Podcast Episodes
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How to Beat the S&P 500 by Doing (Almost) Nothing
I discuss an article that shows that a certain type of “do nothing” stock portfolio can beat the S&P 500 stock market index over the long term.
Time…
2 years, 3 months ago
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 …
2 years, 3 months ago
Tesla Earnings By The Shocking Numbers | Tesla Stock
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 202…
2 years, 3 months ago
My Thoughts On Bombshell Tesla Stock Earnings Call
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. …
2 years, 3 months ago
Mohnish Pabrai On 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 q…
2 years, 3 months ago
Mohnish Pabrai Buys Occidental Petroleum + These Stocks
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 …
2 years, 3 months ago
Financial Education Jeremy: These Small Cap Stocks Will Explode!
I respond to well known finance YouTuber Financial Education, Jeremy Lefebvre, who discusses the overall stock market underperformance of small cap s…
2 years, 4 months ago
Tom Lee: Dip Will Be Bought + Margin Loans All Time High!
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 …
2 years, 4 months ago
Alibaba Chair Joe Tsai on Mistakes & Correcting Course
I react to and discuss part of a recent interview with Alibaba co-founder & Chair Joe Tsai, conducted by Norges Bank Investment Management. In this p…
2 years, 4 months ago
Tom Lee: Bullish New Stock Market Prediction
I react to a recent interview with Fundstrat Managing Partner Tom Lee, in which he boldly predicts the short term trajectory of US inflation, interes…
2 years, 4 months ago