Episode 67: JJ has more observations from the activity of Q1 2022 super-investor portfolios, including Greg Alexander, Seth Klarman, Bill Miller. The Art of Value: https://anchor.fm/theartofvalue YouTube: https://www.youtube.com/channel/UCmlgXjiwAUNHyIS30dnIHBg Spotify: https://open.spotify.com/show/6I878RawBT9rwHnVUPPHSh?si=5c768532dda841a2 Twitter: https://twitter.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 help before making any investment decision.

Episode 66: JJ discusses how the S&P 500 finally hit technical bear market territory intraday, and Tesla stock is hitting the skids, now down nearly -50% from its peak in early November 2021. The Art of Value: https://anchor.fm/theartofvalue YouTube: https://www.youtube.com/channel/UCmlgXjiwAUNHyIS30dnIHBg Spotify: https://open.spotify.com/show/6I878RawBT9rwHnVUPPHSh?si=5c768532dda841a2 Twitter: https://twitter.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 help before making any investment decision.

Episode 65: JJ discusses a new Jeremy Grantham interview in which Grantham talks about the continued bursting of the financial bubble he identified well before the market peak, and the coming recession that always follows, as he sees it. The Art of Value: https://anchor.fm/theartofvalue YouTube: https://www.youtube.com/channel/UCmlgXjiwAUNHyIS30dnIHBg Spotify: https://open.spotify.com/show/6I878RawBT9rwHnVUPPHSh?si=5c768532dda841a2 Twitter: https://twitter.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 help before making any investment decision.

Episode 64: JJ discusses the significant gap down in all the major US market indices and many individual stocks today. Inflation, rising interest rates, and possible recession concerns seem to have been the main drivers. In addition, there are indications that many retail investors are dropping out of the market this year, after the retail investing boom in 2020 and 2021. The Art of Value: https://anchor.fm/theartofvalue YouTube: https://www.youtube.com/channel/UCmlgXjiwAUNHyIS30dnIHBg Spotify: https://open.spotify.com/show/6I878RawBT9rwHnVUPPHSh?si=5c768532dda841a2 Twitter: https://twitter.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 help before making any investment decision.

Episode 63: JJ has more observations from the activity of Q1 2022 super-investor portfolios, including Chuck Akre, Terry Smith, and Li Lu. The Art of Value: https://anchor.fm/theartofvalue YouTube: https://www.youtube.com/channel/UCmlgXjiwAUNHyIS30dnIHBg Spotify: https://open.spotify.com/show/6I878RawBT9rwHnVUPPHSh?si=5c768532dda841a2 Twitter: https://twitter.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 help before making any investment decision.

Episode 62: JJ discusses observations from the activity of Q1 2022 super-investor portfolios, including Warren Buffett (Berkshire Hathaway) and David Tepper. The Art of Value: https://anchor.fm/theartofvalue YouTube: https://www.youtube.com/channel/UCmlgXjiwAUNHyIS30dnIHBg Spotify: https://open.spotify.com/show/6I878RawBT9rwHnVUPPHSh?si=5c768532dda841a2 Twitter: https://twitter.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 help before making any investment decision.

Episode 61: JJ discusses the worst large cap performers so far in 2022, how ARKk is still managing to receive large inflows of capital, Softbank’s Record Loss, Bitcoin’s minor recovery, and investor Pat Dorsey’s Q1 2022 portfolio activity. The Art of Value: https://anchor.fm/theartofvalue YouTube: https://www.youtube.com/channel/UCmlgXjiwAUNHyIS30dnIHBg Spotify: https://open.spotify.com/show/6I878RawBT9rwHnVUPPHSh?si=5c768532dda841a2 Twitter: https://twitter.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 help before making any investment decision.

Episode 60: JJ discusses the significant bounce in the market indices in the last market session of the week, along with many stocks that jumped over 20%. Is it a so-called dead cat bounce rally, or the bottom of a bear market? Nobody knows. The Art of Value: https://anchor.fm/theartofvalue YouTube: https://www.youtube.com/channel/UCmlgXjiwAUNHyIS30dnIHBg Spotify: https://open.spotify.com/show/6I878RawBT9rwHnVUPPHSh?si=5c768532dda841a2 Twitter: https://twitter.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 help before making any investment decision.

Episode 59: JJ discusses how the small cap Russell 2000 Index managed a 1.24% gain on the day, while the S&P 500 and Dow 30 were in negative territory. Tech Megacaps Apple, Microsoft, Alphabet and Tesla all continued down, while many smaller techs were in positive territory. Index refs: RUT, SPX, NDAQ, DJIA, The Art of Value: https://anchor.fm/theartofvalue YouTube: https://www.youtube.com/channel/UCmlgXjiwAUNHyIS30dnIHBg Spotify: https://open.spotify.com/show/6I878RawBT9rwHnVUPPHSh?si=5c768532dda841a2 Twitter: https://twitter.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 help before making any investment decision.

Episode 58: JJ discusses the ongoing tech and innovation stock carnage, as the monthly inflation figure comes in slightly higher than expected. Stocks mentioned: QQQ, AAPL, ARKK, TSLA, NFLX, NVDA, SHOP, AMZN, U, COIN, SQ, SPOT, FVRR, UPWK, PLTR, RIVN, AMC, PTON, The Art of Value: https://anchor.fm/theartofvalue YouTube: https://www.youtube.com/channel/UCmlgXjiwAUNHyIS30dnIHBg Spotify: https://open.spotify.com/show/6I878RawBT9rwHnVUPPHSh?si=5c768532dda841a2 Twitter: https://twitter.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 help before making any investment decision.