I react to a recent YouTube video about this year's Tesla stock collapse, by Steven Mark Ryan of @SolvingTheMoneyProblem channel. I think it’s a good opportunity to discuss the risks of going all-in on just one company, one stock, and also how stock price matters when buying. Related videos: I Just Bought Tesla Stock for the 1st Time! https://youtu.be/YX76lZBp8X4 Is Tesla Stock Going to $60? | My Reaction to Chicken Genius https://youtu.be/MqN_rnkGDnE Solving the Money Problem: IMPLOSION: Tesla Stock CRATERS To Stunning Low -73% https://youtu.be/2i7khD-Iwi4 #Tesla #TSLA #Investing Disclaimer: I am not a financial adviser. 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 I react to a recent YouTube video about Tesla stock by investor Chicken Genius Singapore. He’s predicting Tesla stock will crash as low as $60. I give my thoughts on this, and on what Elon Musk has said about how Tesla will get through a possible severe recession in 2023. Related videos: I Just Bought Tesla Stock for the 1st Time! https://youtu.be/YX76lZBp8X4 Chicken Genius Singapore: Tesla to $60? 🤮 https://youtu.be/Tn4NNubggk0 Disclaimer: I am not a financial adviser. 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 just bought Tesla stock for the very first time! How can this be when I’m supposed to be a value investor? And why buy now? All will be revealed in this episode. Related episodes: The EV Bubble Dec 22, 2020 https://spotifyanchor-web.app.link/e/HMC7NTthZvb Jeremy Grantham Latest: This Market Crash Could Be As Bad As 2000 Tech Bubble https://youtu.be/nT_9OMbOJRA Disclaimer: I am not a financial adviser. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision.

OpenAi's new ChatGPT chatbot has been getting a lot of attention since it was released online recently. I think this kind of AI is going to change the world and the way we live, but does this ChatGPT or other chatbots like it represent a threat to Google Search? Google's had dominance over search for over two decades. It this going to come to an end because of AI developments like this? Timestamps: 00:00 Intro 01:05 What is ChatGPT and what can it do? 02:19 Comparison with Google Search 04:08 Could this AI tech disrupt Google? 06:26 Could Google compete and win? 07:23 What will be the business model? 09:47 Which other companies could compete with OpenAI? Related episodes: Investing in Artificial Intelligence (AI), Part 1 https://youtu.be/l0g1X-oKoJA Investing in Artificial Intelligence (AI), Part 2 https://youtu.be/jGlItOalFCw Disclaimer: I am not a financial adviser. 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 I break-down the top stocks that some of the top investment fund managers, or super investors, bought and sold in Q3 of 2022. Each quarter, these investors must submit a 13F SEC filing, which allows us to see these fund managers' stock portfolios. Super investors such as Warren Buffett, Charlie Munger, Michael Burry, Mohnish Pabrai, Seth Klarman, Terry Smith, David Tepper, Bill Miller, Chuck Akre, Thomas Gayner, Thomas Russo and Bill Nygren are included in these filings. Timestamps 00:00 Intro 00:50 Top super investor buys in the quarter 02:17 Top super investor stocks owned overall 02:58 Stock 1: Meta 05:31 Stock 2: Microsoft 06:56 Stock 3: Amazon 07:39 Stock 4: Alphabet Inc (GOOGL) 08:27 Stock 5: Salesforce 09:26 Stock 6: Alphabet Inc CL C (GOOG) 09:48 Stock 7: Visa 10:45 Stock 8: Booking 11:21 Stock 9: PayPal 12:25 Stock 10: Disney 13:11 Stock 11: Charter Communications 14:46 Stock 12: Micron Technology Related episodes: Guru Portfolio Update: Buffett & Munger | Berkshire BUYS Taiwan Semiconductor https://youtu.be/PzFDoMVZMJU Michael Burry has Started to BUY Cheap Stocks! What’s Burry Buying? https://youtu.be/kzbuujGXTuI Guru Investor Portfolios 2022: Small Cap Stocks Gurus Art Buying https://youtu.be/-SvrVWD37EE Mohnish Pabrai’s Micron Tech Investment Thesis and MU Q4 2022 Earnings Update https://youtu.be/b0RrLmiTPRU Disclaimer: I am not a financial adviser. 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 a summary of the destination analysis part of investor Mohnish Pabrai’s investment thesis for Micron Technology, as explained by Pabrai in a recent Q&A video session. Micron Technology is in the business of designing and manufacturing digital memory and storage products for multiple industries. Timestamps: 00:00 Micron destination analysis intro 00:47 Memory chip oligopoly 01:13 Future earnings potential 01:53 Not caring about one quarter or a year 02:35 Market value upside 03:09 Portfolio allocation  Directly related episode: Mohnish Pabrai’s Micron Tech Investment Thesis Update: Memory Chip OLIGOPOLY! https://youtu.be/moqHjmcItFg Disclaimer: I am not a financial adviser. 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 a summary of part of investor Mohnish Pabrai’s investment thesis for Micron Technology, as explained by Pabrai in a recent Q&A video session. The company is in the business of designing and manufacturing digital memory and storage products for multiple industries. Related episode mentioned in this episode: Mohnish Pabrai’s Micron Technology ($MU) Investment Thesis Update: Destination Analysis https://youtu.be/RX1rMlTT2Tk Disclaimer: I am not a financial adviser. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision.

