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! --- Send in a voice message: https://podcasters.spotify.com/pod/show/theartofvalue/message ..read more

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: BA ..read more

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 no ..read more

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 I ..read more

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 i ..read more

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 ..read more

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 Rel ..read more

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 ..read more

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 ..read more

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 ..read more