Podcast Episodes
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Thoughts on Spotify's (SPOT) Long Term Growth Prospects and Q2 2021 Earnings Call
Season 1 Episode 22
In episode 22, JJ discussess Spotify's (SPOT) Q2 2021 earnings call, especially the latest remarks from Founder, CEO and Board Chair Daniel Ek, on Sp…
5 years, 1 month ago
Thoughts on Alibaba (BABA) Earnings and Glass House Group (GLASF) Volatility
Season 1 Episode 21
In episode 21, JJ discusses Alibaba's earnings release, and what some well known investors have been saying and doing in relation to the stock. In ad…
5 years, 2 months ago
Thoughts on China Stock Crash, Spotify and Tesla Earnings
Season 1 Episode 20
In episode 20, JJ discusses the crash of China tech stocks in particular, Q2 2021 Spotify earnings, and Q2 2021 Tesla earnings.
5 years, 2 months ago
Batteries Are The New Oil: Mining, Manufacture, EVs and Energy Storage, Recycling
Season 1 Episode 19
In episode 19, JJ discusses how batteries are the new oil. Thinking through the industry life-cycle involves: mining the relevant materials; manufact…
5 years, 2 months ago
China Tech Stock Decline: Value Opportunity or Mistake?
Season 1 Episode 18
In episode 18, JJ discusses the ongoing decline in share prices of the big Chinese tech companies. Is this a value investing opportunity, or a big mi…
5 years, 2 months ago
US Cannabis Sector Primer
Season 1 Episode 17
In episode 17, JJ discusses the rapidly evolving investment situation and opportunity in the US legal cannabis sector.
Twitter: @theartofvalue
5 years, 3 months ago
Stitch Fix Update: The Future of Personalized Shopping?
Season 1 Episode 16
In episode 16, JJ discusses Stitch Fix (SFIX) again, after hearing a recent Vogue Business interview with the incoming CEO, Elizabeth Spaulding. Is S…
5 years, 3 months ago
Tesla debate, Alibaba and Pindoudou
Season 1 Episode 15
In episode 15, JJ discusses whether or not most value investors are being too harsh on Tesla, and talks about recent positions in China's Alibaba and…
5 years, 3 months ago
Poftoflio Update Including Small Cap Compounders
Season 1 Episode 14
In episode 14, JJ discusses updated stock positions, including a growing number of small cap companies with the potential to compound over the long t…
5 years, 4 months ago
Current Stock Positions and Market Conditions
In episode 13, Art discusses the current market, some current stocks postions, and recaps some previous epiodses after the 12 break since the last on…
5 years, 6 months ago