Podcast Episodes

Super Investors Just Bought These Small Caps

I survey some of the latest small cap stock portfolio buys of various super investors.

Timestamps:

00:27 David Einhorn: Green Brick Partners

02:09 Da…

2 years, 2 months ago

Alibaba 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:…

2 years, 3 months ago

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…

2 years, 3 months ago

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 …

2 years, 3 months ago

Druckenmiller: AI Over-Hyped Now, Under-Hyped Long Term | Nvidia Stock

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 h…

2 years, 3 months ago

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 s…

2 years, 3 months ago

Why is Warren Buffett STACKING HUGE CASH Right Now?

Warren Buffett’s Berkshire Hathaway has just had its annual meeting in Omaha, and in the legendary hours-long Q&A session, super investor Buffett ans…

2 years, 3 months ago

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.

Time…

2 years, 3 months ago

Starbucks Stock Crash: Disaster Quarter & CEO Interview

Starbucks stock (SBUX) has crashed since the latest earnings, and was declining well before that. I analyze Starbucks earnings, and then react to an …

2 years, 3 months ago

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 Schedul…

2 years, 3 months ago