The Art of Value

This Alibaba stock (BABA stock) update analyzes why Alibaba CEO Daniel Zhang has quit, just as he was about to transition to lead Alibaba Cloud ahead of its planned spinoff. Next we look at the news that the planned Freshippo IPO is being delayed, and the reason why. Finally, we examine the news that legendary investor George Soros has bought some BABA stock, and we look at which other super-investors currently own BABA stock. Timestamps 00:00 Three Alibaba news highlights 00:19 Alibaba CEO Daniel Zhang steps down 03:28 Zhang Leaving Alibaba but not really 06:03 Why is Freshippo IPO is being delayed 07:21 How the BABA stock price has reacted 08:22 Investor George Soros buys Alibaba stock 11:34 Other super-investors who own BABA stock Related episodes: Alibaba Earnings  - Return to Growth! | BABA Stock https://youtu.be/cxh_-fCWjxU Alibaba Reveals Break-Up Plan | Big BABA Stock Upside https://youtu.be/spwgEGJlxmc Alibaba Update: Cloud Spinoff & More Coming https://youtu.be/KBQBNM_-icI?si=8i7oVVANrZUH3yuI The main investment brokerage I use to buy international stocks, and to hold cash, is Interactive Brokers (referral link): https://ibkr.com/referral/john5664 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. 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 summarize and discuss the latest Jeremy Grantham interview, with Bloomberg Wealth's David Rubenstein, in which the billionaire veteran investor Grantham discussed the super bubble he currently sees deflating the US stock market. Grantham believes the deflating of the super bubble is now being prolonged by a new artificial intelligence (AI) mini bubble, but that the US stock market crash will continue, leading into a US economic recession lasting deep into 2024. Timestamps: 00:00 Jeremy Grantham interview intro 00:39 Grantham the financial doomsday oracle - predicting market bubbles 01:42 Deflating of the super bubble leading to recession 02:42 Learning to identify and resist a stock market bubble 04:11 2021 tech bubble: one of the great stock market bubbles 04:42 Will there be a US recession in 2023 or 2024? 05:51 AI bubble pausing the super-bubble bust  06:19 Will Jeremy Grantham be right or wrong? Related episodes Jeremy Grantham: AI Boom Pauses Super-Bubble Bust  https://youtu.be/ATP0GGON2B0 Investor Jeremy Grantham: Super Bubble Enters Final Phase https://youtu.be/tTFO3Qn5e20 Investor Seth Klarman on the Everything Bubble https://youtu.be/C4rs2M_lOKw Stan Druckenmiller Still Predicts Hard Landing Recession https://youtu.be/8Ue-etn4E74 The main investment brokerage I use to buy international stocks, and to hold cash, is Interactive Brokers (referral link): https://ibkr.com/referral/john5664 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. 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 TSLA stock news today, this update includes a look at recent Tesla stock price movements, a brief look at the new Tesla Model 3 update, and the significant price cuts to the Tesla Model S and Tesla Model X, as well as the surprise price cut to Tesla FSD! Timestamps 00:00 Tesla news intro 00:25 Tesla stock price update 02:49 New Tesla Model 3 update 05:08 Tesla car price cuts 05:50 Tesla FSD price cut 07:38 Are Tesla price cuts good for investors? 08:52 Chamath Palihapitiya's take on Tesla price cuts 10:57 Short seller Jim Chanos' take on Tesla price cuts 12:01 Final thoughts Related episodes: The Art of Value: Tesla Stock playlist https://youtube.com/playlist?list=PLrNjj1l3MS7UkaBPMBFJF26HHxpUgH9zQ&si=3vm88_m1NpQXt-yn The main investment brokerage I use to buy international stocks, and to hold cash, is Interactive Brokers (referral link): https://ibkr.com/referral/john5664 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. 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 Alibaba stock update includes a closer look at BABA stock in relation to the current Chinese economy and China stock market, including new Chinese government measures to support the stock market. I also compare the performance of BABA stock to younger megacap competitor PDD stock (PDD Holdings), which operates Pinduoduo and Temu. Timestamps 00:00 Alibaba stock update intro 00:20 China's measures to support the stock market 01:35 Is China uninvestable? 02:27 China's real estate market crisis 03:44 Positive Alibaba news - Alibaba Cloud AI development 06:56 Alibaba stock (BABA) performance 08:40 BABA stock vs PDD stock performance Related episodes: Alibaba Earnings  - Return to Growth! | BABA Stock https://youtu.be/cxh_-fCWjxU Alibaba Reveals Break-Up Plan | Big BABA Stock Upside https://youtu.be/spwgEGJlxmc?si=qaWComlNbSC2ZiIE Alibaba Update: Cloud Spinoff & More Coming https://youtu.be/KBQBNM_-icI?si=8i7oVVANrZUH3yuI China Stocks UNINVESTABLE or HISTORIC VALUE OPPORTUNITY https://youtu.be/qfrjfIEx1vw The main investment brokerage I use to buy international stocks, and to hold cash, is Interactive Brokers (referral link): https://ibkr.com/referral/john5664 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. 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 includes a summary and thoughts on the Alibaba June Quarter 2023 Results, in the context of the current China economic backdrop and the huge drop BABA stock has had since its peak in late 2020. Timestamps 00:00 Alibaba earnings in the China economic context 01:55 High level financial results - growth and efficiency 03:58 Cash flow and cash allocation 07:14 Individual business segments intro 07:30 Taobao and Tmall Group 08:51 Alibaba International Digital Commerce Group 09:32 Local Services Group 09:58 Cainiao Smart Logistics Network 10:38 Cloud Intelligence Group 11:44 Digital Media and Entertainment 12:25 All Others segment 12:45 Final thoughts on the Alibaba Results Related episodes: Alibaba Reveals Break-Up Plan | Big BABA Stock Upside? https://youtu.be/spwgEGJlxmc?si=JSvlBYfVY8eyWvL0 Alibaba Update: Cloud Spinoff & More Coming https://youtu.be/KBQBNM_-icI?si=8i7oVVANrZUH3yuI Alibaba Full Year Earnings Update | BABA Stock https://youtu.be/caAUsjmMGRw?si=sm-y8SCrGg4B6K9u The main investment brokerage I use to buy international stocks, and to hold cash, is Interactive Brokers (referral link): https://ibkr.com/referral/john5664 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. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision.

