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The Art of Value

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Aug 12, 2024 • 14min

Mohnish Pabrai: Bet on What's Hated and Unloved

Super investor Mohnish Pabrai discusses his investing strategy of looking at hated and unloved companies, sectors, and countries, that can provide great investment opportunities for value investors willing to go off the beaten track to look where others are  not. Related videos: Super Investor Warren Buffett Just Sold These Stocks https://youtu.be/t-d60o6IZwA Mohnish Pabrai: The Importance of Owners’ Intrinsic Value  https://youtu.be/x4Ku99InGYM Referenced video: Mohnish Pabrai’s Session with CFA Society, United Kingdom on June 12, 2024 https://youtu.be/yjXKhLO_7jI Sharesight is my recommended investment 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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Aug 7, 2024 • 10min

Aswath Damodaran: ‘I’m Letting These Stocks Ride’

I react to NYU Professor of Finance Aswath Damodaran, “The Dean of Valuation, who discusses the current U.S. stock market correction, especially the megacap ‘Mag 7’ stocks, and Warren Buffett’s recent large sale of Apple stock. Related videos: Aswath Damodaran: Nvidia Stock “Priced To The Point of Insanity” https://youtu.be/DCI9iQC_hvs Aswath Damodaran: Why The Stock Market Is Now Overpriced https://youtu.be/IM-F4YVQ3jk Super Investor Warren Buffett Just Sold These Stocks https://youtu.be/t-d60o6IZwAf Referenced video: CNBC: Berkshire was too concentrated in Apple, says NYU’s Aswath Damodaran https://youtu.be/TnRkTWp0VRo 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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Aug 5, 2024 • 12min

Warren Buffett Just Sold $75B of These Stocks

Super Investor Warren Buffett has been selling down significant chunks of Berkshire Hathaway’s core portfolio stocks during the past quarter, and into this quarter, leaving Berkshire with a huge pile of cash that could be redeployed. We take a look at how Buffett’s selling has unfolded and some possible reasons for the stock selling. Related videos: Is Warren Buffett As Bearish As He Ever Gets On Stocks? https://youtu.be/bKy1fth0TME Warren Buffett: I’d Buy Small Caps if Starting Over Now https://youtu.be/V7yAKXYXhDM 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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Aug 2, 2024 • 11min

UBER + BYD Partner To Beat Tesla

Public companies Uber and BYD Co. have partnered to bring BYD EVs to the Uber ride-hailing platform globally. The companies plan to start in Europe and Latin America, and also plan to develop autonomous-capable vehicles together. Is it a plan to try and beat Tesla at its own EV robotaxi game? Related videos: Tesla Will Be The Next Enron! | TSLA Stock https://youtu.be/89dLB4VwaJA Tesla Stock Plunges on Earnings. Here’s Why! https://youtu.be/_GfyTy4holA 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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Aug 1, 2024 • 7min

Alibaba Launching AI Sourcing Engine To Boost Trade

Alibaba is set to deploy a new AI-powered sourcing engine to boost online trade for its global merchants. Related videos: Alibaba Stock Rallies On Plan To Raise Service Fee https://youtu.be/dSGgsqDfCW0 Alibaba Stock: Chair Joe Tsai on BABA’s Big AI Future https://youtu.be/71WRq1Ca4ew Referenced video Alibaba Betting on AI, the Olympics https://youtu.be/7RCpQ056PAU 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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Jul 31, 2024 • 7min

Alibaba Stock Rallies On Plan To Raise Service Fee

In Alibaba news, Alibaba stock (BABA) jumped the most in two months as the stock market digested the China e-commerce giant’s plan to charge more service fees from merchants. Related videos: Alibaba Stock: Chair Joe Tsai on Reigniting Strong Growth https://youtu.be/GXpLxxz7AKE Alibaba Stock: Chair Joe Tsai on BABA’s Big AI Future https://youtu.be/71WRq1Ca4ew Stocks Today With JJ channel: https://www.youtube.com/@jjstockstoday 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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Jul 30, 2024 • 20min

Famed Tesla, Palantir Short-Seller Charged With Stock Fraud

Well known short seller Andrew Left has been charged with securities fraud. US Authorities allege Citron’s Andrew Left tried to make quick and easy profits by committing securities fraud with numerous US stocks, including Nvidia, Tesla, Palantir and many others. Related videos: Ross Gerber: Tesla Short Sellers Are So Stupid https://youtu.be/_DaVsijB_Fw 'Big Short’ Super Investor Steve Eisman Now Bullish! https://youtu.be/x9RB9N-2a8M Referenced video: Short-Seller Andrew Left Is Charged With Securities Fraud https://youtu.be/LyrmASB-OFQ 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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Jul 27, 2024 • 10min

Tom Lee & Jeremy Lefebvre Blocked Me! Here’s Why

Both Fundstrat’s Tom Lee and Financial Education’s Jeremy Lefebvre have both blocked me on on the X platform, formerly Twitter. Here’s why I think they did: it’s to do with my criticism of their constant short term predictions about the stock market, stocks. I explain in this video. Related videos: Tom Lee Predicts 15% Index Rise in 5 Weeks! https://youtu.be/HsoloP49Fb4 Tom Lee Predicts Huge Rally For Small Caps Index https://youtu.be/prSfamBbcN8 Is There A Stock Market CRASH But You Haven’t Noticed Yet? (says Jeremy Lefebvre)  https://youtu.be/5iKomE9PH8U Stocks Today With JJ channel: https://www.youtube.com/@jjstockstoday 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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Jul 26, 2024 • 14min

Tom Lee Predicts 15% Index Rise in 5 Weeks!

I react to Tom Lee from Fundstrat, who is predicting that the small cap stock Russell 2000 Index will rise 15% or more over the next 5 weeks to the end of August. He has said it will be “the summer of small caps”. Related videos: Tom Lee Predicts Huge Rally For Small Cap Index https://youtu.be/prSfamBbcN8 The New Bull Case For Small Caps: Tom Lee + Goldman Sachs https://youtu.be/VTCaMcppLXM Referenced videos Small caps could rise more than 15% in August, says Fundstrat's Tom Lee https://youtu.be/Y4YHF_EYabA Sharesight is my recommended portfolio tracking and reporting tool. Join over 400K investors worldwide who trust Sharesight, including me. 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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Jul 25, 2024 • 17min

Dan Ives: Tesla Is Now The MOST Undervalued AI Play!

Dan Ives, an analyst from Wedbush, passionately argues that Tesla is the most undervalued AI stock, despite its recent market struggles. He emphasizes Tesla's potential in the AI sector amid wider tech downturns. In contrast, Jon Mitchell, a former Tesla president, critiques the company's current situation, suggesting that its challenges may benefit competitors. They dive into Tesla's innovative robo taxi plans, financial issues, and the evolving EV landscape, illustrating a tense but fascinating rivalry among automotive giants.

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