Podcast Episodes

Tom Lee: Nvidia, Tesla, Apple Should Be Core Portfolio Stocks

I react to a recent interview with Fundstrat Managing Partner Tom Lee, in which he asserts that Nvidia (NVDA), Tesla (TSLA) and Apple (AAPL) are all …

2 years, 2 months ago

Still Early for Nvidia Stock or AI Stock Bubble?

Is it still early days for Nvidia stock (NVDA) or are we in an AI stock bubble? I look at the bull and bear case for Nvidia stock, referencing three …

2 years, 2 months ago

Aswath Damodaran on Nvidia: An All-Time Great Momentum Stock

I react to a recent interview with Prof. Aswath Damodaran from NYU, "The Dean of Valuation", who still thinks Nvidia stock (NVDA) is overvalued by th…

2 years, 2 months ago

Alibaba Stock: Chair Joe Tsai on Reigniting Strong Growth

I react to part of recent interview with Alibaba Group Chair Joe Tsai, who discusses how he’s planning for Alibaba to get back to double-digit percen…

2 years, 2 months ago

Alibaba Stock: Chair Joe Tsai on BABA’s Big AI Future

I react to part of a recent interview with Alibaba Group Chair Joe Tsai, who discusses the value and opportunities of artificial intelligence (AI) fo…

2 years, 2 months ago

Chris Mayer 100 Baggers Portfolio: Constellation Software + Spinoffs

We take a look at 100 Baggers book author and fund manager Chris Mayer’s stock portfolio, to see which potential 10X to 100X stocks he has bought. We…

2 years, 2 months ago

Super Investor Bill Ackman: How To Avoid Being A Lemming Investor

I react to a recent interview with super investor Bill Ackman, in which he discusses the psychology of investing and the temperament needed to become…

2 years, 2 months ago

Super Investor Bill Ackman Just Sold This Stock & Said This

I take a look at the current stock portfolio of super investor Bill Ackman, and his recent stock selling activity. Following that, I react to a recen…

2 years, 2 months ago

Small Caps Super Investor Bares Capital Is Buying These Stocks

I survey some of the latest stock portfolio buys from small cap super investor Brian Bares of Bares Capital Management. 

Timestamps:

00:24 Bares Capi…

2 years, 2 months ago

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 th…

2 years, 2 months ago