The Art of Value

Michael Burry These Super Investors Bought Alibaba & JD Stock I investigate which super-investors have been buying Chinese stocks, including Alibaba stock (BABA), JD stock, Baidu (BIDU), PDD and others during the past quarter. The 13F filings of large fund managers have just been reported, including from famed “Big Short” investor Michael Burry, so we can see the stocks they’ve been buying and selling in the quarter. Timestamps 00:21 Michael Burry portfolio 01:34 David Tepper portfolio 04:13 Howard Marks portfolio 05:32 Alibaba stock super investors 07:05 Samantha McLemore portfolio 07:38 Alibaba Stock Guru trades 09:15 JD stock super investors Related episodes: Super Investors Just Bought These Small Caps https://lnkd.in/gUJfheR7 Warren Buffett: I’d Buy Small Caps if Starting Over Now https://lnkd.in/grf4ga6C Join The Art of Value Patreon community for exclusive content I don’t share anywhere else: https:/https://lnkd.in/gBSX3uvU I use GuruFocus for historical, financial and valuation data, screeners, charts and comparison tools, to help me make smarter long-term investing decisions (referral link): https://lnkd.in/g8cXb-Te I use TIKR Terminal to help analyze great businesses, follow top investor portfolios, and help monitor my portfolio (referral link): https://lnkd.in/gRFXcMpR AeroPress - Be your Own Barista. A new kind of coffee press for daily use (referral link): https://amzn.to/3WqsNBS Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision.

Alibaba Stock Earnings: Big Buybacks, Special Dividend, Stock Down! This episode includes a summary and analysis of the Alibaba March Quarter 2024 Earnings results, and my current thoughts on BABA Stock. Timestamps: 00:12 Recent BABA stock price activity 00:51 Alibaba Financial Highlights  04:27 Cash return to shareholders: repurchases, dividends 07:47 Taobao & Tmall 08:27 Cloud Intelligence Group 09:49 Alibaba International Digital Commerce Group (AIDC) 10:55 Cainiao Smart Logistics Network Ltd 12:08 Final thoughts Related episodes Has Alibaba Stock Bottomed? Thoughts On Crashed BABA https://lnkd.in/dPuEc544 Alibaba Stock: BABA Supersizes Share Buybacks! https://lnkd.in/gjTSQ475 Join The Art of Value Patreon community for exclusive content I don’t share anywhere else: https://lnkd.in/gBSX3uvU Recommended: I use GuruFocus for historical, financial and valuation data, screeners, charts and comparison tools, to help me make smarter long-term investing decisions (referral link): https://lnkd.in/g8cXb-Te The main investment brokerage I use to buy international stocks, and to hold cash at good interest rates, is Interactive Brokers (referral link): https://lnkd.in/g8KRA5hQ AeroPress - Be your Own Barista. A new kind of coffee press for daily use (referral link): https://amzn.to/3WqsNBS Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision.

GameStop Stock Soars on Return of Roaring Kitty! Is meme stock madness back? Roaring Kitty (Keith Gill) is back posting online, and that immediately sent GameStop stock and other meme stocks soaring. There’s also been a lot of options activity in the stock. I take a look at how it’s playing out this time, and I discuss some finance media reactions to the news. Related video Druckenmiller: AI Over-Hyped Now, Under-Hyped Long Term | Nvidia Stock https://lnkd.in/gcAxt-fC Referenced videos: CNBC: GameStop shares surge: Here’s what you need to know https://lnkd.in/gVrfVfW5 CNBC: Options Action: How options and memes are fueling GameStop's huge move higher https://lnkd.in/gaB9-xwK Join The Art of Value Patreon community for exclusive content I don’t share anywhere else: https://lnkd.in/gBSX3uvU Recommended: I use GuruFocus for historical, financial and valuation data, screeners, charts and comparison tools, to help me make smarter long-term investing decisions (referral link): https://lnkd.in/g8cXb-Te The main investment brokerage I use to buy international stocks, and to hold cash at good interest rates, is Interactive Brokers (referral link): https://lnkd.in/g8KRA5hQ AeroPress - Be your Own Barista. A new kind of coffee press for daily use (referral link): https://amzn.to/3WqsNBS Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision.