Legendary "Big Short" Investor Michael Burry just revealed a new big short! I look at how Burry's shorting the US stock market, and I also take a look at his new long stock portfolio updates. Timestamps: 00:00 Michael Burry Intro 00:24 Michael Burry's 2 new big short positions 03:34 Burry's pessimistic outlook 04:40 Past and future SPY and QQQ 06:41 Burry's Q2 long stock investments 08:27 Burry's Q2 sold stocks 10:12 Deep value + macro investing 11:25 Net-flat market for next decade? 12:53 Final thoughts Related episodes: Guru Portfolios Q2 2023: Pabrai, Akre, Klarman, Gayner https://youtu.be/oxAXpnu3oXY Guru Portfolios Q2 2023: Li Lu & David Tepper https://youtu.be/shsDsTjUQN8 The main investment brokerage I use to buy international stocks, and to hold cash, is Interactive Brokers (referral link): https://ibkr.com/referral/john5664 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. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision.

Here's a detailed look at the stock portfolio updates of two guru or superinvestors from Q2 2023: Li Lu of Himalaya Capital Management and David Tepper of Appaloosa Management. See timestamps below for investor sections. Timestamps: 00:00 Li Lu and David Tepper Intro 00:15 Li Lu portfolio overview 01:10 Micron Technology (MU) 02:29 East West Bancorp (EWBC) 02:53 Postal Saving Bank of China (SHA: 601658) 03:33 David Tepper portfolio overview 03:46 Nvidia (NVDA) 04:44 Tepper stock buys and sells 08:13 Alibaba (BABA) 10:20 Uber (UBER) 11:20 Pinduoduo (PDD) 11:48 Previous update: Pabrai, Akre, Klarman, Gayner Related episodes: Guru Portfolios Q2 2023: Pabrai, Akre, Klarman, Gayner https://youtu.be/oxAXpnu3oXY Everything Mohnish Pabrai Said About Investor Li Lu https://youtu.be/rqz0_soraHI Why Druckenmiller Owns Nvidia Despite "Nosebleed Territory” https://youtu.be/QP496jwcumk Crucial Reason Mohnish Pabrai is Buying Micron: OLIGOPOLY! | MU Stock https://youtu.be/moqHjmcItFg I use TIKR Terminal to help analyze great businesses, follow top investor portfolios, and help monitor my portfolio (referral link): http://tikr.com/theartofvalue Using a referral link helps support the show, 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. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision.

Here's a look at the portfolio updates of four guru or superinvestors from Q2 2023. The investors include Mohnish Pabrai, Chuck Akre, Seth Klarman, and Thomas Gayner. See timestamps below for investor sections. Timestamps: 00:00 Guru portfolios Q2 2023 Intro 00:26 Mohnish Pabrai - Pabrai Investments 03:04 Alpha Metallurgical Resources (ticker: AMR) 07:00 Consol Energy Inc (stock ticker: CEIX) 08:25 Brookfield Corp (stock ticker: BN) 09:52 Micron Technology (stock ticker: MU) 10:58 Chuck Akre - Akre Capital Management 14:56 Thomas Gayner - Markel Asset Management 20:11 Seth Klarman - Baupost Group Related episodes: Crucial Reason Mohnish Pabrai is Buying Micron: OLIGOPOLY! | MU Stock https://youtu.be/moqHjmcItFg Everything Mohnish Pabrai Said About Investor Li Lu https://youtu.be/rqz0_soraHI Chuck Akre Said This About How to Find 100 Baggers https://youtu.be/xoKe1AvquTI Investor Seth Klarman on the Everything Bubble https://youtu.be/C4rs2M_lOKw Guru Portfolios: Buffett, Pabrai, Li Lu, Akre, Ackman, Tepper, Gayner https://youtu.be/PfnuMxrVAhc I use TIKR Terminal to help analyze great businesses, follow top investor portfolios, and help monitor my portfolio (referral link): http://tikr.com/theartofvalue Using a referral link helps support the show, 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. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision

Warren Buffett, founder and CEO of Berkshire Hathaway and arguably the greatest investor of all time, has some simple rules for successful investing. I look at seven of Buffett's top rules that could help us improve our investing returns over time. Timestamps: 00:00 Warren Buffett's simple investing rules - Intro 00:14 First investing rule 02:35 Second investing rule 03:35 Third investing rule 05:08 Fourth investing rule 06:35 Fifth investing rule 08:20 Sixth investing rule 10:07 Seventh investing rule 12:30 Final thoughts on Buffett's investing rules Related content: Warren Buffett & Charie Munger: Best Investing Opportunities https://youtu.be/URCZdkj3GqQ Berkshire AGM 2023 Highlights: Warren Buffett on Elon, EVs, Apple https://youtu.be/V6SGsxYN7tw The main investment brokerage I use to buy international stocks, and to hold cash, is Interactive Brokers (referral link): https://ibkr.com/referral/john5664 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. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision.

Thomas Phelps, author of the classic stock investing book '100 to 1 in the Stock Market', reveals what it takes to find and hold stocks that can deliver 100x returns. Topics discussed include buying right, holding on, attributes to look for in stocks, the importance of long-term holding, and the relationship between stock returns and business growth.