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.

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.

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.

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.

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.

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.

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.

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.

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.

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.