The Art of Value

Investor Jeremy Grantham has recently written that he thinks the superbubble he sees across the US stock market, bond market and housing market, is now entering its fourth and final stage, after the substantial bear market rally we’ve recently seen in stocks. The Art of Value suggested videos on investor Jeremy Grantham: Jeremy Grantham Latest: This Market Crash Could Be As Bad As 2000 Tech Bubble https://youtu.be/nT_9OMbOJRA Jeremy Grantham and Ray Dalio Discuss a Stock Market Crash and World Economic Outlook for Investing | Part 1 https://youtu.be/oH8o5kAw0_w Investors Jeremy Grantham and Ray Dalio Discuss a Stock Market Crash and Economic Outlook | Part 2 https://youtu.be/UaRSHUah6SI Was Jeremy Grantham Correct About a Now Deflating Market Bubble? https://youtu.be/tcAyvtYipv0 Investor Jeremy Grantham: Investing When Terrified https://youtu.be/sTOAvHYKEvM Full Jeremy Grantham Playlist https://www.youtube.com/playlist?list=PLrNjj1l3MS7Wtx2nItPmA8QfIUeGS4V87 Referenced Jeremy Grantham Article: Entering The Superbubble's Final Act https://www.gmo.com/americas/research-library/entering-the-superbubbles-final-act/ The Art of Value 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 advice before making any investment decision.

In a recent interview with CFA Society of Mexico, investor Mohnish Pabrai explained what he thinks is the best way to invest. These are some of the key points. The Art of Value suggested videos about Mohnish Pabrai’s investing: Finding future multibagger stocks like Starbucks (SBUX), with Mohnish Pabrai https://youtu.be/3bAEnKtDI60 Investing Quest for Multibagger Stocks with Mohnish Pabrai https://youtu.be/ra7APQ2Tvpg Mohnish Pabrai on Compounding with Spawners https://youtu.be/1jjQehxmCwo Micron Technology (MU) Q3 2022 Earnings, Outlook and Mohnish Pabrai’s Investment Thesis https://youtu.be/0zG4fG3si5A Mohnish Pabrai’s Talk with CFA Society of Mexico on August 17, 2022 https://youtu.be/MYR0tWgstMI The Art of Value 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 advice before making any investment decision.

Five of my favourite mid to small size investing YouTube channels, and a good example video from each channel. Timestamps: 00:33 Investing with Tom Channel https://www.youtube.com/c/InvestingwithTom 01:42 Example video: Li Lu's Multibagger Stock Checklist (Himalaya Capital) https://youtu.be/tu7jBLEE-s4 02:50 Nathan Winklepleck, CFA Channel https://www.youtube.com/c/NathanWinklepleckCFA 03:49 Example video: He crushed the S&P 500 for 25 years... [3 lessons for 2022] https://youtu.be/p21osakHwF0 05:35 J. MONEY Channel https://www.youtube.com/channel/UCaJFPtd9PsSmAxpVfUqUeoQ 06:42 Example video: Alibaba Stock Update: Delisting News (2022) | $BABA $JD $PDD https://youtu.be/jj91WGqZyeQ 07:53 Stock Compounder - Brad Kaellner Channel https://www.youtube.com/c/BradKaellner 09:34 Example video: Terry Smith on Investing for Growth! Compounding with Great Companies https://youtu.be/nA7mzGKSX5k 11:04 Anderew Brown Channel https://www.youtube.com/c/AndrewBrownInvesting 12:57 Example video: Trulieve Stock Analysis https://youtu.be/8lQYkfRLkXk The Art of Value 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.

