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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, 3 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, 3 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, 4 months ago
How Hype Cycles Relate to Investing
Season 1 Episode 81
Ep81: JJ discusses the way in which hype cycles can relate to investing.
The Art of Value:
https://anchor.fm/theartofvalue
YouTube: https://www.youtu…
4 years, 4 months ago
Part 2 | Summary and Thoughts on Latest Howard Marks Memo: Bull Market Rhymes
Season 1 Episode 80
Episode 80: JJ continues to summarise and comment on the latest memo to investors, Bull Market Rhymes, from veteran investor Howard Marks. Marks refl…
4 years, 4 months ago
Summary and Thoughts on Latest Howard Marks Memo: Bull Market Rhymes | Part 1
Season 1 Episode 79
Episode 79: JJ summarises and comments on the latest memo to investors, Bull Market Rhymes, from veteran investor Howard Marks. Marks reflects on the…
4 years, 4 months ago
Update on Australian Microcap Advance ZincTek: Natural Zinc Oxide for Mineral Sunscreens and Cosmetics
Season 1 Episode 78
Episode 78: JJ discusses the recent market update from Australian microcap Advance ZincTek Ltd, a developer and manufacturer of natural zinc oxide fo…
4 years, 4 months ago
JPMorgan CEO Jamie Dimon Warms of Economic Hurricane but Stock Market Rallies
Season 1 Episode 77
Episode 77: JJ discusses how JPMorgan Chair and CEO Jamie Dimon is warning of an economic hurricane coming, but the stock market continued its recent…
4 years, 4 months ago
Legendary Value Investor Howard Marks on the Current Market Environment
Season 1 Episode 76
Episode 76: JJ comments on a new video interview with legendary value investor Howard Marks.
The Art of Value:
https://anchor.fm/theartofvalue
YouTub…
4 years, 4 months ago
Rise in China Tech Stocks Since Deep Lows in Mid-March
Season 1 Episode 75
Episode 75: JJ discusses the rise of some Chinese tech stocks since the deep lows in mid-March 2022.
The Art of Value:
https://anchor.fm/theartofvalu…
4 years, 4 months ago