shadow-president, President Musk. One of the most important things on Elon’s agenda seems to be large, additional tax cuts for the very wealthy. We hear from AOC, Bernie Sanders and others about the changing state of US politics in this new Trump era.
Related videos:
President Elon Musk HUMILIATES Panicked Trump https://youtu.be/2dW_U6JTERY
Elon Musk Acting Like An OLIGARCH Could BANKRUPT Tesla https://youtu.be/DSfyvq-14pE
Rising Star AOC BLASTS Elon Musk on TOXIC X Platform https://youtu.be/5rGBXcdHHL4
Referenced videos
Bernie Sanders Reveals Stunning TRUTH Over Crushing Billionaire Takeover Plot- The Damage report https://youtu.be/CcLrKwE9dr4
TikTok Reacts to President Elon Musk - Who's REALLY Running America? - Shar Henley https://youtu.be/qulpxToAQFI
Watch Trump PANIC as Elon Musk HUMILIATES HIM! - Luke Beasley https://youtu.be/ONQd18cgdnw
President-elect Donald Trump has not yet taken office and he’s already threatened to take back the Panama Canal, and wants to buy Greenland! The respective country leaders have objected in no uncertain terms. If this is any indications of events to come, it’s already promising to be a chaotic second Trump administration. In this episode we look at those stories and more.
Related videos:
President Elon Musk HUMILIATES Panicked Trump https://youtu.be/2dW_U6JTERY
Elon Musk Acting Like An OLIGARCH Could BANKRUPT Tesla https://youtu.be/DSfyvq-14pE
Rising Star AOC BLASTS Elon Musk on TOXIC X Platform https://youtu.be/5rGBXcdHHL4
Referenced videos
Greenland’s Prime Minister Issues BRUTAL RESPONSE To Trump - Occupy Democrats https://youtu.be/KX8RAZAWuAQ
Trump Gets RUDE AWAKENING from International Events - MeidasTouchhttps://youtu.be/dMpm7yMzMjM
WOW! Trump Gets DESTROYED by another WORLD LEADER - MeidasTouch https://youtu.be/R8SaNJ2fr78
World ROASTS Trump’s Takeover Plans, Greenland Says F-OFF - Really American https://youtu.be/BZtj_ITGrDI
Trump ROASTED For Insane Plan To INVADE Panama - Really American https://youtu.be/FdweV_9J_u8
President-elect Donald Trump was humiliated by Tesla and SpaceX billionaire, and Department of Government Efficiency Co-Chair Elon Musk this week, and Trump seemed to be rattled by it. Elon managed to stop a bipartisan resolution before it passed, and changed it in his favor in various ways, while Trump was mostly sidelined. Elon threatened politicians on both sides in order to get his way, and Trump felt the need to speak publicly about it.
Related videos:
Elon Musk Acting Like An OLIGARCH Could BANKRUPT Tesla https://youtu.be/DSfyvq-14pE
Rising Star AOC BLASTS Elon Musk on TOXIC X Platform https://youtu.be/5rGBXcdHHL4
Vivek Trashes DOGE Partner Elon Musk in Surfaced Video https://youtu.be/_RwDqIMASEs
Elon Musk DOGE Cuts + Trump Benefit Tesla https://youtu.be/dNCtiSrHxHw
Referenced videos
TikTok Reacts to President Elon Musk - Who's REALLY Running America? - Shar Henley https://youtu.be/qulpxToAQFI
Watch Trump PANIC as Elon Musk HUMILIATES HIM! https://youtu.be/ONQd18cgdnw
Trump Team IN PANIC Over Elon Musk Power Struggle After Humiliating Escalation https://youtu.be/dRttRISy_dQ
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
Even before President-elect Donald Trump has taken office, his unelected “First Buddy” Elon Musk is acting like an oligarch. This could end up bankrupting Tesla, SpaceX and his other companies. Elon is now forcefully asserting himself on the workings of the US government, by publicly objecting to a Continuing Resolution to continue to fund the government, and threatening politicians from both sides of politics. We look at what happened, and the ramifications for the United States.
Related videos:
New Allegations Could BUST Tesla + Elon Musk https://youtu.be/ddypeYY9PNk
Cybertruck Could BUST Tesla & Elon Musk https://youtu.be/S9PWj3B7aD0
Rising Star AOC BLASTS Elon Musk on TOXIC X Platform https://youtu.be/5rGBXcdHHL4
Referenced videos
AOC Reacts To Elon Tanking US Government With A Single Tweet | Alexandria Ocasio-Cortez https://youtu.be/b_jGgTJycaM
Welcome to the world of oligarchy - Bernie Sanders https://youtu.be/79KDKWEOJ1s
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
There are mounting legal allegations and accusations about Elon Musk’s activities to do with Tesla, Neuralink, SpaceX, and increasingly his political influence. We look at the latest news about Elon’s latest controversial activities and comments.
Related videos:
Cybertruck Could BUST Tesla & Elon Musk https://youtu.be/S9PWj3B7aD0
Tesla Owners Repulsed By MAGA Elon Musk Are Selling https://youtu.be/uErujXSQIzU
‘Insane’ Boom in Anti-Elon Tesla Bumper Sticker Sales https://youtu.be/hXKSy2n7C40
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
This episode criticizes Elon Musk, D.O.G.E, Donald Trump, and MAGA allies for promoting Social Security cuts and aiming to cut some essential regulation, that mainly enriches themselves and the very wealthy, while risking essential safety nets for everyday Americans.
Related videos:
Tesla Owners Repulsed By MAGA Elon Musk Are Selling https://youtu.be/uErujXSQIzU
Rising Star AOC BLASTS Elon Musk on TOXIC X Platform https://youtu.be/5rGBXcdHHL4
How Elon Musk Became Like This | Elon Cult https://youtu.be/wZVzfYoXKYo
Referenced video:
Musk MAGA DOGE to CUT social security to enrich themselves - Chris Norlund
https://youtu.be/CTzna_YxYrs
JJ’s other pod: Stock Chat Show: https://www.youtube.com/@stockchatshow
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
Elon Musk has been making some heartless comments about the homeless and homelessness lately. JJ debunks what Elon has said, as misguided at best and intentionally misleading. Elon’s likely saying these things for Trump and MAGA political purposes.
Related videos:
How Elon Musk Became Like This | Elon Cult https://youtu.be/wZVzfYoXKYo
Rising Star AOC BLASTS Elon Musk on TOXIC X Platform https://youtu.be/5rGBXcdHHL4
Bluesky Users SKYROCKET as People Flee Elon Musk’s X https://youtu.be/lEryjKy7w1M
JJ’s other pod: Stock Chat Show: https://www.youtube.com/@stockchatshow
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
We investigate how Elon Musk shifted from being a political moderate, concerned with solving climate change by accelerating the world’s transition to sustainable energy, to being all-in on Donald Trump’s MAGA and tweeting right-wing propaganda and conspiracy theories. Did it just happen over the past couple of years, or do the roots of it go back further?
Related videos:
Rising Star AOC BLASTS Elon Musk on TOXIC X Platform https://youtu.be/5rGBXcdHHL4
Bluesky is EXPLODING & Elon Musk is Not Taking It Well https://youtu.be/oVNQlp0BMLw
Co-President Elon Musk & His Tesla Stock Pumpers https://youtu.be/Cjli6S9CQ9o
Reference video:
Why Is Elon Musk Like That? https://youtu.be/nST5BggdfUs
JJ’s other pod: Stock Chat Show: https://www.youtube.com/@stockchatshow
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
Is the Tesla Cybertruck turning out to be a bust for Elon Musk and Tesla already? There has been ongoing speculation and reports of lacklustre demand and vehicle quality issues. This episode is an update on the latest Cybertruck news and issues.
Related videos:
Tesla is Quickly Running Out of Cybertruck Buyers https://youtu.be/NlXMT-F_NiU
The Elon Musk Tesla Cybertruck: Sucks or Success? https://youtu.be/2DO8to-NkTQ
Get a substantial discount on a FinChat subscription now (referral link): https://finchat.io/?via=artofvalue
JJ’s other pod: Stock Chat Show: https://www.youtube.com/@stockchatshow
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
Alexandria Ocasio-Cortez (AOC) has blasted Elon Musk, the world’s wealthiest billionaire and now Co-Chair of the new quasi Department of Government Efficiency (D.O.G.E). AOC fact-checked Elon and replied with her criticism of what D.O.G.E. is planning to cut. We also look at the growing toxicity of Elon’s X platform, specifically the intense misogyny on display.
Related epidsodes:
Bluesky Users SKYROCKET as People Flee Elon Musk’s X https://youtu.be/lEryjKy7w1M
What Elon Musk’s $100 Million for Trump Will Buy https://youtu.be/y9-tmYzWAIE
Referenced videos:
Watch AOC COOK Elon Musk on HIS OWN APP! - Adam Mockler
https://youtu.be/weVr-I2UnLc
Elon Musk's Twitter Disaster BLOWS UP In Terrifying Surge Of Attack Posts - The Damage Report
https://youtu.be/h3oTVLeFPmw
JJ’s other pod: Stock Chat Show: https://www.youtube.com/@stockchatshow
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
Emerging X (formerly Twitter) rival Bluesky has been skyrocketing in popularity since the US election, and Elon Musk isn’t happy about it. JJ investigate Bluesky’s rapid growth, and reacts to a recent interview with the COO Rose Wang. She discusses how Bluesky is dealing the the rapid growth, and their ambitions for the platform.
Related videos:
Bluesky is EXPLODING & Elon Musk is Not Taking It Well
https://youtu.be/oVNQlp0BMLw
Tesla Owners Repulsed By MAGA Elon Musk Are Selling https://youtu.be/uErujXSQIzU
Referenced video:
Users Flock to Bluesky After Trump Win - Bloomberg Technology https://youtu.be/8za3ndCXxUI
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
A video of entrepreneur Vivek Ramaswamy repeatedly trashing Elon Musk, his now D.O.G.E. (Department of Government Efficiency) Co-Chair, has resurfaced after the recent election of Trump and the formation of the quasi government department. This could indicate that it may not end well for the working relationship between Elon, Vivek, and President Trump.
Related episodes:
‘Insane’ Boom in Anti-Elon Tesla Bumper Sticker Sales https://youtu.be/hXKSy2n7C40
Bluesky is EXPLODING & Elon Musk is Not Taking It Well https://youtu.be/oVNQlp0BMLw
Tesla Owners Repulsed By MAGA Elon Musk Are Selling https://youtu.be/uErujXSQIzU
JJ’s other pod: Stock Chat Show: https://www.youtube.com/@stockchatshow
Get a substantial discount on a FinChat subscription (referral link): https://finchat.io/?via=artofvalue
Become a member of The Art of Value Patreon community: https://www.patreon.com/TheArtofValue
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
Previous Tesla electric car buyers who are embarrassed and even humiliated by Elon Musk’s political move to supporting Donald Trump and MAGA, both financially and verbally, have been selling their Teslas. Some have also been selling because of constant Tesla vehicle build quality issues. JJ investigates this phenomenon of anti-Elon Telsa-selling.
Related videos:
‘Insane’ Boom in Anti-Elon Tesla Bumper Sticker Sales https://youtu.be/hXKSy2n7C40
Tesla is Quickly Running Out of Cybertruck Buyers https://youtu.be/NlXMT-F_NiU
Tesla Profits Could Drop By Half! https://youtu.be/t-kOlhqJb4c
JJ’s other pod: Stock Chat Show: https://www.youtube.com/@stockchatshow
Get 15% discount on a FinChat subscription now (referral link): https://finchat.io/?via=artofvalue
Join The Art of Value Patreon community: https://www.patreon.com/TheArtofValue
Referenced article:
Once a must for wealthy Seattle liberals, Teslas feel an Elon backlash: https://www.seattletimes.com/business/once-a-must-for-wealthy-seattle-liberals-teslas-now-feel-an-elon-backlash/
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
Decentralized Twitter/X competitor social media platform Bluesky has been exploding in popularity since the US election, and Elon Musk seems not to be taking the exodus from X well. We investigate the news, what’s happening with Bluesky’s explosive growth, and what Elon Musk has been saying about it.
Related videos:
‘Insane’ Boom in Anti-Elon Tesla Bumper Sticker Sales https://youtu.be/hXKSy2n7C40
Co-President Elon Musk & His Tesla Stock Pumpers https://youtu.be/Cjli6S9CQ9o
Referenced video:
CEO of new social media company competing with X describes users' experiences https://youtu.be/Xa-EvA95Eqw
JJ’s other pod: Stock Chat Show: https://www.youtube.com/@stockchatshow
Black Friday FinChat Sale: Get a 25% discount on a FinChat subscription - from Wed 27 Nov to Mon 2 Dec 2024 (referral link) https://finchat.io/?via=artofvalue
JJ - The Art of Value on Bluesky: https://bsky.app/profile/theartofvalue.bsky.social
Become a member of The Art of Value Patreon community: https://www.patreon.com/TheArtofValue
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
Has Alibaba stock (BABA) got near term upside of 80%? That’s a new prediction from a DBS analyst with a decent record. We investigate in this episode, and also take a look at which super investors are invested in Alibaba. We also take a look at the latest Alibaba earnings, to see what improvements might have been made to the business.
Related videos:
Super Investor David Tepper SUPER BULLISH On Alibaba Stock https://youtu.be/x7C5Tz_4iPc
Alibaba Stock: Bullish David Tepper vs Druckenmiller vs Tom Lee https://youtu.be/Fe6ym9Qwnug
Alibaba Stock: Super Investor Michael Burry Just Won Big in China https://youtu.be/WI2Jv5YWQH0
Black Friday FinChat Sale: Get a 25% discount on a FinChat subscription - from Wed 27 Nov to Mon 2 Dec 2024 (referral link) https://finchat.io/?via=artofvalue
Subscription discount reverts to the super-normal 15% after the sale (still great!).
Become a member of The Art of Value Patreon community: https://www.patreon.com/TheArtofValue
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
Could Tesla’s current profits get cut in half or more, and Tesla stock (TSLA) with it, with the new EV-related policies of the incoming Trump administration. At present, over 40% of Tesla's profit comes from selling regulatory credits, which could go away. The $7,500 EV tax credit is also likely to be removed.
Related videos:
Tesla is Quickly Running Out of Cybertruck Buyers https://youtu.be/NlXMT-F_NiU
‘Insane’ Boom in Anti-Elon Tesla Bumper Sticker Sales https://youtu.be/hXKSy2n7C40
Elon Musk’s Tesla Optimus ‘Puffery’ & Cybercab Cultism https://youtu.be/pdNMY2YmHJU
Get a substantial discount on a FinChat subscription now (referral link): https://finchat.io/?via=artofvalue
JJ’s other pod: Stock Chat Show: https://www.youtube.com/@stockchatshow
Become a member of The Art of Value Patreon community: https://www.patreon.com/TheArtofValue
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
JJ reacts to an interview with Aswath Damodaran, “The Dean of Valuation” and NYU Stern School of Business professor of finance, who discusses the recent Nvidia earnings and valuation. Had “the AI trade:, as Professor Damodaran puts it, now overreached?
Related videos:
Aswath Damodaran: Greatest Cash Machine IN HISTORY, But... https://youtu.be/IVsYx4evKvU
Aswath Damodaran: This Stock Is A BETTER BUY Than Nvidia https://youtu.be/Ri7l6lXbOqo
Aswath Damodaran: Nvidia Stock “Priced To The Point of Insanity” https://youtu.be/DCI9iQC_hvs
Referenced video:
CNBC Television: Test for AI product service market is 'whether people are willing to pay': NYU's Aswath Damodaran
https://youtu.be/GSN1olXDhZY
Get 15% discount on a FinChat subscription now (referral link) https://finchat.io/?via=stockchatshow
Join The Art of Value Patreon community: https://www.patreon.com/TheArtofValue
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
There has been an “insane” boom in the number of Tesla owners and others buying up various anti-Elon Musk bumper stickers since the election of Trump. Since their viral success, the micro-business entrepreneur and his wife have been run off their feet filling daily orders.
Related videos:
Co-President Elon Musk & His Tesla Stock Pumpers https://youtu.be/Cjli6S9CQ9o
What Elon Musk’s $100 Million for Trump Will Buy https://youtu.be/y9-tmYzWAIE
Tesla's Elon Musk Ultimate Illegal Immigration Hypocrite https://youtu.be/kCKPYxnHUYI
Anti-Elon Stickers:
Original viral sticker: I Bought This Before We Knew Elon was Crazy (referral link): https://amzn.to/3Ok04cz
I Bought This Before Elon Went Crazy (referral link): https://amzn.to/4fFayzo
Best Sellers in Bumper Stickers (referral link): https://amzn.to/3CFgOZi
Get 15% discount on a FinChat subscription now (referral link): https://finchat.io/?via=artofvalue
JJ’s other pod: Stock Chat Show: https://www.youtube.com/@stockchatshow
Join The Art of Value Patreon community: https://www.patreon.com/TheArtofValue
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
JJ investigates 6 new humanoid robots rivaling Tesla’s Optimus bot, including some impressive new robots from China. As you’ll see in this episode, the humanoid robot sector is developing quickly, and seems to be on the verge of humanoids doing useful work in commercial and factory environments.
Related videos:
Elon Musk’s Tesla Optimus ‘Puffery’ & Cybercab Cultism https://youtu.be/pdNMY2YmHJU
Elon Musk’s Greatest Hits of ‘Puffery’: Tesla We Robot Event https://youtu.be/tRJU0sHrWVQ
Elon Musk's Tesla Optimus Bot Failure in China https://youtu.be/vfmROVyAC2g
Get a 15% discount on a FinChat subscription now (referral link): https://finchat.io/?via=artofvalue
Referenced videos and channels:
TheAIGrid channel: https://www.youtube.com/@TheAiGrid
Top 10 NEW Humanoid Robots of 2024 (Updated) https://youtu.be/gTSFBFmRJVs
Chinas Answer To The Teslabot Is HERE! (Engine AI's Humanoid Robot) https://youtu.be/OiFwWHAVuJg
Dumb Money: Our Boldest Tesla Trade Ever https://www.youtube.com/live/fLJyI2_T6OU
JJ’s other pod: Stock Chat Show: https://www.youtube.com/@stockchatshow
Join The Art of Value Patreon community: https://www.patreon.com/TheArtofValue
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
I react to part of a recent In Good Company podcast interview with legendary super investor Stan Druckenmiller, in which he discusses his thoughts on the increasingly richly valued U.S. tech sector, and A.I. stocks such and Nvidia. Druckenmiller discusses how he is currently positioned in the A.I. sector, and what signs he’s looking for going forward.
Related episodes:
Peter Thiel on How To Make Money in A.I. Investing https://youtu.be/kZ0JGbf3hlM
Nvidia Growth To Continue For AT LEAST 18-24 Mths! https://youtu.be/9gVAYM73vo8
Referenced video:
Stan Druckenmiller | Podcast | In Good Company | Norges Bank Investment Management https://youtu.be/-5Weeox0Xus
Join The Art of Value Patreon community: https://www.patreon.com/TheArtofValue
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
I react to some of the many Tesla stock promoters or pumpers, after the recent Tesla stock price jump following the US election, in which Elon helped Trump become the US President. Will Elon be able to put his “thumb on the scale” to help Tesla, SpaceX and his other companies during the next four years? The Tesla stock pumpers think so, and are pretty optimistic about the near and long term future for Tesla and Tesla stock.
Related episodes:
Elon Musk Tesla Accused of Deceptive Marketing of FSD https://youtu.be/x5GxVm3vhxM
What Elon Musk’s $100 Million for Trump Will Buy https://youtu.be/y9-tmYzWAIE
The Tangled $ Web of Elon Musk, Trump, Peter Thiel & JD Vance https://youtu.be/6lc5Iwgj0TQ
Referenced Channels:
Farazd: https://www.youtube.com/@farzyness
Solving The Money Problem (Steven Mark Ryan) https://www.youtube.com/@SolvingTheMoneyProblem
Brighter with Herbert: https://www.youtube.com/@BrighterwithHerbert
Matt Pocius https://www.youtube.com/@MattPociusonTeslaMoney
Warren Redlich: https://www.youtube.com/@WarrenRedlich
JJ’s other Stock Chat Show channel : https://www.youtube.com/@stockchatshow
Join The Art of Value Patreon community: https://www.patreon.com/TheArtofValue
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
Elon Musk’s Tesla continues to be accused of possible deceptive marketing of its Supervised Full Self-Driving system by the US National Highway Traffic Safety Administration (NHTSA). I investigate the claims, and the implications given the Trump administration will soon take power, and Elon Musk is now working closely the President Trump, including potentially being in a position to regulate Tesla’s regulators.
Related videos:
Elon Musk’s Huge Tesla Full Self-Driving Mistake https://youtu.be/EoopJEG3aZU
Elon Musk’s Greatest Hits of ‘Puffery’: Tesla We Robot Event https://youtu.be/tRJU0sHrWVQ
Elon Musk’s Tesla Optimus ‘Puffery’ & Cybercab Cultism https://youtu.be/pdNMY2YmHJU
JJ’s Stock Chat Show channel: https://www.youtube.com/@stockchatshow
Join The Art of Value Patreon community for 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 general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
After Elon Musk helped Trump decisively win the US election, with over $100 million in financial support, in-person at campaign rallies, and constantly on his social media platform X, will Elon now be immune to failure - at least from a regulatory point of view? Will President Trump help to smooth the path and grease the wheels for Elon, Tesla, SpaceX, and Elon’s other companies and business activities.
Related videos:
The Tangled $ Web of Elon Musk, Trump, Peter Thiel & JD Vance https://youtu.be/6lc5Iwgj0TQ
Elon Musk’s Huge Tesla Full Self-Driving Mistake https://youtu.be/EoopJEG3aZU
Tesla Board Members Poised To SELL $300M in TSLA Stock https://youtu.be/XJ-pGN4loP0
JJ’s Stock Chat Show channel : https://www.youtube.com/@stockchatshow
Join The Art of Value Patreon community: https://www.patreon.com/TheArtofValue
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
After Tesla has sold only about 40,000 Cybertrucks in the US so far, is the Cybertruck already running out of buyers? JJ investigates the evidence for this. Elon Musk had big plans for the Cybertruck, hoping to sell 250,000 per year, and at a much cheaper price than they are. Was Elon being too optimistic?
Related videos:
The Elon Musk Tesla Cybertruck: Sucks or Success? https://youtu.be/2DO8to-NkTQ
Elon Musk’s Tesla Optimus ‘Puffery’ & Cybercab Cultism https://youtu.be/pdNMY2YmHJU
JJ’s Stock Chat Show channel : https://www.youtube.com/@stockchatshow
Join The Art of Value Patreon community: https://www.patreon.com/TheArtofValue
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
Has Tesla’s Elon Musk made a huge mistake when it comes to promising unsupervised full self-driving (FSD) than can work with multiple cameras only, assisted by AI? Will this vision and AI approach work well enough to be an unsupervised robotaxi? JJ investigates and discusses this ongoing issue for Tesla and Elon Musk.
Related videos:
Elon Musk’s Greatest Hits of ‘Puffery’: Tesla We Robot Event
https://youtu.be/tRJU0sHrWVQ
Elon Musk’s Tesla Optimus ‘Puffery’ & Cybercab Cultism
https://youtu.be/pdNMY2YmHJU
Tesla, Elon Musk Full Self Driving Fraud Alleged in Lawsuit
https://youtu.be/PaUXyey1iG4
JJ’s other Stock Chat Show channel : https://www.youtube.com/@stockchatshow
Join The Art of Value Patreon community: https://www.patreon.com/TheArtofValue
And/or
Become a member of The Art of Value: https://www.youtube.com/@TheArtofValue/join
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
I react to and discuss the stock market news that the Super Micro Computer (SMCI) auditor has resigned, surfacing more questions about possible financial and accounting fraud at the high-flying AI-related company. SMCI stock has plunged on the news, after not having a great past few months.
Related videos:
Massive Tesla & Elon Musk Fraud Alleged in New Lawsuit https://youtu.be/tMyUi_hXEsc
Peter Thiel on How To Make Money in A.I. Investing https://youtu.be/kZ0JGbf3hlM
Referenced video:
Super Micro Auditor Resigns Citing ‘Integrity’ Concerns https://youtu.be/TYEHsM_XWpc
Become a member of The Art of Value: https://www.youtube.com/@TheArtofValue/join
And/or
Join The Art of Value Patreon community: https://www.patreon.com/TheArtofValue
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
I discuss the recent news that three Tesla board members, including Elon Musk’s brother Kimbal Musk, are preparing to sell around $300 million worth of Tesla stock (TSLA). How can this be true when Elon Musk has recently said that Tesla is soon to begin going though its new phase of massive growth?
Related videos:
Enron-Scale Tesla, Elon Musk Fraud Alleged in Lawsuit https://youtu.be/cGhBMf29xKA
Elon Musk’s Tesla Optimus ‘Puffery’ & Cybercab Cultism https://youtu.be/pdNMY2YmHJU
Elon Musk Tesla HUGE Stock Pump FRAUD Alleged https://youtu.be/dxjigbZVou0
JJ’s other YouTube channel: Stocks Today With JJ https://www.youtube.com/@jjstockstoday
Become a member of The Art of Value: https://www.youtube.com/@TheArtofValue/join
And/Or
Join The Art of Value Patreon community: https://www.patreon.com/TheArtofValue
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
I discuss some recent news articles revealing Elon Musk is being a hypocrite when it comes to his current political stance of illegal immigration, as he and his brother Kimbal Musk were illegal immigrants when they started their first company in Silicon Valley, and when they obtained venture capital funding. The company and funding launched Elon on this entrepreneurial career, with Tesla and SpaceX to follow.
Recent episodes:
The Tangled $ Web of Elon Musk, Trump, Peter Thiel & JD Vance https://youtu.be/6lc5Iwgj0TQ
Elon Musk’s Tesla Optimus ‘Puffery’ & Cybercab Cultism https://youtu.be/pdNMY2YmHJU
Elon Musk’s Greatest Hits of ‘Puffery’: Tesla We Robot Event https://youtu.be/tRJU0sHrWVQ
Become a member of The Art of Value: https://www.youtube.com/@TheArtofValue/join
And/Or
Join The Art of Value Patreon community: https://www.patreon.com/TheArtofValue
JJ’s other YouTube channel: Stocks Today With JJ : https://www.youtube.com/@jjstockstoday
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
In this episode I react to Kara Swisher and Prof. Scott Galloway from the Pivot podcast, who discuss Elon Musk’s funding of Donald Trump and Peter Thiel’s funding of J.D. Vance in the U.S. election campaign. I discuss this tangled web of money and influence developing at the the highest levels of U.S. politics, involving these two prominent tech billionaires.
Related videos:
Peter Thiel on How To Make Money in A.I. Investing | Stocks Today With JJ: https://youtu.be/kZ0JGbf3hlM
Elon Musk’s Greatest Hits of ‘Puffery’: Tesla We Robot Event https://youtu.be/tRJU0sHrWVQ
Elon Musk’s Tesla Optimus ‘Puffery’ & Cybercab Cultism https://youtu.be/pdNMY2YmHJU
Referenced video:
Elon Musk, Peter Thiel, and the Political Calculus of a Trump Victory | Pivot https://youtu.be/K3qb8bB5r5Q
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Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
I react to Elon Musk’s comments about Tesla Optimus robot and robotaxi progress from the flashy Tesla We, Robot event held recently at Warner Bros Studios in Los Angeles. We look closely at Optimus interactions with the party guests, and take a first ride in a Cybercab. Do Elon’s remarks amount to more “corporate puffery” and extreme optimism, or are they based in reality?
Timestamps:
00:40 Tesla Optimus robot progress and buy price
3:50 Optimus robots will walk among you
05:21 Optimus serving drinks
06:33 Teleoperated?
08:54 "Are you being remote controlled?"
11:47 "It's crazy, I'm talking to a robot"
13:44 Greatest robotics and LLM demo, or...?
16:18 Wall Street tech analyst fooled
18:06 Cheerleader tech analyst Dan Ives
21:54 Elon's self-driving robotaxi "puffery"
23:42 Cybercab unveil and buy price
25:25 Cybercab first ride POV
Related episodes:
Elon Musk’s Greatest Hits of ‘Puffery’: Tesla We Robot Event https://youtu.be/tRJU0sHrWVQ
The Elon Musk Tesla Cybertruck: Sucks or Success? https://youtu.be/2DO8to-NkTQ
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And/Or
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Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
Technology super investor Peter Thiel recently offered his thoughts on AI. investing, the current state of the A.I. sector, which companies he thinks will win AI, and the current state of the stock market in relation to AI stocks such as Nvidia (NVDA).
Related episodes:
Peter Thiel: Bitcoin Price Won’t Rise Dramatically https://youtu.be/SNaFiryWQXU
Peter Thiel: Elon’s X Is A Big Financial Worry! https://youtu.be/-Z8cAhG6t5o
Referenced video:
All-In Podcast: Peter Thiel | All-In Summit 2024 https://youtu.be/SYRunzR9fbk
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Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
I react to Elon Musk’s remarks from the flashy Tesla We, Robot event held in Los Angeles. Elon’s presentation can been seen as a kind of greatest hits of his “corporate puffery” from the past few years, with some new products, and adding more to his vision of the future, that he says will soon become a reality.
Timestamps:
01:05 Definition of Elon’s “corporate puffery”
03:09 Elon’s Welcome to the We, Robot Party
05:06 Vision of an exciting future - Unsupervised Full Self-Driving
05:56 Low cost but Increased value with autonomy
06:58 FSD safety - 10x safer than a human
08:31 Low cost of autonomous transport
09:40 Price of buying a cybecab
10:22 Owning a fleet of cybercabs
11:13 Timeline predictions for FSD and cybercab production
14:01 Unsupervised FSD for Hardware 3?
15:41 Camera vision + AI solution of Tesla Full Self-Driving
18:21 Inductor charging and cybercab cleaning
20:00 The future Robovan
21:21 “The future should look like the future”
23:04 Optimus robot progress, future vision, buy price
25:27 “The biggest product ever of any kind”
26:52 The Age of Abundance
27:57 How much of what Elon says is possible?
Related videos:
The Elon Musk Tesla Cybertruck: Sucks or Success? https://youtu.be/2DO8to-NkTQ
Elon Musk: Tesla Full Self Driving Snake Oil Salesman? https://youtu.be/MG1y8_X40Os
JJ’s other YouTube channel: Stocks Today With JJ : https://www.youtube.com/@jjstockstoday
Become a member of The Art of Value: https://www.youtube.com/@TheArtofValue/join
Recommended book:
Abundance: The Future Is Better Than You Think, by Peter Diamandis (referral link): https://amzn.to/4eQpeeE
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
Elon Musk’s SpaceX Starship test just achieved a world first engineering feat, catching a massive Starship rocket booster between mechanical arms or giant “chopsticks” on landing. I react to highlights of the historic rocket flight test.
Related videos:
The Elon Musk Tesla Cybertruck: Sucks or Success? https://youtu.be/2DO8to-NkTQ
Enron-Scale Tesla, Elon Musk Fraud Alleged in Lawsuit https://youtu.be/cGhBMf29xKA
Become a member of The Art of Value: https://www.youtube.com/@TheArtofValue/join
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
Super investor Michael Burry, of ‘The Big Short” fame, has been making a fortune from his recent deep value investments in China stocks, including Alibaba (BABA) and others. The episode looks at Burry’s China stock investments, including when he invested. We also look at the outlook for the Chinese stock market and macro environment.
Become a member of The Art of Value: https://www.youtube.com/@TheArtofValue/join
Related episodes:
Alibaba Stock: Bullish David Tepper vs Druckenmiller vs Tom Lee https://youtu.be/Fe6ym9Qwnug
Super Investor David Tepper SUPER BULLISH On Alibaba Stock https://youtu.be/x7C5Tz_4iPc
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
This episode is about the Tesla Cybertruck, which Elon Musk has been leading the engineering and design of for years, and it’s finally been unleashed on the world, in fairly small quantities so far. So, does the Cybertruck suck? If so, how much does the Cybertruck suck? Is the Cybertruck actually great? Let’s find out!
Timestamps:
00:38 Cybertruck, the latest fashion?
01:44 Is Cybertruck a tough off-road truck?
03:42 Cybertruck and water
05:32 Not so stainless steel?
08:41 Cybertruck pure genius criteria
10:02 Crash testing: torsional rigidity, good to have?
12:23 Cybertruck pedestrian friendly?
13:40 Cybertruck armored glass, good to have?
15:21 Cybertruck build quality
16:50 Finger-crunching frunk issue
19:40 Cybertruck "must be low cost"
21:38 Cybertruck Full Self-Driving (Supervised)
22:32 Does the Cubertruck suck?