Investors such as Mohnish Pabrai who manage portfolios over $100 million have recently filed their 13F Q3 2022 updates. In this episode I look at Pabrai’s portfolio changes for the quarter. Mohnish bought some stock of Brookfield Asset Management (BAM) in Q3, so I consider some reasons he might have initiated the position at this time. Timestamps: 00:00 Intro 00:14 Mohnish Pabrai's stock portfolio 02:17 Brookfield Asset Management Inc 04:08 Why did Pabrai buy BAM stock? Related episode: Mohnish Pabrai’s Micron Tech Investment Thesis and MU Q4 2022 Earnings Update https://youtu.be/b0RrLmiTPRU #investing #stockmarket #stocks Disclaimer: I am not a financial adviser. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision.

Super Investors managing portfolios over $100 million have now filed their 13F Q3 2022 updates. In this episode I'm looking at the portfolio updates of both Warren Buffett and Charlie Munger. I look at the Berkshire Hathaway portfolio and Charlie Munger’s The Daily Journal portfolio. I give special attention to Taiwan Semiconductor (TSM), a new position in the Berkshire Hathaway portfolio during the quarter. Timestamps: 00:00 Intro 00:17 Warren Buffett - Berkshire Hathaway 04:07 Taiwan Semiconductor (TSM) 10:46 Charlie Munger & Alibaba (BABA)- Daily Journal Corp. Related episodes: Are China Stocks UNINVESTABLE or HISTORIC VALUE OPPORTUNITY? https://youtu.be/qfrjfIEx1vw Disclaimer: I am not a financial adviser. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision.

Famed investor Michael Burry has just reported his 3Q 2022 stock holdings, and he’s been buying 6 stocks! What's Burry been buying? In this episode I look at all 6 current holdings, give my thoughts on each, and why Burry might have bought these particular companies. Timestamps: 00:00 Intro 00:35 “You have no idea how short I am.” 01:20 Recent portfolio activity 02:26 The Geo Group 06:00 Qurate Retail 09:22 CoreCivic 11:02 Aerojet Rocketdyne 14:16 Charter Communications 16:03 Liberty Latin America Related episodes: Michael Burry Admits Feeling Greedy as Stock Market Crashes (Latest Deleted Tweets) https://youtu.be/T9pZU-bqlxs Michael Burry on Meta & Pathways to Meta Stock Recovery https://youtu.be/sOD23MqZ4OU Disclaimer: I am not a financial adviser. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision.