The Art of Value
Hi everyone, JJ here with The Art of Value, welcome! This show is all about sharing knowledge and experience in stock market investing. My goal is to help everyone, including myself, avoid investing mistakes and to build investing knowledge and wealth over time. Join me on this journey and let's learn together. I’m based in Aotearoa New Zealand and investing internationally. I’ve studied investing programs through Stanford and Columbia business schools and read numerous investing books over the years.
Show episodes
I take an in-depth look at the financials in the Tesla Q1 2024 Update, and other aspects of the Tesla investor deck. Timestamps: 00:41 Tesla Q1 2024 Update - Investor Deck highlights 07:16 Tesla Q1 2024 Update - Quarter Highlights 09:44 Financial Summary - the important numbers 14:40 Operational Summary - production &
Tesla stock news! The much anticipated Tesla Earnings results for Q1 2024 are out. I react to key moments in the Tesla Earnings Call with Elon Musk. Elon discusses autonomous driving and Tesla FSD, the future of Tesla Optimus humanoid robot, his own future at Tesla, the fast-growing Tesla energy storage segment, and mo
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
Here’s an update of the top 10 positions in the Mohnish Pabrai Wagons Fund stock portfolio, for Q1 2024, and a recap of the 20 positions held at the end of Q4 2023. There have been some additions to the portfolio, including adding Occidental Petroleum stock. Did Pabrai “shameless clone” this stock from Warren Buffett h
I respond to well known finance YouTuber Financial Education, Jeremy Lefebvre, who discusses the overall stock market underperformance of small cap stocks recently, including in his portfolio, and in what scenarios they could explode higher soon. I also discuss my recent positive experiences with small cap stock perfor
I react to and discuss another recent interview with Fundstrat’s Tom Lee, in which he again attempts to predict the short and medium term trajectory of the stock market based on macroeconomic factors, including the level of the S&P 500 by yearend. I also discuss a recent interview with Interactive Brokers Chair Thomas
