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Alibaba and Baidu Stocks Bounce Hard After Reporting; and Where Inflation Is and Isn’t Located in the US Economy
Season 1 Episode 71
Episode 71: JJ discusses where inflation is and isn’t located in the US economy, Costco earnings, and how both Alibaba and Baidu stock prices jumped …
4 years, 2 months ago
Snowflake and Nvidia Report, Adding to Macro Concerns; William Green’s Excellent Interview with Bill Miller
Season 1 Episode 70
Episode 70: JJ discusses how both Snowflake and Nvidia reported after hours today, sending their stock prices down and adding to concerns about the c…
4 years, 2 months ago
Tesla Tanks -50% from Peak; Snap Crashes -43% in 1 Day; May Sees Most Company Insider Buying Since March 2020
Season 1 Episode 69
Episode 69: Tesla’s share price tanks -50% from its November 2021 peak; Snap’s share price collapses 43% in one day, after the company warned that th…
4 years, 2 months ago
100 Baggers: Returning $100 For Every $1 Invested
Season 1 Episode 68
Episode 68: We revisit Chris Mayer’s excellent investing book, 100 Baggers, which are investments that return $100 for every $1 invested, or $1,000,0…
4 years, 2 months ago
Greg Alexander, Seth Klarman, Bill Miller: More Observations from Superinvestor Stock Portfolio Activity Q1 2022
Season 1 Episode 67
Episode 67: JJ has more observations from the activity of Q1 2022 super-investor portfolios, including Greg Alexander, Seth Klarman, Bill Miller.
The…
4 years, 2 months ago
Tesla Stock Price Taken to the Horse Shed and Shot; S&P 500 Hits Intraday Bear Market Territory
Season 1 Episode 66
Episode 66: JJ discusses how the S&P 500 finally hit technical bear market territory intraday, and Tesla stock is hitting the skids, now down nearly …
4 years, 2 months ago
Was Jeremy Grantham Correct About a Now Deflating Market Bubble?
Season 1 Episode 65
Episode 65: JJ discusses a new Jeremy Grantham interview in which Grantham talks about the continued bursting of the financial bubble he identified w…
4 years, 2 months ago
Stock Market Gaps Down Again on Big Retail, Recession, Inflation and Rising Interest Rate Fears
Season 1 Episode 64
Episode 64: JJ discusses the significant gap down in all the major US market indices and many individual stocks today. Inflation, rising interest rat…
4 years, 2 months ago
Chuck Akre, Terry Smith, Li Lu: More Observations from Superinvestor Stock Portfolio Activity Q1 2022
Season 1 Episode 63
Episode 63: JJ has more observations from the activity of Q1 2022 super-investor portfolios, including Chuck Akre, Terry Smith, and Li Lu.
The Art of…
4 years, 2 months ago
Observations from Superinvestor Stock Portfolio Activity Q1 2022: Warren Buffett, David Tepper
Season 1 Episode 62
Episode 62: JJ discusses observations from the activity of Q1 2022 super-investor portfolios, including Warren Buffett (Berkshire Hathaway) and David…
4 years, 2 months ago