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Reviewing Superinvestor Portfolio Updates for Q3 2020
Season 1 Episode 11
In episode 11 of The Art of Value Investing, Art reviews some Q3 2020 portfolio updates from various well known value investors, or "superinvestors".…
5 years, 8 months ago
TAOVI10: New DEEP Value ETF from Investor Tobias Carlisle
Season 1 Episode 10
In episode 10, Art discusses the new DEEP Value ETF from deep value investor Tobias Carlisle, which focuses on deeply undervalued small and micro cap…
5 years, 9 months ago
TAOVI9: Investor David Einhorn's 10 Tech Bubble Signs, Says It's Already Peaked
In episode 9, Art discusses David Einhorn's 10 signs of a second tech bubble, and his assertion that the bubble already peaked in early September 202…
5 years, 9 months ago
TAOVI8: Learning About Compounders From Value Investor Mohnish Pabrai
Season 1
In episode 8, Art discusses a couple of recent video presentations by value investor Mohnish Pabrai, in which he talks about investing in compounders…
5 years, 9 months ago
TAOVI7: Value Investor Bill Nygren Talks Bubble in Growth Stocks
Season 1 Episode 7
In episode 7 of The Art of Value Investing, Art discusses a recent presentation by value investing fund manager Bill Nygren, from Oakmark Funds. Bill…
5 years, 9 months ago
TAOVI6: The Investment Approach of Superinvestor Terry Smith
Season 1 Episode 6
In Episode 6 of The Art of Value Investing, Art discusses the contemporary value investing approach of UK superinvestor Terry Smith.
Video of the Mar…
5 years, 10 months ago
TAOVI5: Spotify Stock Analysis: Possible 10 Bagger? (SPOT)
Season 1 Episode 5
In episode 5, Art discusses early research and strategic analysis on Spotify. Could it become a 10 bagger over time? Feel free to leave Art a messag…
5 years, 10 months ago
TAOVI4: What 100 Bagger Companies have in Common
Season 1 Episode 4
In Episode 4, Art discusses Christopher Mayer's 2018 book, 100 Baggers: Stocks That Return 100-to-1 and How To Find Them. How is this book relevant t…
5 years, 10 months ago
TAOVI3: Looking at Stitch Fix Inc (SFIX)
Season 1 Episode 3
In Episode 3, after a little market news and commentary about market bubbles and manias, Art starts to look at Stitch Fix Inc, to understand the onli…
5 years, 10 months ago
TAOVI2: Art in Value Investing, Stock Market Temperatures, Stocks on the Radar
Season 1 Episode 2
In Episode 2 Art discusses fine art in relation to The Art of Value Investing, the state of the macro environment, and taking the temperature of the …
5 years, 10 months ago