Global Value

Today's episode is one that I've been excited to share. How to value private businesses, even if you only invest in public stocks. Now, you might be thinking, I don't buy private businesses. I buy stocks. Why should I need this? That's exactly what we're gonna unpack today. Understanding how to value a private business might be the most powerful mental model you can borrow as a...

Most investors think the biggest danger comes from recessions, inflation, or the Fed. But Chris Davis, a $20B fund manager mentored by Warren Buffett and Charlie Munger, says the real threat is closer to home: your own behavior. In this episode, we break down why emotions sabotage returns, how to build the patience to outlast bubbles and crashes, and the timeless principles of value investing that...

Are We in the Next Stock Market Bubble? Howard Marks Thinks So Is today’s market boom the start of another dangerous bubble or just a healthy cycle? Legendary investor Howard Marks believes we might be closer to euphoria than many realize. In this episode, we unpack Marks’ latest warnings, exploring what history can teach us about speculation, risk, and timing. You’ll hear why bubbles form, the si...

Warren Buffet owns 42 stocks worth $276 billion in his Berkshire Hathaway portfolio in 2025. In this video we’re diving deep into his top 15 biggest positions. Starting with #15 Constellation Brands. Want to support Global Value? https://www.interactivebrokers.com/mkt/?src=gvp1&url=%2Fen%2Fwhyib%2Foverview.phphttps://www.patreon.com/GlobalValueWe'll dive deep into Warren Buffett's stoc...

In this video, we'll look at 12 of the best stocks in Japan to consider in 2025. These stocks earn the most money of any companies in Japan. Want to support Global Value? https://www.interactivebrokers.com/mkt/?src=gvp1&url=%2Fen%2Fwhyib%2Foverview.phphttps://www.patreon.com/GlobalValueWe'll also try to figure out what a reasonable fair intrinsic value is for each Japanese stock. And t...

This portfolio of just 8 stocks is probably the most expensive in the world. Dev Kantesaria owns 8 stocks in his Valley Forge Capital Management Portfolio worth $3.5 Billion all of which are very pricey today. Want to support Global Value? https://www.interactivebrokers.com/mkt/?src=gvp1&url=%2Fen%2Fwhyib%2Foverview.php https://www.patreon.com/GlobalValueWe'll try to figure out what is the...

In this video, we perform a stock analysis on 10 of the top growth stocks that may be best to buy now in 2025. The super investors featured include Warren Buffett, Michael Burry, Chris Davis, and David Tepper. Their stocks? Ulta Beauty (ULTA), Veeva Systems (VEEV), Copart (CPRT), Atlassian (TEAM), Palo Alto Networks (PANW), Lam Research (LCRX), Applied Materials (AMAT), Alibaba (BABA), Salesforce...

In this video, we'll look at 15 of the best stocks in the United States to consider in 2025. These stocks bring in the most money of any companies in America. Want to support Global Value? https://www.interactivebrokers.com/mkt/?src=gvp1&url=%2Fen%2Fwhyib%2Foverview.phphttps://www.patreon.com/GlobalValueWe'll also try to figure out what a reasonable fair intrinsic value is for each US...

In 2025, Mohnish Pabrai manages over $798 million dollars invested in 5 stocks in his stock portfolio at Pabrai Funds. In this video, we’re covering all of his biggest public holdings. Want to support Global Value? https://www.interactivebrokers.com/mkt/?src=gvp1&url=%2Fen%2Fwhyib%2Foverview.phphttps://www.patreon.com/GlobalValueMohnish Pabrai is the Investment Portfolio Manager of Pabrai Fund...

Warren Buffet owns 42 stocks worth $276 billion in his Berkshire Hathaway portfolio in 2025. In this video we’re diving deep into his top 15 biggest positions. Starting with #15 Constellation Brands. Want to support Global Value? https://www.interactivebrokers.com/mkt/?src=gvp1&url=%2Fen%2Fwhyib%2Foverview.phphttps://www.patreon.com/GlobalValueWe'll dive deep into Warren Buffett's stoc...

In this video, we look at 10 of the best companies that Smart Money Investors are buying right now in June 2025. These investors include Bill Ackman, Seth Klarman, David Tepper, and Chris Hohn. Their stocks? Flutter Entertainment (FLUT), Uber Technologies (UBER), Texas Instruments (TXN), WESCO International (WCC), Alphabet (GOOGL), Amazon (AMZN), Nvidia (NVDA), Taiwan Semiconductor (TSM), Meta Pla...

In this video, we perform a stock analysis on 10 of the best companies that Super Investors are buying right now in June 2025. The investors include Bill Ackman, Seth Klarman, David Tepper, and Chris Hohn. Their stocks? Flutter Entertainment (FLUT), Uber Technologies (UBER), Texas Instruments (TXN), WESCO International (WCC), Alphabet (GOOGL), Amazon (AMZN), Nvidia (NVDA), Taiwan Semiconductor (TS...

Mohnish Pabrai manages over $798 million dollars invested in 5 stocks in his portfolio at Pabrai Funds. In this video, we’re covering all of his biggest public holdings. Want to support Global Value? https://www.interactivebrokers.com/mkt/?src=gvy1&url=%2Fen%2Fwhyib%2Foverview.phphttps://www.patreon.com/GlobalValueMohnish Pabrai is the Investment Portfolio Manager of Pabrai Funds. He's a h...