Warren Buffett: I’d Buy Small Caps if Starting Over Now I discuss part of super investor Warren Buffett’s Berkshire Hathaway annual meeting Q&A, in which Buffett said the if he were starting out investing today, with a million dollars or less, he’d be looking at small cap ideas, to be able to make high returns. Related episodes: Is Warren Buffett As Bearish As He Ever Gets On Stocks? https://lnkd.in/g6EsTTYS Why is Warren Buffett STACKING HUGE CASH Right Now? https://lnkd.in/gf9HeKvB Reference video: CNBC: Warren Buffett breaks down how he would invest if he had to start again with $1 million https://lnkd.in/g8yeJFqJ Join The Art of Value Patreon community for exclusive content I don’t share anywhere else: https://lnkd.in/gBSX3uvU Recommended: FinChat is a complete stock research platform for fundamental investors, powered by AI; easy to use, quality data, and elegant design. Use this referral link to get a 15% discount: https://lnkd.in/gZ-Te5Ae The main investment brokerage I use to buy international stocks, and to hold cash at good interest rates, is Interactive Brokers (referral link): https://lnkd.in/g8KRA5hQ AeroPress - Be your Own Barista. A new kind of coffee press for daily use (referral link): https://amzn.to/3WqsNBS Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision.

Druckenmiller: AI Over-Hyped But Under-Hyped Long Term I react to part of the latest Stanley Druckenmiller interview, in which the legendary super investor discusses why and when he cut his Nvidia stock holding, and his current opinion on the future of Ai technology and its impact. Timestamps: 00:23 Where Druckenmiller cut Nvidia stock 02:17 NVDA stock price action & price targets 04:36 AI Overhyped short term, underhyped long term 07:13 Druckenmiller rhyming with Buffett 08:50 Druckenmiller invests in Perplexity Related episodes: Why Druckenmiller Owns Nvidia Despite "Nosebleed Territory" https://lnkd.in/gNsMDjM4 Why is Warren Buffett STACKING HUGE CASH Right Now? https://lnkd.in/gf9HeKvB Reference video: CNBC: Stanley Druckenmiller: AI might be a little over-hyped now, but under-hyped long term https://lnkd.in/gEbRe3MA Recommended: FinChat: The future of investment research, powered by AI (referral link): https://lnkd.in/gZ-Te5Ae AeroPress - Be your Own Barista. A New Kind of Coffee Press For Daily Use (referral link): https://amzn.to/3WqsNBS Join The Art of Value Patreon community for exclusive content I don’t share anywhere else: https://lnkd.in/gBSX3uvU Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision.

Is Warren Buffett As Bearish As He Ever Gets On Stocks? I react to an investment fund manager who asserts that Warren Buffett is as bearish on the stock market as he’s ever been. Is Buffett waiting for a stock market crash to deploy Berkshire Hathaway’s huge and growing cash pile? Related episodes  Why is Warren Buffett STACKING HUGE CASH Right Now? https://lnkd.in/gf9HeKvB Super Investor Warren Buffett Just Bought These Stocks https://lnkd.in/g3tbNtYF Warren Buffett's Best Rules for Investing Success https://lnkd.in/gjvukyEk Referenced video: CNBC: Warren Buffett is now 'as bearish as he ever gets,' says Bill Smead https://lnkd.in/gdFJy5SJ Join The Art of Value Patreon community for exclusive content I don’t share anywhere else: https://lnkd.in/gBSX3uvU Recommended investing books: The Essays of Warren Buffett: Lessons for Corporate America, by Lawrence Cunningham (referral link): https://amzn.to/4bmzp8g Berkshire Beyond Buffett: The Enduring Value of Values, by Lawrence Cunningham (referral link): https://amzn.to/4bd6VOY Recommended product: AeroPress - Be your Own Barista. A New Kind of Coffee Press For Daily Use (referral link): https://amzn.to/3WqsNBS Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision.

