The Art of Value

In this episode I summarize and comment on the latest Alibaba stock news about founder Jack Ma's plan to sell a sizeable chuck of BABA stock, and how a major US investment bank is now bullish on BABA stock for the coming year, placing an optimistic price target on the stock. Related episodes: Alibaba Stock Earnings & My Thoughts on Crashed BABA Stock https://youtu.be/8P23n3c8Z3I Show your appreciation for The Art of Value by buying JJ a coffee! https://www.buymeacoffee.com/jjprojects Using a referral link helps support the show, thanks! The main investment brokerage I use to buy international stocks, and to hold cash at good interest rates, 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.

In this episode I react to part of a recent Mohnish Pabrai interview, in which he discusses how to identify compounders, and also some of Warren Buffett's and Charlie Munger's great investment decisions. Stock market investing talk with JJ from The Art of Value: stocks, stock market investing, stock market news and more. Mohnish Pabrai's YT Channel: https://www.youtube.com/@mohnishpabrai Show your appreciation by buying JJ a coffee! https://www.buymeacoffee.com/jjprojects 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 investment analysis and/or seek professional financial advice before making any investment decision.

Here's a look at what were the most popular stocks to buy among super investors during Q3 2023. Stock market investing talk with JJ from The Art of Value: stocks, stock market investing, stock market news and more. Show your appreciation by buying JJ a coffee! https://www.buymeacoffee.com/jjprojects 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 (refferal 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 investment analysis and/or seek professional financial advice before making any investment decision.

This episode includes a summary and analysis on the Alibaba September Quarter 2023 Earnings results, and my thoughts on BABA Stock, in the context of the current China economic backdrop, and the massive drop BABA stock has had since its peak in late 2020. See below timestamps: 00:00 BABA stock price activity 00:51 Update on super-investors who own Alibaba stock 02:05 Alibaba news commentary since earnings - geopolitical tensions and chip supplies 06:39 Alibaba quarterly earnings highlights 08:25 AI front and center of Alibaba strategic direction 10:09 September Quarter 2023 Results - diving deeper 13:19 Final thoughts Related episodes: Stocks Today With JJ: Alibaba Earnings Q3 2023 Reaction - Why Has BABA Stock Plunged? https://youtu.be/Q6ETdseI_Ac Alibaba Stock News: Logistics Arm Cainiao to IPO! | BABA Stock https://youtu.be/BvmBr7_DyhU Show your appreciation for The Art of Value by buying JJ a coffee! https://www.buymeacoffee.com/jjprojects Using a referral link helps support the show, thanks! The main investment brokerage I use to buy international stocks, and to hold cash at good interest rates, 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 Stocks Today With JJ episode looks at the Q3 2023 Alibaba earnings, and probable reasons for the Alibaba stock price plunge since the earnings release. We look at the BABA stock price action, news commentary to do with the latest Alibaba earnings, and the quarterly financials Stock market investing talk with JJ from The Art of Value: stocks, stock market investing, stock market news and more. Show your appreciation by buying JJ a coffee! https://www.buymeacoffee.com/jjprojects 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 investment analysis and/or seek professional financial advice before making any investment decision.

In this Stocks Today With JJ livestream video: daily stock market update - Santa Claus rally?; Starlink IPO in 2024?; Q3 2023 super-investor portfolio updates, Tower Semiconductor (TSEM); Li LU - Himalaya Capital Management, East West Bancorp (EWBC); Bill Ackman - Pershing Square Capital Management; Warren Buffet - Berkshire Hathaway; Norbert Lou - Punch Card Management; David Tepper - Appaloosa Management; China tech stocks jump on JD earnings. Stock market investing talk with JJ from The Art of Value: stocks, stock market investing, stock market news and more. Show your appreciation by buying JJ a coffee! https://www.buymeacoffee.com/jjprojects The main investment brokerage I use to buy international stocks, and to hold cash, is Interactive Brokers (referral link): https://ibkr.com/referral/john5664 Want to create livestreams like this? Check out StreamYard (refferal link): https://streamyard.com/pal/d/5121631131926528 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 investment analysis and/or seek professional financial advice before making any investment decision.