David Tepper owns 35 stocks in his portfolio worth 5.6 billion dollars. In this video we’re covering his top 10 biggest positions. Starting with stock #10, NRG Energy. Want to support Global Value? https://www.interactivebrokers.com/mkt/?src=gvy1&url=%2Fen%2Fwhyib%2Foverview.phphttps://www.patreon.com/GlobalValueDavid Tepper is a billionaire hedge fund manager. He’s the owner of the Carolina P...

Mohnish Pabrai manages over $798 million dollars invested in 5 stocks in his portfolio at Pabrai Funds. In this video, we’re covering all of his biggest public holdings. Want to support Global Value? https://www.interactivebrokers.com/mkt/?src=gvy1&url=%2Fen%2Fwhyib%2Foverview.phphttps://www.patreon.com/GlobalValueMohnish Pabrai is the Investment Portfolio Manager of Pabrai Funds. He's a highl...

Want to support Global Value? https://www.interactivebrokers.com/mkt/?src=gvp1&url=%2Fen%2Fwhyib%2Foverview.php https://www.patreon.com/GlobalValue David Tepper owns 35 stocks in his portfolio worth 5.6 billion dollars. In this video we’re covering his top 10 biggest positions. Starting with stock #10, NRG Energy. David Tepper is a billionaire hedge fund manager. He’s the owner of the Carolina...

In this video, we perform a stock analysis on 10 companies that Super Investors are buying now. The investors include Bill Ackman, Seth Klarman, David Tepper, and Chris Hohn. Their stocks? Flutter Entertainment (FLUT), Uber Technologies (UBER), Texas Instruments (TXN), WESCO International (WCC), Alphabet (GOOGL), Amazon (AMZN), Nvidia (NVDA), Taiwan Semiconductor (TSM), Meta Platforms (META), and...

Oscar Health NYSE (OSCR) was supposed to revolutionize health insurance. Instead, it became a poster child for unprofitable tech IPOs; burning through cash and investor goodwill like kindling. But something weird happened on the way to irrelevance: the business quietly started working. Real profit. Better margins. Grown-up leadership. In this episode, I dive deep into Oscar’s transformation. What’...

In this video, we perform a stock analysis on 10 of the top stocks that may be best to buy now in 2025. The super investors featured include Warren Buffett, Michael Burry, Chris Davis, and David Tepper. Their stocks? Ulta Beauty (ULTA), Veeva Systems (VEEV), Copart (CPRT), Atlassian (TEAM), Palo Alto Networks (PANW), Lam Research (LCRX), Applied Materials (AMAT), Alibaba (BABA), Salesforce (CRM),...

In this video, we perform a stock analysis on 10 of the best dividend stocks that may be best to buy now in 2025. Super investors like Ted Weschler from Berkshire Hathaway have even bought some of these stocks. What are they? Ethan Allen Interiors (ETD), Oxford Industries (OXM), Energizer Holdings (ENR), TFS Financial Corporation (TFSL), Vail Resorts (MTN), Dillard's (DDS), Open Text (OTEX), Skywo...

In this video, we'll look at 12 of the best stocks in Europe to consider in 2025. These stocks earn the most money of any companies in Europe. Want to support Global Value? https://www.interactivebrokers.com/mkt/?src=gvp1&url=%2Fen%2Fwhyib%2Foverview.phphttps://www.patreon.com/GlobalValueWe'll also try to figure out what a reasonable fair intrinsic value is for each European stock. And try to...

Dave & Buster’s (NASDAQ: PLAY) has been beat up, ignored, and traded like it’s one bad quarter away from Game Over. But is that fair? In this episode, I dig into the business model, financials, recent management shake-ups, and the actual numbers that Wall Street seems to be missing. We'll analyze whether PLAY is a misunderstood cash machine or a neon-lit money pit. We talk comps, cash flow...

In this video, we perform a stock analysis on the 10 Best Stocks that Barron's lists as buys in 2025. Super investors who own the stocks include Warren Buffett, Michael Burry, Chris Davis, Li Lu, and David Tepper. Their stocks? Alibaba (BABA), Alphabet (GOOGL), ASML Holdings (ASML), Berkshire Hathaway (BRKB), Citigroup (C), Everest Group (EG), Moët Hennessy Louis Vuitton (LVMH), Moderna, MRNA, Sch...

In this video, we perform a stock analysis on the 10 Best Stocks that Barron's lists as buys in 2025. Super investors who own the stocks include Warren Buffett, Michael Burry, Chris Davis, Li Lu, and David Tepper. Their stocks? Alibaba (BABA), Alphabet (GOOGL), ASML Holdings (ASML), Berkshire Hathaway (BRKB), Citigroup (C), Everest Group (EG), Moët Hennessy Louis Vuitton (LVMH), Moderna, MRNA,...

In this video, we'll look at 12 of the best stocks in Canada to consider in 2025. These stocks earn the most money of any companies in Canada. Want to support Global Value? https://www.interactivebrokers.com/mkt/?src=gvy1&url=%2Fen%2Fwhyib%2Foverview.phphttps://www.patreon.com/GlobalValueWe'll also try to figure out what a reasonable fair intrinsic value is for each Canadian stock. And...