My New Weekly Stock Market Investing Update This is a full preview of candid thoughts from the Weekly Investing Update I post for the new Value Supporter tier on The Art of Value Patreon. Timestamps: 00:49 Alibaba and other China tech stocks jump 01:58 How to beat the stock market 04:21 Major catalyst in this emerging sector 05:09 Starbucks stock crash and explosive CEO interview 06:49 Tesla earnings and the changing macro environment Related episodes: Starbucks Stock Crash: Disaster Quarter & CEO Interview https://lnkd.in/djzHkBCw How to Beat the Stock Market (S&P 500) by Doing NOTHING https://lnkd.in/deMzH273 Has Alibaba Stock Bottomed? Thoughts On Crashed BABA https://lnkd.in/dPuEc544 My Thoughts On Shocker Tesla Earnings | TSLA Stock https://lnkd.in/dar3AjsR Join The Art of Value Patreon community for exclusive content I don’t share anywhere else: https://lnkd.in/gBSX3uvU Recommended: AeroPress - Be your Own Barista. A New Kind of Coffee Press For Daily Use (referral link): https://amzn.to/3WqsNBS Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision.

HISTORIC: US Moves to Reschedule Cannabis! Stocks Soar! I discuss the historic news and investing implications from the US cannabis sector today, that the DEA has agreed to reschedule cannabis from Schedule 1 to the more benign Schedule 3. 00:17 Cannabis rescheduling finance news  02:54 Historic: DEA Agrees to reschedule marijuana 05:32 MSOS ETF stock price and volume reaction 07:27 Up-listing to major stock exchanges soon? 08:05 High-profile politicians' reactions to rescheduling Related episodes: Why MSOS Stock Is Ripping Higher | MSOS ETF Analysis https://lnkd.in/gwFNk_5V Reference video: Biden Admin to ease federal restrictions on marijuana https://lnkd.in/gw7KD_QT Join The Art of Value Patreon community for exclusive content about the this sector: https://lnkd.in/gBSX3uvU The main investment brokerage I use to buy international stocks, US OTC market stocks, and to hold cash at good interest rates, is Interactive Brokers (referral link): https://lnkd.in/g8KRA5hQ Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision.

Has Alibaba Stock Bottomed? Thoughts On Crashed BABA I react to an article about the very recent rally in Alibaba stock and whether it can be sustained. The article discusses whether Alibaba stock is a screaming buy or a value trap, and I give my thoughts on the BABA stock situation. Timestamps: 00:28 A buy or a value trap - article 01:10 BABA price action 02:32 Can BABA break-out? 05:40 A screaming value buy? 07:46 China Japanification or not? 08:33 Chinese government stimulus? 10:14 Can a rally be sustained? 11:23 Alibaba Super investors Related episodes: Alibaba Stock: BABA Supersizes Share Buybacks! https://lnkd.in/gjTSQ475 Alibaba Stock: New Jack Ma Memo Hints at Return? https://lnkd.in/gA8kubVN Why Alibaba is Scrapping Cainiao IPO | BABA Stock https://lnkd.in/gZjXTVWb Join The Art of Value Patreon community for exclusive videos and more: https://lnkd.in/gBSX3uvU I use GuruFocus for historical, financial and valuation data, screeners, charts and comparison tools, to help me make smarter long-term investing decisions (referral link): https://lnkd.in/g8cXb-Te Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision.

Mohnish Pabrai Discusses His New MSFT & AMZN Holdings I react to part of the first Pabrai Wagons Fund investor call, in which Pabrai discusses his new Microsoft and Amazon stock holdings. Pabrai fields questions from investors about why he bought MSFT and AMZN for the new mutual fund. Timestamps: 00:54 Why buy Microsoft & Amazon at the current market valuations? 03:54 Two truly exceptional businesses…  07:00 Microsoft: an almost indestructible franchise Related episodes: Mohnish Pabrai Buys Occidental Petroleum These Stocks  https://lnkd.in/gMFCCS4u Mohnish Pabrai Buys PayPal These Stocks for Wagons Fund https://lnkd.in/gRphqSHY Mohnish Pabrai’s New Fund Buys EBAY & These Stocks https://lnkd.in/gRer8ZKx Recommended investing book: Where the Money Is: Value Investing in the Digital Age, by Adam Seesel (referral link) https://amzn.to/49QpW8n Join The Art of Value Patreon community for exclusive videos and more: https://lnkd.in/gBSX3uvU I use GuruFocus for historical, financial and valuation data, screeners, charts and comparison tools, to help me make smarter long-term investing decisions (referral link): https://lnkd.in/g8cXb-Te Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision.