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The Art of Value

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Oct 14, 2024 • 15min

Elon Musk’s SpaceX Nails World First ‘Chopsticks’ Rocket Catch

Elon Musk’s SpaceX Starship test just achieved a world first engineering feat, catching a massive Starship rocket booster between mechanical arms or giant “chopsticks” on landing. I react to highlights of the historic rocket flight test.   Related videos: The Elon Musk Tesla Cybertruck: Sucks or Success? https://youtu.be/2DO8to-NkTQ Enron-Scale Tesla, Elon Musk Fraud Alleged in Lawsuit https://youtu.be/cGhBMf29xKA Become a member of The Art of Value:  https://www.youtube.com/@TheArtofValue/join Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
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Oct 10, 2024 • 12min

Michael Burry Just Won Big in China | Alibaba Stock & More

Super investor Michael Burry, of ‘The Big Short” fame, has been making a fortune from his recent deep value investments in China stocks, including Alibaba (BABA) and others. The episode looks at Burry’s China stock investments, including when he invested. We also look at the outlook for the Chinese stock market and macro environment.  Become a member of The Art of Value:  https://www.youtube.com/@TheArtofValue/join  Related episodes: Alibaba Stock: Bullish David Tepper vs Druckenmiller vs Tom Lee https://youtu.be/Fe6ym9Qwnug Super Investor David Tepper SUPER BULLISH On Alibaba Stock https://youtu.be/x7C5Tz_4iPc Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
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Oct 9, 2024 • 24min

The Elon Musk Tesla Cybertruck: Sucks or Success?

This episode is about the Tesla Cybertruck, which Elon Musk has been leading the engineering and design of for years, and it’s finally been unleashed on the world, in fairly small quantities so far. So, does the Cybertruck suck? If so, how much does the Cybertruck suck? Is the Cybertruck actually great? Let’s find out! Timestamps: 00:38 Cybertruck, the latest fashion? 01:44 Is Cybertruck a tough off-road truck? 03:42 Cybertruck and water 05:32 Not so stainless steel? 08:41 Cybertruck pure genius criteria 10:02 Crash testing: torsional rigidity, good to have? 12:23 Cybertruck pedestrian friendly? 13:40 Cybertruck armored glass, good to have? 15:21 Cybertruck build quality 16:50 Finger-crunching frunk issue 19:40 Cybertruck "must be low cost" 21:38 Cybertruck Full Self-Driving (Supervised) 22:32 Does the Cubertruck suck? Become a member of The Art of Value:  https://www.youtube.com/@TheArtofValue/join Some related episodes: Enron-Scale Tesla, Elon Musk Fraud Alleged in Lawsuit https://youtu.be/cGhBMf29xKA Tesla, Elon Musk Full Self Driving Fraud Alleged in Lawsuit https://youtu.be/PaUXyey1iG4 Elon Musk: Tesla Full Self Driving Snake Oil Salesman? https://youtu.be/MG1y8_X40O Thanks to these YT channels for some of the source material: Some More News https://www.youtube.com/@SMN Thunderf00t https://www.youtube.com/@Thunderf00t Chris Norlund https://www.youtube.com/@realchris Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
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Oct 4, 2024 • 14min

Alibaba Stock: Bullish David Tepper vs Druckenmiller vs Tom Lee

I react to more of an interview with super Investor David Tepper from Appaloosa Management, who recently offered his very bullish views on Alibaba stock and the Chinese stock market. His opinion is then compared with legendary investor Stanley Druckenmiller, and Fundstrat’s Tom Lee. Stocks mentioned include BABA (Alibaba), PDD (Pinduoduo), JD, BIDU (Baidu), KWEB, FXI (China stock EFTs) Timestamps: 01:14: David Tepper on Alibaba and other China stocks 05:49 Recent performance of Tepper’s China stocks 07:12 David Tepper vs Stan Druckenmiller on Chinese stocks 11:34 Fundstrat’s Tom Lee: China stock market outlook Related episodes: Super Investor David Tepper SUPER BULLISH On Alibaba Stock https://youtu.be/x7C5Tz_4iPc Alibaba Stock: New BABA CEO Eddie Wu Takes Charge of Ecommerce  https://youtu.be/vsrmMAkO9Z4 Alibaba Stock: Reactions to Shock Jack Ma Memo! | BABA Stock https://youtu.be/W54QVlxSwPw Join The Art of Value Patreon community for exclusive content I don’t share anywhere else: https://www.patreon.com/TheArtofValue Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
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Oct 2, 2024 • 18min

MORE Elon Musk Tesla Full Self Driving Snake Oil?