Become a member of The Art of Value: https://www.youtube.com/@TheArtofValue/join
Some related episodes:
Enron-Scale Tesla, Elon Musk Fraud Alleged in Lawsuit
https://youtu.be/cGhBMf29xKA
Tesla, Elon Musk Full Self Driving Fraud Alleged in Lawsuit
https://youtu.be/PaUXyey1iG4
Elon Musk: Tesla Full Self Driving Snake Oil Salesman?
https://youtu.be/MG1y8_X40O
Thanks to these YT channels for some of the source material:
Some More News https://www.youtube.com/@SMN
Thunderf00t https://www.youtube.com/@Thunderf00t
Chris Norlund https://www.youtube.com/@realchris
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
I react to more of an interview with super Investor David Tepper from Appaloosa Management, who recently offered his very bullish views on Alibaba stock and the Chinese stock market. His opinion is then compared with legendary investor Stanley Druckenmiller, and Fundstrat’s Tom Lee. Stocks mentioned include BABA (Alibaba), PDD (Pinduoduo), JD, BIDU (Baidu), KWEB, FXI (China stock EFTs)
Timestamps:
01:14: David Tepper on Alibaba and other China stocks
05:49 Recent performance of Tepper’s China stocks
07:12 David Tepper vs Stan Druckenmiller on Chinese stocks
11:34 Fundstrat’s Tom Lee: China stock market outlook
Related episodes:
Super Investor David Tepper SUPER BULLISH On Alibaba Stock https://youtu.be/x7C5Tz_4iPc
Alibaba Stock: New BABA CEO Eddie Wu Takes Charge of Ecommerce https://youtu.be/vsrmMAkO9Z4
Alibaba Stock: Reactions to Shock Jack Ma Memo! | BABA Stock https://youtu.be/W54QVlxSwPw
Join The Art of Value Patreon community for exclusive content I don’t share anywhere else: https://www.patreon.com/TheArtofValue
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
Is Tesla’s Elon Musk like a snake oil salesman when it comes to publicly promoting Tesla Full Self-Driving (FSD) progress? I investigate and discuss more of the article recently posted on the X platform by harsh Elon Musk and Tesla FSD (Supervised) critic Dan O’Dowd, who’s alleging just that in “The Snake Oil Salesman’s Promises for Tesla’s Full Self-Driving AI.”
Timestamps:
00:30 Elizabeth Holmes vs Elon Musk public claims and statements
03:20 The Snake Oil Salesman’s Promises for Tesla’s Full Self-Driving AI
05:05 All Tesla HW3 vehicles capable of becoming robotaxis?
07:42 We, Robot: 10/10 2024 Tesla Robotaxi event, Warner Bros. Studios
10:10 Desperate Tesla Full-Self Driving roadmap
13:44 Full Self-Driving competitiors, Waymo
14:31 Tesla FSD (supervised) in the wild, including CyberTruck
Related episodes:
Elon Musk Tesla Fraud Investigation playlist
https://youtube.com/playlist?list=PLrNjj1l3MS7XoRnE15gy7VeXJY4zSSFCp&si=Ejb-w-VftFsL4TyR
Elon Musk: Tesla Full Self Driving Snake Oil Salesman?
https://youtu.be/MG1y8_X40Os
Enron-Scale Tesla, Elon Musk Fraud Alleged in Lawsuit https://youtu.be/cGhBMf29xKA
Tesla, Elon Musk Full Self Driving Fraud Alleged in Lawsuit https://youtu.be/PaUXyey1iG4
Elon Musk Tesla HUGE Stock Pump FRAUD Alleged https://youtu.be/dxjigbZVou0
Sharesight is my recommended portfolio tracking and reporting tool. See the special offer (referral link): https://sharesightlimited.cmail20.com/t/r-l-tdjhzjk-niuxvol-i/
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
I react to an interview with super Investor David Tepper from Appaloosa Management, who today offered his very bullish thoughts on the Chinese stock market, Chinese stocks and more. Then we look at the specific China stocks and ETFs Tepper has in his fund’s portfolio, including Alibaba (BABA), PDD, JD and more.
Related episodes:
Alibaba Stock: New BABA CEO Eddie Wu Takes Charge of Ecommerce https://youtu.be/vsrmMAkO9Z4
Alibaba Stock: Reactions to Shock Jack Ma Memo! | BABA Stock https://youtu.be/W54QVlxSwPw
JJ’s other channel: The Art of Value: https://www.youtube.com/@TheArtofValue
Referenced video:
CNBC: Billionaire investor David Tepper on China: Central bank comments 'exceeded expectations'
https://youtu.be/uGeyiFj-7D4
Sharesight is my recommended portfolio tracking and reporting tool. See the special offer (referral link): https://sharesightlimited.cmail20.com/t/r-l-tdjhzjk-niuxvol-i/
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Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
Is Tesla’s Elon Musk akin to a snake oil salesman when it comes to promoting Tesla Full Self-Driving (FSD) efforts? I investigate and discuss the detailed article recently posted on Elon Musk’s X platform by Dan O’Dowd alleging just that: “The Snake Oil Salesman’s Promises for Tesla’s Full Self-Driving AI.”
Timestamps:
01:03 Elon Musk Snake Oil Salesman: Dan O'Dowd's article
02:48 Tesla "on the verge of solving autonomy"
04:26 Disastrous FSD Version 11: 2023
05:39 Dangerous on-road, live safety testing
08:41 Version 12: "an almost total rewrite" pivot to AI
11:45 Claim Tesla could leapfrog Waymo within a year
13:56 Buying time with impatient Tesla investors
15:23 Baseless claims of rapid FSD V12 improvements
17:00 Actually Smart Summon (ASS) not coast-to-coast
18:31 V12.4 multiple safety issues (example video clips)
20:41 Elon claimed V12.5 a "whole other level"
22:02 Elon doubles down on miles between interventions
24:29 Elon: "it will take over a year of driving to get even one intervention"!
25:43 Tesla's robotaxi business dead on arrival?
Related episodes:
Elon Musk Tesla Fraud Investigation playlist
https://youtube.com/playlist?list=PLrNjj1l3MS7XoRnE15gy7VeXJY4zSSFCp&si=Ejb-w-VftFsL4TyR
Enron-Scale Tesla, Elon Musk Fraud Alleged in Lawsuit https://youtu.be/cGhBMf29xKA
Tesla, Elon Musk Full Self Driving Fraud Alleged in Lawsuit https://youtu.be/PaUXyey1iG4
Elon Musk Tesla HUGE Stock Pump FRAUD Alleged https://youtu.be/dxjigbZVou0
Thanks to Thunderf00t YouTube channel for some of the historical Tesla and Elon Musk clips in this video.
Sharesight is my recommended portfolio tracking and reporting tool. See the special offer (referral link): https://sharesightlimited.cmail20.com/t/r-l-tdjhzjk-niuxvol-i/
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
I react to a recent interview with Prof. Aswath Damodaran from NYU, Wall Street’s “Dean of Valuation", who discusses Apple stock (AAPL). Could Apple’s iPhone business be running out of juice? Damodaran acknowledges the Apple has been the greatest cash machine in history, but what about Apple as a future growth stock?
Related videos:
Aswath Damodaran: This Stock Is A BETTER BUY Than Nvidia https://youtu.be/Ri7l6lXbOqo
Aswath Damodaran: Nvidia Stock “Priced To The Point of Insanity” https://youtu.be/DCI9iQC_hvs
Aswath Damodaran: ‘I’m Letting These Stocks Ride’ https://youtu.be/QAt_OrfbpbM
Referenced video:
CNBC: The smartphone business seems to be running out of juice, says NYU's Aswath Damodaran
https://youtu.be/LYP1ezGPUXk
Sharesight is my recommended portfolio tracking and reporting tool. See the special offer (referral link): https://sharesightlimited.cmail20.com/t/r-l-tdjhzjk-niuxvol-i/
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision
Have Elon Musk, Tesla, Morgan Stanley and others been involved in Tesla stock (TSLA) inflation fraud going back many years? I investigate and discuss part of a new lawsuit alleging the continuous Tesla stock pumping fraud, including alleged overt stock market manipulation, and broadcasting Tesla propaganda on social media using Tesla social media influencers.
Timestamps:
01:46 Overt market manipulation, with Morgan Stanley
03:49 “Short burn of the century comin soon…”
06:16 Efforts to “paint the tape” to increase TSLA stock price
07:16 Broadcasting Propaganda on Social Media (with Tesla influencers)
08:03 Now You Know YouTube channel - Zac Cataldo
09:11 HyperChange YouTube channel - Galileo Russell
10:52 Third Row Tesla YouTube channel - corporate propaganda13:33 Electrek blog - Fred Lambert15:51 Teslarati, ClenTechnica and Frunkpuppy17:06 Lex Fridman18:26 Elon Musk: “We don’t buy advertising”
21:01 Engaging Influencer marketing agencies- Tesla Winter Experience
26:10 TeslaBoomerMama (Alexandra Merz) - Tesla stock price target27:35 Sawyer Merritt - “TSLA investor”
Related videos
Elon Musk Tesla Fraud Investigation playlist
https://youtube.com/playlist?list=PLrNjj1l3MS7XoRnE15gy7VeXJY4zSSFCp&si=Ejb-w-VftFsL4TyR
Enron-Scale Tesla, Elon Musk Fraud Alleged in Lawsuit https://youtu.be/cGhBMf29xKA
Tesla, Elon Musk Full Self Driving Fraud Alleged in Lawsuit https://youtu.be/PaUXyey1iG4
MORE Elon Musk, Tesla Full Self Driving FRAUD Alleged https://youtu.be/9jShvp85WR8
Elon Musk Tesla Stock Pumping Fraud Alleged in Lawsuit https://youtu.be/47VCx2fZDO0
Thanks to Chris Norlund and Thunderf00t YouTube channels for some of the short Tesla influencer clips in this video.
Sharesight is my recommended portfolio tracking and reporting tool. See the special offer (referral link): https://sharesightlimited.cmail20.com/t/r-l-tdjhzjk-niuxvol-i/
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
Have Elon Musk, Tesla and others been involved in continuous Tesla stock (TSLA) inflation fraud going back years? I summarize and discuss part of a new lawsuit alleging the Tesla stock pumping fraud.
Timestamps:
00:45 Alleged Elon Musk & Tesla Fraud Overview: Greenspan v Musk et al01:42 How the stock inflation fraud is linked to Musk’s compensation plan
05:45 Pressuring Tesla executives to to routinely commit securities fraud07:20 Artificially inflating Tesla stock, harming short-sellers
09:27 Elon Musk lying in public to justify Tesla revenue recognition
13:11 Fraudulent Tesla stock price targets with ARK’s Cathie Word & others
Related videos:
Elon Musk Tesla Fraud Investigation playlist
https://youtube.com/playlist?list=PLrNjj1l3MS7XoRnE15gy7VeXJY4zSSFCp&si=Ejb-w-VftFsL4TyR
- Enron-Scale Tesla, Elon Musk Fraud Alleged in Lawsuit https://youtu.be/cGhBMf29xKA
- Tesla, Elon Musk Full Self Driving Fraud Alleged in Lawsuit https://youtu.be/PaUXyey1iG4
- MORE Elon Musk, Tesla Full Self Driving FRAUD Alleged https://youtu.be/9jShvp85WR8
Sharesight is my recommended portfolio tracking and reporting tool. See the special offer (referral link): https://sharesightlimited.cmail20.com/t/r-l-tdjhzjk-niuxvol-i/
Join The Art of Value Patreon community for exclusive content I don’t share anywhere else: https://www.patreon.com/TheArtofValue
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
Could Tesla Full Self-Driving (FSD) be a fraud? I investigate and discuss the second half of a new lawsuit alleging FSD fraud perpetrated by Tesla, Elon Musk and others, and aided by Tesla social media influencers.
Timestamps:
00:31 Greenspan v. Musk et al: Tesla "Full Self-Driving" (FSD) Fraud
01:46 Tesla stealing customer funds?
02:55 Tesla refuses to issue refunds of unintentional purchases
06:46 Elon Musk: "We need to make Full Self-Driving work"
08:00 False & misleading FSD marketing via Tesla social media influencers
09:49 Editorial control over Tesla influencer videos
12:29 Twitter/X "VIP" ad revenue share for Tesla influencers
16:32 Fraudulent FSD social media videos
18:06 Tesla prioritizes Tesla influencer FSD routes
20:09 Influencer videos intended to increase sales & Tesla stock price
21:49 Avoiding regulatory scrutiny
23:13 Exaggerating FSD: "Elon's tweet does not match engineering reality"
24:45 CADMV legal proceedings against Tesla
26:39 False FSD claims by Elon Musk
27:07 Language change to "Full Self-Driving (Supervised)”
27:44 DMV Tesla false advertising case going to trial
28:03 Tesla deletes blog posts from 2016-2019
Related videos
Tesla, Elon Musk Full Self Driving Fraud Alleged in Lawsuit https://youtu.be/PaUXyey1iG4
Enron-Scale Tesla, Elon Musk Fraud Alleged in Lawsuit https://youtu.be/cGhBMf29xKA
Playlist: Elon Musk Tesla Fraud Investigation
https://youtube.com/playlist?list=PLrNjj1l3MS7XoRnE15gy7VeXJY4zSSFCp&si=Ejb-w-VftFsL4TyR
Sharesight is my recommended portfolio tracking and reporting tool. See the special offer (referral link): https://sharesightlimited.cmail20.com/t/r-l-tdjhzjk-niuxvol-i/
Join The Art of Value Patreon community for exclusive content I don’t share anywhere else: https://www.patreon.com/TheArtofValue
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision
Could Tesla Full Self Driving (FSD) be a fraud? I summarize and discuss part of a new lawsuit alleging just that, perpetrated by Tesla, Elon Musk and others, and helped by Tesla social media influencers. The lawsuit alleges multiple, interconnected frauds, involving Full Self Driving (FSD), Tesla stock (TSLA) manipulation, Tesla accounting fraud, and other frauds involving the inner workings of Tesla for many years.
Timestamps:
00:24 Tesla “Full Self-Driving“ (FSD)
01:22 Hollywood magic for 2024 Tesla Robotaxi reveal?
03:26 Geofenced: Tesla gathering mapping data for robotaxi event05:45 The Tesla “Full Self-Driving” Fraud
08:16 Tesla cash crunch, cultivating social media influencers
09:55 Tesla Autonomy Investor Day + $2.7B capital raise
13:41 Promised Tesla robotaxi14:58 FSD revenue generation and recognition
16:48 1 million Tesla robotaxis by 2020!
17:47 10/10 Tesla Robotaxi unveiling
Related videos:
Enron-Scale Tesla, Elon Musk Fraud Alleged in Lawsuit https://youtu.be/cGhBMf29xKA
Wall St SELLS Tesla Stock As Elon Musk Melts Down https://youtu.be/ZTvLwvgoECw
Wall St Analysts Losing Their Minds Over Tesla Stock! https://youtu.be/U_BwKuEcF2I
Sharesight is my recommended portfolio tracking and reporting tool. See the special offer (referral link): https://sharesightlimited.cmail20.com/t/r-l-tdjhzjk-niuxvol-i/
Join The Art of Value Patreon community for exclusive content I don’t share anywhere else: https://www.patreon.com/TheArtofValue
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision
Could Tesla be an Enron-scale fraud? I summarize and discuss a new lawsuit alleging huge and interconnected frauds perpetrated by Tesla, Elon Musk and others, and helped by Tesla social media influencers - relating to Tesla’s Full Self Driving, Tesla stock (TSLA) manipulation, and the inner workings of Tesla the company for many years.
Timestamps:
00:12 How would massive fraud be possible with Tesla?
01:13 The lawsuit: Greenspan v. Musk et al
01:46 The Tesla Files: Tesla Whistleblower insider
02:31 Tesla Matryoshka Doll of Nested, Interdependent Frauds
06:20 Tesla “Autopilot” fraud
07:18 Tesla “Full Self-Driving (FSD)” fraud
08:59 Tesla Solar fraud
09:45 Tesla Vehicle Quality fraud
10:39 Tesla Stock Inflation fraud
12:04 Hardcore Litigation fraud
12:50 Fraud justified for Tesla survival
15:26 Tesla as a tech company, not a car company
17:35 Musk Attracted and cultivated a cult following
18:14 Musk as free speech absolutist? Really?
19:41 Tesla becomes largest Ponzi scheme in history?
20:40 Elon Musk attacks prominent Tesla short-sellers
21:58 Elon Musk and securities fraud
23:22 Suppressing critical voices with cyberbullying
26:04 Manipulating Tesla stock price - the social media pump
27:05 Belated disclosure, Tesla was a month away from bankruptcy
Related videos:
Wall St SELLS Tesla Stock As Elon Musk Melts Down https://youtu.be/ZTvLwvgoECw
Massive Tesla & Musk Fraud Alleged in New Lawsuit https://youtu.be/tMyUi_hXEsc (Stocks Today With JJ channel)
Here's Why Tesla Stock Plunged After Earnings https://youtu.be/_GfyTy4holA
Wall St Analysts Losing Their Minds Over Tesla Stock! https://youtu.be/U_BwKuEcF2I
Sharesight is my recommended portfolio tracking and reporting tool. See the special offer (referral link): https://sharesightlimited.cmail20.com/t/r-l-tdjhzjk-niuxvol-i/
Join The Art of Value Patreon community for exclusive content I don’t share anywhere else: https://www.patreon.com/TheArtofValue
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision
Is Elon Musk’s Tesla Optimus Robot destined for failure in China, and possibly elsewhere? There’s evidence Tesla already faces stiff competition in China from numerous humanoid robot makers, while many Tesla promoters and social media influencers taut the Tesla bot as the only future, predicting a massive Tesla stock price target and market cap as a result.
Related videos:
Tesla Stock Investors MUST Know This About Tesla Bot https://youtu.be/dlBYMSQ-LFE
Tesla Stock Analyst Says TSLA is Going to $10K! https://youtu.be/hdlBFj1kDv0
Why This Fund Manager is Dumping Tesla Stock https://youtu.be/VS1famnqRGU
Sharesight is my recommended portfolio tracking and reporting tool. See the special offer (referral link): https://sharesightlimited.cmail20.com/t/r-l-tdjhzjk-niuxvol-i/
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Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
Today in Tesla stock news, why are some Wall Street investors selling down Tesla stock (TSLA), despite being previous Elon Musk and Tesla supporters? We investigate. Also, is Elon Musk in meltdown mode with his recent behaviors and actions, hurting the Tesla brand, company, and Tesla stock in the process?
Related videos:
Stocks Today With JJ channel: Why This Fund Manager is Dumping Tesla Stock https://youtu.be/VS1famnqRGU
Here's Why Tesla Stock Plunged After Earnings https://youtu.be/_GfyTy4holA
Tesla Stock Investors MUST Know This About Tesla Bot https://youtu.be/dlBYMSQ-LFE
Stocks Today With JJ channel:
https://www.youtube.com/@jjstockstoday
Sharesight is my recommended portfolio tracking and reporting tool. See the special offer (referral link): https://sharesightlimited.cmail20.com/t/r-l-tdjhzjk-niuxvol-i/
Join The Art of Value Patreon community for exclusive content I don’t share anywhere else: https://www.patreon.com/TheArtofValue
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
I react to a recent interview with Prof. Aswath Damodaran from NYU, Wall Street’s “Dean of Valuation", who discusses his Nvidia stock (NVDA) valuation, and which Mag 7 stock might be a better buy than Nvidia. Damodaran also offers his outlook for small cap stocks, and what he thinks of sector rotation plays.
Related episodes:
Aswath Damodaran: Nvidia Stock “Priced To The Point of Insanity” https://youtu.be/DCI9iQC_hvs
Aswath Damodaran: ‘I’m Letting These Stocks Ride’ https://youtu.be/QAt_OrfbpbM
Aswath Damodaran: Why The Stock Market Is Now Overpriced https://youtu.be/IM-F4YVQ3jk
Referenced video:
Nvidia is overvalued, says NYU Professor of Finance Aswath Damodaran
https://youtu.be/ASA4W-larRQ
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Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
We take a look at which super-investors have been buying China stocks, including Alibaba stock (BABA), JD stock, Baidu (BIDU), PDD and others during the past quarter. The 13F filings of these fund managers have recently been reported, including from famed “Big Short” investor Michael Burry, so we can see the stocks have been been bought and sold in the quarter.
Related videos:
Alibaba Stock Earnings & Thoughts on Destroyed BABA Stock
https://youtu.be/D0LXk8zapqU
Alibaba Stock Rallies On Plan To Raise Fees https://youtu.be/dSGgsqDfCW0
Alibaba Stock: Chair Joe Tsai on BABA’s Big AI Future https://youtu.be/71WRq1Ca4ew
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Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
This episode includes a summary and discussion on the latest Alibaba Earnings results, along with my thoughts on BABA Stock, in the context of the current China economic backdrop, and the massive drop Alibaba stock has had since its peak in late 2020.
Related videos:
Alibaba Stock: Chair Joe Tsai on BABA’s Big AI Future https://youtu.be/71WRq1Ca4ew
Alibaba Stock: Is The Bottom In? Chairman Joe Tsai Interview! https://youtu.be/eZ4x8z2qjII
Alibaba Stock: Super Investor Charlie Munger Sold! https://youtu.be/vm_YLphHocQ
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Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
I react to the big news in the fast food and beverage sector that Starbucks (SBUX) CEO Laxman Narasimhan has been replaced by Chipotle Mexican Grill (CNG) star CEO Brian Niccol. Can he improve the performance of Starbucks and SBUX stock in the years ahead?
Related video:
Starbucks Stock Crash: Disaster Quarter & CEO Interview
https://youtu.be/SlNlbjm6tNM
Referenced videos:
CNBC: Starbucks replaces CEO Laxman Narasimhan with Chipotle CEO Brian Niccol
https://youtu.be/Um0UBfSOaU0
Starbucks names Brian Niccol new CEO: Here's what to expect https://youtu.be/zA2dDbQy1UI
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Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
Super investor Mohnish Pabrai discusses his investing strategy of looking at hated and unloved companies, sectors, and countries, that can provide great investment opportunities for value investors willing to go off the beaten track to look where others are not.
Related videos:
Super Investor Warren Buffett Just Sold These Stocks
https://youtu.be/t-d60o6IZwA
Mohnish Pabrai: The Importance of Owners’ Intrinsic Value https://youtu.be/x4Ku99InGYM
Referenced video:
Mohnish Pabrai’s Session with CFA Society, United Kingdom on June 12, 2024
https://youtu.be/yjXKhLO_7jI
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Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
I react to NYU Professor of Finance Aswath Damodaran, “The Dean of Valuation, who discusses the current U.S. stock market correction, especially the megacap ‘Mag 7’ stocks, and Warren Buffett’s recent large sale of Apple stock.
Related videos:
Aswath Damodaran: Nvidia Stock “Priced To The Point of Insanity”
https://youtu.be/DCI9iQC_hvs
Aswath Damodaran: Why The Stock Market Is Now Overpriced
https://youtu.be/IM-F4YVQ3jk
Super Investor Warren Buffett Just Sold These Stocks
https://youtu.be/t-d60o6IZwAf
Referenced video:
CNBC: Berkshire was too concentrated in Apple, says NYU’s Aswath Damodaran
https://youtu.be/TnRkTWp0VRo
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Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
Super Investor Warren Buffett has been selling down significant chunks of Berkshire Hathaway’s core portfolio stocks during the past quarter, and into this quarter, leaving Berkshire with a huge pile of cash that could be redeployed. We take a look at how Buffett’s selling has unfolded and some possible reasons for the stock selling.
Related videos:
Is Warren Buffett As Bearish As He Ever Gets On Stocks?
https://youtu.be/bKy1fth0TME
Warren Buffett: I’d Buy Small Caps if Starting Over Now
https://youtu.be/V7yAKXYXhDM
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Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
Public companies Uber and BYD Co. have partnered to bring BYD EVs to the Uber ride-hailing platform globally. The companies plan to start in Europe and Latin America, and also plan to develop autonomous-capable vehicles together. Is it a plan to try and beat Tesla at its own EV robotaxi game?
Related videos:
Tesla Will Be The Next Enron! | TSLA Stock https://youtu.be/89dLB4VwaJA
Tesla Stock Plunges on Earnings. Here’s Why! https://youtu.be/_GfyTy4holA
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Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
Alibaba is set to deploy a new AI-powered sourcing engine to boost online trade for its global merchants.
Related videos:
Alibaba Stock Rallies On Plan To Raise Service Fee https://youtu.be/dSGgsqDfCW0
Alibaba Stock: Chair Joe Tsai on BABA’s Big AI Future https://youtu.be/71WRq1Ca4ew
Referenced video
Alibaba Betting on AI, the Olympics
https://youtu.be/7RCpQ056PAU
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Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
In Alibaba news, Alibaba stock (BABA) jumped the most in two months as the stock market digested the China e-commerce giant’s plan to charge more service fees from merchants.
Related videos:
Alibaba Stock: Chair Joe Tsai on Reigniting Strong Growth https://youtu.be/GXpLxxz7AKE
Alibaba Stock: Chair Joe Tsai on BABA’s Big AI Future https://youtu.be/71WRq1Ca4ew
Stocks Today With JJ channel:
https://www.youtube.com/@jjstockstoday
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Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
Well known short seller Andrew Left has been charged with securities fraud. US Authorities allege Citron’s Andrew Left tried to make quick and easy profits by committing securities fraud with numerous US stocks, including Nvidia, Tesla, Palantir and many others.
Related videos:
Ross Gerber: Tesla Short Sellers Are So Stupid https://youtu.be/_DaVsijB_Fw
'Big Short’ Super Investor Steve Eisman Now Bullish! https://youtu.be/x9RB9N-2a8M
Referenced video:
Short-Seller Andrew Left Is Charged With Securities Fraud https://youtu.be/LyrmASB-OFQ
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Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
Both Fundstrat’s Tom Lee and Financial Education’s Jeremy Lefebvre have both blocked me on on the X platform, formerly Twitter. Here’s why I think they did: it’s to do with my criticism of their constant short term predictions about the stock market, stocks. I explain in this video.
Related videos:
Tom Lee Predicts 15% Index Rise in 5 Weeks! https://youtu.be/HsoloP49Fb4
Tom Lee Predicts Huge Rally For Small Caps Index https://youtu.be/prSfamBbcN8
Is There A Stock Market CRASH But You Haven’t Noticed Yet? (says Jeremy Lefebvre) https://youtu.be/5iKomE9PH8U
Stocks Today With JJ channel:
https://www.youtube.com/@jjstockstoday
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Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
I react to Tom Lee from Fundstrat, who is predicting that the small cap stock Russell 2000 Index will rise 15% or more over the next 5 weeks to the end of August. He has said it will be “the summer of small caps”.
Related videos:
Tom Lee Predicts Huge Rally For Small Cap Index
https://youtu.be/prSfamBbcN8
The New Bull Case For Small Caps: Tom Lee + Goldman Sachs
https://youtu.be/VTCaMcppLXM
Referenced videos
Small caps could rise more than 15% in August, says Fundstrat's Tom Lee
https://youtu.be/Y4YHF_EYabA
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Following the Tesla stock plunge after earnings, Wedbush’s Dan Ives says he thinks Tesla is the most undervalued AI play in the stock market. Alternatively, former Tesla president Jon Mitchell thinks Tesla is not doing so well, but what’s bad for Tesla is good for the competition.
Related video:
Tesla Stock Plunges on Earnings. Here’s Why!
https://youtu.be/_GfyTy4holA
Referenced videos
Tesla Is the Most Undervalued AI Play, Ives Says
https://youtu.be/a-hBCq1JA9A
What's bad for Tesla is good for the sector, says former Tesla president Jon McNeill
https://youtu.be/2IujOacUxIE
Stocks Today With JJ channel:
https://www.youtube.com/@jjstockstoday
Sharesight is my recommended portfolio tracking and reporting tool. Join over 400K investors worldwide who trust Sharesight, including me. See the special offer (referral link): https://sharesightlimited.cmail20.com/t/r-l-tdjhzjk-niuxvol-i/
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Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
I take an in-depth look at Tesla earnings to see why Tesla stock tumbled immediately after the earnings release, and continued during the earrings call with Elon Musk.
Related videos:
Wall St Analysts Losing Their Minds Over Tesla Stock! https://youtu.be/U_BwKuEcF2I
Tesla Will Be The Next Enron! | TSLA Stock https://youtu.be/89dLB4VwaJA
Stocks Today With JJ channel:
https://www.youtube.com/@jjstockstoday
Sharesight is my recommended portfolio tracking and reporting tool. Join over 400K investors worldwide who trust Sharesight, including me. See the special offer (referral link): https://sharesightlimited.cmail20.com/t/r-l-tdjhzjk-niuxvol-i/
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Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
I react to Permabull Tom Lee from Fundstrat, who is predicting that the small caps Russell 2000 index will rally 40% by the end of the summer. We also look at another bull case thesis for small-caps.
Related videos:
Early Innings of Small Caps Rally?
https://youtu.be/xswk_rmNM7k
The Stock Market ‘Great Rotation’ To Small Caps!
https://youtu.be/Blev9SyBfVI
The Bull Case For Small Caps: Tom Lee + Goldman Sachs
https://youtu.be/VTCaMcppLXM
Sharesight is my recommended portfolio tracking and reporting tool. Join over 400K investors worldwide who trust Sharesight. See the special offer (referral link): https://sharesightlimited.cmail20.com/t/r-l-tdjhzjk-niuxvol-i/
Stocks Today With JJ channel:
https://www.youtube.com/@jjstockstoday
Referenced videos:
Russell 2000 will see a 40% rally by the end of the summer, says Fundstrat's Tom Lee
https://youtu.be/UChwrZQut7g
The bull case for small-caps
https://youtu.be/U2QsWA1QZCk
Join The Art of Value Patreon community for exclusive content I don’t share anywhere else: https:/www.patreon.com/TheArtofValue
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
I react to Dan Ives, senior equity analyst from Wedbush, who has a new bull case for Palantir stock (PLTR), raising the stock price target significantly. Ives says Palantir is the “Messi of AI”, and it’s going to be the “golden child of AI” in the future. He thinks Palantir stock has a massive move ahead of it, and he states his Palantir bull case.
Related videos:
Is The Bull Market Just Getting Started?
https://youtu.be/fgwxraXgyVs
Palantir Stock: Major Game Changing News?
https://youtu.be/JimG3r00IHs
Stocks Today With JJ channel:
https://www.youtube.com/@jjstockstoday
Referenced videos
Expect 'massive' Q2 earnings for AI chip stocks: Dan Ives
https://youtu.be/NqO-d-SSI4E
Join The Art of Value Patreon community for exclusive content I don’t share anywhere else: https:/www.patreon.com/TheArtofValue
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
Today I discuss whether the current small cap stock rally may have some legs to it, or whether it’s going to fizzle out within another four weeks. Citi's Scott Chronert and Nuveen's Saira Malik take opposing views and I react.
Related videos:
Tech Stocks Fall! Rotation to Small, Mid Caps + Value?
https://youtu.be/HUkIPYrLDqw
The Stock Market ‘Great Rotation’ To Small Caps!
https://youtu.be/Blev9SyBfVI
The Bull Case For Small Caps: Tom Lee + Goldman Sachs
https://youtu.be/VTCaMcppLXM
Referenced videos
Small cap rally has some legs here, says Citi's Scott Chronert
https://youtu.be/ksAsHwE73Vg
Small cap rotation may last another four weeks, says Nuveen's Saira Malik
https://youtu.be/JaotBEJtv4E
Join The Art of Value Patreon community for exclusive content I don’t share anywhere else: https:/www.patreon.com/TheArtofValue
Stocks Today With JJ channel:
https://www.youtube.com/@jjstockstoday
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
Big tech stocks, other tech stocks, and especially chip stocks have been falling in the stock market recently. Is this a temporary blip, or a market rotation to small caps, mid caps, and “value stocks”, or something else? I investigate.
Related videos:
The Stock Market ‘Great Rotation’ To Small Caps!
https://youtu.be/Blev9SyBfVI
The Bull Case For Small Caps: Tom Lee + Goldman Sachs
https://youtu.be/VTCaMcppLXM
Has The Stock Market Just Flipped To Small Caps?
https://youtu.be/VUz2Vme3P9I
Referenced videos
Small, mid, value, yield: is "the rotation" taking hold?
https://youtu.be/g7qq5Dhx0KU
We're seeing a broadening of the market favorable to small cap stocks: Needham's Chris Retzler
https://youtu.be/3-ZBE1lgHIM?si=PRlMteuUboEGQE8T
For more on small and mid cap stocks, join The Art of Value Patreon community for exclusive content I don’t share anywhere else: https:/www.patreon.com/TheArtofValue
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
I react to iCapital chief investment strategist Anastasia Amoroso, who says there’s now a “Great Rotation” to small cap stocks going on in the US stock market. Chief market strategist at Carson Group, Ryan Detrick, also thinks the sudden momentum of small cap stocks will be sustained; I discuss The Great Rotation thesis.
Related videos:
The Bull Case For Small Caps: Tom Lee + Goldman Sachs
https://youtu.be/VTCaMcppLXM
Warren Buffett: I’d Buy Small Caps if Starting Over Now
https://youtu.be/V7yAKXYXhDM
Referenced videos:
Buy on pullback and volatility, say iCapital's Anastasia Amoroso
https://youtu.be/-MZjTCeCSc8
Small and mid caps 'will lead second half of the year,' says Carson Group's Ryan Detrick
https://youtu.be/pmAS5QrZs8k
Stocks Today With JJ channel:
https://www.youtube.com/@jjstockstoday
Join The Art of Value Patreon community for exclusive content I don’t share anywhere else: https:/www.patreon.com/TheArtofValue
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
We need to talk about the rise of small cap stocks! I react to Fundstrat’s Tom Lee, who thinks that the Russell 2000 small cap index is about to go on an epic run. Greg Tuorto from Goldman Sachs is similarly bullish on small caps going forward, and a broadening out of the market.
Related videos:
Warren Buffett: I’d Buy Small Caps if Starting Over Now https://youtu.be/V7yAKXYXhDM
Small Caps Super Investor Bares Capital Is Buying These Stocks https://youtu.be/Asc712oI-Ik
Super Investors Just Bought These Small Caps https://youtu.be/kIsJZKlPDj4
Referenced videos:
Fundstrat's Tom Lee is bullish on small caps https://youtu.be/VyHto5WWQ0k
Small caps tend to outperform as the broaden out, says Goldman Sachs' Greg Tuorto
https://youtu.be/PZBMmkbcxlA
Stocks Today With JJ channel: https://www.youtube.com/@jjstockstoday
Recommended investing book:
Poor Charlie’s Almanack: The Essential Wit and Wisdom of Charles T. Munger (referral link): https://amzn.to/3zMpZWs
For more on small caps. join The Art of Value Patreon community for exclusive content I don’t share anywhere else: https:/www.patreon.com/TheArtofValue
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
I offer some thoughts on Andrew Wilkinson’s new book, Never Enough: From Barista to Billionaire. Andrew Wilkinson is co-founder of public company Tiny Ltd, known as a “Berkshire Hathaway of Tech”.
Related videos:
A Next Gen Warren Buffett? Tiny's Andrew Wilkinson
https://youtu.be/-fs9P_phqfQ
Stocks Today With JJ channel:
https://www.youtube.com/@jjstockstoday
Recommended book:
Never Enough: From Barista to Billionaire, by Andrew Wilkinson (referral link):
https://amzn.to/3Y2cnQD
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Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
I investigate whether or not a rotation could be going on in the U.S. stock market, away from the “Mag 7” into mid and small cap stocks. Could this be the start of a change, and why would it be happening now?
Related videos:
Is There A Stock Market CRASH But You Haven’t Noticed Yet?
https://youtu.be/5iKomE9PH8U
Stocks Today With JJ channel:
https://www.youtube.com/@jjstockstoday
Join The Art of Value Patreon community for exclusive content I don’t share anywhere else: https:/www.patreon.com/TheArtofValue
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
I investigate Financial Education Jeremy’s claim that we are in a stock market crash but we just don’t know it yet, to see if there is some validity to it.
Related videos:
Market Crash? Meet Kevin + Jeremy Lefebvre Just Said What?
https://youtu.be/fEcZbWaNZSk
Jeremy: These Stocks Will EXPLODE Soon! My Response
https://youtu.be/yXD1mlnKdFQ
Referenced videos
We are in a Stock Market Crash | You Just don’t know it yet
https://youtu.be/6mDhdEoDlXQ
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 community for exclusive content I don’t share anywhere else: https:/www.patreon.com/TheArtofValue
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
I react to Investor and Fund manager Ross Gerber from Gerber Kawasaki, who says, “you just don’t short Tesla”, and that “it’s hard not to be a bull long-term on Tesla”; while Deepwater Management’s Gene Munster thinks we’re going to see accelerating Tesla growth rates.
Related videos:
Why This Fund Manager Says NEVER SELL Nvidia Stock
https://youtu.be/sCIDBcdX4eY
Stocks Today With JJ channel:
https://www.youtube.com/@jjstockstoday
Join The Art of Value Patreon community for exclusive content I don’t share anywhere else: https:/www.patreon.com/TheArtofValue
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
I react to and discuss how various stock market analysts and big finance YouTubers constantly make relatively short term predictions about where the stock market is going to head.
Related videos:
This Market Is Going Higher: Bulls Tom Lee + Joseph Carlson
https://youtu.be/RXm1eGu075k
Tom Lee's New Predictions Leave CNBC Speechless
https://youtu.be/rMGcPnRgbgc
Stocks Today With JJ channel:
https://www.youtube.com/@jjstockstoday
Referenced videos:
Tom Nash: IT'S STARTING: Jamie Dimon Just Did The UNTHINKABLE
https://youtu.be/1Cl86pTIedc
This Market Is Going Higher (Tom Lee Bull Thesis)
https://youtu.be/g5j5EBU1NcE
Join The Art of Value Patreon community for exclusive content I don’t share anywhere else: https:/www.patreon.com/TheArtofValue
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
Mohnish Pabrai’s favourite super investors have been Warren Buffett and Charlie Munger, but it was Charlie Munger who influenced one of Pabrai’s most important ideas for value investing and business success: the concept of “cloning”.
Related video:
Super Investor Bill Ackman Just Sold This Stock & Said This
https://youtu.be/-xLCWUVV9Q0
Referenced investing book:
The Dhandho Investor: The Low-Risk Value Method to High Returns, by Mohnish Pabrai (referral link):https://amzn.to/3RXwz2z
Stocks Today With JJ channel:
https://www.youtube.com/@jjstockstoday
Referenced videos
Mohnish Pabrai's Session at The University of Nebraska, Omaha on May 3, 2024
https://youtu.be/FFxUSADENrc
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 community for exclusive content I don’t share anywhere else: https:/www.patreon.com/TheArtofValue
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
I react to prominent finance and investing YouTuber Joseph Carlson, who agrees with the bull thesis of Fundstrat’s Tom Lee, that the US stock market is going to continue to move higher over the short, medium, and long term.
Related videos:
Tom Lee's New Predictions Leave CNBC Speechless
https://youtu.be/rMGcPnRgbgc
Referenced video
This Market Is Going Higher (Tom Lee Bull Thesis)
https://youtu.be/g5j5EBU1NcE
Stocks Today With JJ channel:
https://www.youtube.com/@jjstockstoday
Join The Art of Value Patreon community for exclusive content I don’t share anywhere else: https:/www.patreon.com/TheArtofValue
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
I react to Tesla stock (TSLA) bull and bear cases from two Wall Street analysts, after Q2 delivery numbers. One thinks Tesla will disappoint, even after better deliveries than expected. The other is very bullish on the future of the Tesla robotaxi and Full Self Driving (FSD)
Stocks Today With JJ channel:
https://www.youtube.com/@jjstockstoday
Referenced videos
Tesla will disappoint investors despite better-than-expected Q2 deliveries: Wells Fargo's Langan
https://youtu.be/95LoDrMGK4o
Tesla deliveries are being 'overanalyzed' by investors, says RBC Capital's Tom Narayan
https://youtu.be/Q0O2Oxk1dgs
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Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
I react to super-bullish technology analyst Dan Ives from Wedbush, who thinks the AI stock party is only just getting started. He thinks the likes of Nvidia and Microsoft are driving the AI revolution now, but it will broaden out in coming years to include many other tech companies.
Stocks Today With JJ channel:
https://www.youtube.com/@jjstockstoday
Referenced video
CNBC: Nvidia and Microsoft will drive AI revolution: Wedbush’s Dan Ives
https://youtu.be/5eSFLP2QAzY
Join The Art of Value Patreon community for exclusive content I don’t share anywhere else: https:/www.patreon.com/TheArtofValue
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
I react to Fundstrat’s Tom Lee, who has some bullish predictions for the second half of the year. Lee is predicting a continued strong rise for the S&P 500, and also a “pretty sharp rebound” for Bitcoin.
Related video:
Tom Lee: Nvidia, Tesla, Apple Should Be Core Portfolio Stocks
https://youtu.be/ECEmBqaLw1A
Stocks Today With JJ channel:
https://www.youtube.com/@jjstockstoday
Referenced video:
CNBC: Bitcoin will have 'pretty sharp rebound' in the second half of the year, says Fundstrat's Tom Lee
https://youtu.be/o6RwsLU8yuc
Join The Art of Value Patreon community for exclusive content I don’t share anywhere else: https:/www.patreon.com/TheArtofValue
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
I react to part of a recent interview with super investor Howard Marks, in which Marks briefly discusses his investment philosophy, the role of randomness or luck in investing, as well as long term skill, and which investors he listens to.
Related episodes:
Super Investor Howard Marks: Where The BIG MONEY Is Made
https://youtu.be/EYwVTzUBRwc
Super Investor Howard Marks: The Biggest Investing Mistake
https://youtu.be/awxhDqbd9d8
Stocks Today With JJ channel:
https://www.youtube.com/@jjstockstoday
Referenced video:
Howard Marks - Co-founder of Oaktree | Podcast | In Good Company | Norges Bank Investment Management
https://youtu.be/vZJHQrGS7PE
Recommended books:
Mastering the Market Cycle: Getting the Odds on Your Side, by Howard Marks (referral link) https://amzn.to/3KYub7x
Thinking in Bets: Making Smarter Decisions When You Don't Have All the Fact, by Annie Duke (referral link) https://amzn.to/3zuDHNb
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Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
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I react to part of a recent interview with super investor Howard Marks, in which Marks discusses stock market bubbles, when and how to be contrarian, and taking the temperature of the market cycle.
Related episodes:
Super Investor Howard Marks: The Biggest Investing Mistake
https://youtu.be/awxhDqbd9d8
Referenced video:
Howard Marks - Co-founder of Oaktree | Podcast | In Good Company | Norges Bank Investment Management
https://youtu.be/vZJHQrGS7PE
Recommended Howard Marks book:
Mastering the Market Cycle: Getting the Odds on Your Side, by Howard Marks https://amzn.to/3KYub7x
Join The Art of Value Patreon community for exclusive content I don’t share anywhere else: https:/www.patreon.com/TheArtofValue
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
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I react to part of a recent interview with super investor Howard Marks, who discusses what he thinks is the biggest and most common investor mistake. Marks also discusses the importance of market cycles, and where he thinks we are in the current cycle.
Related episodes:
Howard Marks: An Investing Sea Change is Happening!
https://youtu.be/f67HRNCTXBY
How Howard Marks Predicts Each Stock Market Crash & Recovery
https://youtu.be/zTpYzCcMkls
Referenced video:
Howard Marks - Co-founder of Oaktree | Podcast | In Good Company | Norges Bank Investment Management
https://youtu.be/vZJHQrGS7PE
Recommended Howard Marks book:
Mastering the Market Cycle: Getting the Odds on Your Side, by Howard Marks https://amzn.to/3KYub7x
Join The Art of Value Patreon community for exclusive content I don’t share anywhere else: https:/www.patreon.com/TheArtofValue
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
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I react to a brief interview with Tim Pagliara, CapWealth founder and chief investment officer, and a value investor. He cautions that Nvidia stock (NVDA) may not be a good long term bet at current levels, after the recent huge stock price run-up, like other similar stock situations of the past. He outlines what sectors might be better bets.
Related episodes:
Will Nvidia Stock Crash 50% Like Tesla?
https://youtu.be/2XO2NLEkX5o
Super 'Big Short’ Investor Steve Eisman Now Bullish!
https://youtu.be/x9RB9N-2a8M
Stocks Today With JJ channel:
https://www.youtube.com/@jjstockstoday
Referenced video:
Yahoo Finance: Nvidia is not a 'good bet' long term: Analyst
https://youtu.be/Z9TprRTYuUE
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Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
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I react to Fundstrat’s Tom Lee, who says buying stocks at new highs has had a better win ratio over time than trying to buy at the lows.
Related episodes:
Tom Lee: Nvidia, Tesla, Apple Should Be Core Portfolio Stocks
https://youtu.be/ECEmBqaLw1A
Tom Lee: Bullish New Stock Market Prediction
https://youtu.be/ocLm3eHGdAk
Tom Lee: Dip Will Be Bought + Margin Loans All Time High!
https://youtu.be/zBxm9IH6z0Q
Stocks Today With JJ channel:
https://www.youtube.com/@jjstockstoday
Referenced video:
CNBC: Buying at new highs has a better win ratio than attempting to buy at lows, says Fundstrat's Tom Lee https://youtu.be/jLaecOXwK-w
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Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
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I react to part of a recent Mohnish Pabrai investing talk, in which Pabrai discusses the importance of owners’ intrinsic value in relation to Starbucks, Home Depot, and the company founders.
Related episodes:
Mohnish Pabrai: Why Great Stock Ideas Are Rare
https://youtu.be/cIasDBIkoM0
Mohnish Pabrai: Key Investing Lessons from "Circling the Wagons”
https://youtu.be/TqC_m7-DPfM
Referenced video:
Mohnish Pabrai's Session at The University of Nebraska, Omaha on May 3, 2024
https://youtu.be/FFxUSADENrc
Stocks Today With JJ channel:
https://www.youtube.com/@jjstockstoday
Join The Art of Value Patreon community for exclusive content I don’t share anywhere else: https:/www.patreon.com/TheArtofValue
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Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
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Nvidia Stock has become the largest market cap company in the world, after a meteoric stock price rise. Are AI related stocks like Nvidia in a euphoric bubble, like the EV sector and Tesla stock back in 2021?
Related episodes:
Will Nvidia Stock Crash 50% Like Tesla Stock?
https://youtu.be/2XO2NLEkX5o
Tesla Will Be The Next Enron! | TSLA Stock
https://youtu.be/89dLB4VwaJA
Today With JJ channel:
https://www.youtube.com/@jjstockstoday
Referenced videos:
Risks of Nvidia becoming the next Nortel
https://youtu.be/ns334iyQMdM
US Tech Stocks 'Euphoria' Can Break One or Two Ways, Vanguard Says
https://youtu.be/JcEW42ZpK0Y
Referenced post:
Christopher Bloomstran on the current market capitalisation of the Magnificent 7 companies:
https://x.com/ChrisBloomstran/status/1803477281479766446?t=gMP7OicOY_9QAJcTzrejrA&s=08
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Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
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I react to a recent video by value investor Sven Carlin, in which he lays out the case that Nvidia stock and other AI-related stocks, are in a bubble like Tesla was, and that NVDA stock will decline like Tesla stock has, over 50% since its peak.
Related episodes:
Still Early for Nvidia Stock or AI Stock Bubble?
https://youtu.be/HXIgS0CvDWA
Tesla Will Be The Next Enron! | TSLA Stock
https://youtu.be/89dLB4VwaJA
Referenced video:
Sven Carlin: NVIDIA the next TESLA? (50% DOWN)
https://youtu.be/_WiP1RivzLk
Stocks Today With JJ - reaction channel:
https://www.youtube.com/@jjstockstoday
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Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
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Famed “Big Short” investor Steve Eisman explains why he’s currently so bullish on both the US economy and stock market, particularly AI and infrastructure-related stocks.
Related episode:
Big Short Investor Just Predicted This For Stocks https://youtu.be/e0Uo4aCQAzY
Stocks Today With JJ channel:
https://www.youtube.com/@jjstockstoday
Referenced video:
‘Big Short' investor Steve Eisman: The U.S. economy is more dynamic than its ever been in history https://youtu.be/S01fC2TEoqk
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Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
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Clean Energy Transition CEO and stock portfolio manager is shorting Tesla stock (TSLA), saying he’s sure the stock is going down to double digits, even to $15, and perhaps to zero! He’s not impressed with Tesla’s falling earnings and increased competition, and says the next quarter earnings are likely to be much worse again.
More reaction videos at Stocks Today With JJ:
https://www.youtube.com/@jjstockstoday
Related episodes:
Tesla Stock Investors MUST Know This About Tesla Bot
https://youtu.be/dlBYMSQ-LFE
Mohnish Pabrai Warns: Don’t Compete With Elon & Tesla
https://youtu.be/8gCgf383e4E
Referenced video:
Yahoo Finance: Tesla is hugely dangerous and will be the next Enron, short seller says https://youtu.be/3XxG6f8p8-s
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Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
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I react to an interview with famed short seller Jim Chanos discussing the current market environment, his views on AI, meme stocks, and Elon Musk's whopping Tesla pay package.
Timestamps:
00:19 The current speculative stock market and short sellers
02:45 AI - big winners and big losers
04:02 Retail investors chasing momentum
05:46 Shorting legacy data centers
07:20 Roaring Kitty, GameStop and meme stocks
9:40 Short selling in The Golden Age of Fraud
11:50 Restaurants at insane valuations
12:43 Elon Musk's Tesla pay package vote
Stocks Today With JJ - Live
https://www.youtube.com/@jjstockstoday/streams
Related episodes:
Everything Money Lost MILLIONS! | My Reaction
https://youtu.be/j1tQ-n2SxOE
Is The Big Short Happening Again? | Michael Burry
https://youtu.be/E8SWZqabZ7I
Referenced videos
Bloomberg: Jim Chanos on Markets, AI and Meme Stocks, Musk's Pay
https://youtu.be/EmLiZFWmeik
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Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
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I react to a recent interview with Fundstrat Managing Partner Tom Lee, in which he asserts that Nvidia (NVDA), Tesla (TSLA) and Apple (AAPL) are all must-own stocks for a long term portfolio, and he also predicts the strong rise of small cap stocks by yearend 2024.
Related episodes:
Tom Lee: Bullish New Stock Market Prediction
https://youtu.be/ocLm3eHGdAk
Tom Lee: Dip Will Be Bought!
https://youtu.be/zBxm9IH6z0Q
Referenced video:
CNBC - Fundstrat: Apple, Nvidia, and Tesla should be core portfolio holdings
https://youtu.be/0QQPYY2gMKA
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Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
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Is it still early days for Nvidia stock (NVDA) or are we in an AI stock bubble? I look at the bull and bear case for Nvidia stock, referencing three prominent investing YouTubers: Alex from Ticker Symbol: You, Jeremy Lefebvre from Financial Education and Jeremy Lefebvre Makes Money, and Sven Carlin from Value Investing with Sven Carlin, PH.D.
Timestamps:
00:46 Alex from Ticker Symbol You: STILL EARLY!
03:55 Jeremy Lefebvre: Easy $1500 stock!
08:26 Sven Carlin: It’s an AI stock market bubble!
Related videos:
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
Why This Fund Manager Says NEVER SELL Nvidia Stock https://youtu.be/sCIDBcdX4eY
Referenced videos:Ticker Symbol You: STILL EARLY! Why I'm Buying Nvidia Stock (NVDA) After COMPUTEX 2024! https://youtu.be/0TIYq8dbY6c
Jeremy Lefebvre Makes Money: Nvidia Stock is EASY $$$ ($1500+ coming) https://youtu.be/dIX1RlgLIVA
Value Investing with Sven Carlin, PH.D: I Have To Call It: The AI Stock Market Bubble Will End Ugly... https://youtu.be/KuLPcbkZKAw
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Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
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I react to a recent interview with Prof. Aswath Damodaran from NYU, "The Dean of Valuation", who still thinks Nvidia stock (NVDA) is overvalued by the stock market, and that Nvidia has turned into one of the greatest momentum stock plays of all time.
Timestamps:
00:30 commentary: Nvidia reaches $3 Trillion market cap
04:33 Aswath Damodaran: NVDA overvalued but GOAT momentum play
Related episodes:
Aswath Damodaran: Nvidia Stock “Priced To The Point of Insanity”
https://youtu.be/DCI9iQC_hvs
Aswath Damodaran: Why The Stock Market Is Now Overpriced
https://youtu.be/IM-F4YVQ3jk
Reference videos:
Bloomberg: Nvidia Market Value Tops $3 Trillion
https://youtu.be/2YTotcTTHIU
CNBC: Nvidia hits a $3 trillion market capitalization for the first time as shares pop
https://youtu.be/NibZk_TkQ_g
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Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
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I react to part of recent interview with Alibaba Group Chair Joe Tsai, who discusses how he’s planning for Alibaba to get back to double-digit percentage growth within a defined timeframe.
Timestamps:
00:26 Recently reorganizing Alibaba management
02:24 New extreme focus, exiting non-core businesses
04:43 Challenges and reigniting strong growth
09:12 What should shareholders expect from management?
13:04 Ongoing dividends
Related episodes:
Alibaba Stock: Chair Joe Tsai on BABA’s Big AI Future
https://youtu.be/71WRq1Ca4ew
Alibaba Stock Earnings: Big Buybacks, Special Dividend, Stock Down!
https://youtu.be/js4sBNJtWHM
Alibaba Stock News: Surprise Jack Ma Memo! My Thoughts | BABA Stock
https://youtu.be/mp6SdoFt2iY
Referenced video interview:
Joe Tsai on Why Alibaba is All In on AI https://youtu.be/8znIj2ML_Vo
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Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
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I react to part of a recent interview with Alibaba Group Chair Joe Tsai, who discusses the value and opportunities of artificial intelligence (AI) for Alibaba, and what Alibaba Group is already developing in the field of AI.
Timestamps:
00:32 First way Alibaba is involved in Artificial Intelligence (AI)
03:23 Second way Alibaba is involved in AI
06:43 Third way Alibaba is involved in AI
09:15 Other strategic AI investments
Related episodes:
Alibaba Stock: Is The Bottom In? Chairman Joe Tsai Interview!
https://youtu.be/eZ4x8z2qjII
Alibaba Stock Earnings: Big Buybacks, Special Dividend, Stock Down!
https://youtu.be/js4sBNJtWHM
Alibaba Stock News: Surprise Jack Ma Memo! My Thoughts | BABA Stock
https://youtu.be/mp6SdoFt2iY
Referenced video interview:
Joe Tsai on Why Alibaba is All In on AI https://youtu.be/8znIj2ML_Vo
Join The Art of Value Patreon community for exclusive content I don’t share anywhere else: https:/www.patreon.com/TheArtofValue
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Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
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We take a look at 100 Baggers book author and fund manager Chris Mayer’s stock portfolio, to see which potential 10X to 100X stocks he has bought. We also see what he’s said about some of those potential multi-bagger stocks.
Timestamps
00:28 Chris Mayer portfolio
02:07 Chris Mayer on 3 potential multi-bagger stocks
07:36 Portfolio stocks from large caps to small caps
Related episodes:
Chris Mayer on Constellation Software + My Thoughts
https://youtu.be/ookiKuehQ7o
Chuck Akre Said This About How to Find 100 Baggers
https://youtu.be/xoKe1AvquTI
Referenced video:
2 Stocks With 100X Potential As An Investor | Chris Mayer
https://youtu.be/e06RDtmgsWM
Recommended investing book:
100 Baggers: Stocks That Return 100-to-1 and How to Find Them by Christopher Mayer (referral link) https://amzn.to/4dRxmLA
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I use TIKR Terminal to help analyze great businesses, follow top investor portfolios, and help monitor my portfolio (referral link): http://tikr.com/theartofvalue
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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 react to a recent interview with super investor Bill Ackman, in which he discusses the psychology of investing and the temperament needed to become a successful long term investor.
Related super investor episodes:
Super Investor Bill Ackman Just Sold This Stock & Said This
https://youtu.be/-xLCWUVV9Q0
Small Caps Super Investor Bares Capital Is Buying These Stocks
https://youtu.be/Asc712oI-Ik
Super Investors Just Bought These Small Caps https://youtu.be/kIsJZKlPDj4
Michael Burry + These Super Investors Bought Alibaba & JD Stock https://youtu.be/7vyX3JasI1w
Referenced video:
Bill Ackman: Investing, Financial Battles, Harvard, DEI, X & Free Speech | Lex Fridman Podcast
https://youtu.be/PgGKhsWhUu8
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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 take a look at the current stock portfolio of super investor Bill Ackman, and his recent stock selling activity. Following that, I react to a recent interview with Ackman, in which he reveals a lot about his investing process.
Timestamps:
00:21 Bill Ackman’s recent stock portfolio activity
04:45 Bill Ackman interview - his investing process
Recent super investor episodes:
Small Caps Super Investor Bares Capital Is Buying These Stocks
https://youtu.be/Asc712oI-Ik
Super Investors Just Bought These Small Caps https://youtu.be/kIsJZKlPDj4
Michael Burry + These Super Investors Bought Alibaba & JD Stock https://youtu.be/7vyX3JasI1w
Referenced video:
Bill Ackman: Investing, Financial Battles, Harvard, DEI, X & Free Speech | Lex Fridman Podcast
https://youtu.be/PgGKhsWhUu8
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I use GuruFocus for historical, financial and valuation data, screeners, charts and comparison tools, to help me make smarter long-term investing decisions (referral link):
https://www.gurufocus.com/?affid=2c95d5930bb2537b2e0265075fb66581
I use TIKR Terminal to help analyze great businesses, follow top investor portfolios, and help monitor my portfolio (referral link): http://tikr.com/theartofvalue
AeroPress - Be your Own Barista. A new kind of coffee press for daily use (referral link): https://amzn.to/3WqsNBS
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision.
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I survey some of the latest stock portfolio buys from small cap super investor Brian Bares of Bares Capital Management.
Timestamps:
00:24 Bares Capital investment philosophy - “extreme winners”
01:57 Bares Capital Management stock portfolio - recent buys
03:43: Stock 1
06:04 Stock 208:24 Stock 310:04 Stock 4
12:43 Stock 5
15:00 Stock 6
17:05 Stock 7
Recent related episodes:
Super Investors Just Bought These Small Caps https://youtu.be/kIsJZKlPDj4
Warren Buffett: I’d Buy Small Caps if Starting Over Nowhttps://youtu.be/V7yAKXYXhDM
Michael Burry + These Super Investors Bought Alibaba & JD Stock https://youtu.be/7vyX3JasI1w
Join The Art of Value Patreon community for exclusive content I don’t share anywhere else: https:/www.patreon.com/TheArtofValue
I use GuruFocus for historical, financial and valuation data, screeners, charts and comparison tools, to help me make smarter long-term investing decisions (referral link):
https://www.gurufocus.com/?affid=2c95d5930bb2537b2e0265075fb66581
I use TIKR Terminal to help analyze great businesses, follow top investor portfolios, and help monitor my portfolio (referral link): http://tikr.com/theartofvalue
AeroPress - Be your Own Barista. A new kind of coffee press for daily use (referral link): https://amzn.to/3WqsNBS
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision.
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I investigate which super-investors have been buying Chinese stocks, including Alibaba stock (BABA), JD stock, Baidu (BIDU), PDD and others during the past quarter. The 13F filings of large fund managers have just been reported, including from famed “Big Short” investor Michael Burry, so we can see the stocks they’ve been buying and selling in the quarter.
Timestamps
00:21 Michael Burry portfolio
01:34 David Tepper portfolio
04:13 Howard Marks portfolio
05:32 Alibaba stock super investors
07:05 Samantha McLemore portfolio
07:38 Alibaba Stock Guru trades
09:15 JD stock super investors
Related episodes:
Super Investors Just Bought These Small Caps https://youtu.be/kIsJZKlPDj4
Warren Buffett: I’d Buy Small Caps if Starting Over Nowhttps://youtu.be/V7yAKXYXhDM
Join The Art of Value Patreon community for exclusive content I don’t share anywhere else: https:/www.patreon.com/TheArtofValue
I use GuruFocus for historical, financial and valuation data, screeners, charts and comparison tools, to help me make smarter long-term investing decisions (referral link):
https://www.gurufocus.com/?affid=2c95d5930bb2537b2e0265075fb66581
I use TIKR Terminal to help analyze great businesses, follow top investor portfolios, and help monitor my portfolio (referral link): http://tikr.com/theartofvalue
AeroPress - Be your Own Barista. A new kind of coffee press for daily use (referral link): https://amzn.to/3WqsNBS
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision.
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I survey some of the latest small cap stock portfolio buys of various super investors.
Timestamps:
00:27 David Einhorn: Green Brick Partners
02:09 Daniel Loeb: Cinemark Holdings
03:37 Lee Ainslie: Revolve Group
06:03 Bruce Berkowitz: Bank OZK
08:20 Viking Global Investors: Reddit Inc
09:06 Glenn Welling: Portillo’s Inc
11:17 Bryan Lawrence: LGI homes Inc
13:08 Terry Smith: Oddity Tech Ltd
16:09 Greg Alexander: Rimini Street Inc
Related episodes:
Warren Buffett: I’d Buy Small Caps if Starting Over Nowhttps://youtu.be/V7yAKXYXhDM
Super Investor Portfolios: Small Cap Stock Buys https://youtu.be/-SvrVWD37EE
Recommended investing book:
Investing for Growth: How to make money by only buying the best companies in the world, by Terry Smith (referral link): https://amzn.to/3WP4rlk
Join The Art of Value Patreon community for exclusive content I don’t share anywhere else: https:/www.patreon.com/TheArtofValue
I use GuruFocus for historical, financial and valuation data, screeners, charts and comparison tools, to help me make smarter long-term investing decisions (referral link):
https://www.gurufocus.com/?affid=2c95d5930bb2537b2e0265075fb66581
AeroPress - Be your Own Barista. A new kind of coffee press for daily use (referral link): https://amzn.to/3WqsNBS
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision.
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This episode includes a summary and analysis of the Alibaba March Quarter 2024 Earnings results, and my current thoughts on BABA Stock.
Timestamps:
00:12 Recent BABA stock price activity
00:51 Alibaba Financial Highlights
04:27 Cash return to shareholders: repurchases, dividends
07:47 Taobao & Tmall
08:27 Cloud Intelligence Group
09:49 Alibaba International Digital Commerce Group (AIDC)
10:55 Cainiao Smart Logistics Network Ltd12:08 Final thoughts
Related episodes
Has Alibaba Stock Bottomed? Thoughts On Crashed BABA
https://youtu.be/QF-uG2cDVXg
Alibaba Stock: BABA Supersizes Share Buybacks!
https://youtu.be/PuuoIB05p7M
Join The Art of Value Patreon community for exclusive content I don’t share anywhere else: https://www.patreon.com/TheArtofValue
Recommended:
I use GuruFocus for historical, financial and valuation data, screeners, charts and comparison tools, to help me make smarter long-term investing decisions (referral link):
https://www.gurufocus.com/?affid=2c95d5930bb2537b2e0265075fb66581
The main investment brokerage I use to buy international stocks, and to hold cash at good interest rates, is Interactive Brokers (referral link): https://ibkr.com/referral/john5664
AeroPress - Be your Own Barista. A new kind of coffee press for daily use (referral link): https://amzn.to/3WqsNBS
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision.
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Is meme stock madness back? Roaring Kitty (Keith Gill) is back posting online, and that immediately sent GameStop stock and other meme stocks soaring. There’s also been a lot of options activity in the stock. I take a look at how it’s playing out this time, and I discuss some finance media reactions to the news.
Related video
Druckenmiller: AI Over-Hyped Now, Under-Hyped Long Term | Nvidia Stock
https://youtu.be/_2TqYD0lTcM
Referenced videos:
CNBC: GameStop shares surge: Here’s what you need to know
https://youtu.be/Fa9fhpZzmPs
CNBC: Options Action: How options and memes are fueling GameStop's huge move higher
https://youtu.be/6KjV-A3ZS4A
Join The Art of Value Patreon community for exclusive content I don’t share anywhere else: https://www.patreon.com/TheArtofValue
Recommended:
I use GuruFocus for historical, financial and valuation data, screeners, charts and comparison tools, to help me make smarter long-term investing decisions (referral link):
https://www.gurufocus.com/?affid=2c95d5930bb2537b2e0265075fb66581
The main investment brokerage I use to buy international stocks, and to hold cash at good interest rates, is Interactive Brokers (referral link): https://ibkr.com/referral/john5664
AeroPress - Be your Own Barista. A new kind of coffee press for daily use (referral link): https://amzn.to/3WqsNBS
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision.
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I discuss part of super investor Warren Buffett’s Berkshire Hathaway annual meeting Q&A, in which Buffett said the if he were starting out investing today, with a million dollars or less, he’d be looking at small cap ideas, to be able to make high returns.
Related episodes:
Is Warren Buffett As Bearish As He Ever Gets On Stocks? https://youtu.be/bKy1fth0TME
Why is Warren Buffett STACKING HUGE CASH Right Now? https://youtu.be/BJnMzNFTRMQ
Reference video:
CNBC: Warren Buffett breaks down how he would invest if he had to start again with $1 million
https://youtu.be/v4T1oknATGU
Join The Art of Value Patreon community for exclusive content I don’t share anywhere else: https://www.patreon.com/TheArtofValue
Recommended:
The main investment brokerage I use to buy international stocks, and to hold cash at good interest rates, is Interactive Brokers (referral link): https://ibkr.com/referral/john5664
AeroPress - Be your Own Barista. A new kind of coffee press for daily use (referral link): https://amzn.to/3WqsNBS
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision.
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I react to part of the latest Stanley Druckenmiller interview, in which the legendary super investor discusses why and when he cut his Nvidia stock holding, and his current opinion on the future of Ai technology and its impact.
Timestamps:
00:23 Where Druckenmiller cut Nvidia stock
02:17 NVDA stock price action & price targets
04:36 AI Overhyped short term, underhyped long term
07:13 Druckenmiller rhyming with Buffett
08:50 Druckenmiller invests in Perplexity
Related episodes:
Why Druckenmiller Owns Nvidia Despite "Nosebleed Territory"
https://youtu.be/QP496jwcumk
Why is Warren Buffett STACKING HUGE CASH Right Now?
https://youtu.be/BJnMzNFTRMQ
Reference video:
CNBC: Stanley Druckenmiller: AI might be a little over-hyped now, but under-hyped long term
https://youtu.be/ByEOyyoMMtc
Recommended:
FinChat: The future of investment research, powered by AI (referral link): https://finchat.io/?lmref=7LdsFQ
AeroPress - Be your Own Barista. A New Kind of Coffee Press For Daily Use (referral link): https://amzn.to/3WqsNBS
Join The Art of Value Patreon community for exclusive content I don’t share anywhere else: https://www.patreon.com/TheArtofValue
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision.
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I react to an investment fund manager who asserts that Warren Buffett is as bearish on the stock market as he’s ever been. Is Buffett waiting for a stock market crash to deploy Berkshire Hathaway’s huge and growing cash pile?
Related episodes
Why is Warren Buffett STACKING HUGE CASH Right Now?
https://youtu.be/BJnMzNFTRMQ
Super Investor Warren Buffett Just Bought These Stocks
https://youtu.be/sWq33fUbl9I
Referenced video:
CNBC: Warren Buffett is now 'as bearish as he ever gets,' says Bill Smead
https://youtu.be/y6aeiAYadeA
Join The Art of Value Patreon community for exclusive content I don’t share anywhere else: https://www.patreon.com/TheArtofValue
Recommended investing books:
The Essays of Warren Buffett: Lessons for Corporate America, by Lawrence Cunningham (referral link): https://amzn.to/4bmzp8g
Berkshire Beyond Buffett: The Enduring Value of Values,by Lawrence Cunningham (referral link): https://amzn.to/4bd6VOY
Recommended product: AeroPress - Be your Own Barista. A New Kind of Coffee Press For Daily Use (referral link): https://amzn.to/3WqsNBS
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision.
--- Send in a voice message: https://podcasters.spotify.com/pod/show/theartofvalue/message
Warren Buffett’s Berkshire Hathaway has just had its annual meeting in Omaha, and in the legendary hours-long Q&A session, super investor Buffett answered questions about why he’s hoarding so much cash instead of buying stocks. Buffett also talked about selling some of Berkshire’s Apple stock.
Timestamps:
00:26 Goal: increasing operating earnings, decreasing shares outstanding
01:37 Losing Apple conviction?
03:19 Stocks are businesses
06:03 Buying wonderful businesses at fair prices
08:11 On building Berkshire’s huge cash position
10:10 Is the stock market expensive right now?
14:02 Buying stocks: only swinging at fat pitches
Related episodes
Super Investor Warren Buffett Just Bought These Stocks
https://youtu.be/sWq33fUbl9I
Warren Buffett's Best Rules for Investing Success
https://youtu.be/zdOVOhAXUvA
Super Investor Warren Buffett Just Said This (Latest Letter)
https://youtu.be/7WNMXGLko3M
Join The Art of Value Patreon community for exclusive content I don’t share anywhere else: https://www.patreon.com/TheArtofValue
Recommended: AeroPress - Be your Own Barista. A New Kind of Coffee Press For Daily Use (referral link): https://amzn.to/3WqsNBS
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision.
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This is a full preview of candid thoughts from the Weekly Investing Update I post for the new Value Supporter tier on The Art of Value Patreon.
Timestamps:
00:49 Alibaba and other China tech stocks jump
01:58 How to beat the stock market
04:21 Major catalyst in this emerging sector
05:09 Starbucks stock crash and explosive CEO interview
06:49 Tesla earnings and the changing macro environment
Related episodes:
Starbucks Stock Crash: Disaster Quarter & CEO Interview
https://youtu.be/SlNlbjm6tNM
How to Beat the Stock Market (S&P 500) by Doing NOTHING
https://youtu.be/P6MgJyJNy30
Has Alibaba Stock Bottomed? Thoughts On Crashed BABA
https://youtu.be/QF-uG2cDVXg
My Thoughts On Shocker Tesla Earnings | TSLA Stock
https://youtu.be/N21AO__wkLg
Join The Art of Value Patreon community for exclusive content I don’t share anywhere else: https://www.patreon.com/TheArtofValue
Recommended: AeroPress - Be your Own Barista. A New Kind of Coffee Press For Daily Use (referral link): https://amzn.to/3WqsNBS
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision.
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Starbucks stock (SBUX) has crashed since the latest earnings, and was declining well before that. I analyze Starbucks earnings, and then react to an explosive Jim Cramer interview with the CEO, to find out what could be going wrong with the company and stock.
Timestamps:
00:37 Starbucks stock price action
02:32 Starbucks Earnings
04:34 Reacting to Starbucks CEO Interview
Related episode:
Aswath Damodaran: Why The Stock Market Is Now Overpriced
https://youtu.be/IM-F4YVQ3jk
Referenced video:
Starbucks CEO on Q2 miss: Didn't communicate the value we provide in a more aggressive manner https://youtu.be/zaPJWgbliQ8
Join The Art of Value Patreon community for exclusive videos and more: https://www.patreon.com/TheArtofValue
Recommended: AeroPress - Be your Own Barista. A New Kind of Coffee Press For Daily Use (referral link): https://amzn.to/3WqsNBS
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision.
--- Send in a voice message: https://podcasters.spotify.com/pod/show/theartofvalue/message
I discuss the historic news and investing implications from the US cannabis sector today, that the DEA has agreed to reschedule cannabis from Schedule 1 to the more benign Schedule 3.
00:17 Cannabis rescheduling finance news
02:54 Historic: DEA Agrees to reschedule marijuana
05:32 MSOS ETF stock price and volume reaction
07:27 Up-listing to major stock exchanges soon?
08:05 High-profile politicians' reactions to rescheduling
Related episodes:
Why MSOS Stock Is Ripping Higher | MSOS ETF Analysis
https://youtu.be/zSMcyaoNypI
Reference video:
Biden Admin to ease federal restrictions on marijuana
https://youtu.be/zI-JZCVhJlQ
Join The Art of Value Patreon community for exclusive content about the this sector: https://www.patreon.com/TheArtofValue
The main investment brokerage I use to buy international stocks, US OTC market stocks, and to hold cash at good interest rates, is Interactive Brokers (referral link): https://ibkr.com/referral/john5664
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision.
--- Send in a voice message: https://podcasters.spotify.com/pod/show/theartofvalue/message
I discuss an article that shows that a certain type of “do nothing” stock portfolio can beat the S&P 500 stock market index over the long term.
Timestamps:
00:20 Article intro: What Beat The S&P 500
01:46 The backtest used
03:29 The findings
07:19 Expanding the scope to 3 decades
10:31 The takeaway lessons
Related episodes
Chuck Akre Said This About How to Find 100 Baggers https://youtu.be/xoKe1AvquTI
Super Investor Portfolios: Mohnish Pabrai, Guy Spier, Chuck Akre https://youtu.be/P88HoqiBQy8
Super Investor Warren Buffett Just Bought These Stocks https://youtu.be/sWq33fUbl9I
Join The Art of Value Patreon community for exclusive videos and more: https://www.patreon.com/TheArtofValue
Recommended product: AeroPress - Be your Own Barista. A New Kind of Coffee Press For Daily Use (referral link): https://amzn.to/3WnMfyW
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision.
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I react to an article about the very recent rally in Alibaba stock and whether it can be sustained. The article discusses whether Alibaba stock is a screaming buy or a value trap, and I give my thoughts on the BABA stock situation.
Timestamps:
00:28 A buy or a value trap - article
01:10 BABA price action
02:32 Can BABA break-out?
05:40 A screaming value buy?
07:46 China Japanification or not?
08:33 Chinese government stimulus?
10:14 Can a rally be sustained?
11:23 Alibaba Super investors
Related episodes:
Alibaba Stock: BABA Supersizes Share Buybacks!
https://youtu.be/PuuoIB05p7M
Alibaba Stock: New Jack Ma Memo Hints at Return?
https://youtu.be/vfRp0GVBn1w
Why Alibaba is Scrapping Cainiao IPO | BABA Stock
https://youtu.be/ClE-h5223FQ
Join The Art of Value Patreon community for exclusive videos and more: https://www.patreon.com/TheArtofValue
I use GuruFocus for historical, financial and valuation data, screeners, charts and comparison tools, to help me make smarter long-term investing decisions (referral link):
https://www.gurufocus.com/?affid=2c95d5930bb2537b2e0265075fb66581
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision.
--- Send in a voice message: https://podcasters.spotify.com/pod/show/theartofvalue/message
I take an in-depth look at the financials in the Tesla Q1 2024 Update, and other aspects of the Tesla investor deck.
Timestamps:
00:41 Tesla Q1 2024 Update - Investor Deck highlights
07:16 Tesla Q1 2024 Update - Quarter Highlights
09:44 Financial Summary - the important numbers14:40 Operational Summary - production & delivery numbers
Related episodes:
My Thoughts On Bombshell Tesla Stock Earnings Call
https://youtu.be/P7KfegJZtzQ
For the extended version of this video, and lots of other exclusive content, join The Art of Value Patreon community: https://www.patreon.com/TheArtofValue
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision.
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Tesla stock news! The much anticipated Tesla Earnings results for Q1 2024 are out. I react to key moments in the Tesla Earnings Call with Elon Musk. Elon discusses autonomous driving and Tesla FSD, the future of Tesla Optimus humanoid robot, his own future at Tesla, the fast-growing Tesla energy storage segment, and more.
Timestamps:
00:28 Reacting to Elon Musk’s opening remarks
05:12 Tesla Q1 Financial highlights
07:40 Production of Optimus, sales estimate
09:36 FSD regulatory approval
12:00 Tesla Robotaxi fleet - like Uber and Airbnb combined
15:18 More affordable Tesla vehicles?
16:34 Tesla Megapack Energy Storage ramp
18:32 Elon’s future at Tesla
19:44 Tesla’s lower growth rate and Chinese competition
21:55 On Tesla solving autonomy
23:55 Elon’s control of Tesla the company
Related episodes:
Tesla Stock Investors MUST Know This About Tesla Bot
https://youtu.be/dlBYMSQ-LFE
Mohnish Pabrai on Tesla Stock vs BYD vs Stellantis
https://youtu.be/sabHl4rrHls
Mohnish Pabrai Warns: Don’t Compete With Elon & Tesla
https://youtu.be/8gCgf383e4E
Join The Art of Value Patreon community for exclusive videos and more: https://www.patreon.com/TheArtofValue
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision.
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I react to part of the first Pabrai Wagons Fund investor call, in which Pabrai discusses his new Microsoft and Amazon stock holdings. Pabrai fields questions from investors about why he bought MSFT and AMZN for the new mutual fund.
Timestamps:
00:54 Why buy Microsoft & Amazon at the current market valuations?
03:54 Two truly exceptional businesses…
07:00 Microsoft: an almost indestructible franchise
Related episodes:
Mohnish Pabrai Buys Occidental Petroleum + These Stocks
https://youtu.be/LRtIBi2SUsw
Mohnish Pabrai Buys PayPal + These Stocks for Wagons Fund
https://youtu.be/dr75eoQRvcY
Mohnish Pabrai’s New Fund Buys EBAY & These Stocks
https://youtu.be/dnM_AoC6mzI
Recommended investing book:
Where the Money Is: Value Investing in the Digital Age, by Adam Seesel (referral link) https://amzn.to/49QpW8n
Join The Art of Value Patreon community for exclusive videos and more: https://www.patreon.com/TheArtofValue
I use GuruFocus for historical, financial and valuation data, screeners, charts and comparison tools, to help me make smarter long-term investing decisions (referral link):
https://www.gurufocus.com/?affid=2c95d5930bb2537b2e0265075fb66581
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision.
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Here’s an update of the top 10 positions in the Mohnish Pabrai Wagons Fund stock portfolio, for Q1 2024, and a recap of the 20 positions held at the end of Q4 2023. There have been some additions to the portfolio, including adding Occidental Petroleum stock. Did Pabrai “shameless clone” this stock from Warren Buffett himself?
Timestamps:
00:14 Pabrai Wagons Fund investor updates
02:15 Portfolio recap, December 2023 - 20 stock portfolio
04:24 Pabria Wagons Fund, March 2024 top 10 holdings
07:10 Individual stock additions, close up - 4 new stocks
Related episodes:
Mohnish Pabrai Buys PayPal + These Stocks for Wagons Fund
https://youtu.be/dr75eoQRvcY
Mohnish Pabrai’s New Fund Buys EBAY & These Stocks
https://youtu.be/dnM_AoC6mzI
Join The Art of Value Patreon community for exclusive videos and more: https://www.patreon.com/TheArtofValue
I use GuruFocus for historical, financial and valuation data, screeners, charts and comparison tools, to help me make smarter long-term investing decisions (referral link):
https://www.gurufocus.com/?affid=2c95d5930bb2537b2e0265075fb66581
I use TIKR Terminal to help analyze great businesses, follow top investor portfolios, and help monitor my portfolio (referral link): http://tikr.com/theartofvalue
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision.
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I respond to well known finance YouTuber Financial Education, Jeremy Lefebvre, who discusses the overall stock market underperformance of small cap stocks recently, including in his portfolio, and in what scenarios they could explode higher soon. I also discuss my recent positive experiences with small cap stock performance.
Related episodes:
Market Crash? Meet Kevin +Jeremy Lefebvre Just Said What!!
https://youtu.be/fEcZbWaNZSk
Reference video:
These Stocks Will EXPODE Soon but….
https://youtu.be/7ym8FUJnKV0
Join The Art of Value Patreon community for exclusive videos and more: https://www.patreon.com/TheArtofValue
I use GuruFocus for historical, financial and valuation data, screeners, charts and comparison tools, to help me make smarter long-term investing decisions (referral link):
https://www.gurufocus.com/?affid=2c95d5930bb2537b2e0265075fb66581
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision.
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I react to and discuss another recent interview with Fundstrat’s Tom Lee, in which he again attempts to predict the short and medium term trajectory of the stock market based on macroeconomic factors, including the level of the S&P 500 by yearend. I also discuss a recent interview with Interactive Brokers Chair Thomas Peterffy, who observes that margin loans are at an all time high, and discusses the possible stock market implications. See below timestamps:
00:23 Tom Lee - Buying The Dip
06:05 Thomas Petterffy - Margin loans warning sign
Join The Art of Value Patreon community for exclusive videos and more: https://www.patreon.com/TheArtofValue
Related episodes:
Tom Lee: Bullish New Stock Market Prediction
https://youtu.be/ocLm3eHGdAk
Inflation Comes In Hot, Stocks Panic! (Larry Summers interview) https://youtu.be/hFRxnMmniqQ
Aswath Damodaran: Why The Stock Market Is Now Overpriced https://youtu.be/IM-F4YVQ3jk
Reference videos:
CNBC: This dip will be bought as there's a lot less leverage in the market, says Fundstrat's Tom Lee
https://youtu.be/Kc8lM4NXjDA
CNBC: Interactive Brokers Chairman Peterffy: 'I get the feeling the market is somewhat exhausted'
https://youtu.be/Jtt1updm6-8
The main investment brokerage I use to buy international stocks, and to hold cash at good interest rates, is Interactive Brokers (referral link): https://ibkr.com/referral/john5664
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 react to and discuss part of a recent interview with Alibaba co-founder & Chair Joe Tsai, conducted by Norges Bank Investment Management. In this part, Joe Tsai discusses starting out as an investor before co-founding Alibaba, meeting Jack Ma, scaling Alibaba, falling behind the increasingly intense competition in China, acknowledging mistakes, and recently reorganising Alibaba to course correct. Alibaba stock ticker: BABA.
See below timestamps:
00:36 Starting as an investor
01:48 Meeting Jack Ma at startup Alibaba
04:27 Monetizing and scaling Alibaba with Jack Ma
07:33 Falling behind the competition and acknowledging mistakes
08:49 Reorganizing Alibaba to correct course
The Art of Value: Alibaba Stock channel is here: https://www.youtube.com/@TheArtOfValueBABA
Related episodes:
Alibaba Stock: New Jack Ma Memo Hints at Return?
https://youtu.be/vfRp0GVBn1w
Alibaba Stock: Is The Bottom In? Chairman Joe Tsai Interview!
https://youtu.be/eZ4x8z2qjII
Alibaba Stock: BABA Supersizes Share Buybacks!
https://youtu.be/PuuoIB05p7M
Reference video interview:
Joe Tsai Co-founder & Chair of Alibaba | In Good Company | Norges Bank Investment Management
https://youtu.be/mT6mRJehJdw
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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I react to a recent interview with Fundstrat Managing Partner Tom Lee, in which he boldly predicts the short term trajectory of US inflation, interest rates, and the level of the S&P 500 by yearend.
Join The Art of Value Patreon community for exclusive videos and more: https://www.patreon.com/TheArtofValue
Related episodes:
Inflation Comes In Hot, Stocks Panic! (Larry Summers interview) https://youtu.be/hFRxnMmniqQ
Aswath Damodaran: Why The Stock Market Is Now Overpriced https://youtu.be/IM-F4YVQ3jk
Aswath Damodaran: Nvidia “Priced To The Point of Insanity” https://youtu.be/DCI9iQC_hvs
Aswath Damodaran: All Mag 7 Stocks Overpriced, NVDA INSANELY! https://youtu.be/CzKpib62RLQ
Reference video:
CNBC: Fed can't argue against three hotter-than-expected inflation reports, says Fundstrat's Tom Lee https://youtu.be/C5qZ3HLsUOo
I use GuruFocus for historical, financial and valuation data, screeners, charts and comparison tools, to help me make smarter long-term investing decisions (referral link):
https://www.gurufocus.com/?affid=2c95d5930bb2537b2e0265075fb66581
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision.
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Recent Inflation numbers have came in unexpectedly high, and the stock market reacted immediately to the downside on the news. In this episode I react to some of an interview with Former Treasury Secretary and current OpenAI board member Larry Summers, who is critical of how The Fed is handling inflation and the US economy.
Related episodes:
Aswath Damodaran: Why The Stock Market Is Now Overpriced
https://youtu.be/IM-F4YVQ3jk
Aswath Damodaran: Nvidia Stock “Priced To The Point of Insanity”
https://youtu.be/DCI9iQC_hvs
Aswath Damodaran: All Mag 7 Stocks Overpriced, NVDA INSANELY!
https://youtu.be/CzKpib62RLQ
Reference video:
CNBC: Summers Says Fed Should Not Cut Rates Right Now https://youtu.be/LXDNZuYUn-o
Join The Art of Value Patreon community for exclusive videos and more: https://www.patreon.com/TheArtofValue
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision.
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I’ve started a new, dedicated Alibaba stock (BABA stock) YouTube channel, The Art of Value: Alibaba Stock. If you regularly enjoy my Alibaba stock videos here, please do subscribe to the new channel, as it will be all Alibaba, all the time!
Here’s a link to the new channel:
https://www.youtube.com/@TheArtOfValueBABA
And here’s the very first video:
Alibaba Stock: New Jack Ma Memo Hints at Return?https://youtu.be/vfRp0GVBn1w
Stay tuned (subscribed with notifications on) for more!
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For the very first video on my new, dedicated Alibaba stock YouTube channel, I report and discuss this latest Alibaba stock (BABA stock) and co-founder Jack Ma news. Jack Ma has posted another surprise morale-boosting internal memo to Alibaba staff. Could Jack Ma also be hinting at a comeback to the company? I look for clues in the memo.
The Art of Value: Alibaba Stock channel is here: https://www.youtube.com/@TheArtOfValueBABA
Related videos:
The Art of Value: Alibaba Stock News: Surprise Jack Ma Memo! My Thoughts | BABA Stock
https://youtu.be/mp6SdoFt2iY
The Art of Value: Alibaba Stock: BABA Supersizes Share Buybacks!
https://youtu.be/PuuoIB05p7M
The Art of Value: Alibaba Stock: Super Investor Charlie Munger Sold!
https://youtu.be/vm_YLphHocQ
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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I react to a recent interview with Prof. Aswath Damodaran from NYU, "The Dean of Valuation", who explains why he thinks the market is currently overpriced, and investors are pricing-in near future downside risks adequately. He discusses inflation,The Fed, the bond market, interest rates, and a possible US recession.
Related episodes:
Aswath Damodaran: Nvidia Stock “Priced To The Point of Insanity”
https://youtu.be/DCI9iQC_hvs
Aswath Damodaran: All Mag 7 Stocks Overpriced, NVDA INSANELY!
https://youtu.be/CzKpib62RLQ
Reference video:
CNBC: Inflation is going to drive the market not the Fed, says NYU's Aswath Damodarn https://youtu.be/MmCFptx-34I
Join The Art of Value Patreon community for exclusive videos and more: https://www.patreon.com/TheArtofValue
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision.
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I report and discuss the latest Alibaba stock news that the Chinese tech company has increased its rate of share repurchasing by making its second biggest ever quarterly share repurchases, with plans for a lot more.
Related episodes:
Alibaba Stock: Super Investor Charlie Munger Sold!
https://youtu.be/vm_YLphHocQ
Why Alibaba is Scrapping Cainiao IPO | BABA Stock
https://youtu.be/ClE-h5223FQ
Alibaba Stock: Is The Bottom In? Chairman Joe Tsai Interview!
https://youtu.be/eZ4x8z2qjII
Join The Art of Value Patreon for exclusive content and to support the channel: https://www.patreon.com/TheArtofValue
I use GuruFocus for historical, financial and valuation data, screeners, charts and comparison tools, to help me make smarter long-term investing decisions (referral link):
https://www.gurufocus.com/?affid=2c95d5930bb2537b2e0265075fb66581
I use TIKR Terminal to help analyze great businesses, follow top investor portfolios, and help monitor my portfolio (referral link): http://tikr.com/theartofvalue
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision.
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The late super investor Charlie Munger has posthumously sold a substantial percentage of Alibaba stock, which was part of the Daily Journal Corp portfolio he managed. Did he leave instructions to sell BABA stock, or not? We also look at exactly what Charlie Munger said about his BABA stock holding before his death, and investing in China in general. See Timestamps below:
00:28 Charlie Munger’s Daily Journal Corp portfolio changes
02:11 Charlie Munger on his Alibaba stock investment
05:26 Charlie Munger on investing in China
Related episodes
Alibaba Stock: Is The Bottom In? Chairman Joe Tsai Interview!
https://youtu.be/eZ4x8z2qjII
Alibaba Stock Earnings Summary + My Opinion | BABA Stock
https://youtu.be/TJnjxv8LNL0
The Art of Value Alibaba Stock Playlist:
https://youtube.com/playlist?list=PLrNjj1l3MS7XjzElr0IE-E5uw5eAAtmmU&si=UX7hocmkh-Nx0fjE
I use TIKR Terminal to help analyze great businesses, follow top investor portfolios, and help monitor my portfolio (referral link): http://tikr.com/theartofvalue
Join The Art of Value Patreon for exclusive content and to support the channel: https://www.patreon.com/TheArtofValue
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision.
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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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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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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
Join The Art of Value Patreon for exclusive content and to support the channel: https://www.patreon.com/TheArtofValue
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
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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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.
--- Send in a voice message: https://podcasters.spotify.com/pod/show/theartofvalue/message
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.
--- Send in a voice message: https://podcasters.spotify.com/pod/show/theartofvalue/message
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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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.
--- Send in a voice message: https://podcasters.spotify.com/pod/show/theartofvalue/message
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.
--- Send in a voice message: https://podcasters.spotify.com/pod/show/theartofvalue/message
Nvidia stock (NVDA stock) has had a meteoric rise recently, so is the stock in a bubble or is it still a buy? Is it too late to buy Nvidia stock? Many well known investors, YouTuber retail investors, professional fund managers, and stock analysts, give their answers in this episode, including: Stanley Druckenmiller, Mohnish Pabrai, Professor Aswath Damodaran, ARK Invest’s Cathie Wood, Financial Education Jeremy Lefebvre, Josh Brown, Stacy Rasgon, Chris Camillo and the Dumb Money guys. See below for Timestamps:
00:00 Jensen Huang - President and CEO of NVIDIA
00:26 JJ from The Art of Value - Intro
00:45 Stanley Druckenmiller
02:56 Chris Camillo & Dumb Money
08:23 Jeremy Lefebvre - Financial Education YouTuber
12:04 Aswath Damodaran, Josh Brown, Stacy Rasgon
19:18 Cathie Wood - CEO & CIO of ARK Invest
23:08 Mohnish Pabrai
Related episodes:
Why This Fund Manager Says NEVER SELL Nvidia Stock
https://youtu.be/sCIDBcdX4eY?si=06X6WE4gsnVJeAzA
Aswath Damodaran: Nvidia Stock “Priced To The Point of Insanity”
https://youtu.be/DCI9iQC_hvs?si=0RHceD6O0ZzJV0n9
3-5 Year Bull Market? Response to Jeremy Lefebvre
https://youtu.be/EKmIj6WAdkw?si=wZseObO3Ovg504br
Why Druckenmiller Owns Nvidia Despite "Nosebleed Territory"
https://youtu.be/QP496jwcumk?si=JEag6zdjJTLWpddn
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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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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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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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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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.
--- Send in a voice message: https://podcasters.spotify.com/pod/show/theartofvalue/message
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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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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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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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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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
Reference video:
CNBC: Palantir wins $178 million Army contract
https://youtu.be/oxVysDOZpHw?si=Zcdwz1WWLtGALogh
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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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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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
Why Druckenmiller Owns Nvidia Despite "Nosebleed Territory"
https://youtu.be/QP496jwcumk
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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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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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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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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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: by Lawrence 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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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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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
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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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: by Lawrence 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.
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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 Returns by 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.
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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
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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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.
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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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
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 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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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
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 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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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
Tesla Stock Investors MUST Know This About Tesla Bot https://youtu.be/dlBYMSQ-LFE
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
Using a 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.
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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
Recent related episodes:
Alibaba Stock News: BABA CEO Wu Takes Direct Charge of Ecommerce https://youtu.be/YakzC-EBx8M
Alibaba Stock News: Surprise Jack Ma Memo! My Thoughts | BABA Stock https://youtu.be/mp6SdoFt2iY
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 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.
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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://youtu.be/LTI_3qJiGEo
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.
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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.
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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, is Interactive Brokers (referral link): https://ibkr.com/referral/john5664
Using a 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.
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Can high-quality serial acquirer company Constellation Software, with its founder and expert capital allocator Mark Leonard, 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.
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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://youtu.be/q96AEurnR_M
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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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.
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I react to Joseph Carlson 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.
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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.
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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.
Join The Art of Value Patreon community for exclusive videos and more: https://www.patreon.com/TheArtofValue
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
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 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:
Here’s the bonus reaction video mentioned in this episode: Alibaba Stock: New BABA CEO Eddie Wu Takes Charge of Ecommerce https://youtu.be/vsrmMAkO9Z4
Recommended book:
Alibaba: The House That Jack Ma Built by Duncan Clark (referral link): https://amzn.to/48amp4A
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
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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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 episodes
Michael Burry Predicts Stock Market Bottom After Bank Panic
https://youtu.be/yXkp5BhQJiw
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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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://youtu.be/z0xnvhfNbOI?si=pwI-LC-ja4K-JQc3
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
Using a 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.
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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://youtu.be/H9V2Msz64q8
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, is Interactive Brokers (referral link): https://ibkr.com/referral/john5664
Using a 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.
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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.
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I report and give my thoughts on this latest Alibaba stock (BABA stock) and co-founder Jack Ma news. Jack Ma has issued a surprise internal memo to Alibaba employees, after an absence of about 3 years, and he hasn’t minced words regarding the direction of the company and one of its main competitors: Pinduoduo (PDD) and PDD stock.
Related episodes:
Alibaba Stock News & My Thoughts: Jack Ma's BABA Stock Dump
https://youtu.be/7EahcvqCJ9M
Alibaba Stock Earnings & My Thoughts on Crashed BABA Stock
https://youtu.be/8P23n3c8Z3I
Show your appreciation for The Art of Value by buying JJ a coffee! https://www.buymeacoffee.com/jjprojects
Using a 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, 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 react to the latest Mohnish Pabrai interview, in which he discusses how to identify quality compounders, companies that can compound at a high rate over the long term.
Related episodes:
Mohnish Pabrai: Why Tencent is Superior to Alibaba Stock
https://youtu.be/cCKKrPYKz3U
Mohnish Pabrai's YT Channel: https://www.youtube.com/@mohnishpabrai
Show your appreciation by buying JJ a coffee! https://www.buymeacoffee.com/jjprojects
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 investment analysis and/or seek professional financial advice before making any investment decision.
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Here’s a look at the most popular stocks that super investors, who are many of the top investment managers in the world, were buying during the past quarter, Q3 2023. We also take a closer look at some of those top stock picks.
Related episodes:
Guru Portfolios Q3 2023: Pabrai, Akre, Klarman, Gayner https://youtu.be/mWr4JNZR7z8
Alibaba Stock Earnings & My Thoughts on Crashed BABA Stock https://youtu.be/8P23n3c8Z3I
Show your appreciation for The Art of Value by buying JJ a coffee! https://www.buymeacoffee.com/jjprojects
I use TIKR Terminal to help analyze great businesses, follow top investor portfolios, and help monitor my portfolio (referral link): http://tikr.com/theartofvalue
Using a referral link helps support the show, 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
The main investment brokerage I use to buy international stocks, and to hold cash at good interest rates, is Interactive Brokers (referral link): https://ibkr.com/referral/john5664
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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In this episode I summarize and comment on the latest Alibaba stock news about founder Jack Ma's plan to sell a sizeable chuck of BABA stock, and how a major US investment bank is now bullish on BABA stock for the coming year, placing an optimistic price target on the stock.
Related episodes:
Alibaba Stock Earnings & My Thoughts on Crashed BABA Stock
https://youtu.be/8P23n3c8Z3I
Show your appreciation for The Art of Value by buying JJ a coffee! https://www.buymeacoffee.com/jjprojects
Using a 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, 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.
--- Send in a voice message: https://podcasters.spotify.com/pod/show/theartofvalue/message
In this episode I react to part of a recent Mohnish Pabrai interview, in which he discusses how to identify compounders, and also some of Warren Buffett's and Charlie Munger's great investment decisions.
Stock market investing talk with JJ from The Art of Value: stocks, stock market investing, stock market news and more.
Mohnish Pabrai's YT Channel: https://www.youtube.com/@mohnishpabrai
Show your appreciation by buying JJ a coffee! https://www.buymeacoffee.com/jjprojects
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 investment analysis and/or seek professional financial advice before making any investment decision.
--- Send in a voice message: https://podcasters.spotify.com/pod/show/theartofvalue/message
Here's a look at what were the most popular stocks to buy among super investors during Q3 2023.
Stock market investing talk with JJ from The Art of Value: stocks, stock market investing, stock market news and more.
Show your appreciation by buying JJ a coffee! https://www.buymeacoffee.com/jjprojects
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 investment analysis and/or seek professional financial advice before making any investment decision.
--- Send in a voice message: https://podcasters.spotify.com/pod/show/theartofvalue/message
This episode includes a summary and analysis on the Alibaba September Quarter 2023 Earnings results, and my thoughts on BABA Stock, in the context of the current China economic backdrop, and the massive drop BABA stock has had since its peak in late 2020. See below timestamps:
00:00 BABA stock price activity
00:51 Update on super-investors who own Alibaba stock
02:05 Alibaba news commentary since earnings - geopolitical tensions and chip supplies
06:39 Alibaba quarterly earnings highlights
08:25 AI front and center of Alibaba strategic direction
10:09 September Quarter 2023 Results - diving deeper
13:19 Final thoughts
Related episodes:
Stocks Today With JJ: Alibaba Earnings Q3 2023 Reaction - Why Has BABA Stock Plunged? https://youtu.be/Q6ETdseI_Ac
Alibaba Stock News: Logistics Arm Cainiao to IPO! | BABA Stock https://youtu.be/BvmBr7_DyhU
Show your appreciation for The Art of Value by buying JJ a coffee! https://www.buymeacoffee.com/jjprojects
Using a 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, 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.
--- Send in a voice message: https://podcasters.spotify.com/pod/show/theartofvalue/message
This Stocks Today With JJ episode looks at the Q3 2023 Alibaba earnings, and probable reasons for the Alibaba stock price plunge since the earnings release. We look at the BABA stock price action, news commentary to do with the latest Alibaba earnings, and the quarterly financials Stock market investing talk with JJ from The Art of Value: stocks, stock market investing, stock market news and more.Show your appreciation by buying JJ a coffee! https://www.buymeacoffee.com/jjprojectsDisclaimer: 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.--- Send in a voice message: https://podcasters.spotify.com/pod/show/theartofvalue/message
In this Stocks Today With JJ livestream video: daily stock market update - Santa Claus rally?; Starlink IPO in 2024?; Q3 2023 super-investor portfolio updates, Tower Semiconductor (TSEM); Li LU - Himalaya Capital Management, East West Bancorp (EWBC); Bill Ackman - Pershing Square Capital Management; Warren Buffet - Berkshire Hathaway; Norbert Lou - Punch Card Management; David Tepper - Appaloosa Management; China tech stocks jump on JD earnings.
Stock market investing talk with JJ from The Art of Value: stocks, stock market investing, stock market news and more.
Show your appreciation by buying JJ a coffee! https://www.buymeacoffee.com/jjprojects
The main investment brokerage I use to buy international stocks, and to hold cash, is Interactive Brokers (referral link): https://ibkr.com/referral/john5664
Want to create livestreams like this? Check out StreamYard (refferal link): https://streamyard.com/pal/d/5121631131926528
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.
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Here's a look at the stock portfolio updates of four guru or superinvestors from Q3 2023. The investors are Mohnish Pabrai, Chuck Akre, Seth Klarman, and Thomas Gayner. See below timestamps:
00:00 Super investor portfolios - Fish where the fish are
00:52 Mohnish Pabrai - Pabrai Investments portfolio
03:58 Arch Resources (ARCH)
07:00 Chuck Akre - Akre Capital Management portfolio
12:57 Seth Klarman - Baupost Group portfolio
15:19 Tower Semiconductor Ltd (TSEM)
17:33 Clarivate PLC (CLVT)
18:50 Thomas Gayner - Markel Asset Management portfolio
Related episode:
Chuck Akre Said This About How to Find 100 Baggers https://youtu.be/xoKe1AvquTI
The Art of Value Livestream YT channel: Stocks Today With JJ https://www.youtube.com/@TheArtofValue
Show your appreciation by buying JJ a coffee! https://www.buymeacoffee.com/jjprojects
Featured investment book:
Richer, Wiser, Happier: How the World's Greatest Investors Win in Markets and Life by William Green
(refferal link): https://amzn.to/47uztRB
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
Using a referral link helps support the show, thanks!
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.
--- Send in a voice message: https://podcasters.spotify.com/pod/show/theartofvalue/message
In this Stocks Today with JJ video: some current stock market news, this week's earnings calendar, Mohnish Pabrai's new stock buy, Santa Claus rally outlook, recent Healthcare and pharmaceutical stocks performance, Novo Nordisk stock (NVO), Eli Lilly stock (LLY), Boeing stock (BA) boost on major deal, Exxon (XOM) aims to become lithium producer for EV batteries, China Singles' Day sales and Alibaba stock (BABA), China's President Xi to meet Biden in US, Japan stock market news and Japan's Nikkei Index since the 1990 bubble, Warren Buffett's Japan investing.
Stock market investing talk with JJ from The Art of Value: stocks, stock market investing, stock market news and more.
Show your appreciation by buying JJ a coffee!
https://www.buymeacoffee.com/jjprojects
Want to create live streams like this? Check out StreamYard: https://streamyard.com/pal/d/4711500999688192
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.
--- Send in a voice message: https://podcasters.spotify.com/pod/show/theartofvalue/message
I discuss the recent earnings and future potential of company Topicus, a serial acquirer of small software companies. It's a spin-off from the much larger Constellation Software, which was founded and is led by superb capital allocator Mark Leonard. Will Topicus be able to compound at a similar rate to how Constellation Software has for well over two decades? See below timestamps:
00:00 Topicus investment thesis in relation to Constellation Software
01:36 Topicus earnings: cash flow more than doubles!
03:54 Stock price performance and potential - 10x or more?
06:03 Topicus Q3 2023 Headline numbers
07:52 Topicus historical metrics - future quality compounder?
11:07 Relevant Mark Leonard shareholder letter - reinvesting all cash produced
14:09 Final thoughts
Related episodes:
Primer Analysis: Mark Leonard, Constellation Software & Topicus
https://youtu.be/z0xnvhfNbOI
Mohnish Pabrai Talks Constellation Software & Mark Leonard
https://youtu.be/xPI773-AE-I
Show your appreciation by buying JJ a coffee:
https://www.buymeacoffee.com/jjprojects
Investing book mentioned in the episode:
100 Baggers: Stocks That Return 100-to-1 and How To Find Them by Christopher Mayer (refferal link) https://amzn.to/40yQHeb
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.
--- Send in a voice message: https://podcasters.spotify.com/pod/show/theartofvalue/message
Apple (AAPL stock) has just reported earnings. In this episode I look at these latest Apple earnings, including the outlook for the company, possible sources of future growth, and highlights of the Apple earnings call including my live reactions. Where will Apple's future growth come from, and what could possibly move the needle for a company that's already this massive? See below timestamps:
00:00 Apple earnings highlights and commentary
03:41 Various fintwit reactions to Apple earnings
05:26 Apple earnings call highlights and my live reactions
11:46 Final thoughts: guidance, future growth drivers - what can move the needle for Apple?
Related episodes:
Amazon Stock: Back on Track with GREAT Earnings | AMZN Stock
https://youtu.be/bvtsluW6t40
Google Stock Analysis: Why GOOGL Declined on Great Earnings!
https://youtu.be/t-DPMZQhuac
Show your appreciation by buying JJ a coffee:
https://www.buymeacoffee.com/jjprojects
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
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.
--- Send in a voice message: https://podcasters.spotify.com/pod/show/theartofvalue/message
Amazon stock (AMZN stock) has jumped since the company reported Q3 2023 earnings. In this episode I analyze the latest Amazon earnings report, and give my opinion on the outlook for the company and stock. See below timestamps:
00:00 Recent AMZN stock price action
00:58 Amazon stock analysis - Amazon Q3 2023 financial results
04:03 Amazon sector by sector growth percentages
06:56 Other important Amazon metrics
08:27 Amazon company and AMZN stock outlook
10:03 Where will the future growth come from?
12:51 What could move the needle now for megacap Amazon?
Related episode:
Google Stock Analysis: Why GOOGL Declined on Great Earnings!
https://youtu.be/t-DPMZQhuac
Alibaba Earnings - Return to Growth! | BABA Stock
https://youtu.be/cxh_-fCWjxU?si=iKcQenKTfdyHR_sY
Show your appreciation by buying JJ a coffee:
https://www.buymeacoffee.com/jjprojects
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
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.
--- Send in a voice message: https://podcasters.spotify.com/pod/show/theartofvalue/message
Why did Alphabet or Google stock (GOOG, GOOGL) decline nearly 12% in the 2 stock market trading days after reporting great Q3 2023 earnings? In this episode I analyze the latest Google earnings report, the current company situation, and the outlook for the company and stock. See below timestamps:
00:00 Google Q3 2023 earnings analysis
03:30 Why the share price decline after earnings?
06:08 Could the Google Search advertising business get disrupted by AI?
08:59 Big Tech regulatory uncertainty - monopolies
12:21 Where to for Google stock from here?
Related episodes:
The AI Race is ON! Google Showcases New AI Products
https://youtu.be/xL7MvGAjdew
Investor Li Lu Buying MORE Google Stock | Why? https://youtu.be/is9frHZaGYg
Show your appreciation by buying JJ a coffee:
https://www.buymeacoffee.com/jjprojects
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 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.
--- Send in a voice message: https://podcasters.spotify.com/pod/show/theartofvalue/message
Tesla (TSLA stock) just reported 3Q 2023 earnings, which came in well below investor expectations. In this episode I discuss the Tesla Q3 earnings shock, Q3 highlights and lowlights including: reacting to what well known Tesla analyst Dan Ives said, looking at the Tesla Q3 investor presentation, then some highlights from the Tesla earnings call with Elon Musk. The episode also includes commentary on the upcoming Tesla Cybertruck, Tesla margins, Tesla revenue, Tesla profits, Tesla FSD, real world AGI, and future Tesla robotaxi. See below timestamps:
00:00 Reacting to Tesla Q3 earnings "disaster" with Dan Ives
04:31: EV price cuts, Tesla vs BYD Co
07:22 Tesla Q3 2023 Earnings Investor Presentation commentary
15:33 Q3 Tesla earnings call highlights commentary
Related episodes:
Tesla Stock News - Price & Margin Cuts! | TSLA Stock Update
https://youtu.be/55gGV8McQFw
Full livestream: WOW! Tesla Earnings Shocker & Tesla Earnings Call Highlights
https://youtube.com/live/ThFu9a1AgVQ
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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 TIKR Terminal to help analyze great businesses, follow top investor portfolios, and help monitor my portfolio (referral link): http://tikr.com/theartofvalue
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision.
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PayPal stock has dropped over 80% in the US stock market since mid-2021. Is PYPL stock worth buying because of this? Is PYPL a value stock or a value trap? Will PayPal stock outperform the stock market benchmark over the coming years? I analyze PayPal in this episode, to see some of the possibilities ahead for the company and stock. See below timestamps:
00:00 PYPL stock drop, and PayPal's new CEO Alex Chriss
01:28 The company and sector, strategic analysis - pros and cons
03:02 Some changing metrics over time - competitive pressures
04:36 Significant Free Cash Flow but facing competition
06:13 Does the stock price drop mean big upside to come?
07:30 Is PayPay stock a buy? Biggest opportunity since the META stock drop?
Related episodes:
Guru Portfolios Q2 2023: Pabrai, Akre, Klarman, Gayner https://youtu.be/oxAXpnu3oXY
Show your appreciation by buying JJ a coffee:
https://www.buymeacoffee.com/jjprojects
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 TIKR Terminal to help analyze great businesses, follow top investor portfolios, and help monitor my portfolio (referral link): http://tikr.com/theartofvalue
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision.
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I discuss the latest interview of legendary value investor Howard Marks, with Bloomberg's David Rubenstein, in which Marks discusses the massive sea change his sees happening in financial markets, what in means, and what he thinks investors should do. See below timestamps:
00:00 The massive sea change in financial markets
01:10 Declining and ultra-low rates since 1980
01:43 The Howard Marks Sea Change Memo
02:44 The importance of rates on markets
04:38 The end of the easy money environment
05:41 The desired rates setting
06:24 How portfolios should be different than before
08:34 A rates prediction
Related episodes:
How Howard Marks Predicts Each Stock Market Crash & Recovery https://youtu.be/zTpYzCcMkls
Howard Marks Says Historic Stock Market Sea Change Has Begun https://youtu.be/ie_4N3v-cDs
Buy JJ A Coffee!
https://www.buymeacoffee.com/jjprojects
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 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. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision.
--- Send in a voice message: https://podcasters.spotify.com/pod/show/theartofvalue/message
This Alibaba stock (BABA stock) news update looks closely at Alibaba's upcoming IPO of its significant logistics arm, Cainiao. See below timestamps:
00:00 The split-up of Alibaba and the Cainiao IPO
01:09 Latest disclosures on the Cainiao IPO - benefits of the IPO
03:59 A closer look at the Cainiao logistics business
06:31 Recent financial results and potential growth
07:48 First Alibaba IPO of more
Related episodes:
Alibaba Reveals Break-Up Plan! | Big BABA Stock Upside?
https://youtu.be/spwgEGJlxmc
Alibaba Update: Cloud Spinoff & More Coming
https://youtu.be/KBQBNM_-icI
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 show, thanks!
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. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision.
--- Send in a voice message: https://podcasters.spotify.com/pod/show/theartofvalue/message
I discuss part of the latest Jeremy Grantham interview, in which the billionaire value investor offers his thoughts on Tesla stock as an investment, Tesla the company, and Elon Musk as its leader. See below for timestamps:
00:00 Jeremy Grantham on Elon Musk and TSLA Stock
00:28 Grantham's Tesla stock loser story
02:05 A wonderful propagandist - manifesting Tesla from BS and charisma
03:05 Comparing Elon Musk to Ivar Kreuger, The Match King
06:42 Jim Chanos - shorting Tesla stock has not worked yet
07:38 Tesla kicking butts; will it continue?
Related episodes:
Jeremy Grantham: We're STILL in A Stock Market Super Bubble
https://youtu.be/GQ_GxG2y8_U
Previous Tesla:
Tesla Stock News - Price & Margin Cuts! | TSLA Stock Update
https://youtu.be/55gGV8McQFw
I use TIKR Terminal to help analyze great businesses, follow top investor portfolios, and help monitor my portfolio (referral link): http://tikr.com/theartofvalue
Using a referral link helps support the pod, thanks!
The main investment brokerage I use to buy international stocks, and to hold cash at good interest rates, is Interactive Brokers (referral link): https://ibkr.com/referral/john5664
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.
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I summarize and discuss the latest Jeremy Grantham interview, with The Compound and Friends, in which the billionaire investor and financial bubble historian again discussed the super-bubble he currently sees in the US stock market in 2023, and in global real estate markets. See timestamps below for sections:
00:00 Jeremy Grantham bubble historian or eager permabear?
01:41 Calling the exact bottom in 2009
02:25 Are we in a major stock market bubble?
03:40 The global real estate bubble
05:28 Grantham's investing strategy during the bubble
06:13 Shorting the Russell 2000
08:26 Long non-US equities
08:55 Is it different this time?
10:06 The biggest bubble in history
11:03 Could it be different because of the US tech megacaps?
13:09 The next 7 years
Related episodes:
Jeremy Grantham: Super Bubble Bursting, Recession Imminent
https://youtu.be/ELQVtf5ZIeM
Jeremy Grantham: AI Boom Pauses Super-Bubble Bust!
https://youtu.be/ATP0GGON2B0
Referenced interview:
The Bubble Hasn't Burst Yet I TCAF 110 @TheCompound
https://youtu.be/aanwMfrSjP0
I use TIKR Terminal to help analyze great businesses, follow top investor portfolios, and help monitor my portfolio (referral link): http://tikr.com/theartofvalue
Using a referral link helps support the pod, thanks!
The main investment brokerage I use to buy international stocks, and to hold cash at good interest rates, is Interactive Brokers (referral link): https://ibkr.com/referral/john5664
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.
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Constellation software is a high-quality serial acquirer company with an incredible capital allocator Mark Leonard leading it. Constellation Software stock has produced excellent stock market returns for many years. This episode is a primer on Constellation Software, its legendary founder and President Mark Leonard, and its recent European spin-off Topicus. See timestamps below for specific sections:
00:00 Mark Leonard, Constellation Software and spin-off Topicus
00:33 Who is Mark Leonard?
00:51 Constellation Software stock returns over time (TSE: CSU)
02:02 The founding of Constellation Software
02:48 Influence of Mark Leonard's investing mentor Steve Scotchmer
04:39 The focus on Vertical Market Software businesses
05:48 Business attributes Leonard looks for when acquiring
07:13 Constellation Software, a super serial acquirer
08:32 Consistently high returns on capital
09:00 Superior capital allocation within a serial acquirer model
11:35 Holding company structure - many small parts, strong whole
12:22 The Topicus spinoff - Vertical Market Software in Europe
14:33 Topicus stock performance so far (CVE: $TOI)
Related episodes:
Mohnish Pabrai Talks Constellation Software & Mark Leonard
https://youtu.be/xPI773-AE-I
A Next Gen Warren Buffett? Tiny's Andrew Wilkinson
https://youtu.be/-fs9P_phqfQ
I use TIKR Terminal to help analyze great businesses, follow top investor portfolios, and help monitor my portfolio (referral link): http://tikr.com/theartofvalue
Using a referral link helps support the pod, thanks!
The main investment brokerage I use to buy international stocks, and to hold cash at good interest rates, is Interactive Brokers (referral link): https://ibkr.com/referral/john5664
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.
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In two of the latest Mohnish Pabrai interviews, the well known value investor and fund manager discussed why he thinks Tencent is a superior company to Alibaba, indicating that he thinks Tencent stock should perform better than Alibaba stock over the long term. Pabrai sold BABA stock and switched it for a stake in Tencent, via a company called Prosus. Pabrai provides a brief and partial Tencent stock analysis, comparing it with Alibaba.
Timestamps
00:00 Mohnish Pabrai on Alibaba vs Tencent
00:33 Switching from BABA stock to Tencent, via Prosus
01:27 Tencent's Pony Ma, an extraordinary entrepreneur
02:32 Why BABA and Tencent investments haven't worked so far
03:56 BABA and the too hard pile
05:02 Tencent getting an easier ride: Pony Ma vs Jack Ma
06:23 Benefits of investing in smaller companies globally instead
Related episodes:
Guru Portfolios Q2 2023: Pabrai, Akre, Klarman, Gayner
https://youtu.be/oxAXpnu3oXY
Alibaba Earnings - Return to Growth! | BABA Stock
https://youtu.be/cxh_-fCWjxU
Alibaba Stock: CEO Quits! George Soros Buys BABA Stock
https://youtu.be/FbUoblWv50s
Chris Mayer 100 Baggers: Stocks That Return 100 to 1!
https://youtu.be/59CuGd2aAwg
Investing Books mentioned:
100 Baggers: Stocks That Return 100-to-1 and How To Find Them,
by Chris Mayer (referral link) https://amzn.to/44ZJk0f
Investing for Growth: How to make money by only buying the best companies in the world, by Terry Smith (referral link) https://amzn.to/3EFZXmV
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The main investment brokerage I use to buy international stocks, and to hold cash at good interest rates, is Interactive Brokers (referral link): https://ibkr.com/referral/john5664
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. 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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This Alibaba stock (BABA stock) update analyzes why Alibaba CEO Daniel Zhang has quit, just as he was about to transition to lead Alibaba Cloud ahead of its planned spinoff. Next we look at the news that the planned Freshippo IPO is being delayed, and the reason why. Finally, we examine the news that legendary investor George Soros has bought some BABA stock, and we look at which other super-investors currently own BABA stock.
Timestamps
00:00 Three Alibaba news highlights
00:19 Alibaba CEO Daniel Zhang steps down
03:28 Zhang Leaving Alibaba but not really
06:03 Why is Freshippo IPO is being delayed
07:21 How the BABA stock price has reacted
08:22 Investor George Soros buys Alibaba stock
11:34 Other super-investors who own BABA stock
Related episodes:
Alibaba Earnings - Return to Growth! | BABA Stock https://youtu.be/cxh_-fCWjxU
Alibaba Reveals Break-Up Plan | Big BABA Stock Upside https://youtu.be/spwgEGJlxmc
Alibaba Update: Cloud Spinoff & More Coming https://youtu.be/KBQBNM_-icI?si=8i7oVVANrZUH3yuI
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 show, thanks!
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. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision.
Send in a voice message: https://podcasters.spotify.com/pod/show/theartofvalue/message
I summarize and discuss the latest Jeremy Grantham interview, with Bloomberg Wealth's David Rubenstein, in which the billionaire veteran investor Grantham discussed the super bubble he currently sees deflating the US stock market. Grantham believes the deflating of the super bubble is now being prolonged by a new artificial intelligence (AI) mini bubble, but that the US stock market crash will continue, leading into a US economic recession lasting deep into 2024.
Timestamps:
00:00 Jeremy Grantham interview intro
00:39 Grantham the financial doomsday oracle - predicting market bubbles
01:42 Deflating of the super bubble leading to recession
02:42 Learning to identify and resist a stock market bubble
04:11 2021 tech bubble: one of the great stock market bubbles
04:42 Will there be a US recession in 2023 or 2024?
05:51 AI bubble pausing the super-bubble bust
06:19 Will Jeremy Grantham be right or wrong?
Related episodes
Jeremy Grantham: AI Boom Pauses Super-Bubble Bust https://youtu.be/ATP0GGON2B0
Investor Jeremy Grantham: Super Bubble Enters Final Phase https://youtu.be/tTFO3Qn5e20
Investor Seth Klarman on the Everything Bubble
https://youtu.be/C4rs2M_lOKw
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 show, thanks!
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. 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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In TSLA stock news today, this update includes a look at recent Tesla stock price movements, a brief look at the new Tesla Model 3 update, and the significant price cuts to the Tesla Model S and Tesla Model X, as well as the surprise price cut to Tesla FSD!
Timestamps
00:00 Tesla news intro
00:25 Tesla stock price update
02:49 New Tesla Model 3 update
05:08 Tesla car price cuts
05:50 Tesla FSD price cut
07:38 Are Tesla price cuts good for investors?
08:52 Chamath Palihapitiya's take on Tesla price cuts
10:57 Short seller Jim Chanos' take on Tesla price cuts
12:01 Final thoughts
Related episodes:
The Art of Value: Tesla Stock playlist
https://youtube.com/playlist?list=PLrNjj1l3MS7UkaBPMBFJF26HHxpUgH9zQ&si=3vm88_m1NpQXt-yn
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 show, thanks!
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. 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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This Alibaba stock update includes a closer look at BABA stock in relation to the current Chinese economy and China stock market, including new Chinese government measures to support the stock market. I also compare the performance of BABA stock to younger megacap competitor PDD stock (PDD Holdings), which operates Pinduoduo and Temu.
Timestamps
00:00 Alibaba stock update intro
00:20 China's measures to support the stock market
01:35 Is China uninvestable?
02:27 China's real estate market crisis
03:44 Positive Alibaba news - Alibaba Cloud AI development
06:56 Alibaba stock (BABA) performance
08:40 BABA stock vs PDD stock performance
Related episodes:
Alibaba Earnings - Return to Growth! | BABA Stock
https://youtu.be/cxh_-fCWjxU
Alibaba Reveals Break-Up Plan | Big BABA Stock Upside https://youtu.be/spwgEGJlxmc?si=qaWComlNbSC2ZiIE
Alibaba Update: Cloud Spinoff & More Coming https://youtu.be/KBQBNM_-icI?si=8i7oVVANrZUH3yuI
China Stocks UNINVESTABLE or HISTORIC VALUE OPPORTUNITY https://youtu.be/qfrjfIEx1vw
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 show, thanks!
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. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision.
--- Send in a voice message: https://podcasters.spotify.com/pod/show/theartofvalue/message
This episode includes a summary and thoughts on the Alibaba June Quarter 2023 Results, in the context of the current China economic backdrop and the huge drop BABA stock has had since its peak in late 2020.
Timestamps
00:00 Alibaba earnings in the China economic context
01:55 High level financial results - growth and efficiency
03:58 Cash flow and cash allocation
07:14 Individual business segments intro
07:30 Taobao and Tmall Group
08:51 Alibaba International Digital Commerce Group
09:32 Local Services Group
09:58 Cainiao Smart Logistics Network
10:38 Cloud Intelligence Group
11:44 Digital Media and Entertainment
12:25 All Others segment
12:45 Final thoughts on the Alibaba Results
Related episodes:
Alibaba Reveals Break-Up Plan | Big BABA Stock Upside? https://youtu.be/spwgEGJlxmc?si=JSvlBYfVY8eyWvL0
Alibaba Update: Cloud Spinoff & More Coming https://youtu.be/KBQBNM_-icI?si=8i7oVVANrZUH3yuI
Alibaba Full Year Earnings Update | BABA Stock https://youtu.be/caAUsjmMGRw?si=sm-y8SCrGg4B6K9u
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 show, thanks!
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. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision.
--- Send in a voice message: https://podcasters.spotify.com/pod/show/theartofvalue/message
Legendary "Big Short" Investor Michael Burry just revealed a new big short! I look at how Burry's shorting the US stock market, and I also take a look at his new long stock portfolio updates.
Timestamps:
00:00 Michael Burry Intro
00:24 Michael Burry's 2 new big short positions
03:34 Burry's pessimistic outlook
04:40 Past and future SPY and QQQ
06:41 Burry's Q2 long stock investments
08:27 Burry's Q2 sold stocks
10:12 Deep value + macro investing
11:25 Net-flat market for next decade?
12:53 Final thoughts
Related episodes:
Guru Portfolios Q2 2023: Pabrai, Akre, Klarman, Gayner
https://youtu.be/oxAXpnu3oXY
Guru Portfolios Q2 2023: Li Lu & David Tepper
https://youtu.be/shsDsTjUQN8
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 show, thanks!
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. 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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Here's a detailed look at the stock portfolio updates of two guru or superinvestors from Q2 2023: Li Lu of Himalaya Capital Management and David Tepper of Appaloosa Management. See timestamps below for investor sections.
Timestamps:
00:00 Li Lu and David Tepper Intro
00:15 Li Lu portfolio overview
01:10 Micron Technology (MU)
02:29 East West Bancorp (EWBC)
02:53 Postal Saving Bank of China (SHA: 601658)
03:33 David Tepper portfolio overview
03:46 Nvidia (NVDA)
04:44 Tepper stock buys and sells
08:13 Alibaba (BABA)
10:20 Uber (UBER)
11:20 Pinduoduo (PDD)
11:48 Previous update: Pabrai, Akre, Klarman, Gayner
Related episodes:
Guru Portfolios Q2 2023: Pabrai, Akre, Klarman, Gayner
https://youtu.be/oxAXpnu3oXY
Everything Mohnish Pabrai Said About Investor Li Lu
https://youtu.be/rqz0_soraHI
Why Druckenmiller Owns Nvidia Despite "Nosebleed Territory”
https://youtu.be/QP496jwcumk
Crucial Reason Mohnish Pabrai is Buying Micron: OLIGOPOLY! | MU Stock
https://youtu.be/moqHjmcItFg
I use TIKR Terminal to help analyze great businesses, follow top investor portfolios, and help monitor my portfolio (referral link): http://tikr.com/theartofvalue
Using a referral link helps support the show, 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
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.
Send in a voice message: https://podcasters.spotify.com/pod/show/theartofvalue/message
Here's a look at the portfolio updates of four guru or superinvestors from Q2 2023. The investors include Mohnish Pabrai, Chuck Akre, Seth Klarman, and Thomas Gayner. See timestamps below for investor sections.
Timestamps:
00:00 Guru portfolios Q2 2023 Intro
00:26 Mohnish Pabrai - Pabrai Investments
03:04 Alpha Metallurgical Resources (ticker: AMR)
07:00 Consol Energy Inc (stock ticker: CEIX)
08:25 Brookfield Corp (stock ticker: BN)
09:52 Micron Technology (stock ticker: MU)
10:58 Chuck Akre - Akre Capital Management
14:56 Thomas Gayner - Markel Asset Management
20:11 Seth Klarman - Baupost Group
Related episodes:
Crucial Reason Mohnish Pabrai is Buying Micron: OLIGOPOLY! | MU Stock https://youtu.be/moqHjmcItFg
Everything Mohnish Pabrai Said About Investor Li Lu
https://youtu.be/rqz0_soraHI
Chuck Akre Said This About How to Find 100 Baggers
https://youtu.be/xoKe1AvquTI
Investor Seth Klarman on the Everything Bubble
https://youtu.be/C4rs2M_lOKw
Guru Portfolios: Buffett, Pabrai, Li Lu, Akre, Ackman, Tepper, Gayner
https://youtu.be/PfnuMxrVAhc
I use TIKR Terminal to help analyze great businesses, follow top investor portfolios, and help monitor my portfolio (referral link): http://tikr.com/theartofvalue
Using a referral link helps support the show, 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
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
Send in a voice message: https://podcasters.spotify.com/pod/show/theartofvalue/message
Warren Buffett, founder and CEO of Berkshire Hathaway and arguably the greatest investor of all time, has some simple rules for successful investing. I look at seven of Buffett's top rules that could help us improve our investing returns over time.
Timestamps:
00:00 Warren Buffett's simple investing rules - Intro
00:14 First investing rule
02:35 Second investing rule
03:35 Third investing rule
05:08 Fourth investing rule
06:35 Fifth investing rule
08:20 Sixth investing rule
10:07 Seventh investing rule
12:30 Final thoughts on Buffett's investing rules
Related content:
Warren Buffett & Charie Munger: Best Investing Opportunities
https://youtu.be/URCZdkj3GqQ
Berkshire AGM 2023 Highlights: Warren Buffett on Elon, EVs, Apple
https://youtu.be/V6SGsxYN7tw
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 show, thanks!
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. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision.
Send in a voice message: https://podcasters.spotify.com/pod/show/theartofvalue/message
JJ discusses the classic stock investing book 100 to 1 in the Stock Market, in which author Thomas Phelps, after decades of research, reveals what it takes to find and hold stocks that can deliver 100x returns for stock investors.
Timestamps:
00:00 100 to 1 in the Stock Market intro
01:06 Buying right and holding on
02:31 First attribute to look for
03:27 Second attribute to look for
03:50 Third attribute to look for
04:11 Fourth attribute to look for
04:29 Why holding for the long term is so important
06:58 How much should we pay-up for quality?
09:28 Final thoughts
Related content:
Chris Mayer 100 Baggers: Stocks That Return 100 to 1!
Books mentioned in this episode:
100 to 1 in the Stock Market: A Distinguished Security Analyst Tells How to Make More of Your Investment Opportunities by Thomas Phelps (referral link) https://amzn.to/43WfB7M
100 Baggers: Stocks That Return 100-to-1 and How To Find Them by Christoper Mayer (referral link) https://amzn.to/3qnUI7J
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 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. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision.
Send in a voice message: https://podcasters.spotify.com/pod/show/theartofvalue/message
JJ discusses the latest Memo from legendary value investor Howard Marks, Taking the Temperature, in which Marks explains his strategy of taking the temperature of the stock market at any given time. Marks has made only 5 stock market calls since 2000, and got them right. He thinks we can do it too.
Timestamps:
00:00 Howard Marks, Taking the Temperature intro
01:15 Jan 2000 : Calling the Dotcom Bubble bust
03:40 2004-2007: A slow developing train wreck
05:26 2008: Subprime and the Global Financial Crisis
06:45 Late 2008: Putting money to work in a cold market
08:09 2012: The death of equities? Déjà vu all over again
11:09 March 2020: Market panic and fear - a time to buy
13:11 How we can make correct market calls
15:27 Stock market pattern recognition
Related content:
Howard Marks Says Historic Stock Market Sea Change Has Begun
https://open.spotify.com/episode/0P39cFztbVFU369YbFjNCK?si=bdc9c45581e44c63
Investing books featured in the episode:
Mastering The Market Cycle: Getting the Odds on Your Side by Howard Marks (referral link)
https://amzn.to/3qdVK6g
Devil Take the Hindmost: A History of Financial Speculation by Edward Chancellor (referral link) https://amzn.to/3Ykgw0C
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 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. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision.
Send in a voice message: https://podcasters.spotify.com/pod/show/theartofvalue/message
I summarize and discuss what investor Mohnish Pabrai has said in recent Q&A interviews about his friend and colleague, legendary investor Li Lu.
Timestamps:
00:00 Mohnish Pabrai on Li Lu Intro
00:20 Why Charlie Munger gave Li Lu $80 million to invest
00:55 How Li Lu became a great investor
03:11 Looking for investing anomalies
04:39 How Mohnish Pabrai got to know Li Lu
05:17 An missed opportunity from Li Lu
06:00 A captured opportunity from Li Lu: Moutai
Related content:
Investor Li Lu Buying MORE Google Stock | Why https://youtu.be/is9frHZaGYg
Mohnish Pabrai's Q&A session with the Finance Club of IIT Patna on May 10, 2023 https://youtu.be/Qgtb7LnvP6Y
The Investing with Tom Podcast #38: Monsoon Pabrai on Meeting Buffett, China Tech, Moutai and more https://youtu.be/YF1CTPViYHo
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 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. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision.
Send in a voice message: https://podcasters.spotify.com/pod/show/theartofvalue/message
I summarize and respond to what famous "Big Short" investor Steve Eisman is currently predicting for US the stock market. Eisman was recently interviewed by CNBC about the recent US stock market melt-up, and the current economic environment.
Timestamps:
00:00 "Big Short" investor Steven Eisman intro
00:23 Most anticipated recession and the market melt-up
01:32 Time to take profits or hold?
02:24 Do higher rates matter?
02:37 "Growth stocks" vs ""Value stocks"
03:35 What happened to the banking crisis?
04:58 The Magnificent Seven stocks and the AI Boom
05:39 My final thoughts
Related content:
Stock Market Crash Over? Big Short Investor Eisman Predicts
https://youtu.be/f-U-ff8RP7M
Why Druckenmiller Owns Nvidia Despite "Nosebleed Territory”
https://youtu.be/QP496jwcumk
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 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. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision.
Send in a voice message: https://podcasters.spotify.com/pod/show/theartofvalue/message
In this episode I summarize and discuss a talk by investor and fund manager Mohnish Pabrai on US stock market bubbles since the 1920s. We look at the Motors Bubble, the Tronics Bubble, the Nifty-Fifty Bubble, and the Dotcom Bubble. I also discuss very recent market bubbles, including the EV bubble and emerging AI bubble.
