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Mohnish Pabrai Portfolio Update: Pabrai Buys BAM Stock! (Brookfield Asset Management)
Season 1 Episode 131
Investors such as Mohnish Pabrai who manage portfolios over $100 million have recently filed their 13F Q3 2022 updates. In this episode I look at Pab…
3 years, 8 months ago
Guru Portfolios Update: Buffett, Munger | Berkshire Buys Taiwan Semiconductor
Season 1 Episode 130
Super Investors managing portfolios over $100 million have now filed their 13F Q3 2022 updates. In this episode I'm looking at the portfolio updates …
3 years, 8 months ago
Michael Burry Has Started to BUY Cheap Stocks! What’s Burry buying?
Season 1 Episode 129
Famed investor Michael Burry has just reported his 3Q 2022 stock holdings, and he’s been buying 6 stocks! What's Burry been buying? In this episode I…
3 years, 8 months ago
Michael Burry on Meta & Pathways to META Stock Recovery
Season 1 Episode 128
META stock has been continually hammered in the stock market since 2021. With return on investment of the new metaverse part of the business looking …
3 years, 8 months ago
Are China Stocks UNINVESTABLE or HISTORIC VALUE OPPORTUNITY?
Season 1 Episode 127
In this episode I look at some of the pros and cons of investing in Chinese stocks in the current market environment, given valuations have dropped s…
3 years, 9 months ago
Alibaba Stock Crash Continues! BABA Stock Update & Review
Season 1 Episode 126
In this episode I look at why Alibaba (BABA) stock has fallen nearly 80% from its peak, and why it had yet another substantial drop just recently. I …
3 years, 9 months ago
Spotify Earnings Update: Has The Story Changed? | Stock: SPOT
Season 1 Episode 125
After looking at the latest Spotify Q3 2022 earnings, and listening to the earnings call with CEO Daniel Ek, in this episode I give an updated summar…
3 years, 9 months ago
How to Beat the Stock Market (S&P 500) by Doing NOTHING
Season 1 Episode 124
Have you heard of the coffee can portfolio? It's a classic investing strategy, proven over many decades. It works only if the investor has the patien…
3 years, 9 months ago
Bill Ackman: When to Sell a Stock - Netflix Example (NFLX)
Season 1 Episode 123
In a very recent interview, super-investor Bill Ackman was asked: what are the red flags for you to decide to sell a company, even at a loss? Ackman …
3 years, 9 months ago
Bill Ackman: Why NOW is a Pretty Good Time to Buy Stocks
Season 1 Episode 122
Bill Ackman Interview: In a very recent interview, superinvestor and fund manager Bill Ackman, speaking about buying stocks in the current bear marke…
3 years, 9 months ago