Is Tesla’s Elon Musk like a snake oil salesman when it comes to publicly promoting Tesla Full Self-Driving (FSD) progress? I investigate and discuss more of the article recently posted on the X platform by harsh Elon Musk and Tesla FSD (Supervised) critic Dan O’Dowd, who’s alleging just that in “The Snake Oil Salesman’s Promises for Tesla’s Full Self-Driving AI.”  Timestamps: 00:30 Elizabeth Holmes vs Elon Musk public claims and statements03:20 The Snake Oil Salesman’s Promises for Tesla’s Full Self-Driving AI 05:05 All Tesla HW3 vehicles capable of becoming robotaxis?07:42 We, Robot: 10/10 2024 Tesla Robotaxi event, Warner Bros. Studios10:10 Desperate Tesla Full-Self Driving roadmap 13:44 Full Self-Driving competitiors, Waymo 14:31 Tesla FSD (supervised) in the wild, including CyberTruck Related episodes: Elon Musk Tesla Fraud Investigation playlisthttps://youtube.com/playlist?list=PLrNjj1l3MS7XoRnE15gy7VeXJY4zSSFCp&si=Ejb-w-VftFsL4TyR Elon Musk: Tesla Full Self Driving Snake Oil Salesman? https://youtu.be/MG1y8_X40Os Enron-Scale Tesla, Elon Musk Fraud Alleged in Lawsuit https://youtu.be/cGhBMf29xKA Tesla, Elon Musk Full Self Driving Fraud Alleged in Lawsuit https://youtu.be/PaUXyey1iG4 Elon Musk Tesla HUGE Stock Pump FRAUD Alleged https://youtu.be/dxjigbZVou0 Sharesight is my recommended portfolio tracking and reporting tool. See the special offer (referral link): https://sharesightlimited.cmail20.com/t/r-l-tdjhzjk-niuxvol-i/ Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
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Sep 27, 2024 • 18min

Alibaba Stock: Super Investor David Tepper Pounds Table On China

I react to an interview with super Investor David Tepper from Appaloosa Management, who today offered his very bullish thoughts on the Chinese stock market, Chinese stocks and more. Then we look at the specific China stocks and ETFs Tepper has in his fund’s portfolio, including Alibaba (BABA), PDD, JD and more.  Related episodes: Alibaba Stock: New BABA CEO Eddie Wu Takes Charge of Ecommerce  https://youtu.be/vsrmMAkO9Z4 Alibaba Stock: Reactions to Shock Jack Ma Memo! | BABA Stock https://youtu.be/W54QVlxSwPw JJ’s other channel: The Art of Value: https://www.youtube.com/@TheArtofValue Referenced video: CNBC: Billionaire investor David Tepper on China: Central bank comments 'exceeded expectations' https://youtu.be/uGeyiFj-7D4 Sharesight is my recommended portfolio tracking and reporting tool. See the special offer (referral link): https://sharesightlimited.cmail20.com/t/r-l-tdjhzjk-niuxvol-i/ Join The Art of Value Patreon community for exclusive content I don’t share anywhere else: https://www.patreon.com/TheArtofValue Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
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Sep 25, 2024 • 29min

Elon Musk: Tesla Full Self Driving Snake Oil Salesman?

Is Tesla’s Elon Musk akin to a snake oil salesman when it comes to promoting Tesla Full Self-Driving (FSD) efforts? I investigate and discuss the detailed article recently posted on Elon Musk’s X platform by Dan O’Dowd alleging just that: “The Snake Oil Salesman’s Promises for Tesla’s Full Self-Driving AI.”  Timestamps: 01:03 Elon Musk Snake Oil Salesman: Dan O'Dowd's article 02:48 Tesla "on the verge of solving autonomy" 04:26 Disastrous FSD Version 11: 2023 05:39 Dangerous on-road, live safety testing 08:41 Version 12: "an almost total rewrite" pivot to AI 11:45 Claim Tesla could leapfrog Waymo within a year 13:56 Buying time with impatient Tesla investors 15:23 Baseless claims of rapid FSD V12 improvements  17:00 Actually Smart Summon (ASS) not coast-to-coast 18:31 V12.4 multiple safety issues (example video clips) 20:41 Elon claimed V12.5 a "whole other level" 22:02 Elon doubles down on miles between interventions 24:29 Elon: "it will take over a year of driving to get even one intervention"! 25:43 Tesla's robotaxi business dead on arrival? Related episodes: Elon Musk Tesla Fraud Investigation playlisthttps://youtube.com/playlist?list=PLrNjj1l3MS7XoRnE15gy7VeXJY4zSSFCp&si=Ejb-w-VftFsL4TyR Enron-Scale Tesla, Elon Musk Fraud Alleged in Lawsuit https://youtu.be/cGhBMf29xKA Tesla, Elon Musk Full Self Driving Fraud Alleged in Lawsuit https://youtu.be/PaUXyey1iG4 Elon Musk Tesla HUGE Stock Pump FRAUD Alleged https://youtu.be/dxjigbZVou0 Thanks to Thunderf00t YouTube channel for some of the historical Tesla and Elon Musk clips in this video. Sharesight is my recommended portfolio tracking and reporting tool. See the special offer (referral link): https://sharesightlimited.cmail20.com/t/r-l-tdjhzjk-niuxvol-i/ Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
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Sep 23, 2024 • 10min

Aswath Damodaran: Greatest Cash Machine IN HISTORY, But...

I react to a recent interview with Prof. Aswath Damodaran from NYU, Wall Street’s “Dean of Valuation", who discusses Apple stock (AAPL). Could Apple’s iPhone business be running out of juice? Damodaran acknowledges the Apple has been the greatest cash machine in history, but what about Apple as a future growth stock? Related videos: Aswath Damodaran: This Stock Is A BETTER BUY Than Nvidia https://youtu.be/Ri7l6lXbOqo Aswath Damodaran: Nvidia Stock “Priced To The Point of Insanity” https://youtu.be/DCI9iQC_hvs Aswath Damodaran: ‘I’m Letting These Stocks Ride’ https://youtu.be/QAt_OrfbpbM Referenced video: CNBC: The smartphone business seems to be running out of juice, says NYU's Aswath Damodaran https://youtu.be/LYP1ezGPUXk Sharesight is my recommended portfolio tracking and reporting tool. See the special offer (referral link): https://sharesightlimited.cmail20.com/t/r-l-tdjhzjk-niuxvol-i/ Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision
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Sep 20, 2024 • 30min

Elon Musk Tesla HUGE Stock Pump FRAUD Alleged

Have Elon Musk, Tesla, Morgan Stanley and others been involved in Tesla stock (TSLA) inflation fraud going back many years? I investigate and discuss part of a new lawsuit alleging the continuous Tesla stock pumping fraud, including alleged overt stock market manipulation, and broadcasting Tesla propaganda on social media using Tesla social media influencers. Timestamps: 01:46 Overt market manipulation, with Morgan Stanley 03:49 “Short burn of the century comin soon…” 06:16 Efforts to “paint the tape” to increase TSLA stock price 07:16 Broadcasting Propaganda on Social Media (with Tesla influencers) 08:03 Now You Know YouTube channel - Zac Cataldo 09:11 HyperChange YouTube channel - Galileo Russell 10:52 Third Row Tesla YouTube channel - corporate propaganda 13:33 Electrek blog - Fred Lambert 15:51 Teslarati, ClenTechnica and Frunkpuppy 17:06 Lex Fridman 18:26 Elon Musk: “We don’t buy advertising” 21:01 Engaging Influencer marketing agencies-  Tesla Winter Experience 26:10 TeslaBoomerMama (Alexandra Merz) - Tesla stock price target 27:35 Sawyer Merritt - “TSLA investor” Related videos Elon Musk Tesla Fraud Investigation playlisthttps://youtube.com/playlist?list=PLrNjj1l3MS7XoRnE15gy7VeXJY4zSSFCp&si=Ejb-w-VftFsL4TyR Enron-Scale Tesla, Elon Musk Fraud Alleged in Lawsuit https://youtu.be/cGhBMf29xKA Tesla, Elon Musk Full Self Driving Fraud Alleged in Lawsuit https://youtu.be/PaUXyey1iG4 MORE Elon Musk, Tesla Full Self Driving FRAUD Alleged https://youtu.be/9jShvp85WR8 Elon Musk Tesla Stock Pumping Fraud Alleged in Lawsuit https://youtu.be/47VCx2fZDO0 Thanks to Chris Norlund and Thunderf00t YouTube channels for some of the short Tesla influencer clips in this video. Sharesight is my recommended portfolio tracking and reporting tool. See the special offer (referral link): https://sharesightlimited.cmail20.com/t/r-l-tdjhzjk-niuxvol-i/ Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
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Sep 12, 2024 • 24min

Elon Musk Tesla Stock Pumping Fraud Alleged in Lawsuit

Have Elon Musk, Tesla and others been involved in continuous Tesla stock (TSLA) inflation fraud going back years? I summarize and discuss part of a new lawsuit alleging the Tesla stock pumping fraud.  Timestamps: 00:45 Alleged Elon Musk & Tesla Fraud Overview: Greenspan v Musk et al 01:42  How the stock inflation fraud is linked to Musk’s compensation plan 05:45 Pressuring Tesla executives to to routinely commit securities fraud 07:20 Artificially inflating Tesla stock, harming short-sellers   09:27 Elon Musk lying in public to justify Tesla revenue recognition 13:11 Fraudulent Tesla stock price targets with ARK’s Cathie Word & others Related videos: Elon Musk Tesla Fraud Investigation playlisthttps://youtube.com/playlist?list=PLrNjj1l3MS7XoRnE15gy7VeXJY4zSSFCp&si=Ejb-w-VftFsL4TyR Enron-Scale Tesla, Elon Musk Fraud Alleged in Lawsuit https://youtu.be/cGhBMf29xKA Tesla, Elon Musk Full Self Driving Fraud Alleged in Lawsuit https://youtu.be/PaUXyey1iG4 MORE Elon Musk, Tesla Full Self Driving FRAUD Alleged https://youtu.be/9jShvp85WR8 Sharesight is my recommended portfolio tracking and reporting tool. See the special offer (referral link): https://sharesightlimited.cmail20.com/t/r-l-tdjhzjk-niuxvol-i/ Join The Art of Value Patreon community for exclusive content I don’t share anywhere else: https://www.patreon.com/TheArtofValue Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.

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