In episode 49, JJ discusses the state of the market at the end of April 2022. It has been the worst month for the NASDAQ index since October 2008, with the US tech mega-caps joining the decline.

The Art of Value:

https://anchor.fm/theartofvalue

YouTube: https://www.youtube.com/channel/UCmlgXjiwAUNHyIS30dnIHBg

Spotify: https://open.spotify.com/show/6I878RawBT9rwHnVUPPHSh?si=5c768532dda841a2

Twitter: https://twitter.com/theartofvalue

Disclaimer: I am not a financial adviser. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial help before making any investment decision.

In episode 48, JJ discusses what was said on Spotify’s Q1 2022 earnings call, especially Daniel Ek’s comments about comparisons with Netflix.

Stocks mentioned: SPOT, NFLX

The Art of Value:

https://anchor.fm/theartofvalue

YouTube: https://www.youtube.com/channel/UCmlgXjiwAUNHyIS30dnIHBg

Spotify: https://open.spotify.com/show/6I878RawBT9rwHnVUPPHSh?si=5c768532dda841a2

Twitter: https://twitter.com/theartofvalue

Disclaimer: I am not a financial adviser. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial help before making any investment decision.

In episode 47, JJ discusses Spotify’s Q1 2022 earnings, shareholder letter, and 12% post-earnings share price decline.

Stocks mentioned: SPOT NFLX

The Art of Value:

https://anchor.fm/theartofvalue

YouTube: https://www.youtube.com/channel/UCmlgXjiwAUNHyIS30dnIHBg

Spotify: https://open.spotify.com/show/6I878RawBT9rwHnVUPPHSh?si=5c768532dda841a2

Twitter: https://twitter.com/theartofvalue

Disclaimer: I am not a financial adviser. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial help before making any investment decision.

In episode 46, JJ discusses some significant movements happening in the market during this earnings season and before.

The Art of Value:

https://anchor.fm/theartofvalue

YouTube: https://www.youtube.com/channel/UCmlgXjiwAUNHyIS30dnIHBg

Spotify: https://open.spotify.com/show/6I878RawBT9rwHnVUPPHSh?si=5c768532dda841a2

Twitter: https://twitter.com/theartofvalue

Disclaimer: I am not a financial adviser. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial help before making any investment decision.

In episode 45, JJ discusses the emerging global lithium-ion battery arms race. As a consequence, there’s a fast-increasing demand for lithium, and what appears to be a looming raw materials mining disconnect.

Episode references:

Benchmark Mineral Intelligence Channel

https://www.youtube.com/channel/UCEesoPlgLQSPWxmgzmK742A/featured

Simon Moores on The Global Lithium podcast

https://open.spotify.com/episode/1gFY6vnw7f1aEH6FmgyEig?si=K6ZA9-aKTFOYHcVYBuJufQ

Stocks mentioned: TSLA LAC

The Art of Value:

https://anchor.fm/theartofvalue

YouTube: https://www.youtube.com/channel/UCmlgXjiwAUNHyIS30dnIHBg

Spotify: https://open.spotify.com/show/6I878RawBT9rwHnVUPPHSh?si=5c768532dda841a2

Twitter: https://twitter.com/theartofvalue

Disclaimer: I am not a financial adviser. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial help before making any investment decision.

In episode 44, JJ discusses the Q1 2022 Tesla earnings call, especially Elon Musk’s remarks about future tech developments, extreme scaling of the company, and the looming EV raw materials constraints, especially lithium.

Stocks mentioned: TSLA LAC

The Art of Value:

https://anchor.fm/theartofvalue

YouTube: https://www.youtube.com/channel/UCmlgXjiwAUNHyIS30dnIHBg

Spotify: https://open.spotify.com/show/6I878RawBT9rwHnVUPPHSh?si=5c768532dda841a2

Twitter: https://twitter.com/theartofvalue

Disclaimer: I am not a financial adviser. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial help before making any investment decision.

In episode 43, JJ discusses the further 35% one-day drop in the Netflix share price, and Bill Ackman’s sale of the stock vs Ross Gerber’s purchase of more. JJ also mentions the New Zealand inflation numbers out today, which the finance world will be taking notice of.

Stocks mentioned: NFLX, SPOT

Pershing Square Holdings, Ltd. Releases Letter to Shareholders:

https://pershingsquareholdings.com/pershing-square-holdings-ltd-releases-letter-to-shareholders/

Videos referenced:

Its Wall To Wall Inflation In New Zealand!

https://youtu.be/j1tDw2OO8h8

Netflix Craters After Shock Subscriber Drop

https://youtu.be/5rFdwkLOG7A

The Art of Value:

https://anchor.fm/theartofvalue

YouTube: https://www.youtube.com/channel/UCmlgXjiwAUNHyIS30dnIHBg

Spotify: https://open.spotify.com/show/6I878RawBT9rwHnVUPPHSh?si=5c768532dda841a2

Twitter: https://twitter.com/theartofvalue

Disclaimer: I am not a financial adviser. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial help before making any investment decision.

In episode 42, JJ discusses the ongoing collapse of the Netflix share price, and now the substantial fall in the mega-streamer’s subscriber numbers last quarter.

Stocks mentioned: NFLX, SPOT

The Art of Value:

https://anchor.fm/theartofvalue

YouTube: https://www.youtube.com/channel/UCmlgXjiwAUNHyIS30dnIHBg

Spotify: https://open.spotify.com/show/6I878RawBT9rwHnVUPPHSh?si=5c768532dda841a2

Twitter: https://twitter.com/theartofvalue

Disclaimer: I am not a financial adviser. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial help before making any investment decision.

In episode 41, JJ discusses some recent investing-related TV-watching, including The Inventor: Out for Blood in Silicon Valley, about Elisabeth Holmes’ company Theranos, and Super Pumped: The Battle for Uber, about Travis Kalanick's building and leadership of Uber.

Stocks mentioned: UBER, TSLA. SFIX

The Art of Value:

https://anchor.fm/theartofvalue

YouTube: https://www.youtube.com/channel/UCmlgXjiwAUNHyIS30dnIHBg

Spotify: https://open.spotify.com/show/6I878RawBT9rwHnVUPPHSh?si=5c768532dda841a2

Twitter: https://twitter.com/theartofvalue

Disclaimer: I am not a financial adviser. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial help before making any investment decision.

In episode 40, JJ offers some thoughts on the new hourlong Warren Buffett and Elon Musk video interviews.

Related stocks: BRK, TSLA, TWTR

Warren Buffett interview with Charlie Rose

https://charlierose.com/videos/31221

Elon Musk talks Twitter, Tesla and the future at TED2022

https://youtu.be/cdZZpaB2kDM

The Art of Value:

https://anchor.fm/theartofvalue

YouTube: https://www.youtube.com/channel/UCmlgXjiwAUNHyIS30dnIHBg

Spotify: https://open.spotify.com/show/6I878RawBT9rwHnVUPPHSh?si=5c768532dda841a2

Twitter: https://twitter.com/theartofvalue

Disclaimer: I am not a financial adviser. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial help before making any investment decision.