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Interview with Legendary Value Investor Seth Klarman Summary, Part 2: Risk Relates To What You Pay, Not Just What You Buy
Season 1 Episode 91
JJ continues to summarise and comment on a recent interview with legendary value investor Seth Klarman, by Harvard Business School. The second part o…
4 years, 1 month ago
Legendary Value Investor Seth Klarman Interview Summary: Exploiting Investing Psychology, Behavioral Finance and Market Inefficiencies
Season 1 Episode 90
JJ summarises and comments on a recent interview with legendary value investor Seth Klarman, by Harvard Business School. The interview covers a range…
4 years, 1 month ago
Famed Short Selling Investor Jim Chanos on Tesla Stock, Bitcoin, Crypto Bubble, Fintech Market Risks
Season 1 Episode 89
JJ summarises and comments on a recent interview with famed short selling investor Jim Chanos, that Chanos did with Bloomberg’s Odd Lots. Chanos talk…
4 years, 1 month ago
Jim Chanos: We’re long the broad market but still short a set of radioactive companies
Season 1 Episode 88
Ep88: JJ summarises and comments on a recent interview with investor Jim Chanos, that Chanos did with Bloomberg’s Odd Lots. Chanos says we’ve just be…
4 years, 1 month ago
US Fed Raises Rates 0.75%, Jay Powell Sees No Signs of Broader Economic Slowdown
Season 1 Episode 87
Ep87: JJ discusses the macro-economic news that the U.S. Fed decided to raise rates 0.75% this time, and some finance media and market reactions to t…
4 years, 1 month ago
Ayr Wellness: Fast-Growing US Multi-State Cannabis Operator
Season 1 Episode 86
Ep86: JJ discusses Ayr Wellness Inc, a fast-growing, vertically integrated U.S. multi-state cannabis operator.
The Art of Value:
https://anchor.fm/th…
4 years, 1 month ago
Markets Resume Declines After Bear Market Rally, Including Crypto
Season 1 Episode 85
Ep85: JJ discusses the continuing declines in the markets this year, including crypto, and individual stocks.
The Art of Value:
https://anchor.fm/the…
4 years, 1 month ago
Key Takeaways from Block Investor Day 2022: An Ecosystem of Ecosystems
Season 1 Episode 84
Ep84: JJ discusses the main takeaways from the Block Investor Day 2022.
The Art of Value:
https://anchor.fm/theartofvalue
YouTube: https://www.youtub…
4 years, 2 months ago
Some Key Takeaways from Spotify Investor Day 2022
Season 1 Episode 83
Ep83: JJ discusses some of the main highlights from the Spotify Investor Day 2022.
The Art of Value:
https://anchor.fm/theartofvalue
YouTube: https:/…
4 years, 2 months ago
Big Rally in China Tech Stocks Since Mid-March Lows
Season 1 Episode 82
Ep82: JJ discusses the big, sustained rally in Chinese tech stocks since mid-March.
Stocks mentioned: BABA PDD JD BIDU TCEHY BYDDY
The Art of Value:…
4 years, 2 months ago