The Art of Value

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 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 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 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 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.