Podcast Episodes

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, 4 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, 4 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, 4 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, 4 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, 4 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, 4 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, 4 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, 4 months ago

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, 4 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, 5 months ago