Timestamps:
00:00 Mohnish Pabrai stock market bubbles Intro
00:22 The Motors Bubble (1921) and the EV Bubble (2020-21)
02:40 The Tronics Bubble (1959-62) and the emerging AI bubble (2023-?)
04:23 The Dotcom Bubble (1997-2000)
06:49 The Technology Innovation Hype Cycle
07:32 ARK Innovation ETF (ARKK), EV sector, AI boom - 2020-23
09:07 Stock market: new blood and short memories
10:02 Rhyming with the Dotcom Bubble - 2020-21
11:19 The Nifty-Fifty Bubble and bust (early 1970s)
12:49 A shock to the system
Related episodes:
Mohnish Pabrai on Mistakes, AI Euphoria, Nvidia, Microsoft
https://youtu.be/zs7pdV3fSJc
Why Druckenmiller Owns Nvidia Despite "Nosebleed Territory”
https://youtu.be/QP496jwcumk
Mohnish Pabrai's Presentation and Q&A at MDI, Gurgaon on December 22, 2015
https://youtu.be/OFkApI6zZtY
As seen in this video, I use TIKR Terminal to help analyze great businesses, follow top investor portfolios, and help monitor my portfolio (refferal link): http://tikr.com/theartofvalue
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
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.
Send in a voice message: https://podcasters.spotify.com/pod/show/theartofvalue/message
In this episode I discuss the young Canadian billionaire investor and entrepreneur Andrew Wilkinson. He's the co-founder of Tiny Ltd , which has been labelled a baby Berkshire Hathaway of Tech. It's a small-cap holding company comprising many previous company acquisitions, start-ups, and company investments.
Timestamps:
00:00 Andrew Wilkinson and Tiny Ltd intro
00:23 A Berkshire Hathaway of Tech
01:24 Buying like Buffett and Mark Leonard (Constellation Software)
02:22 Focusing on the businesses not the share price
03:14 Owning only wonderful businesses
04:28 Bootstrapping experience makes for better investing
05:43 Serial entrepreneurship since 2010
6:55 Discovering Warren Buffett and value investing
07:58 Getting to know Bill Ackman, Howard Marks, Warren Buffet and Charlie Munger
09:32 The 2023 Tiny and WeCommerce merger
10:24 Doing quick Buffett-like deals
11:11 Learning extreme delegation from Buffett
12:23 The power of anti-goals
12:47 Final thoughts
Related episodes:
Chuck Akre Said This About How to Find 100 Baggers
https://youtu.be/xoKe1AvquTI
Mohnish Pabrai Talks Constellation Software & Mark Leonard
https://youtu.be/xPI773-AE-I
As seen in this video, I use TIKR Terminal to help analyze great businesses, follow top investor portfolios, and help monitor my portfolio (refferal link): http://tikr.com/theartofvalue
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
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.
Send in a voice message: https://podcasters.spotify.com/pod/show/theartofvalue/message
In this episode I summarize and discuss what legendary investor Steve Eisman, who was played by Steve Carell in the movie The Big Short, has been predicting for the end of the US stock market crash - after the market declined around 25% in 2022, and has been steadily rebounding since October 2022. I also respond to our value investing YouTuber friend Hamish Hodder's find that Eisman recently revealed his next big stock market sector bet.
Timestamps:
00:00 Intro
01:18 Eisman predicts: If the Fed stops raising rates...
05:05 The forward-looking stock market
06:21 Lower inflation and a recession?
08:44 Eisman's investments
10:21 A sector of particular interest
Related episodes:
Mohnish Pabrai on Mistakes, AI Euphoria, Nvidia, Microsoft
https://youtu.be/zs7pdV3fSJc
Why Druckenmiller Owns Nvidia Despite "Nosebleed Territory”
https://youtu.be/QP496jwcumk
Stan Druckenmiller Still Predicts Hard Landing Recession
https://youtu.be/8Ue-etn4E74
Hamish Hodder: Big Short Investor Predicts END of the Stock Market Crash
https://youtu.be/Snto0ZK-dIA
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 TIKR Terminal to help analyze great businesses, follow top investor portfolios, and help monitor my portfolio (refferal link): http://tikr.com/theartofvalue
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.
Send in a voice message: https://podcasters.spotify.com/pod/show/theartofvalue/message
In this episode I summarize and discuss a recent interview with veteran value investor Jeremy Grantham, in which he explains how he thinks the deflation of a financial markets super-bubble is currently being prolonged by an emerging mini-bubble in artificial intelligence (AI).
Timestamps:
00:00 Jeremy Grantham Super-Bubble Intro
00:45 Who is Jeremy Grantham?
01:21 Grantham's prediction track record
02:21 Super-Bubble stages, including the emerging AI mini-bubble
05:45 Is this a big bear market rally?
07:54 The AI hype cycle
08:59 Prolonged Super-Bubble deflation
10:08 Time to take AI stock profits?
Related episodes:
Jeremy Grantham Super Bubble: Euphoria to Panic to Recession
https://youtu.be/LZfe8M4kpJc
Mohnish Pabrai on Mistakes, AI Euphoria, Nvidia, Microsoft
https://youtu.be/zs7pdV3fSJc
Why Druckenmiller Owns Nvidia Despite "Nosebleed Territory”
https://youtu.be/QP496jwcumk
Seth Klarman: We've Had An Everything Bubble
https://youtu.be/C4rs2M_lOKw
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 TIKR Terminal to help analyze great businesses, follow top investors, and help monitor my portfolio (refferal link): http://tikr.com/theartofvalue
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.
Send in a voice message: https://podcasters.spotify.com/pod/show/theartofvalue/message
In this episode I summarize and discuss selected parts of a recent Q&A session with value investor and fund manager Mohnish Pabrai. During the Q&A Pabrai offered his thoughts on investing mistakes and the reasons for the high average rate of investor errors, current Nvidia (NVDA) euphoria compared with Microsoft (MSFT) euphoria during the Dotcom Bubble, and what it takes to be a good investor.
Timestamps:
00:00 Mohnish Pabrai Q&A intro
00:19 Investing mistakes and projecting Nvidia to infinity
01:20 Microsoft stock during and after the Dotcom Bubble
02:59 Amazon stock during and after the Dotcom Bubble
03.27 Nvidia rhyming with Dotcom Bubble era Mircosoft
05:11 The AI too hard basket and asking simpler questions
06:54 The other reason for high error rates in investing
07:58 What's needed to be a good investor
Related episodes:
Mohnish Pabrai: Key Investing Lessons from "Circling the Wagons”
https://youtu.be/TqC_m7-DPfM
Chuck Akre Said This About How to Find 100 Baggers
https://youtu.be/xoKe1AvquTI
Mohnish Pabrai Portfolio Update: Pabrai Buys BAM Stock! (Brookfield Asset Management)
https://youtu.be/c5ivXtnz6-U
Why Druckenmiller Owns Nvidia Despite "Nosebleed Territory”
https://youtu.be/QP496jwcumk
Mohnish Pabrai's Q&A with members of the Finance and Investment Cell at SRCC, Delhi on June 14, 2023 https://youtu.be/tYtG7ZvMSjM
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.
Send in a voice message: https://podcasters.spotify.com/pod/show/theartofvalue/message
In this episode I summarize and discuss a recent interview with legendary value investor Seth Klarman. During the interview Klarman discussed the “Everything Bubble” he sees unwinding, the investing opportunities that’s bringing, the nature of value investing in relation to growth, buying quality companies at the right price, how to get an edge in the competitive investing environment today, technology investing in inefficient markets, Bitcoin, the current macroeconomic environment, and more.
Timestamps:
00:00 Seth Klarman Intro
00:37 Security Analysis revised
00:59 The Everything Bubble
02:05 The Bubble timeline and investing opportunities: 4/10
03:26 Then and now: railroads to SPACs and crypto
04:44 What is value investing? Klarman's definition
05:48 How to think about growth in investing
06:10 Not overpaying for quality companies
06:54 Warren Buffett and buying the Index
07:37 How to get an edge
08:15 Inefficient markets and mis-priced stocks: META
09:09 Thoughts on technology disruption and crypto
09:43 Is Bitcoin digital gold?
10:32 Macroeconomic prediction and investing
Related episodes:
Why Druckenmiller Owns Nvidia Despite "Nosebleed Territory” https://youtu.be/QP496jwcumk
Are AI Stocks A Bubble? Druckenmiller, Greenblatt Said… https://youtu.be/KmlXeoM5LLY
Peter Lynch's 2023 Advice on Buying Stocks - Rare Interview https://youtu.be/sZKt5j1Rwi0
Investing Book referenced in this episode:
Security Analysis, Seventh Edition: Principles and Technique, by Benjamin Graham, David Dodd, Seth Klarman - editor (referral link) https://amzn.to/444wP3K
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.
Send in a voice message: https://podcasters.spotify.com/pod/show/theartofvalue/message
This episode discusses recent comments by three stock market investors, including legendary fund managers Stanley Druckenmiller and Joel Greenblatt, focusing on the question: we know there’s an artificial intelligence (AI) boom going on right now, but is there an AI stock bubble? We look at what these investors are saying about AI stocks, Nvidia stock (NVDA), the current stock market, and how they think it’s going to play out. I also give my opinion on the topics.
Timestamps:
00:00 AI stock bubble intro
00:14 Stan Druckemmiller: Separating the wheat from the chaff.
05:17 Joel Greenblatt: Current opportunities rhyming with the Dotcom Bubble.
08:57 Jim Bianco - Wealthion: AI stocks are “way out there in bubble-land...”
12:37 My final thoughts: AI is a long term secular move but...
Related episodes:
Why Druckenmiller Owns Nvidia Despite "Nosebleed Territory”
https://youtu.be/QP496jwcumk
Microsoft to Challenge Google Search Using OpenAI's ChatGPT
https://youtu.be/Vh42ZgADo5k
The AI Race is ON! Google Showcases New AI Products
https://youtu.be/xL7MvGAjdew
Interviews referenced in the episode:
Bloomberg (June 2023): Druckenmiller on How AI is Dominating His Long Portfolio
https://youtu.be/NERglanBMIk
HFA Fireside Chat with Hedge Fund Manager Joel Greenblatt
https://youtu.be/utP9ZVog554
Wealthion: AI Stocks Definitely In A Bubble Right Now | Jim Bianco
https://youtu.be/MazHnXttvQk
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.
Send in a voice message: https://podcasters.spotify.com/pod/show/theartofvalue/message
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.
Send in a voice message: https://podcasters.spotify.com/pod/show/theartofvalue/message
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.
Send in a voice message: https://podcasters.spotify.com/pod/show/theartofvalue/message
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
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.
Send in a voice message: https://podcasters.spotify.com/pod/show/theartofvalue/message
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
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.
Send in a voice message: https://podcasters.spotify.com/pod/show/theartofvalue/message
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.
Send in a voice message: https://podcasters.spotify.com/pod/show/theartofvalue/message
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
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
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.
Send in a voice message: https://podcasters.spotify.com/pod/show/theartofvalue/message
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 for 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.
--- Send in a voice message: https://podcasters.spotify.com/pod/show/theartofvalue/message
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
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.
--- Send in a voice message: https://podcasters.spotify.com/pod/show/theartofvalue/message
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.
--- Send in a voice message: https://podcasters.spotify.com/pod/show/theartofvalue/message
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
Related episodes:
Microsoft to Challenge Google Search Using OpenAI's ChatGPT
https://youtu.be/Vh42ZgADo5k
Is OpenAI ChatGPT Disrupting Google? Founders Come Back!
https://youtu.be/7dLT_CDITmg
Microsoft Bing Now Using OpenAI’s New GPT4 To Challenge Google
https://youtu.be/WNr9KE3nobE
OpenAI ChatGPT ALREADY at $29B Valuation!
https://youtu.be/PPSDBc7lx9g
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
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.
--- Send in a voice message: https://podcasters.spotify.com/pod/show/theartofvalue/message
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.
--- Send in a voice message: https://podcasters.spotify.com/pod/show/theartofvalue/message
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.
--- Send in a voice message: https://podcasters.spotify.com/pod/show/theartofvalue/message
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.
--- Send in a voice message: https://podcasters.spotify.com/pod/show/theartofvalue/message
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.
--- Send in a voice message: https://podcasters.spotify.com/pod/show/theartofvalue/message
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.
--- Send in a voice message: https://podcasters.spotify.com/pod/show/theartofvalue/message
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
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.
--- Send in a voice message: https://podcasters.spotify.com/pod/show/theartofvalue/message
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.
--- Send in a voice message: https://podcasters.spotify.com/pod/show/theartofvalue/message
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.
--- Send in a voice message: https://podcasters.spotify.com/pod/show/theartofvalue/message
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.
--- Send in a voice message: https://podcasters.spotify.com/pod/show/theartofvalue/message
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.
--- Send in a voice message: https://podcasters.spotify.com/pod/show/theartofvalue/message
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.
--- Send in a voice message: https://podcasters.spotify.com/pod/show/theartofvalue/message
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
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.
--- Send in a voice message: https://podcasters.spotify.com/pod/show/theartofvalue/message
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.
--- Send in a voice message: https://podcasters.spotify.com/pod/show/theartofvalue/message
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.
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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.
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I react to legendary "Big Short" investor Steve Eisman’s latest interview about the current bank panic, whether it will lead to a 2008-style banking crisis in the U.S. and Europe, and what investing approach he’s taking through it.
Related episodes:
Michael Burry Predicts Stock Market Bottom After Bank Panic https://youtu.be/yXkp5BhQJiw
Silicon Valley Bank Collapse Explainer | What's happening?! https://youtu.be/h5yS-ZMAjPk
Silicon Valley Bank Collapse | Crisis Averted? https://youtu.be/GkStEtQLKWM
Full Steve Eisman interview: You don't want to be a hero in this environment, says 'Big Short' investor Steve Eisman https://youtu.be/LaTiU_SUfko
Using a referral link below 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.
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I discuss legendary Big Short investor Michael Burry’s latest tweets about the current bank panic, the prevention of contagion by financial regulators in the US and Europe, and whether Burry sees a stock market bottom ahead.
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
Using a referral link below 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.
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OpenAI has now launched GPT4, and the new Microsoft Bing is already using it, customised for search. Does this present a further challenge to Google Search with its enhanced capabilities? In this episode I take a look at those new GPT4 AI capabilities, and also a new under-the-radar AI product from Google.
Related episodes:
Microsoft to Challenge Google Search Using OpenAI's ChatGPT
https://youtu.be/Vh42ZgADo5k
Is OpenAI ChatGPT Disrupting Google? Founders Coming Back!
https://youtu.be/7dLT_CDITmg
Using a referral link below 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.
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I give an update on what’s happening with the dramatic Silicon Valley Bank collapse, and what regulators are doing immediately to try and remedy the situation and prevent bank run contagion.
Related episode:
Silicon Valley Bank Collapse Explainer | What's happening?!
https://youtu.be/h5yS-ZMAjPk
Using a referral link below 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.
--- Send in a voice message: https://anchor.fm/theartofvalue/message
I discuss what’s happening with the dramatic Silicon Valley Bank collapse, the causes and events that led up to the March 2023 SVB bank run, and what else could happen soon.
Using a referral link below 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.
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I respond to a recent investing video by Stock Compounder - Brad Kaellner: Chris Mayer’s 100 Bagger Portfolio REVEALED. Chris Mayer is a fund manager and the author of excellent investment book 100 Baggers: Stocks That Return 100-to-1 and How To Find Them. With considerable research, Brad was able to compile a list of Mayer's current holdings. I discuss the potential 100-bagger 10 stock portfolio, Mayer’s investing approach, and focus on a couple stocks in the portfolio - one of which I own.
Related video:
Stock Compounder - Brad Kaeliner: Chris Mayer's 100 Bagger Portfolio REVEALED
https://youtu.be/nXI_guImhb0
Making a purchase using a referral link below helps support the pod, thanks!
100 Baggers: Stocks That Return 100-to-1 and How To Find Them, by Christopher W Mayer, 2018 (referral link): https://amzn.to/3YvYl6J
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 and sell international stocks is
Interactive Brokers (referral link): https://ibkr.com/referral/john5664
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.
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Legendary value investor Li Lu has been buying even more Google/Alphabet Stock, after selling down Meta. In this episode I review Li Lu's recent portfolio holdings and activities, and discuss some of the possible positive and negatives of buying Google stock at this time, as I see them.
Related episodes:
Is OpenAI ChatGPT Disrupting Google? Founders Come Back!
https://youtu.be/7dLT_CDITmg
Microsoft to Challenge Google Search Using OpenAI's ChatGPT
https://youtu.be/Vh42ZgADo5k
GuruFocus referral link, as mentioned in this episode:
https://www.gurufocus.com/?r=2c95d5930bb2537b2e0265075fb66581
Main investment brokerage I use to buy and sell international stocks.
Interactive Brokers (referral link): https://ibkr.com/referral/john5664
Referral links help support the channel, thanks.
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.
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In episode 151 I review Warren Buffett’s latest Berkshire Hathaway Letter to Shareholders, in which he criticises those who are calling stock buybacks harmful, calling those politicians economic illiterates and silver-tongued demagogues. Buffett explains why share buybacks are beneficial for all owners, as a way of distributing capital to shareholders, but only if the shares are bought by company management at an inexpensive price.
Recommended book: Berkshire Hathaway Letters to Shareholders 1965 - 2021 (referral link) https://amzn.to/3Za5uuu
Main investment brokerage I use to buy and sell international stocks.
Interactive Brokers (referral link): https://ibkr.com/referral/john5664
Referral links help support the channel, thanks.
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.
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Episode 150 delves into the world of value investing with legendary investor Joel Greenblatt. With $50 Million worth of research on the performance of stocks over the past 30 years, in a recent interview Joel shared his insights on the probable forward returns for a portfolio of value stocks compared to the overall stock market benchmark: the S&P 500 index. Joel Greenblatt's past annual investment returns have earned him a reputation as one of the most successful investors of our time, and of all time.Timestamps:00:00 Intro01:18 Greenblatt’s definition of value investing08:36 The amazing opportunity in value investing right now16:02 Books written by Joel GreenblattRecommended Joel Greenblatt Books (refferal links)The Little Book That Still Beats the Market https://amzn.to/3JCbwioYou Can Be a Stock Market Genius https://amzn.to/3wSkAYYReferral links help support the channel, thanks.ETF Think Tank full Joel Greenblatt interview: Get Think Tanked with Joel Greenblatt https://youtu.be/aN9DYGq126cJoel Greenblatt’s Gotham Asset management:https://Gotham.comMain investment brokerage I use to buy and sell international stocks.Interactive Brokers (referral link): https://ibkr.com/referral/john5664Disclaimer: 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.--- Send in a voice message: https://anchor.fm/theartofvalue/message
Tesla Q4 and full year 2022 Financial Results have been released, and CEO Elon Musk had quite a bit to say on the Tesla earnings call about the results and about the future for Tesla and TSLA stock. In this episode I react to highlights from the call.
The Art of Value Tesla Stock Playlist
https://youtube.com/playlist?list=PLrNjj1l3MS7UkaBPMBFJF26HHxpUgH9zQ
This is episode 149.
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.
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I discuss the possibility that OpenAI's ChatGPT might be disrupting Google’s more than two decade dominance of search, with multi-billion dollar backing from Microsoft. However, does Google have a similar, or better product from Google Deepmind to launch this year?
This is episode 148.
Related episodes:
The Art of Value Playlist: Artificial Intelligence Investing
https://youtube.com/playlist?list=PLrNjj1l3MS7Wd6H1EfEUEFM2j2dleLbyb
OpenAI ChatGPT Attack on Google Search at $29B valuation!
https://youtu.be/PPSDBc7lx9g
Microsoft to Challenge Google Search Using OpenAI's ChatGPT
https://youtu.be/Vh42ZgADo5k
Is OpenAI’s ChatGPT Chatbot a Google Search Killer?
https://youtu.be/U6irbB6vi-Q
This is the main investment brokerage I use to buy and sell investments: Interactive Brokers (referral link): https://ibkr.com/referral/john5664
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.
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In his latest Memo and a recent interview, Howard Marks suggests that financial markets are undergoing a rare, major sea change, a radical transformation; only the third in the paste 50 years. I discuss the changes Howard Marks sees, and what they may mean for investors over the coming years.
Highly recommended Howard Marks Books:
The Most Important Thing: Uncommon Sense for the Thoughtful Investor
Mastering The Market Cycle: Getting the odds on your side
https://amzn.to/3GToOUK
(I receive a small commission when you purchase using this link, thanks!)
Full Bloomberg Interview: Oaktree's Howard Marks on Markets, Fed Rates, Inflation
https://youtu.be/ZRWmO6WvYhQ
Howard Marks Memo: Sea Change
https://cnt.oaktreecapital.com/insights/memo/sea-change
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.
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I discuss how activist investor, Chewy company founder, and "Meme Stock King" Ryan Cohen has recently taken a substantial stake in Alibaba (BABA), and is pushing Alibaba management to increase Alibaba stock buybacks, while the stock price is near historic lows.
Related episodes:
China Tech Stock Rally! Will It Last? | BABA & PDD
https://youtu.be/GsCpKSnXaUk
Alibaba Stock Crash Continues! BABA Stock Update & Review
https://youtu.be/6UjgARFWx3U
China Stocks UNINVESTABLE or HISTORIC VALUE OPPORTUNITY?
https://youtu.be/qfrjfIEx1vw
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.
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Recently Warren Buffett’s investment company Berkshire Hathaway purchased over $4 billion of Taiwan Semiconductor stock. I look at what Taiwan Semiconductor does and why Warren Buffett might have been interested in investing in TSM for its stock portfolio.
Related episodes:
Guru Portfolios Update: Buffett & Munger | Berkshire BUYS Taiwan Semiconductor
https://youtu.be/PzFDoMVZMJU
Are China Stocks UNINVESTABLE or HISTORIC VALUE OPPORTUNITY?
https://youtu.be/qfrjfIEx1vw
Microsoft to Challenge Google Search Using OpenAI's ChatGPT
https://youtu.be/Vh42ZgADo5k
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.
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I discuss how Chinese tech stocks such as Alibaba, Tencent, Pinduoduo, and the China Internet ETF KWEB are up hugely over the past few months. Why is this big rally happening now, and can it be sustained?
Stocks mentioned: KWEB, BABA, HKG 0700, PDD
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
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.
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I discuss the artificial intelligence investing news that OpenAI is reportedly in talks to sell existing shares at a ~$29B valuation. I also react to some recent comments from the All-Podcast about this OpenAI valuation news.
Related videos:
Microsoft to Challenge Google Search Using OpenAI's ChatGPT
https://youtu.be/Vh42ZgADo5k
Is OpenAI’s ChatGPT Chatbot a Google Search Killer?
https://youtu.be/U6irbB6vi-Q
All-In Podcast E110: 2023 Bestie Predictions!
Chapter: OpenAI reportedly in talks to sell existing shares at a ~$29B valuation
https://youtu.be/M3UjMit3xGY?t=5230
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.
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I discuss how Microsoft and OpenAI are working on a ChatGPT-powered Bing search product, in a direct challenge to Google Search. Microsoft is apparently preparing to launch a version of its Bing search that integrates the artificial intelligence (AI) behind ChatGPT to answer some search queries, rather than displaying list of links. What are the implications for Google’s dominant Search business?
Related episode:
Is OpenAI’s ChatGPT Chatbot a Google Search Killer?
https://youtu.be/U6irbB6vi-Q
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.
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I respond to a recent video from the Jeremy Lefebvre’s Financial Education YouTube channel, "Tesla Stock Just Hit New Low!!! I Just Did This", in which Jeremy talks about Tesla’s current situation, and how he’s currently buying Tesla stock (TSLA) for the first time since 2019. I've also been buying Tesla stock recently, for the first time ever.
Related videos
The Art of Value: Tesla Stock playlist
https://youtube.com/playlist?list=PLrNjj1l3MS7UkaBPMBFJF26HHxpUgH9zQ
Buy Tesla Stock & Don’t Stop? | Response to Jeremy Lefebvre, Financial Education
https://youtu.be/Xqq0TV3TD84
Financial Education: Tesla Stock Just Hit New Low!!! I Just Did This
https://youtu.be/trkRbN8ZxKk
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I react at length to a recent video from the Joseph Carlson After Hours YouTube channel, Why I'm Not Buying Tesla Stock, in which Joseph talks in depth about Tesla the company, and why he won’t be buying the stock, even after the big decline in stock price it’s had over the past year. I've bought Tesla stock recently, for the first time.
Related videos
The Art of Value: Tesla Stock playlist
https://youtube.com/playlist?list=PLrNjj1l3MS7UkaBPMBFJF26HHxpUgH9zQ
Joseph Carlson After Hours: Why I'm Not Buying Tesla Stock
https://youtu.be/wZfBmWoxHcA
Jeremy Lefebvre Makes Money: Joseph Carlson... My Response
https://youtu.be/jvoGKuwGJ0U
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.
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I respond to a recent video from the Jeremy Lefebvre Makes Money channel, "Buy Tesla Stock & Don’t Stop”, in which Jeremy talks about Tesla and Elon Musk. Recently Jeremy has been buying Tesla stock (TSLA) for the first time since 2019. I've also bought Tesla stock recently, for the first time.
Related episodes:
I Just Bought Tesla Stock for the 1st Time!
https://youtu.be/YX76lZBp8X4
Is Tesla Stock Going to $60? | My Reaction to Chicken Genius
https://youtu.be/MqN_rnkGDnE
Tesla Stock Craters To Stunning Low | My Reaction to Solving The Money Problem
https://youtu.be/GMtrQ5sP0FA
Jeremy Lefebvre Makes Money: Buy Tesla Stock & Dont Stop
https://youtu.be/lPTxjtJwldI
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.
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I react to a recent YouTube video about this year's Tesla stock collapse, by Steven Mark Ryan of @SolvingTheMoneyProblem channel. I think it’s a good opportunity to discuss the risks of going all-in on just one company, one stock, and also how stock price matters when buying.
Related videos:
I Just Bought Tesla Stock for the 1st Time!
https://youtu.be/YX76lZBp8X4
Is Tesla Stock Going to $60? | My Reaction to Chicken Genius
https://youtu.be/MqN_rnkGDnE
Solving the Money Problem: IMPLOSION: Tesla Stock CRATERS To Stunning Low -73%
https://youtu.be/2i7khD-Iwi4
Tesla #TSLA #Investing
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.
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In this episode I react to a recent YouTube video about Tesla stock by investor Chicken Genius Singapore. He’s predicting Tesla stock will crash as low as $60. I give my thoughts on this, and on what Elon Musk has said about how Tesla will get through a possible severe recession in 2023.
Related videos:
I Just Bought Tesla Stock for the 1st Time!
https://youtu.be/YX76lZBp8X4
Chicken Genius Singapore: Tesla to $60? 🤮
https://youtu.be/Tn4NNubggk0
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.
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I just bought Tesla stock for the very first time! How can this be when I’m supposed to be a value investor? And why buy now? All will be revealed in this episode.
Related episodes:
The EV Bubble Dec 22, 2020
https://spotifyanchor-web.app.link/e/HMC7NTthZvb
Jeremy Grantham Latest: This Market Crash Could Be As Bad As 2000 Tech Bubble
https://youtu.be/nT_9OMbOJRA
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.
--- Send in a voice message: https://anchor.fm/theartofvalue/message
OpenAi's new ChatGPT chatbot has been getting a lot of attention since it was released online recently. I think this kind of AI is going to change the world and the way we live, but does this ChatGPT or other chatbots like it represent a threat to Google Search? Google's had dominance over search for over two decades. It this going to come to an end because of AI developments like this?
Timestamps:
00:00 Intro
01:05 What is ChatGPT and what can it do?
02:19 Comparison with Google Search
04:08 Could this AI tech disrupt Google?
06:26 Could Google compete and win?
07:23 What will be the business model?
09:47 Which other companies could compete with OpenAI?
Related episodes:
Investing in Artificial Intelligence (AI), Part 1
https://youtu.be/l0g1X-oKoJA
Investing in Artificial Intelligence (AI), Part 2
https://youtu.be/jGlItOalFCw
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.
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In this episode I break-down the top stocks that some of the top investment fund managers, or super investors, bought and sold in Q3 of 2022. Each quarter, these investors must submit a 13F SEC filing, which allows us to see these fund managers' stock portfolios. Super investors such as Warren Buffett, Charlie Munger, Michael Burry, Mohnish Pabrai, Seth Klarman, Terry Smith, David Tepper, Bill Miller, Chuck Akre, Thomas Gayner, Thomas Russo and Bill Nygren are included in these filings.
Timestamps
00:00 Intro
00:50 Top super investor buys in the quarter
02:17 Top super investor stocks owned overall
02:58 Stock 1: Meta
05:31 Stock 2: Microsoft
06:56 Stock 3: Amazon
07:39 Stock 4: Alphabet Inc (GOOGL)
08:27 Stock 5: Salesforce
09:26 Stock 6: Alphabet Inc CL C (GOOG)
09:48 Stock 7: Visa
10:45 Stock 8: Booking
11:21 Stock 9: PayPal
12:25 Stock 10: Disney
13:11 Stock 11: Charter Communications
14:46 Stock 12: Micron Technology
Related episodes:
Guru Portfolio Update: Buffett & Munger | Berkshire BUYS Taiwan Semiconductor
https://youtu.be/PzFDoMVZMJU
Michael Burry has Started to BUY Cheap Stocks! What’s Burry Buying?
https://youtu.be/kzbuujGXTuI
Guru Investor Portfolios 2022: Small Cap Stocks Gurus Art Buying
https://youtu.be/-SvrVWD37EE
Mohnish Pabrai’s Micron Tech Investment Thesis and MU Q4 2022 Earnings Update
https://youtu.be/b0RrLmiTPRU
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.
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This episode is a summary of the destination analysis part of investor Mohnish Pabrai’s investment thesis for Micron Technology, as explained by Pabrai in a recent Q&A video session. Micron Technology is in the business of designing and manufacturing digital memory and storage products for multiple industries.
Timestamps:
00:00 Micron destination analysis intro
00:47 Memory chip oligopoly
01:13 Future earnings potential
01:53 Not caring about one quarter or a year
02:35 Market value upside
03:09 Portfolio allocation
Directly related episode:
Mohnish Pabrai’s Micron Tech Investment Thesis Update: Memory Chip OLIGOPOLY!
https://youtu.be/moqHjmcItFg
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.
--- Send in a voice message: https://anchor.fm/theartofvalue/message
This episode is a summary of part of investor Mohnish Pabrai’s investment thesis for Micron Technology, as explained by Pabrai in a recent Q&A video session. The company is in the business of designing and manufacturing digital memory and storage products for multiple industries.
Related episode mentioned in this episode:
Mohnish Pabrai’s Micron Technology ($MU) Investment Thesis Update: Destination Analysis
https://youtu.be/RX1rMlTT2Tk
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.
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Investors such as Mohnish Pabrai who manage portfolios over $100 million have recently filed their 13F Q3 2022 updates. In this episode I look at Pabrai’s portfolio changes for the quarter. Mohnish bought some stock of Brookfield Asset Management (BAM) in Q3, so I consider some reasons he might have initiated the position at this time.
Timestamps:
00:00 Intro
00:14 Mohnish Pabrai's stock portfolio
02:17 Brookfield Asset Management Inc
04:08 Why did Pabrai buy BAM stock?
Related episode:
Mohnish Pabrai’s Micron Tech Investment Thesis and MU Q4 2022 Earnings Update https://youtu.be/b0RrLmiTPRU
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.
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Super Investors managing portfolios over $100 million have now filed their 13F Q3 2022 updates. In this episode I'm looking at the portfolio updates of both Warren Buffett and Charlie Munger. I look at the Berkshire Hathaway portfolio and Charlie Munger’s The Daily Journal portfolio. I give special attention to Taiwan Semiconductor (TSM), a new position in the Berkshire Hathaway portfolio during the quarter.
Timestamps:
00:00 Intro
00:17 Warren Buffett - Berkshire Hathaway
04:07 Taiwan Semiconductor (TSM)
10:46 Charlie Munger & Alibaba (BABA)- Daily Journal Corp.
Related episodes:
Are China Stocks UNINVESTABLE or HISTORIC VALUE OPPORTUNITY?
https://youtu.be/qfrjfIEx1vw
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.
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Famed investor Michael Burry has just reported his 3Q 2022 stock holdings, and he’s been buying 6 stocks! What's Burry been buying? In this episode I look at all 6 current holdings, give my thoughts on each, and why Burry might have bought these particular companies.
Timestamps:
00:00 Intro
00:35 “You have no idea how short I am.”
01:20 Recent portfolio activity
02:26 The Geo Group
06:00 Qurate Retail
09:22 CoreCivic
11:02 Aerojet Rocketdyne
14:16 Charter Communications
16:03 Liberty Latin America
Related episodes:
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
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.
