Podcast Episodes

Mohnish Pabrai on Tesla Stock vs BYD vs Stellantis

I react to part of a recent Mohnish Pabrai Q&A, in which Pabrai discusses the auto industry dynamics between Tesla, BYD Co, and Stellantis. He also c…

2 years, 5 months ago

Alibaba Stock: Is The Bottom In? Chairman Joe Tsai Interview!

I react to a recent interview with Alibaba Chairman Joe Tsai, who answers questions about the Alibaba stock (BABA stock) price, his recent stock purc…

2 years, 5 months ago

Tesla Stock: Is Tesla In Trouble?! Where Bottom?

I react to clip about the spate of unfortunate Tesla stock news that has seen the Tesla stock price (TSLA stock) languishing for well over three year…

2 years, 5 months ago

Palantir Stock: Major Game Changing News?

I react to the Palantir stock news (PLTR stock) that Palantir has just won a $178 million US military contract involving AI on the battlefield.

Rela…

2 years, 5 months ago

Sharing My Personal Investing Journey

I share some details about my personal investing journey so far.

Relevant topics: The Art of Value, investing, investors, value investing, stocks, s…

2 years, 5 months ago

Aswath Damodaran: All Mag 7 Stocks Overpriced, NVDA INSANELY

I react to a recent interview with Prof. Aswath Damodaran from NYU, "The Dean of Valuation", who asserts that Nvidia Stock (NVDA) is insanely overpri…

2 years, 5 months ago

Aswath Damodaran: Nvidia Stock “Priced To The Point of Insanity”

I react to a recent interview with Prof. Aswath Damodaran from NYU, "The Dean of Valuation", who defends his contention that Nvidia Stock (NVDA) is c…

2 years, 5 months ago

Super Investor Seth Klarman Bought These Stocks

This episode surveys the current stock portfolio of super-investor Seth Klarman, investigating which stocks value investor Klarman was buying and sel…

2 years, 5 months ago

Market Crash? Meet Kevin + Jeremy Lefebvre Just Said What?

I react to well known finance and investing YouTubers Jeremy Lefebvre and Meet Kevin talking about whether there could be a “Great Crash” starting so…

2 years, 5 months ago

Super Investor Warren Buffett: Latest Lessons & Warnings

This episode looks at Warren Buffett's latest shareholder letter, which has recently been released together with Berkshire Hathaway’s 2023 full-year …

2 years, 5 months ago