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Mohnish Pabrai on Mistakes, AI Euphoria, Nvidia, Microsoft
In this episode I summarize and discuss selected parts of a recent Q&A session with value investor and fund manager Mohnish Pabrai. During the Q&A Pa…
3 years, 3 months ago
Seth Klarman: We've Had An Everything Bubble...
Season 1 Episode 185
In this episode I summarize and discuss a recent interview with legendary value investor Seth Klarman. During the interview Klarman discussed the “Ev…
3 years, 3 months ago
Are AI Stocks A Bubble? Druckenmiller, Greenblatt Said...
Season 1 Episode 184
This episode discusses recent comments by three stock market investors, including legendary fund managers Stanley Druckenmiller and Joel Greenblatt, …
3 years, 3 months ago
Wall St Journal Attacks Tesla Valuation | My Response
Season 1 Episode 183
In this episode I summarize and respond to a recent Wall Street Journal article questioning the current Tesla stock market valuation. I also respond …
3 years, 3 months ago
Chuck Akre Said This About How to Find 100 Baggers
Season 1 Episode 182
In this episode I summarize and discuss an interview with legendary investor Chuck Akre, in which he lays out his three-legged stool investing approa…
3 years, 3 months ago
Brookfield CEO Just Said This Re: Stock Market, AI, China, Energy
Season 1 Episode 181
In this episode I summarize and discuss a recent panel interview with Bruce Flatt, CEO of Brookfield and often referred to as the Canadian Warren Buf…
3 years, 3 months ago
Why Druckenmiller Owns Nvidia Despite "Nosebleed Territory”
Season 1 Episode 180
This episode summarizes and discusses a recent interview with legendary macro-investor Stan Druckenmiller. Druckenmiller talked about his current bul…
3 years, 3 months ago
Alibaba Update: Cloud Spinoff & More Coming
Season 1 Episode 179
This episode is an update on Alibaba’s ongoing spin-off plans for its various business segments, starting with the Alibaba Cloud Intelligence Group w…
3 years, 4 months ago
Alibaba Full Year Earnings Update | BABA Stock
Season 1 Episode 178
This episode includes a summary and thoughts on Alibaba's Full Fiscal Year 2023 Results, the current China economic backdrop, Alibaba’s ongoing share…
3 years, 4 months ago
Guru Portfolios: Buffett, Pabrai, Li Lu, Akre, Ackman, Tepper, Gayner
Season 1 Episode 177
A look at the portfolio updates of seven guru or super-investors from Q1 2023. The investors include Warren Buffett (together with Charlie Munger at …
3 years, 4 months ago