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META stock has been continually hammered in the stock market since 2021. With return on investment of the new metaverse part of the business looking like it could be years away yet, and the advertising-focused parts of the business under some macroeconomic pressure, investors are wondering if the stock price will ever recover; and if it does, now much? In this episode, I look at those situations, and also what investor Michael Burry has been saying in his tweets recently about Meta and CEO Mark Zuckerberg. I look at the latest Meta earnings, and some of the the possibilities and probabilities for Meta Platforms and META stock for coming years.
Timestamps:
00:00 Intro
01:02 Michael Burry on Meta and Zuck
04:35 The Meta earnings that made Jim Cramer cry
07:29 Metaverse investments: too much, too fast?
09:24 Meta stock superinvestors
10:25 My current Meta opinion
Related video:
Michael Burry Admits Feeling Greedy as Stock Market Crashes (Latest Deleted Tweets)
https://youtu.be/T9pZU-bqlxs
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.
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In this episode I look at some of the pros and cons of investing in Chinese stocks in the current market environment, given valuations have dropped so much, and there is a great deal of pessimism and uncertainly around. Is the Chinese market now "uninvestable" as some analysts have been saying, or could it be a historic long-term value opportunity?
Stocks mentioned: BABA, PDD, JD, NIO, BIDU, HXC, KWEB, MPNGY, HKG:3690
Timestamps:
00:00 Intro
01:27 China "uninvestable" or buying opportunity?
02:11 Xi Jinping's Common Prosperity and the market
04:20 China vs U.S. market value ratios
06:10 Popular China stocks update
08:26 Uninvestable often means future multibagger returns
11:37 Investing at the time of maximum pessimism
13:14 Some China positives
14:42 Charlie Munger's views on investing in China
16:31 Summing up and potential catalysts
Related episode:
Alibaba Stock Crash Continues! BABA Stock Update & Review
https://youtu.be/6UjgARFWx3U
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.
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In this episode I look at why Alibaba (BABA) stock has fallen nearly 80% from its peak, and why it had yet another substantial drop just recently. I cover the pros and cons of owning BABA stock at this point, for the long term.
Timestamps:
00:44 Sources of investor fears and concerns
05:30 Positives and catalysts
07:05 Alibaba the company vs the stock price
08:50 Superinvestor BABA shareholders
10:32 Buy, sell, or hold?
Related episode:
Mohnish Pabrai: Why I Switched from Alibaba to Tencent https://youtu.be/v27JsHlgPZU
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
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After looking at the latest Spotify Q3 2022 earnings, and listening to the earnings call with CEO Daniel Ek, in this episode I give an updated summary and some commentary on the streaming media company. Has the investment story changed?
00:15 Spotify financial media headlines
02:57 SPOT recent share price action
03:35 Spotify Q3 2022 highlights
05:02 New video podcasting
05:44 Q3 2022 financial summary
06:19 Gross margin concern
07:45 Free cash flow
08:10 Global mix of monthly active users (MAUs)
09:03 First iteration of Audiobooks
09:43 Progress of Podcasting
10:08 Two-Sided Marketplace
10:30 Outlook for Q4 2022
10:48 Earnings call highlights and commentary
14:21 The critical metric: Lifetime User Value (LTV)
15:58 Danial Ek on gross margins
17:42 Increasing prices - pricing power
19:07 Battling the gatekeeper: Apple
19:42 A key takeaway
Related episode:
Some Key Takeaways from Spotify Investor Day 2022
https://youtu.be/EQHQcOZCkGM
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.
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Have you heard of the coffee can portfolio? It's a classic investing strategy, proven over many decades. It works only if the investor has the patience to carry it out without getting distracted. It involves doing nothing to beat the market, or almost nothing. How is it possible that it has worked? Let’s find out.
Timestamps:
00:18 The Coffee Can Portfolio
01:14 Origins of The Coffee Can Portfolio strategy
02:37 Why does it work?
03:32 Pfizer coffee can example
04:22 Extreme coffee can example
05:33 Importance of changing company lifespans
06:54 Coffee can strategy for 100 baggers
07:52 Even Warren Buffett has sold too early
08:40 Apple coffee can example
09:55 How long does it take?
Related episode:
100 Baggers: Returning $100 For Every $1 Invested https://youtu.be/fAARfZFO4Gs
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.
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In a very recent interview, super-investor Bill Ackman was asked: what are the red flags for you to decide to sell a company, even at a loss? Ackman had two main points to his answer, but also answered in a good amount of detail. He used his recent sale of Netflix as an example, after only owning the stock for a few months, which is unusual for him. His second point came in the form of some advice for retail investors about when to sell a stock, using Tesla as his hypothetical example.
Timestamps:
00:30 A remarkable business
00:55 Netflix Undervalued?
02:23 Ackman's Netflix investment thesis
02:50 A reason to sell
04:10 Another reason to sell
04:55 Predictability and risk profile
06:26 Ackman's advice to retail investors: Tesla hypothetical
07:16 Thesis twisting is trouble
08:03 On making investing mistakes
Related episode:
Bill Ackman: Why NOW Is A Pretty Good Time To Buy Stocks https://youtu.be/krSnhsGfKoM
The Bill Ackman interview clips referenced in this episode can be found on the Interactive Investor channel: https://www.youtube.com/c/interactiveinvestoruk
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.
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Bill Ackman Interview: In a very recent interview, superinvestor and fund manager Bill Ackman, speaking about buying stocks in the current bear market, said “I think today is a pretty good time. It’s a pretty good point of entry”. In this episode, I delve into this and other important things Ackman said about investing today, including information on his current investing strategy and focus, his approach to stock picking, and his outlook on the macro economy. Timestamps: 00:04 Ackman: Today is a pretty good time to buy 00:41 Ackman’s investing strategy 01:14 Impact of rising interest rates and inflation 02:52 Pricing power rules 04:21 Probability of coming recession 04:32 Opportunistic macro investing 05:02 Is Bill Ackman buying yet? 07:54 Super-high quality rules 08:31 Recent Ackman portfolio activity 09:27 Keeping cash in reserve 09:42 Is the current market cheap? 10:07 Pershing Square buybacks The Bill Ackman interview clips referenced in this episode can be found on the Interactive Investor YouTube channel: https://www.youtube.com/c/interactiveinvestoruk 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.
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Cannabis federal legalization has just taken a big step forward with a surprise announcement from president Biden to reschedule cannabis at the federal level, along with some other key cannabis policy changes. In this episode I explore what this means for investors, and what is likely to happen in the near future for publicly listed U.S. cannabis companies and their stocks.
Timestamps:
00:23 Cannabis stocks ripped higher on the news
01:23 Biden's important cannabis policy announcement
03:42 Rescheduling cannabis, not federal decriminalization, yet
04:24 No need to wait for SAFE Banking?
05:34 US cannabis companies uplisting to major stock exchanges?
06:28 Fair tax treatment for US cannabis companies
07:06 US cannabis company valuation arbitrage
08:02 Any more downside risk ahead?
08:57 How quickly will Biden move on cannabis?
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.
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In his latest tweets, famed investor Michael Burry admits to feeling greedy as the stock market continues to fall. In this episode, I interpret Burry’s latest tweets, which can sometimes be cryptic. I also explain who Michael Burry is, what he means by "feeling greedy", and I consider whether the stock market is really crashing.
Related video:
Investor Jeremy Grantham: Super Bubble Enters Final Phase
https://youtu.be/tTFO3Qn5e20
Timestamps:
00:13 Who is Michael Burry?
00:37 What does Burry mean by “feeling greedy”?
01:08 The "It has always been this way before” tweet
01:48 Is the stock market crashing?
04:11 The “In 2021 I warned on the ALL THINGS bubble” tweet
05:52 The “ALL the silliness must go” tweet, 25 stock examples
07:20 Where’s the bottom of the market?
08:04 Burry's mid-late 2000 feeling - free cash flow on sale
09:25 The difference between now and 2000
10:27 “I admit I’m feeling greedy.” But…
11:11 “math problems that more or less must work out.”
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 help before making any investment decision
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I discuss the latest FQ4 2022 earnings release from Micron Technology (MU), and a brief investment thesis for the company from investor Mohnish Pabrai. Micron Technology is in the business of designing and manufacturing digital memory and storage products for multiple industries.
Timestamps:
00:15 Micron superinvestors
00:55 Mohnish Pabrai’s Micron Investment Thesis
02:40 Mohnish Pabrai and Li Lu collaboration
04:32 Micron (MU) stock price history
05:52 Micron’s historical cyclicality
07:18 FQ4 Earnings highlights and summary
09:10 New U.S. manufacturing facilities
Related video:
Micron Technology (MU) Q3 2022 Earnings, Outlook and Mohnish Pabrai’s Investment Thesis https://youtu.be/0zG4fG3si5A
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 help before making any investment decision
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In a recent interview, Stanley Druckenmiller gave his current outlook for the stock market and macroeconomic environment. His current forecasts for both are very bearish, but he's wildly bullish on one sector, and mildly bullish on another asset class. He thinks the US Fed made a huge mistake in 2021, and the repercussions are going to be felt for a long time in stock markets.
Timestamps:
00:24 Who is Stanley Druckenmiller?
00:36 Key points
01:11 The US Fed’s big mistake
01:52 The cause of rapidly rising inflation
04:08 Druck’s stock market outlook
05:17 Hard landing recession
06:04 Druck’s still bullish on these
06:43 Summing up Druck
Related video: Stanley Druckenmiller Interview Summary: Macro Investor Druck Predicts A Hard Landing (Recession)
https://youtu.be/azNVEA6jdH4
Interview transcript referenced in this episode:
https://cnb.cx/3RCnhWu
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.
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In a recent Q&A session, super investor Mohnish Pabrai shared the story of the investing career of Rakesh Jhunjhunwala, one of India’s best investors of all time, who recently died. In this episode, I share what Mohnish said, and distill it down to 4 important points about how Rakesh invested to great success.
Timestamps:
00:10 Who is Rakesh Jhunjhunwala?
02:27 First important point
03:02 Second important point
03:35 Rakesh’s biggest compounder
04:40 Third important point
05:16 Fourth important point
05:55 Rakesh’s other compounders
06:30 The holy grail of investing
Related video:
Mohnish Pabrai: “The best way to invest is…”
https://youtu.be/lxl2bIS1o6c
Finding future multibagger stocks like Starbucks (SBUX), with Mohnish Pabrai
https://youtu.be/3bAEnKtDI60
Mohnish Pabrai interview referenced in the episode:
Mohnish Pabrai’s Q&A session with the Asian Institute of Technology, Bangkok on August 30, 2022
https://youtu.be/wz8N5CkTA2w
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.
Send in a voice message: https://anchor.fm/theartofvalue/message
In three recent interviews, investor Mohnish Pabrai revealed why he sold Alibaba (BABA) stock, and swapped the investment for Tencent instead. He also revealed what he now thinks of both companies as investments.
Related video:
Mohnish Pabrai: “The best way to invest is…”
https://youtu.be/lxl2bIS1o6c
Timestamps:
00:38 Super-investors who own BABA
02:02 Value investing in China - the risks
03:03 Why sell BABA, and why at that time?
04:12 Tax loss harvesting
05:14 The superior business
06:07 BABA bull and bear points
07:54 Did Pabrai make the right long-term decision?
09:00 Acceptable error rates - John Templeton
Mohnish Pabrai interviews referenced in the episode:
Mohnish Pabrai’s Q&A session with the Asian Institute of Technology, Bangkok on August 30, 2022https://www.youtube.com/watch?v=wz8N5CkTA2w Mohnish Pabrai’s Talk with CFA Society of Mexico on August 17, 2022 https://youtu.be/MYR0tWgstMI Mohnish Pabrai Interview (1/4) - Everything money - 20 Dec 2021 https://www.youtube.com/watch?v=ELRBmkAv01I 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.
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Investor Jeremy Grantham has recently written that he thinks the superbubble he sees across the US stock market, bond market and housing market, is now entering its fourth and final stage, after the substantial bear market rally we’ve recently seen in stocks.
The Art of Value suggested videos on investor Jeremy Grantham:
Jeremy Grantham Latest: This Market Crash Could Be As Bad As 2000 Tech Bubble
https://youtu.be/nT_9OMbOJRA
Jeremy Grantham and Ray Dalio Discuss a Stock Market Crash and World Economic Outlook for Investing | Part 1
https://youtu.be/oH8o5kAw0_w
Investors Jeremy Grantham and Ray Dalio Discuss a Stock Market Crash and Economic Outlook | Part 2
https://youtu.be/UaRSHUah6SI
Was Jeremy Grantham Correct About a Now Deflating Market Bubble?
https://youtu.be/tcAyvtYipv0
Investor Jeremy Grantham: Investing When Terrified
https://youtu.be/sTOAvHYKEvM
Full Jeremy Grantham Playlist
https://www.youtube.com/playlist?list=PLrNjj1l3MS7Wtx2nItPmA8QfIUeGS4V87
Referenced Jeremy Grantham Article: Entering The Superbubble's Final Act
https://www.gmo.com/americas/research-library/entering-the-superbubbles-final-act/
The Art of Value Twitter:
https://twitter.com/theartofvalue
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.
Send in a voice message: https://anchor.fm/theartofvalue/message
In a recent interview with CFA Society of Mexico, investor Mohnish Pabrai explained what he thinks is the best way to invest. These are some of the key points.
The Art of Value suggested videos about Mohnish Pabrai’s investing:
Finding future multibagger stocks like Starbucks (SBUX), with Mohnish Pabrai
https://youtu.be/3bAEnKtDI60
Investing Quest for Multibagger Stocks with Mohnish Pabrai
https://youtu.be/ra7APQ2Tvpg
Mohnish Pabrai on Compounding with Spawners
https://youtu.be/1jjQehxmCwo
Micron Technology (MU) Q3 2022 Earnings, Outlook and Mohnish Pabrai’s Investment Thesis
https://youtu.be/0zG4fG3si5A
Mohnish Pabrai’s Talk with CFA Society of Mexico on August 17, 2022
https://youtu.be/MYR0tWgstMI
The Art of Value Twitter:
https://twitter.com/theartofvalue
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.
Send in a voice message: https://anchor.fm/theartofvalue/message
Five of my favourite mid to small size investing YouTube channels, and a good example video from each channel.
Timestamps:
00:33 Investing with Tom Channel
https://www.youtube.com/c/InvestingwithTom
01:42 Example video: Li Lu's Multibagger Stock Checklist (Himalaya Capital)
https://youtu.be/tu7jBLEE-s4
02:50 Nathan Winklepleck, CFA Channel
https://www.youtube.com/c/NathanWinklepleckCFA
03:49 Example video: He crushed the S&P 500 for 25 years... [3 lessons for 2022]
https://youtu.be/p21osakHwF0
05:35 J. MONEY Channel
https://www.youtube.com/channel/UCaJFPtd9PsSmAxpVfUqUeoQ
06:42 Example video: Alibaba Stock Update: Delisting News (2022) | $BABA $JD $PDD
https://youtu.be/jj91WGqZyeQ
07:53 Stock Compounder - Brad Kaellner Channel
https://www.youtube.com/c/BradKaellner
09:34 Example video: Terry Smith on Investing for Growth! Compounding with Great Companies
https://youtu.be/nA7mzGKSX5k
11:04 Anderew Brown Channel
https://www.youtube.com/c/AndrewBrownInvesting
12:57 Example video: Trulieve Stock Analysis
https://youtu.be/8lQYkfRLkXk
The Art of Value Twitter: https://twitter.com/theartofvalue
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 help before making any investment decision.
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Hot on the heels of the latest 13F filings from some of the world’s best investment fund managers, this episode focuses on 8 small cap stock investments from 5 top investors: Robert Vinall, Josh Tarasoff, Greg Alexander, Pat Dorsey, Chuck Akre. Timestamps: 00:00 Introduction to small cap stock investing 01:08 Investor Robert Vinall - RV Capital 04:34 Trupanion 08:46 Wix.com 11:50 Ryman Healthcare 15:40 Investor Josh Tarasoff - Greenlea Lane Capital 17:20 Monday.com 18:53 Investor Greg Alexander 21:40 Investor Pat Dorsey 23:31 Smartsheet Inc 24:40 Upwork 25:39 Poshmark 28:10 Investor Chuck Akre 29:18 DigitalBridge Referenced videos: Robert Vinall: My Investor Q&A - with questions on management, building RV Capital and my holdings https://youtu.be/uGDmvRWAgy8 Robert Vinall: What is Trupanion doing to win the pet insurance market? A chat with Darryl Rawlings (Founder & CEO) https://youtu.be/q25eUpPxYmY
investing #investors #smallcapstocks
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.
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Investor Jeremy Grantham, in a recent interview said the current stock market is very likely to be in a big bear market rally. He expects the benchmark S&P 500 to eventually go down 50% from its 2021 peak, and the NASDAQ could go down 80%, like during the 2000 tech bubble bust. He also has some other predictions about the current bear market.
This is The Art of Value episode 111.
Full Jeremy Grantham Interview: The Current Bear Market w/ Jeremy Grantham (TIP466): https://youtu.be/OCUeKnAQVjc
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 help before making any investment decision.
Send in a voice message: https://anchor.fm/theartofvalue/message
I briefly discuss three top quotes from three top investors, about being invested in the stock market when the market crashes: Warren Buffett, Charlie Munger, and Peter Lynch.
This is The Art of Value episode 110.
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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 help before making any investment decision.
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I discuss some of Mohnish Pabrai’s comments from a recent interview, in which he talks about his investing quest to find multibagger stocks; companies that have the potential to return 10x within 10 years, and 100x over 20 years. This is The Art of Value episode 109. Part 1 is here: Mohnish Pabrai Interview: Value Investing Quest for Multibagger Stocks https://youtu.be/ra7APQ2Tvpg Mohnish Pabrai's full Q&A Session with Narsee Monjee Institute of Management Studies, Mumbai: https://youtu.be/qBdieWfouZM 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 help before making any investment decision.
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I discuss some of Mohnish Pabrai’s comments in his latest interview, in which he talks about his value investing quest to find multibagger companies; companies that could 10x within 10 years, and 100x over 20 years.
This is The Art of Value episode 108.
Mohnish Pabrai's full Q&A Session with Narsee Monjee Institute of Management Studies, Mumbai: https://youtu.be/qBdieWfouZM
The Art of Value:
YouTube: https://www.youtube.com/channel/UCmlgXjiwAUNHyIS30dnIHBg
Spotify: https://open.spotify.com/show/6I878RawBT9rwHnVUPPHSh?si=23a140851abd4076
Apple Podcasts https://podcasts.apple.com/us/podcast/the-art-of-value/id1615680017
Other Podcast Platforms: https://anchor.fm/theartofvalue
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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 help before making any investment decision.
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I look at and discuss the financial media speculation and rumors that Warren Buffett’s Berkshire Hathaway is preparing to sell its stock of Chinese electric vehicle and EV battery maker BYD, after owning a significant stake in the company for over a decade.
This is The Art of Value episode 107.
The Art of Value:
YouTube: https://www.youtube.com/channel/UCmlgXjiwAUNHyIS30dnIHBg
Spotify: https://open.spotify.com/show/6I878RawBT9rwHnVUPPHSh?si=23a140851abd4076
Apple Podcasts https://podcasts.apple.com/us/podcast/the-art-of-value/id1615680017
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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 help before making any investment decision.
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Based on his recent interviews, I discuss Ray Dalio’s views on the current macro economic environment, bear market, and outlook for investing.
This is The Art of Value episode 106.
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 help before making any investment decision.
Send in a voice message: https://anchor.fm/theartofvalue/message
I summarise and discuss investor Mohnish Pabrai’s spawners framework, which he developed in the process of looking for “apex spawner” companies that have the ability and attributes to spawn new businesses in various ways, to become high-compounding multibagger stocks over time. He’s looking for 10x to 100x multibaggers.
This is The Art of Value episode 105.
Mohnish Pabrai’s Lecture, Q&A with students of Peking University: https://youtu.be/pUiwBs_N5cE
The Art of Value:
YouTube: https://www.youtube.com/channel/UCmlgXjiwAUNHyIS30dnIHBg
Spotify: https://open.spotify.com/show/6I878RawBT9rwHnVUPPHSh?si=23a140851abd4076
Apple Podcasts https://podcasts.apple.com/us/podcast/the-art-of-value/id1615680017
Other Podcast Platforms: https://anchor.fm/theartofvalue
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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 help before making any investment decision.
Send in a voice message: https://anchor.fm/theartofvalue/message
I discuss what legendary value investors Warren Buffett and Charlie have said in an interview about the psychology of investors when stock holdings go down 50% or more, which has happened to the share price of their own company Berkshire Hathaway 3 times.
This is The Art of Value episode 104.
The Art of Value:
YouTube: https://www.youtube.com/channel/UCmlgXjiwAUNHyIS30dnIHBg
Spotify: https://open.spotify.com/show/6I878RawBT9rwHnVUPPHSh?si=23a140851abd4076
Apple Podcasts https://podcasts.apple.com/us/podcast/the-art-of-value/id1615680017
Other Podcast Platforms: https://anchor.fm/theartofvalue
Twitter: https://twitter.com/theartofvalue
Linkedin: https://www.linkedin.com/company/the-art-of-value/
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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 help before making any investment decision.
Send in a voice message: https://anchor.fm/theartofvalue/message
I discuss what legendary investor, and One Up On Wall Street author, Peter Lynch has said about investing during volatile and bear markets, why people panic sell stocks, and what he thinks is the right approach during stock market and individual stock downturns.
This is The Art of Value episode 103.
Peter Lynch 1994 Lecture: https://youtu.be/rf_f8GV0yYM
The Art of Value:
YouTube: https://www.youtube.com/channel/UCmlgXjiwAUNHyIS30dnIHBg
Spotify: https://open.spotify.com/show/6I878RawBT9rwHnVUPPHSh?si=23a140851abd4076
Apple Podcasts https://podcasts.apple.com/us/podcast/the-art-of-value/id1615680017
Other Podcast Platforms: https://anchor.fm/theartofvalue
Twitter: https://twitter.com/theartofvalue
Linkedin: https://www.linkedin.com/company/the-art-of-value/
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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 help before making any investment decision.
Send in a voice message: https://anchor.fm/theartofvalue/message
I discuss the latest earnings conference call from Micron Technology (MU), including the short and long term growth outlook for the company. Micron Technology is in the business of designing and manufacturing digital memory and storage products. This is The Art of Value episode 102.
Previous video referenced in this episode:
Micron Technology (MU) Q3 2022 Earnings, Outlook and Mohnish Pabrai’s Investment Thesis https://youtu.be/0zG4fG3si5A
The Art of Value:
YouTube: https://www.youtube.com/channel/UCmlgXjiwAUNHyIS30dnIHBg
Spotify: https://open.spotify.com/show/6I878RawBT9rwHnVUPPHSh?si=23a140851abd4076
Apple Podcasts https://podcasts.apple.com/us/podcast/the-art-of-value/id1615680017
Other Podcast Platforms: https://anchor.fm/theartofvalue
Twitter: https://twitter.com/theartofvalue
Linkedin: https://www.linkedin.com/company/the-art-of-value/
Facebook Page: https://www.facebook.com/profile.php?id=100082516724025
Instagram: https://www.instagram.com/artofvalueinvest
TikTok: https://www.tiktok.com/@theartofvalue
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 help before making any investment decision.
Send in a voice message: https://anchor.fm/theartofvalue/message
I summarise and comment on a recent, excellent Stanley Druckenmiller interview, conducted by Stripe co-founder John Collision. In the interview Druck gives his views on the current macroeconomic situation, the state of the stock market, inflation, the stock market as an economic predictor, Bitcoin vs gold, his bias towards growth stocks, and his overall macro bearishness.
This is The Art of Value episode 101.
Full interview: John Collison in conversation with Stanley Druckenmiller
https://youtu.be/-7sWLIybWnQ
The Art of Value:
YouTube: https://www.youtube.com/channel/UCmlgXjiwAUNHyIS30dnIHBg
Spotify: https://open.spotify.com/show/6I878RawBT9rwHnVUPPHSh?si=23a140851abd4076
Apple Podcasts https://podcasts.apple.com/us/podcast/the-art-of-value/id1615680017
Other Podcast Platforms: https://anchor.fm/theartofvalue
Twitter: https://twitter.com/theartofvalue
Linkedin: https://www.linkedin.com/company/the-art-of-value/
Facebook Page: https://www.facebook.com/profile.php?id=100082516724025
Instagram: https://www.instagram.com/artofvalueinvest
TikTok: https://www.tiktok.com/@theartofvalue
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 help before making any investment decision.
Send in a voice message: https://anchor.fm/theartofvalue/message
I’m celebrating the 100th episode of The Art of Value podcast, with a Thank You to all listeners and viewers, and with a decent new microphone to improve sound quality going forward. In episode 100, I explain for the first time on the podcast, that as well as being an investor and podcaster, I’m also a multidisciplinary artist, and I briefly explain how my art is related to investing and capitalism.
The Art of Value:
YouTube: https://www.youtube.com/channel/UCmlgXjiwAUNHyIS30dnIHBg
Spotify: https://open.spotify.com/show/6I878RawBT9rwHnVUPPHSh?si=23a140851abd4076
Apple Podcasts https://podcasts.apple.com/us/podcast/the-art-of-value/id1615680017
Other Podcast Platforms: https://anchor.fm/theartofvalue
Twitter: https://twitter.com/theartofvalue
Linkedin: https://www.linkedin.com/company/the-art-of-value/
Facebook Page: https://www.facebook.com/profile.php?id=100082516724025
Instagram: https://www.instagram.com/artofvalueinvest
TikTok: https://www.tiktok.com/@theartofvalue
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 help before making any investment decision.
Send in a voice message: https://anchor.fm/theartofvalue/message
I discuss the latest earnings release from Micron Technology (MU), and a brief investment thesis for the company from respected value investor Mohnish Pabrai. Micron Technology is in the business of designing and manufacturing digital memory and storage products.
This is The Art of Value episode 99.
Monhnish Pabrai’s YouTube channel:
https://www.youtube.com/user/mohnishpabrai
The Art of Value:
YouTube: https://www.youtube.com/channel/UCmlgXjiwAUNHyIS30dnIHBg
Spotify: https://open.spotify.com/show/6I878RawBT9rwHnVUPPHSh?si=23a140851abd4076
Apple Podcasts https://podcasts.apple.com/us/podcast/the-art-of-value/id1615680017
Other Podcast Platforms: https://anchor.fm/theartofvalue
Twitter: https://twitter.com/theartofvalue
Linkedin: https://www.linkedin.com/company/the-art-of-value/
Facebook Page: https://www.facebook.com/profile.php?id=100082516724025
Instagram: https://www.instagram.com/artofvalueinvest
TikTok: https://www.tiktok.com/@theartofvalue
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 help before making any investment decision.
Send in a voice message: https://anchor.fm/theartofvalue/message
I take a look at the recent views on US inflation of Fed Chair Jerome Powell, ARK Invest active ETF manager Cathie Wood, and Scion Asset Management fund manager Michael Burry.
This is The Art of Value episode 98.
The Art of Value:
YouTube: https://www.youtube.com/channel/UCmlgXjiwAUNHyIS30dnIHBg
Spotify: https://open.spotify.com/show/6I878RawBT9rwHnVUPPHSh?si=23a140851abd4076
Apple Podcasts https://podcasts.apple.com/us/podcast/the-art-of-value/id1615680017
Other Podcast Platforms: https://anchor.fm/theartofvalue
Twitter: https://twitter.com/theartofvalue
Linkedin: https://www.linkedin.com/company/the-art-of-value/
Facebook Page: https://www.facebook.com/profile.php?id=100082516724025
Instagram: https://www.instagram.com/artofvalueinvest
TikTok: https://www.tiktok.com/@theartofvalue
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 help before making any investment decision.
Send in a voice message: https://anchor.fm/theartofvalue/message
Part 2: I continue to summarise and comment on a recent interview conversation between veteran investors Jeremy Grantham and Ray Dailo, who discuss the current stock market and world economic environment and outlook for investing.
This is The Art of Value episode 97.
Full Ray Dalio and Jeremy Grantham interview:
Ray Dalio and GMO's Jeremy Grantham on How They're Seeing the World Right Now
https://youtu.be/-qD4kqAarec
The Art of Value:
YouTube: https://www.youtube.com/channel/UCmlgXjiwAUNHyIS30dnIHBg
Spotify: https://open.spotify.com/show/6I878RawBT9rwHnVUPPHSh?si=23a140851abd4076
Apple Podcasts https://podcasts.apple.com/us/podcast/the-art-of-value/id1615680017
Other Podcast Platforms: https://anchor.fm/theartofvalue
Twitter: https://twitter.com/theartofvalue
Linkedin: https://www.linkedin.com/company/the-art-of-value/
Facebook Page: https://www.facebook.com/profile.php?id=100082516724025
Instagram: https://www.instagram.com/artofvalueinvest
TikTok: https://www.tiktok.com/@theartofvalue
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 help before making any investment decision.
Send in a voice message: https://anchor.fm/theartofvalue/message
I summarise and comment on a recent interview conversation between veteran investors Jeremy Grantham and Ray Dailo, who discuss the current stock market and world economic environment and outlook for investing.
This is The Art of Value episode 96.
Full Ray Dalio and Jeremy Grantham interview:
Ray Dalio and GMO's Jeremy Grantham on How They're Seeing the World Right Now
https://youtu.be/-qD4kqAarec
The Art of Value:
YouTube: https://www.youtube.com/channel/UCmlgXjiwAUNHyIS30dnIHBg
Spotify: https://open.spotify.com/show/6I878RawBT9rwHnVUPPHSh?si=23a140851abd4076
Other Podcast Platforms: https://anchor.fm/theartofvalue
Twitter: https://twitter.com/theartofvalue
Linkedin: https://www.linkedin.com/company/the-art-of-value/
Facebook Page: https://www.facebook.com/profile.php?id=100082516724025
Instagram: https://www.instagram.com/artofvalueinvest
TikTok: https://www.tiktok.com/@theartofvalue
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 help before making any investment decision.
Send in a voice message: https://anchor.fm/theartofvalue/message
I discuss some recent research on the bubbliest housing markets in the world, including the US housing market, and look at what Fed Chair Jerome Powell has been saying about his US housing market concerns. How likely is a housing market crash in 2022?
The Art of Value:
YouTube: https://www.youtube.com/channel/UCmlgXjiwAUNHyIS30dnIHBg
Spotify: https://open.spotify.com/show/6I878RawBT9rwHnVUPPHSh?si=23a140851abd4076
Other Podcast Platforms: https://anchor.fm/theartofvalue
Twitter: https://twitter.com/theartofvalue
Linkedin: https://www.linkedin.com/company/the-art-of-value/
Facebook Page: https://www.facebook.com/profile.php?id=100082516724025
Instagram: https://www.instagram.com/artofvalueinvest
TikTok: https://www.tiktok.com/@theartofvalue
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 help before making any investment decision.
Send in a voice message: https://anchor.fm/theartofvalue/message
JJ catches up with what famous "Big Short" investor Michael Burry has been saying lately about an economic and stock market crash in 2022.
This is The Art of Value episode 94.
The Art of Value:
YouTube: https://www.youtube.com/channel/UCmlgXjiwAUNHyIS30dnIHBg
Spotify: https://open.spotify.com/show/6I878RawBT9rwHnVUPPHSh?si=23a140851abd4076
Other Podcast Platforms: https://anchor.fm/theartofvalue
Twitter: https://twitter.com/theartofvalue
Linkedin: https://www.linkedin.com/company/the-art-of-value/
Facebook Page: https://www.facebook.com/profile.php?id=100082516724025
Instagram: https://www.instagram.com/artofvalueinvest
TikTok: https://www.tiktok.com/@theartofvalue
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 help before making any investment decision.
Send in a voice message: https://anchor.fm/theartofvalue/message
Two videos I made about a recent Seth Klarman video interview have been removed by YouTube, due to a copyright complaint. The Klarman interview video itself has since been made private on YouTube.
The Art of Value:
YouTube: https://www.youtube.com/channel/UCmlgXjiwAUNHyIS30dnIHBg
Spotify: https://open.spotify.com/show/6I878RawBT9rwHnVUPPHSh?si=23a140851abd4076
Other Pod Platforms: https://anchor.fm/theartofvalue
Twitter: https://twitter.com/theartofvalue
Instagram: https://www.instagram.com/artofvalueinvest
TikTok: https://www.tiktok.com/@theartofvalue
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 help before making any investment decision.
Send in a voice message: https://anchor.fm/theartofvalue/message
JJ reacts to a recent video interview with investor Jim Rogers, who said back in March 2022: this will be the worst bear market of his lifetime, and he’s 79 years old; the US dollar is not a safe haven but people think it is and will want to own it, so he does too; the bull market in oil will last longer than most people expect; he thinks silver and agriculture will be the least dangerous assets to won over the next 2 or 3 years.
