The Art of Value

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 Join The Art of Value Patreon community for exclusive content I don’t share anywhere else: https://www.patreon.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 general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.

Prominent investing YouTubers discuss if it's early for Nvidia stock or in an AI stock bubble. Alex bullish on Nvidia, Jeremy sees $1500 potential, and Sven warns of a bubble. They debate market growth, stock predictions, AI bubble, and Nvidia's future.

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 Join The Art of Value Patreon community for exclusive content I don’t share anywhere else: https://www.patreon.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 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 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 Join The Art of Value Patreon community for exclusive content I don’t share anywhere else: https://www.patreon.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 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 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 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 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 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 Join The Art of Value Patreon community for exclusive content I don’t share anywhere else: 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 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.

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 Join The Art of Value Patreon community for exclusive content I don’t share anywhere else: https://www.patreon.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.

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 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 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.

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 2 08:24 Stock 3 10:04 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 Now https://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.

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 Now https://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.