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.

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.

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.

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.

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.

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.

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.

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.

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.

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.