This is The Art of Value episode 92.
The full ET India, Jim Rogers interview is here: https://youtu.be/1ja8f0vjsq8
The Art of Value:
YouTube: https://www.youtube.com/channel/UCmlgXjiwAUNHyIS30dnIHBg
Spotify: https://open.spotify.com/show/6I878RawBT9rwHnVUPPHSh?si=23a140851abd4076
Other Pod Platforms: https://anchor.fm/theartofvalue
Twitter: https://twitter.com/theartofvalue
Instagram: https://www.instagram.com/artofvalueinvest
TikTok: https://www.tiktok.com/@theartofvalue
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 help before making any investment decision.
Send in a voice message: https://anchor.fm/theartofvalue/message
JJ summarises and comments on a recent interview with famed short selling investor Jim Chanos, that Chanos did with Bloomberg’s Odd Lots. Chanos talks about the further risks he sees for Tesla stock and Tesla the company, Bitcoin and other crypto, and Fintech companies. This is Part 2, Part 1 is here: https://open.spotify.com/episode/1YVRuj0JnVoWMNZ1qCzQ3D?si=bz7vxbsoRgKMCWUSQdKgxQ.
Episode 89.
The full Jim Chanos interview: Jim Chanos on Why Some of the Worst Hit Parts of the Market Still Have More Pain Ahead | Odd Lots
https://open.spotify.com/episode/7AVq0a0HXzvjmE4jT4ujGE?si=8e8cb5f3c0f946b7
The Art of Value:
https://anchor.fm/theartofvalue
YouTube: https://www.youtube.com/channel/UCmlgXjiwAUNHyIS30dnIHBg
Spotify: https://open.spotify.com/show/6I878RawBT9rwHnVUPPHSh?si=5c768532dda841a2
Twitter: https://twitter.com/theartofvalue
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 help before making any investment decision.
Send in a voice message: https://anchor.fm/theartofvalue/message
Ep88: JJ summarises and comments on a recent interview with investor Jim Chanos, that Chanos did with Bloomberg’s Odd Lots. Chanos says we’ve just been through a period unlike he's ever seen in my 40 years of being on the short side, and that it’s shocking to him that people are still buying the most speculative stocks for a bounce. The full Chanos interview: Jim Chanos on Why Some of the Worst Hit Parts of the Market Still Have More Pain Ahead | Odd Lots
https://open.spotify.com/episode/7AVq0a0HXzvjmE4jT4ujGE?si=8e8cb5f3c0f946b7
The Art of Value:
https://anchor.fm/theartofvalue
YouTube: https://www.youtube.com/channel/UCmlgXjiwAUNHyIS30dnIHBg
Spotify: https://open.spotify.com/show/6I878RawBT9rwHnVUPPHSh?si=5c768532dda841a2
Twitter: https://twitter.com/theartofvalue
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 help before making any investment decision.
Send in a voice message: https://anchor.fm/theartofvalue/message
Ep87: JJ discusses the macro-economic news that the U.S. Fed decided to raise rates 0.75% this time, and some finance media and market reactions to that news. Fed Chair Jerome Powell also said they see no signs of a broader economic slowdown. JJ also shares a personal housing update, and some domestic New Zealand housing market news. The Art of Value:
https://anchor.fm/theartofvalue
YouTube: https://www.youtube.com/channel/UCmlgXjiwAUNHyIS30dnIHBg
Spotify: https://open.spotify.com/show/6I878RawBT9rwHnVUPPHSh?si=5c768532dda841a2
Twitter: https://twitter.com/theartofvalue
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 help before making any investment decision.
Send in a voice message: https://anchor.fm/theartofvalue/message
Ep86: JJ discusses Ayr Wellness Inc, a fast-growing, vertically integrated U.S. multi-state cannabis operator.
The Art of Value:
https://anchor.fm/theartofvalue
YouTube: https://www.youtube.com/channel/UCmlgXjiwAUNHyIS30dnIHBg
Spotify: https://open.spotify.com/show/6I878RawBT9rwHnVUPPHSh?si=5c768532dda841a2
Twitter: https://twitter.com/theartofvalue
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 help before making any investment decision.
Send in a voice message: https://anchor.fm/theartofvalue/message
Ep85: JJ discusses the continuing declines in the markets this year, including crypto, and individual stocks. The Art of Value:
https://anchor.fm/theartofvalue
YouTube: https://www.youtube.com/channel/UCmlgXjiwAUNHyIS30dnIHBg
Spotify: https://open.spotify.com/show/6I878RawBT9rwHnVUPPHSh?si=5c768532dda841a2
Twitter: https://twitter.com/theartofvalue
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 help before making any investment decision.
Send in a voice message: https://anchor.fm/theartofvalue/message
Ep84: JJ discusses the main takeaways from the Block Investor Day 2022.
The Art of Value:
https://anchor.fm/theartofvalue
YouTube: https://www.youtube.com/channel/UCmlgXjiwAUNHyIS30dnIHBg
Spotify: https://open.spotify.com/show/6I878RawBT9rwHnVUPPHSh?si=5c768532dda841a2
Twitter: https://twitter.com/theartofvalue
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 help before making any investment decision.
Send in a voice message: https://anchor.fm/theartofvalue/message
Ep83: JJ discusses some of the main highlights from the Spotify Investor Day 2022.
The Art of Value:
https://anchor.fm/theartofvalue
YouTube: https://www.youtube.com/channel/UCmlgXjiwAUNHyIS30dnIHBg
Spotify: https://open.spotify.com/show/6I878RawBT9rwHnVUPPHSh?si=5c768532dda841a2
Twitter: https://twitter.com/theartofvalue
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 help before making any investment decision.
Send in a voice message: https://anchor.fm/theartofvalue/message
Ep82: JJ discusses the big, sustained rally in Chinese tech stocks since mid-March.
Stocks mentioned: BABA PDD JD BIDU TCEHY BYDDY
The Art of Value:
https://anchor.fm/theartofvalue
YouTube: https://www.youtube.com/channel/UCmlgXjiwAUNHyIS30dnIHBg
Spotify: https://open.spotify.com/show/6I878RawBT9rwHnVUPPHSh?si=5c768532dda841a2
Twitter: https://twitter.com/theartofvalue
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 help before making any investment decision.
Send in a voice message: https://anchor.fm/theartofvalue/message
Ep81: JJ discusses the way in which hype cycles can relate to investing.
The Art of Value:
https://anchor.fm/theartofvalue
YouTube: https://www.youtube.com/channel/UCmlgXjiwAUNHyIS30dnIHBg
Spotify: https://open.spotify.com/show/6I878RawBT9rwHnVUPPHSh?si=5c768532dda841a2
Twitter: https://twitter.com/theartofvalue
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 help before making any investment decision.
Send in a voice message: https://anchor.fm/theartofvalue/message
Episode 80: JJ continues to summarise and comment on the latest memo to investors, Bull Market Rhymes, from veteran investor Howard Marks. Marks reflects on the past few years in the stock market, in relation to previous market cycles.
The Art of Value:
https://anchor.fm/theartofvalue
YouTube: https://www.youtube.com/channel/UCmlgXjiwAUNHyIS30dnIHBg
Spotify: https://open.spotify.com/show/6I878RawBT9rwHnVUPPHSh?si=5c768532dda841a2
Twitter: https://twitter.com/theartofvalue
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 help before making any investment decision.
Send in a voice message: https://anchor.fm/theartofvalue/message
Episode 79: JJ summarises and comments on the latest memo to investors, Bull Market Rhymes, from veteran investor Howard Marks. Marks reflects on the past few years in the stock market, in relation to some past market cycles. The Art of Value:
https://anchor.fm/theartofvalue
YouTube: https://www.youtube.com/channel/UCmlgXjiwAUNHyIS30dnIHBg
Spotify: https://open.spotify.com/show/6I878RawBT9rwHnVUPPHSh?si=5c768532dda841a2
Twitter: https://twitter.com/theartofvalue
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 help before making any investment decision.
Send in a voice message: https://anchor.fm/theartofvalue/message
Episode 78: JJ discusses the recent market update from Australian microcap Advance ZincTek Ltd, a developer and manufacturer of natural zinc oxide for mineral sunscreens and cosmetics. The Art of Value:
https://anchor.fm/theartofvalue
YouTube: https://www.youtube.com/channel/UCmlgXjiwAUNHyIS30dnIHBg
Spotify: https://open.spotify.com/show/6I878RawBT9rwHnVUPPHSh?si=5c768532dda841a2
Twitter: https://twitter.com/theartofvalue
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 help before making any investment decision.
Send in a voice message: https://anchor.fm/theartofvalue/message
Episode 77: JJ discusses how JPMorgan Chair and CEO Jamie Dimon is warning of an economic hurricane coming, but the stock market continued its recent rally, emerging tech stocks in particular. One large Chinese tech stock is now up over 100% since its mid-March low. The Art of Value:
https://anchor.fm/theartofvalue
YouTube: https://www.youtube.com/channel/UCmlgXjiwAUNHyIS30dnIHBg
Spotify: https://open.spotify.com/show/6I878RawBT9rwHnVUPPHSh?si=5c768532dda841a2
Twitter: https://twitter.com/theartofvalue
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 help before making any investment decision.
Send in a voice message: https://anchor.fm/theartofvalue/message
Episode 76: JJ comments on a new video interview with legendary value investor Howard Marks. The Art of Value:
https://anchor.fm/theartofvalue
YouTube: https://www.youtube.com/channel/UCmlgXjiwAUNHyIS30dnIHBg
Spotify: https://open.spotify.com/show/6I878RawBT9rwHnVUPPHSh?si=5c768532dda841a2
Twitter: https://twitter.com/theartofvalue
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 help before making any investment decision.
Send in a voice message: https://anchor.fm/theartofvalue/message
Episode 75: JJ discusses the rise of some Chinese tech stocks since the deep lows in mid-March 2022. The Art of Value:
https://anchor.fm/theartofvalue
YouTube: https://www.youtube.com/channel/UCmlgXjiwAUNHyIS30dnIHBg
Spotify: https://open.spotify.com/show/6I878RawBT9rwHnVUPPHSh?si=5c768532dda841a2
Twitter: https://twitter.com/theartofvalue
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 help before making any investment decision.
Send in a voice message: https://anchor.fm/theartofvalue/message
Episode 74: JJ discusses the Q1 2022 earnings call from Chinese mobile e-commerce platform Pinduoduo (PDD).
The Art of Value:
https://anchor.fm/theartofvalue
YouTube: https://www.youtube.com/channel/UCmlgXjiwAUNHyIS30dnIHBg
Spotify: https://open.spotify.com/show/6I878RawBT9rwHnVUPPHSh?si=5c768532dda841a2
Twitter: https://twitter.com/theartofvalue
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 help before making any investment decision.
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Episode 73: JJ discusses Q1 2022 earnings from Chinese mobile e-commerce platform Pinduoduo (PDD)
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Episode 72: JJ discusses how the market benchmark S&P 500 rallied to the end of the week, ending a 7-week losing streak, and recording its best week since November 2020. The day saw particularly strong gains from Amyris (AMRS), Pinduoduo (PDD), Nu Holdings (NU), The RealReal (REAL), and Farfetch (FTCH). The legal cannabis sector lagged, after news from Cannadian companies Aurora (ACB) and Canopy Growth (CGC) disappointed investors.
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Episode 71: JJ discusses where inflation is and isn’t located in the US economy, Costco earnings, and how both Alibaba and Baidu stock prices jumped hard after reporting. The Art of Value:
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Episode 70: JJ discusses how both Snowflake and Nvidia reported after hours today, sending their stock prices down and adding to concerns about the current macroeconomic environment. JJ also points to William Green’s excellent podcast interview with veteran investor Bill Miller. The Art of Value:
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Episode 69: Tesla’s share price tanks -50% from its November 2021 peak; Snap’s share price collapses 43% in one day, after the company warned that the deteriorating macro environment will impact its results more than expected; Bloomberg reports that May 2022 is poised to see the most company insider buying since March 2020. The Art of Value:
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Episode 68: We revisit Chris Mayer’s excellent investing book, 100 Baggers, which are investments that return $100 for every $1 invested, or $1,000,000 for every $10,000. 10 summary points describe some common characteristics of 100 baggers of the past, to help us find possible 100 baggers of the future.
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Episode 67: JJ has more observations from the activity of Q1 2022 super-investor portfolios, including Greg Alexander, Seth Klarman, Bill Miller. The Art of Value:
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Episode 66: JJ discusses how the S&P 500 finally hit technical bear market territory intraday, and Tesla stock is hitting the skids, now down nearly -50% from its peak in early November 2021.
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Episode 65: JJ discusses a new Jeremy Grantham interview in which Grantham talks about the continued bursting of the financial bubble he identified well before the market peak, and the coming recession that always follows, as he sees it.
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Episode 64: JJ discusses the significant gap down in all the major US market indices and many individual stocks today. Inflation, rising interest rates, and possible recession concerns seem to have been the main drivers. In addition, there are indications that many retail investors are dropping out of the market this year, after the retail investing boom in 2020 and 2021.
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Episode 63: JJ has more observations from the activity of Q1 2022 super-investor portfolios, including Chuck Akre, Terry Smith, and Li Lu.
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Episode 62: JJ discusses observations from the activity of Q1 2022 super-investor portfolios, including Warren Buffett (Berkshire Hathaway) and David Tepper.
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Episode 61: JJ discusses the worst large cap performers so far in 2022, how ARKk is still managing to receive large inflows of capital, Softbank’s Record Loss, Bitcoin’s minor recovery, and investor Pat Dorsey’s Q1 2022 portfolio activity.
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Episode 60: JJ discusses the significant bounce in the market indices in the last market session of the week, along with many stocks that jumped over 20%. Is it a so-called dead cat bounce rally, or the bottom of a bear market? Nobody knows.
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Episode 59: JJ discusses how the small cap Russell 2000 Index managed a 1.24% gain on the day, while the S&P 500 and Dow 30 were in negative territory. Tech Megacaps Apple, Microsoft, Alphabet and Tesla all continued down, while many smaller techs were in positive territory. Index refs: RUT, SPX, NDAQ, DJIA, The Art of Value:
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Episode 58: JJ discusses the ongoing tech and innovation stock carnage, as the monthly inflation figure comes in slightly higher than expected. Stocks mentioned: QQQ, AAPL, ARKK, TSLA, NFLX, NVDA, SHOP, AMZN, U, COIN, SQ, SPOT, FVRR, UPWK, PLTR, RIVN, AMC, PTON,
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Episode 57: JJ discusses the ongoing emerging tech and innovation stock devastation, as the current earnings season continues. Stocks mentioned: ARKK, U, SOFI, UPST, COIN, DM, RBLX, GOEV
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Episode 56: JJ discusses the psychological difficulty of investing when market sentiment turns extremely bearish, as it is now, and the market continues to go down week after week, month after month.
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In episode 55, JJ discusses the relentless sell-off of many tech stocks, despite big declines already, as well as Bitcoin along with them. Also, if Tesla sold-off like Shopify has, how much of a shock would that be to Tesla retail investors? Reports indicate that Ford and others are aiming to sell blocks of Rivian shares as the insider lockup ends. Spotify CEO Daniel Ek, on the other hand, says he’s buying $50m in Spotify shares, citing his strong belief in the company’s future.
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In episode 54, JJ discusses the significant one-session plunge in the market indices, which has initiated “Markets in Turmoil” headlines in financial media. Amid the high volatility, the NASDAQ and Russell 2000 indices are in bear market territory, but the S&P500 index is not yet.
The Art of Value:
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Episode 53: JJ discusses how the stock market jumped significantly as the US Fed signalled a half a percent rate rise, while investor Paul Tudor Jones says he can’t think of a worse financial environment for stocks and bonds right now.
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In episode 52, JJ discusses Michael Batnick’s blog post comparing the decline of the ARKK Innovation ETF (ARKK) to the NASDAQ-100 during the bursting of the Dot-com bubble back in early 2000.
Stocks mentioned: ARKK QQQ
Michael Batnick’s blog post: Comparing Two Blowups:
https://theirrelevantinvestor.com/2022/05/02/comparing-two-blowups/
Animal Spirits Podcast:
https://theirrelevantinvestor.com/podcast/
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In episode 51, JJ discusses Ray Dalio’s latest Linkedin article, 'The Popping of the Bubble Stocks: An Update'.
Dalio's article:
https://www.linkedin.com/pulse/popping-bubble-stocks-update-ray-dalio/
The Art of Value:
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In episode 50, JJ discusses the historically bearish US market sentiment; prominent venture capitalist Bill Gurley, Jeff Bezos, and Michael Burry warning of leaner times ahead; Berkshire Hathaway has been buying big in the first quarter; and China tech stocks bouncing strongly due to more supportive noises from the Chinese government.
The Art of Value:
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In episode 49, JJ discusses the state of the market at the end of April 2022. It has been the worst month for the NASDAQ index since October 2008, with the US tech mega-caps joining the decline.
The Art of Value:
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In episode 48, JJ discusses what was said on Spotify’s Q1 2022 earnings call, especially Daniel Ek’s comments about comparisons with Netflix.
Stocks mentioned: SPOT, NFLX
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In episode 47, JJ discusses Spotify’s Q1 2022 earnings, shareholder letter, and 12% post-earnings share price decline.
Stocks mentioned: SPOT NFLX
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In episode 46, JJ discusses some significant movements happening in the market during this earnings season and before.
Stocks mentioned: QQQ, GOOGL, MSFT, TSLA, TWTR, HOOD
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In episode 45, JJ discusses the emerging global lithium-ion battery arms race. As a consequence, there’s a fast-increasing demand for lithium, and what appears to be a looming raw materials mining disconnect.
Episode references:
Benchmark Mineral Intelligence Channel
https://www.youtube.com/channel/UCEesoPlgLQSPWxmgzmK742A/featured
Simon Moores on The Global Lithium podcast
https://open.spotify.com/episode/1gFY6vnw7f1aEH6FmgyEig?si=K6ZA9-aKTFOYHcVYBuJufQ
Stocks mentioned: TSLA LAC
The Art of Value:
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In episode 44, JJ discusses the Q1 2022 Tesla earnings call, especially Elon Musk’s remarks about future tech developments, extreme scaling of the company, and the looming EV raw materials constraints, especially lithium.
Stocks mentioned: TSLA LAC
The Art of Value:
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In episode 43, JJ discusses the further 35% one-day drop in the Netflix share price, and Bill Ackman’s sale of the stock vs Ross Gerber’s purchase of more. JJ also mentions the New Zealand inflation numbers out today, which the finance world will be taking notice of.
Stocks mentioned: NFLX, SPOT
Pershing Square Holdings, Ltd. Releases Letter to Shareholders:
https://pershingsquareholdings.com/pershing-square-holdings-ltd-releases-letter-to-shareholders/
Videos referenced:
Its Wall To Wall Inflation In New Zealand!
https://youtu.be/j1tDw2OO8h8
Netflix Craters After Shock Subscriber Drop
https://youtu.be/5rFdwkLOG7A
The Art of Value:
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In episode 42, JJ discusses the ongoing collapse of the Netflix share price, and now the substantial fall in the mega-streamer’s subscriber numbers last quarter.
Stocks mentioned: NFLX, SPOT
The Art of Value:
https://anchor.fm/theartofvalue
YouTube: https://www.youtube.com/channel/UCmlgXjiwAUNHyIS30dnIHBg
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In episode 41, JJ discusses some recent investing-related TV-watching, including The Inventor: Out for Blood in Silicon Valley, about Elisabeth Holmes’ company Theranos, and Super Pumped: The Battle for Uber, about Travis Kalanick's building and leadership of Uber.
Stocks mentioned: UBER, TSLA. SFIX
The Art of Value:
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In episode 40, JJ offers some thoughts on the new hourlong Warren Buffett and Elon Musk video interviews.
Related stocks: BRK, TSLA, TWTR
Warren Buffett interview with Charlie Rose
https://charlierose.com/videos/31221
Elon Musk talks Twitter, Tesla and the future at TED2022
https://youtu.be/cdZZpaB2kDM
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In episode 39, JJ discusses today's headline financial news that respected JPMorgan CEO Jamie Dimon now sees significant challenges ahead for the US economy, after being more optimistic last quarter.
JJ also discusses the fake Tesla news that briefly sent a micro-cap lithium company stock up 280% (timestamp 12:20)
Stocks mentioned: JPM, SQ, TSLA, LTUM
The Art of Value:
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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 help before making any investment decision.
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In episode 38, JJ discusses the high Consumer Price Index numbers, and then reacts to a Cathie Wood video interview in which she says ARK Invest is now expecting a 50% compound annual growth rate over the next 5 years.
Stocks mentioned: $ARKK $PLTR $SPOT $SQ, $PDD, $JD
Investors mentioned: Cathie Wood, Peter Lynch, Joel Greenblatt, Warren Buffett
The Art of Value:
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YouTube: https://www.youtube.com/channel/UCmlgXjiwAUNHyIS30dnIHBg
Spotify: https://open.spotify.com/show/6I878RawBT9rwHnVUPPHSh?si=5c768532dda841a2
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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 help before making any investment decision.
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In episode 37, JJ discusses news relating to the YTD performance of the US market indexes, Charlie Munger selling some BABA, the upcoming New Jersey recreational cannabis market, Peter Thiel and Bitcoin, and the commissioning of a large fermentation plant for leading synthetic biology company Amyris
The Art of Value:
https://anchor.fm/theartofvalue
YouTube: https://www.youtube.com/channel/UCmlgXjiwAUNHyIS30dnIHBg
Spotify: https://open.spotify.com/show/6I878RawBT9rwHnVUPPHSh?si=5c768532dda841a2
Twitter: https://twitter.com/theartofvalue
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 help before making any investment decision.
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In Episode 36, JJ discusses the likelihood of SAFE banking legislation passing through the US Congress within the next 90 days.
The SAFE Window, by Aaron Edelheit, Mindset Value Substack:
https://mindsetvalue.substack.com/p/the-safe-window?s=r
Aaron’s Mindset Capital on YouTube:
https://www.youtube.com/channel/UC-HA_InMzHymXhTU_5gxJOA
The Art of Value:
https://anchor.fm/theartofvalue
YouTube: https://www.youtube.com/channel/UCmlgXjiwAUNHyIS30dnIHBg
Spotify: https://open.spotify.com/show/6I878RawBT9rwHnVUPPHSh?si=5c768532dda841a2
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In Episode 35, JJ discusses recent US federal legislation and market developments in the emerging legal US cannabis sector, and ongoing news from the US Fed that's having an impact on the overall market this week.
The Art of Value:
https://anchor.fm/theartofvalue
YouTube: https://www.youtube.com/channel/UCmlgXjiwAUNHyIS30dnIHBg
Spotify: https://open.spotify.com/show/6I878RawBT9rwHnVUPPHSh?si=5c768532dda841a2
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Episode 34: In current market commentary, JJ discusses Elon Musk’s new 9.2% stake in Twitter; news that China seems to be moving to prevent its ADRs from being delisted from the US; the RH CEO’s earnings call Q&A rant about a possible coming recession; ARKK’s slide from the share price heights of early 2021.
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In episode 33, JJ discusses some recent developments in artificial intelligence, and how they relate to investing in 2022 and beyond. This is Part 2
This video references is Dr Alan D. Thompson’s video: "Integrated AI - This is it - GPT-3… https://youtu.be/NsQYBFbFRyY
Alan’s excellent Leta AI Playlist is here: https://www.youtube.com/playlist?list=PLqJbCeNOfEK88QyAkBe-U0zxCgbHrGa4V
The Art of Value:
https://anchor.fm/theartofvalue
Spotify: https://open.spotify.com/show/6I878RawBT9rwHnVUPPHSh?si=5c768532dda841a2
YouTube: https://www.youtube.com/channel/UCmlgXjiwAUNHyIS30dnIHBg
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In episode 32, JJ discusses some recent developments in artificial intelligence, and how they relate to investing in 2022 and beyond.
This is Part 1 of a multi-parter.
This video references is Dr Alan D. Thompson’s video: " Integrated AI - This is it - GPT-3… https://youtu.be/NsQYBFbFRyY
Alan’s excellent Leta AI Playlist is here: https://www.youtube.com/playlist?list=PLqJbCeNOfEK88QyAkBe-U0zxCgbHrGa4V
The Art of Value:
https://anchor.fm/theartofvalue
On Spotify: https://open.spotify.com/show/6I878RawBT9rwHnVUPPHSh?si=5c768532dda841a2
YouTube: https://www.youtube.com/channel/UCmlgXjiwAUNHyIS30dnIHBg
Twitter: https://twitter.com/theartofvalue
Send in a voice message: https://anchor.fm/theartofvalue/message
In episode 31, JJ continues the discussion of a recent good read, the investing book Boom and Bust: A Global History of Financial Bubbles.
This is Part 2, Part 1 is here:
https://open.spotify.com/episode/58bc5f9BoyrG835I3EqGkq?si=c009bb4bf9aa46f6
The Art of Value elsewhere:
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Audio-only podcast versions: https://anchor.fm/theartofvalue
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In episode 30, JJ discusses a recent good read, the investing book Boom and Bust: A Global History of Financial Bubbles. This is Part 1 of a multi-parter.
Twitter: @theartofvalue
YouTube: https://youtu.be/jaI-nvUpyIA
Send in a voice message: https://anchor.fm/theartofvalue/message
In episode 29, JJ discusses the past week's significant relief rally in Chinese tech stocks in particular, and in many beaten down Nasdaq tech stocks.
This is also the first attempt at a video version of the podcast, which will also be availble on YouTube.
YouTube video version: https://youtu.be/_pynfypFW1o
Twitter: @theartofvalue
Nothing on this recording is financial advice of any kind. Do your own research and analysis.
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**In episode 28, the first episode of 2022, JJ catches up on the significant shift in market sentiment, what's been happening with the portfolio, and a some personal life events.
Twitter: @theartofvalue**
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In episode 27, JJ discusses what’s happened in the market since early September, including with China, and various stocks in the portfolio. Twitter: @theartofvalue
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In episode 26, JJ discusses a Terry Smith quote about how bull markets narrow over time, some significant Spotify news (SPOT), recent US Cannabis MSO chatter on Twitter Spaces, and an intriguing new public company to reserach.
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In episode 25, JJ has some further news and thoughts on Jeremy Grantham's US stock market bubble thesis from last week, discusses the partial China tech rebound, and the continuing US cannabis sector drawdown.
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In episode 24, JJ discusses Jeremey Granthanm's latest remarks on what he sees as the biggest US stock market bubble in history, and that it began to deflate in Feb 2021 with the riskiest, highest priced stocks.
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In episode 23, JJ reviews some Q2 2021 portfolio changes from various well known value investors, or "superinvestors".
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In episode 22, JJ discussess Spotify's (SPOT) Q2 2021 earnings call, especially the latest remarks from Founder, CEO and Board Chair Daniel Ek, on Spotify's long term growth prospects and trajectory from where it is today.
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In episode 21, JJ discusses Alibaba's earnings release, and what some well known investors have been saying and doing in relation to the stock. In addition, JJ dicusses the recent high volatility in the stock of newly public Calfifornia-based cannabis company Glass House Group (GLASF), and in the US cannabis sector in general.
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In episode 20, JJ discusses the crash of China tech stocks in particular, Q2 2021 Spotify earnings, and Q2 2021 Tesla earnings.
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In episode 19, JJ discusses how batteries are the new oil. Thinking through the industry life-cycle involves: mining the relevant materials; manufacturing batteries for many millions of electric vehicles, electronic devices and energy storage; recycling battery materials for reuse in a circular economy.
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In episode 18, JJ discusses the ongoing decline in share prices of the big Chinese tech companies. Is this a value investing opportunity, or a big mistake to invest?
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In episode 17, JJ discusses the rapidly evolving investment situation and opportunity in the US legal cannabis sector.
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In episode 16, JJ discusses Stitch Fix (SFIX) again, after hearing a recent Vogue Business interview with the incoming CEO, Elizabeth Spaulding. Is Stitch Fix the future of online, personalized apparel shopping? Can the company successfully scale up to be a very large player in apparel sales?
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**In episode 15, JJ discusses whether or not most value investors are being too harsh on Tesla, and talks about recent positions in China's Alibaba and Pindoudou.
Twitter: @theartofvalue**
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In episode 14, JJ discusses updated stock positions, including a growing number of small cap companies with the potential to compound over the long term. To leave an audio message: anchor.fm/artofvalueinvesting Twitter: twitter.com/theartofvalue Email: theartofvalueinvesting@gmail.com
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In episode 13, Art discusses the current market, some current stocks postions, and recaps some previous epiodses after the 12 break since the last one: The EV Bubble.
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In episode 12, Art discusses the current bubble he sees in the emerging EV sector.
Mindset Value article by Aaron Edelheit referred to in this episode: Electric Car Bubble
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In episode 11 of The Art of Value Investing, Art reviews some Q3 2020 portfolio updates from various well known value investors, or "superinvestors".
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In episode 10, Art discusses the new DEEP Value ETF from deep value investor Tobias Carlisle, which focuses on deeply undervalued small and micro cap U.S. stocks.
Stocks mentioned in this episode: The Roundhill Acquirers Deep Value ETF (DEEP), Turtle Beach (HEAR), Spotify (SPOT).
The quote from Tobias about the Roundhill Acquirers Deep Value ETF is from here. I encourage you to listen to the whole episode:
Stansberry Investor Hour with Dan Ferris: How to Profit in The New Age of Value Stocks
https://investorhour.libsyn.com/how-to-profit-in-the-new-age-of-value-stocks
You can find more on Tobias and the The Acquirers Multiple here:
https://acquirersmultiple.com
You can find more on the The Roundhill Acquirers Deep Value ETF here
https://www.roundhillinvestments.com/etf/deep/
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In episode 9, Art discusses David Einhorn's 10 signs of a second tech bubble, and his assertion that the bubble already peaked in early September 2020.
Articles and videos referenced in this episode:
Greenlight Capital's David Einhorn just called the top in stocks, and gave 10 reasons why tech is in a bubble
https://www.businessinsider.com.au/stock-market-outlook-top-call-einhorn-signs-technology-bubble-letter-2020-10?r=US
David Einhorn: 10 Signs The Bubble Has Already Popped
https://acquirersmultiple.com/2020/10/david-einhorn-10-signs-the-bubble-has-already-popped/
Value: After Hours S02 E43 Einhorn's Bubble Hunting, Risk-Taking, and Lessons from Nuclear Meltdowns
https://youtu.be/AgpylaBGLHw
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In episode 8, Art discusses a couple of recent video presentations by value investor Mohnish Pabrai, in which he talks about investing in compounders: companies with long runways of growth, and selling for reasonable prices.
Videos referenced in the podcast:
Mohnish Pabrai Lecture at Boston College - October 8, 2020https://www.youtube.com/watch?v=ANn907GgLPs
Q&A with Mohnish Pabrai and Francis Chou at Harvard - April 7, 2020https://www.youtube.com/watch?v=iW0Mv9zVt0o
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In episode 7 of The Art of Value Investing, Art discusses a recent presentation by value investing fund manager Bill Nygren, from Oakmark Funds. Bill outlined some reasons for the obvious disparity between the performance of growth and value in recent years, and how that is very likely to change, including suggesting that, like the bubble of the late 1990s, the current situation amounts to a bubble in growth stocks.
The full Bill Nygren presentation video, hosted by GuruFocus: https://youtu.be/yibOomafgxU
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In Episode 6 of The Art of Value Investing, Art discusses the contemporary value investing approach of UK superinvestor Terry Smith.
Video of the March 2019 Terry Smith presentation mentioned in this episode:
youtu.be/YZM9dhiDbzI
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In episode 5, Art discusses early research and strategic analysis on Spotify. Could it become a 10 bagger over time? Feel free to leave Art a message to share your thoughts and questions: Anchor for audio message: anchor.fm/artofvalueinvesting Twitter: @theartofvalue Email: theartofvalueinvesting@gmail.com
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In Episode 4, Art discusses Christopher Mayer's 2018 book, 100 Baggers: Stocks That Return 100-to-1 and How To Find Them. How is this book relevant to contemporary value investing?
100 Baggers book:
https://www.amazon.com/100-Baggers-Stocks-100-1/dp/1621291650
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In Episode 3, after a little market news and commentary about market bubbles and manias, Art starts to look at Stitch Fix Inc, to understand the online personal styling and apparel business.
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In Episode 2 Art discusses fine art in relation to The Art of Value Investing, the state of the macro environment, and taking the temperature of the stock market. He then talks about a few stocks on the radar, and if there may be any bargains to be had.
Feel free to leave Art a question or comment at https://anchor.fm/artofvalueinvesting or on Twitter at https://twitter.com/theartofvalue
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Welcome to the first ever episode of the The Art of Value Investing podcast, with your host Art.
This brief introductory episode includes reasons the podcast was created, and what to expect from the show.
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