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The Art of Value

Latest episodes

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Jul 8, 2021 • 32min

China Tech Stock Decline: Value Opportunity or Mistake?

In episode 18, JJ discusses the ongoing decline in share prices of the big Chinese tech companies. Is this a value investing opportunity, or a big mistake to invest?  Twitter: @theartofvalue
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Jul 1, 2021 • 31min

US Cannabis Sector Primer

In episode 17, JJ discusses the rapidly evolving investment situation and opportunity in the US legal cannabis sector. Twitter: @theartofvalue
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Jun 23, 2021 • 41min

Stitch Fix Update: The Future of Personalized Shopping?

In episode 16, JJ discusses Stitch Fix (SFIX) again, after hearing a recent Vogue Business interview with the incoming CEO, Elizabeth Spaulding. Is Stitch Fix the future of online, personalized apparel shopping? Can the company successfully scale up to be a very large player in apparel sales? Twitter: @theartofvalue
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Jun 17, 2021 • 35min

Tesla debate, Alibaba and Pindoudou

In episode 15, JJ discusses whether or not most value investors are being too harsh on Tesla, and talks about recent positions in China's Alibaba and Pindoudou. Twitter: @theartofvalue
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May 31, 2021 • 58min

Poftoflio Update Including Small Cap Compounders

In episode 14, JJ discusses updated stock positions, including a growing number of small cap companies with the potential to compound over the long term. To leave an audio message: anchor.fm/artofvalueinvesting Twitter: twitter.com/theartofvalue Email: theartofvalueinvesting@gmail.com
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Mar 17, 2021 • 34min

Current Stock Positions and Market Conditions

In episode 13, Art discusses the current market, some current stocks postions, and recaps some previous epiodses after the 12 break since the last one: The EV Bubble. To leave an audio message: anchor.fm/artofvalueinvesting Twitter: twitter.com/theartofvalue Email: theartofvalueinvesting@gmail.com
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Dec 21, 2020 • 34min

The EV Bubble

In episode 12, Art discusses the current bubble he sees in the emerging EV sector. Mindset Value article by Aaron Edelheit referred to in this episode: Electric Car Bubble To leave Art an audio message: anchor.fm/artofvalueinvesting Twitter: twitter.com/theartofvalue Email: theartofvalueinvesting@gmail.com
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Nov 19, 2020 • 46min

Reviewing Superinvestor Portfolio Updates for Q3 2020

In episode 11 of The Art of Value Investing, Art reviews some Q3 2020 portfolio updates from various well known value investors, or "superinvestors". To leave Art an audio message: anchor.fm/artofvalueinvesting Twitter: twitter.com/theartofvalue Email: theartofvalueinvesting@gmail.com 
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Nov 13, 2020 • 26min

TAOVI10: New DEEP Value ETF from Investor Tobias Carlisle

In episode 10, Art discusses the new DEEP Value ETF from deep value investor Tobias Carlisle, which focuses on deeply undervalued small and micro cap U.S. stocks.  Stocks mentioned in this episode:  The Roundhill Acquirers Deep Value ETF (DEEP), Turtle Beach (HEAR), Spotify (SPOT). The quote from Tobias about the Roundhill Acquirers Deep Value ETF is from here. I encourage you to listen to the whole episode: Stansberry Investor Hour with Dan Ferris: How to Profit in The New Age of Value Stocks https://investorhour.libsyn.com/how-to-profit-in-the-new-age-of-value-stocks You can find more on Tobias and the The Acquirers Multiple here: https://acquirersmultiple.com You can find more on the The Roundhill Acquirers Deep Value ETF here https://www.roundhillinvestments.com/etf/deep/ To leave Art an audio message: anchor.fm/artofvalueinvesting Twitter: twitter.com/theartofvalue Email: theartofvalueinvesting@gmail.com
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Oct 28, 2020 • 48min

TAOVI9: Investor David Einhorn's 10 Tech Bubble Signs, Says It's Already Peaked

In episode 9, Art discusses David Einhorn's 10 signs of a second tech bubble, and his assertion that the bubble already peaked in early September 2020. Articles and videos referenced in this episode: Greenlight Capital's David Einhorn just called the top in stocks, and gave 10 reasons why tech is in a bubble https://www.businessinsider.com.au/stock-market-outlook-top-call-einhorn-signs-technology-bubble-letter-2020-10?r=US David Einhorn: 10 Signs The Bubble Has Already Popped https://acquirersmultiple.com/2020/10/david-einhorn-10-signs-the-bubble-has-already-popped/ Value: After Hours S02 E43 Einhorn's Bubble Hunting, Risk-Taking, and Lessons from Nuclear Meltdowns https://youtu.be/AgpylaBGLHw Leave Art an audio message: anchor.fm/artofvalueinvesting Twitter: twitter.com/theartofvalue Email: theartofvalueinvesting@gmail.com

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