The Art of Value

I discuss how Chinese tech stocks such as Alibaba, Tencent, Pinduoduo, and the China Internet ETF KWEB are up hugely over the past few months. Why is this big rally happening now, and can it be sustained? Stocks mentioned: KWEB, BABA, HKG 0700, PDD Related episodes: Are China Stocks UNINVESTABLE or HISTORIC VALUE OPPORTUNITY? https://youtu.be/qfrjfIEx1vw Mohnish Pabrai: Why I Switched from Alibaba to Tencent https://youtu.be/v27JsHlgPZU 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 discuss the artificial intelligence investing news that OpenAI is reportedly in talks to sell existing shares at a ~$29B valuation. I also react to some recent comments from the All-Podcast about this OpenAI valuation news. Related videos: Microsoft to Challenge Google Search Using OpenAI's ChatGPT https://youtu.be/Vh42ZgADo5k Is OpenAI’s ChatGPT Chatbot a Google Search Killer? https://youtu.be/U6irbB6vi-Q All-In Podcast E110: 2023 Bestie Predictions! Chapter: OpenAI reportedly in talks to sell existing shares at a ~$29B valuation https://youtu.be/M3UjMit3xGY?t=5230 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 discuss how Microsoft and OpenAI are working on a ChatGPT-powered Bing search product, in a direct challenge to Google Search. Microsoft is apparently preparing to launch a version of its Bing search that integrates the artificial intelligence (AI) behind ChatGPT to answer some search queries, rather than displaying list of links. What are the implications for Google’s dominant Search business? Related episode: Is OpenAI’s ChatGPT Chatbot a Google Search Killer? https://youtu.be/U6irbB6vi-Q 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 respond to a recent video from the Jeremy Lefebvre’s Financial Education YouTube channel, "Tesla Stock Just Hit New Low!!! I Just Did This", in which Jeremy talks about Tesla’s current situation, and how he’s currently buying Tesla stock (TSLA) for the first time since 2019. I've also been buying Tesla stock recently, for the first time ever. Related videos The Art of Value: Tesla Stock playlist https://youtube.com/playlist?list=PLrNjj1l3MS7UkaBPMBFJF26HHxpUgH9zQ Buy Tesla Stock & Don’t Stop? | Response to Jeremy Lefebvre, Financial Education https://youtu.be/Xqq0TV3TD84 Financial Education: Tesla Stock Just Hit New Low!!! I Just Did This https://youtu.be/trkRbN8ZxKk

I react at length to a recent video from the Joseph Carlson After Hours YouTube channel, Why I'm Not Buying Tesla Stock, in which Joseph talks in depth about Tesla the company, and why he won’t be buying the stock, even after the big decline in stock price it’s had over the past year. I've bought Tesla stock recently, for the first time. Related videos The Art of Value: Tesla Stock playlist https://youtube.com/playlist?list=PLrNjj1l3MS7UkaBPMBFJF26HHxpUgH9zQ Joseph Carlson After Hours: Why I'm Not Buying Tesla Stock https://youtu.be/wZfBmWoxHcA Jeremy Lefebvre Makes Money: Joseph Carlson... My Response https://youtu.be/jvoGKuwGJ0U 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 respond to a recent video from the Jeremy Lefebvre Makes Money channel, "Buy Tesla Stock & Don’t Stop”, in which Jeremy talks about Tesla and Elon Musk. Recently Jeremy has been buying Tesla stock (TSLA) for the first time since 2019. I've also bought Tesla stock recently, for the first time. Related episodes: 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 Tesla Stock Craters To Stunning Low | My Reaction to Solving The Money Problem https://youtu.be/GMtrQ5sP0FA Jeremy Lefebvre Makes Money: Buy Tesla Stock & Dont Stop https://youtu.be/lPTxjtJwldI 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 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.