Here's a look at the stock portfolio updates of four guru or superinvestors from Q3 2023. The investors are Mohnish Pabrai, Chuck Akre, Seth Klarman, and Thomas Gayner.  See below timestamps: 00:00 Super investor portfolios - Fish where the fish are 00:52 Mohnish Pabrai - Pabrai Investments portfolio 03:58 Arch Resources (ARCH) 07:00 Chuck Akre - Akre Capital Management portfolio 12:57 Seth Klarman - Baupost Group portfolio 15:19 Tower Semiconductor Ltd (TSEM) 17:33 Clarivate PLC (CLVT) 18:50 Thomas Gayner - Markel Asset Management portfolio Related episode: Chuck Akre Said This About How to Find 100 Baggers https://youtu.be/xoKe1AvquTI The Art of Value Livestream YT channel: Stocks Today With JJ https://www.youtube.com/@TheArtofValue Show your appreciation by buying JJ a coffee! https://www.buymeacoffee.com/jjprojects Featured investment book: Richer, Wiser, Happier: How the World's Greatest Investors Win in Markets and Life by William Green (refferal link): https://amzn.to/47uztRB I use GuruFocus for historical, financial and valuation data, screeners, charts and comparison tools, to help me make smarter long-term investing decisions (refferal link): https://www.gurufocus.com/?r=2c95d5930bb2537b2e0265075fb66581 Using a referral link helps support the show, thanks! 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.

In this Stocks Today with JJ video: some current stock market news, this week's earnings calendar, Mohnish Pabrai's new stock buy, Santa Claus rally outlook, recent Healthcare and pharmaceutical stocks performance, Novo Nordisk stock (NVO), Eli Lilly stock (LLY), Boeing stock (BA) boost on major deal, Exxon (XOM) aims to become lithium producer for EV batteries, China Singles' Day sales and Alibaba stock (BABA), China's President Xi to meet Biden in US, Japan stock market news and Japan's Nikkei Index since the 1990 bubble, Warren Buffett's Japan investing. Stock market investing talk with JJ from The Art of Value: stocks, stock market investing, stock market news and more. Show your appreciation by buying JJ a coffee! https://www.buymeacoffee.com/jjprojects Want to create live streams like this? Check out StreamYard: https://streamyard.com/pal/d/4711500999688192 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 investment analysis and/or seek professional financial advice before making any investment decision.

I discuss the recent earnings and future potential of company Topicus, a serial acquirer of small software companies. It's a spin-off from the much larger Constellation Software, which was founded and is led by superb capital allocator Mark Leonard. Will Topicus be able to compound at a similar rate to how Constellation Software has for well over two decades? See below timestamps: 00:00 Topicus investment thesis in relation to Constellation Software 01:36 Topicus earnings: cash flow more than doubles! 03:54 Stock price performance and potential - 10x or more?  06:03 Topicus Q3 2023 Headline numbers 07:52 Topicus historical metrics - future quality compounder? 11:07 Relevant Mark Leonard shareholder letter - reinvesting all cash produced 14:09 Final thoughts Related episodes: Primer Analysis: Mark Leonard, Constellation Software & Topicus https://youtu.be/z0xnvhfNbOI Mohnish Pabrai Talks Constellation Software & Mark Leonard https://youtu.be/xPI773-AE-I Show your appreciation by buying JJ a coffee: https://www.buymeacoffee.com/jjprojects Investing book mentioned in the episode: 100 Baggers: Stocks That Return 100-to-1 and How To Find Them by Christopher Mayer (refferal link) https://amzn.to/40yQHeb Using a referral link helps support the pod, thanks! I use GuruFocus for historical, financial and valuation data, screeners, charts and comparison tools, to help me make smarter long-term investing decisions (refferal link): https://www.gurufocus.com/?r=2c95d5930bb2537b2e0265075fb66581 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.

Apple (AAPL stock) has just reported earnings. In this episode I look at these latest Apple earnings, including the outlook for the company, possible sources of future growth, and highlights of the Apple earnings call including my live reactions. Where will Apple's future growth come from, and what could possibly move the needle for a company that's already this massive? See below timestamps: 00:00 Apple earnings highlights and commentary 03:41 Various fintwit reactions to Apple earnings 05:26 Apple earnings call highlights and my live reactions 11:46 Final thoughts: guidance, future growth drivers - what  can move the needle for Apple? Related episodes: Amazon Stock: Back on Track with GREAT Earnings | AMZN Stock https://youtu.be/bvtsluW6t40 Google Stock Analysis: Why GOOGL Declined on Great Earnings! https://youtu.be/t-DPMZQhuac Show your appreciation by buying JJ a coffee: https://www.buymeacoffee.com/jjprojects Using a referral link helps support the pod, thanks! 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.