Hot on the heels of the latest 13F filings from some of the world’s best investment fund managers, this episode focuses on 8 small cap stock investments from 5 top investors: Robert Vinall, Josh Tarasoff, Greg Alexander, Pat Dorsey, Chuck Akre. Timestamps: 00:00 Introduction to small cap stock investing 01:08 Investor Robert Vinall - RV Capital 04:34 Trupanion 08:46 Wix.com 11:50 Ryman Healthcare 15:40 Investor Josh Tarasoff - Greenlea Lane Capital 17:20 Monday.com 18:53 Investor Greg Alexander 21:40 Investor Pat Dorsey 23:31 Smartsheet Inc 24:40 Upwork 25:39 Poshmark 28:10 Investor Chuck Akre 29:18 DigitalBridge Referenced videos: Robert Vinall: My Investor Q&A - with questions on management, building RV Capital and my holdings https://youtu.be/uGDmvRWAgy8 Robert Vinall: What is Trupanion doing to win the pet insurance market? A chat with Darryl Rawlings (Founder & CEO) https://youtu.be/q25eUpPxYmY #investing #investors #smallcapstocks  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.

Investor Jeremy Grantham, in a recent interview said the current stock market is very likely to be in a big bear market rally. He expects the benchmark S&P 500 to eventually go down 50% from its 2021 peak, and the NASDAQ could go down 80%, like during the 2000 tech bubble bust. He also has some other predictions about the current bear market. This is The Art of Value episode 111. Full Jeremy Grantham Interview: The Current Bear Market w/ Jeremy Grantham (TIP466): https://youtu.be/OCUeKnAQVjc 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.

I briefly discuss three top quotes from three top investors, about being invested in the stock market when the market crashes: Warren Buffett, Charlie Munger, and Peter Lynch. This is The Art of Value episode 110. Twitter: https://twitter.com/theartofvalue Instagram: https://www.instagram.com/artofvalueinvest TikTok: https://www.tiktok.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.

I discuss some of Mohnish Pabrai’s comments from a recent interview, in which he talks about his investing quest to find multibagger stocks; companies that have the potential to return 10x within 10 years, and 100x over 20 years. This is The Art of Value episode 109. Part 1 is here: Mohnish Pabrai Interview: Value Investing Quest for Multibagger Stocks https://youtu.be/ra7APQ2Tvpg Mohnish Pabrai's full Q&A Session with Narsee Monjee Institute of Management Studies, Mumbai: https://youtu.be/qBdieWfouZM 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.

I discuss some of Mohnish Pabrai’s comments in his latest interview, in which he talks about his value investing quest to find multibagger companies; companies that could 10x within 10 years, and 100x over 20 years. This is The Art of Value episode 108. Mohnish Pabrai's full Q&A Session with Narsee Monjee Institute of Management Studies, Mumbai: https://youtu.be/qBdieWfouZM The Art of Value: YouTube: https://www.youtube.com/channel/UCmlgXjiwAUNHyIS30dnIHBg Spotify: https://open.spotify.com/show/6I878RawBT9rwHnVUPPHSh?si=23a140851abd4076 Apple Podcasts https://podcasts.apple.com/us/podcast/the-art-of-value/id1615680017 Other Podcast Platforms: https://anchor.fm/theartofvalue Twitter: https://twitter.com/theartofvalue Linkedin: https://www.linkedin.com/company/the-art-of-value/ Facebook Page: https://www.facebook.com/profile.php?id=100082516724025 Instagram: https://www.instagram.com/artofvalueinvest TikTok: https://www.tiktok.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.

I look at and discuss the financial media speculation and rumors that Warren Buffett’s Berkshire Hathaway is preparing to sell its stock of Chinese electric vehicle and EV battery maker BYD, after owning  a significant stake in the company for over a decade. This is The Art of Value episode 107. The Art of Value: YouTube: https://www.youtube.com/channel/UCmlgXjiwAUNHyIS30dnIHBg Spotify: https://open.spotify.com/show/6I878RawBT9rwHnVUPPHSh?si=23a140851abd4076 Apple Podcasts https://podcasts.apple.com/us/podcast/the-art-of-value/id1615680017 Other Podcast Platforms: https://anchor.fm/theartofvalue Twitter: https://twitter.com/theartofvalue Linkedin: https://www.linkedin.com/company/the-art-of-value/ Facebook Page: https://www.facebook.com/profile.php?id=100082516724025 Instagram: https://www.instagram.com/artofvalueinvest TikTok: https://www.tiktok.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.

Based on his recent interviews, I discuss Ray Dalio’s views on the current macro economic environment, bear market, and outlook for investing. This is The Art of Value episode 106. 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.