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PODCAST

The John Johnston Lounge

Welcome to The John Johnston Lounge (formerly The Art of Value), where Tech, Business, & Culture collide. Join host John Johnston (JJ) for daily breakdowns of the planet"s most powerful tech billionaires. We critique the psychology, strategies, and politics of titans like Elon Musk, Peter Thiel, Jeff Bezos, Sam Altman, and Mark Zuckerberg. We also analyze related cultural commentary from top podcast voices like Joe Rogan and Tim Dillon. From the AI bubble to the "Rogansphere," expect critical

technology

All Episodes

00:14:49

Alibaba Stock: Chair Joe Tsai on Reigniting Strong...

The John Johnston Lounge ·

2024/06/05

I react to part of recent interview with Alibaba Group Chair Joe Tsai, who discusses how he’s planning for Alibaba to get back to double-digit percentage growth within a defined timeframe.Timestamps: 00:26 Recently reorganizing Alibaba management 02:24 New extreme focus, exiting non-core businesses 04:43 Challenges and reigniting strong growth 09:12 What should shareholders expect from management? 13:04 Ongoing dividends Related episodes: Alibaba Stock: Chair Joe Tsai on BABA’s Big AI

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00:12:42

Alibaba Stock: Chair Joe Tsai on BABA’s Big AI Future

The John Johnston Lounge ·

2024/06/04

I react to part of a recent interview with Alibaba Group Chair Joe Tsai, who discusses the value and opportunities of artificial intelligence (AI) for Alibaba, and what Alibaba Group is already developing in the field of AI.Timestamps: 00:32 First way Alibaba is involved in Artificial Intelligence (AI) 03:23 Second way Alibaba is involved in AI 06:43 Third way Alibaba is involved in AI 09:15 Other strategic AI investments Related episodes: Alibaba Stock: Is The Bottom In? Chairman Joe Tsai

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00:18:18

Chris Mayer 100 Baggers Portfolio: Constellation...

The John Johnston Lounge ·

2024/05/30

We take a look at 100 Baggers book author and fund manager Chris Mayer’s stock portfolio, to see which potential 10X to 100X stocks he has bought. We also see what he’s said about some of those potential multi-bagger stocks.Timestamps 00:28 Chris Mayer portfolio 02:07 Chris Mayer on 3 potential multi-bagger stocks 07:36 Portfolio stocks from large caps to small caps Related episodes: Chris Mayer on Constellation Software + My Thoughts https://youtu.be/ookiKuehQ7o Chuck Akre Said This About How to

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00:13:43

Super Investor Bill Ackman: How To Avoid Being A...

The John Johnston Lounge ·

2024/05/27

I react to a recent interview with super investor Bill Ackman, in which he discusses the psychology of investing and the temperament needed to become a successful long term investor. Related super investor episodes: Super Investor Bill Ackman Just Sold This Stock & Said This https://youtu.be/-xLCWUVV9Q0 Small Caps Super Investor Bares Capital Is Buying These Stocks https://youtu.be/Asc712oI-Ik Super Investors Just Bought These Small Caps https://youtu.be/kIsJZKlPDj4 Michael Burry + These

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00:12:57

Super Investor Bill Ackman Just Sold This Stock &...

The John Johnston Lounge ·

2024/05/23

I take a look at the current stock portfolio of super investor Bill Ackman, and his recent stock selling activity. Following that, I react to a recent interview with Ackman, in which he reveals a lot about his investing process.Timestamps: 00:21 Bill Ackman’s recent stock portfolio activity 04:45 Bill Ackman interview - his investing process Recent super investor episodes: Small Caps Super Investor Bares Capital Is Buying These Stocks https://youtu.be/Asc712oI-Ik Super Investors Just Bought

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00:19:29

Small Caps Super Investor Bares Capital Is Buying...

The John Johnston Lounge ·

2024/05/22

I survey some of the latest stock portfolio buys from small cap super investor Brian Bares of Bares Capital Management. Timestamps: 00:24 Bares Capital investment philosophy - “extreme winners” 01:57 Bares Capital Management stock portfolio - recent buys 03:43: Stock 1 06:04 Stock 2 08:24 Stock 3 10:04 Stock 4 12:43 Stock 5 15:00 Stock 6 17:05 Stock 7 Recent related episodes: Super Investors Just Bought These Small Caps https://youtu.be/kIsJZKlPDj4 Warren Buffett: I’d Buy Small Caps if

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00:10:41

Michael Burry + These Super Investors Bought Alibaba...

The John Johnston Lounge ·

2024/05/21

I investigate which super-investors have been buying Chinese stocks, including Alibaba stock (BABA), JD stock, Baidu (BIDU), PDD and others during the past quarter. The 13F filings of large fund managers have just been reported, including from famed “Big Short” investor Michael Burry, so we can see the stocks they’ve been buying and selling in the quarter. Timestamps 00:21 Michael Burry portfolio 01:34 David Tepper portfolio 04:13 Howard Marks portfolio 05:32 Alibaba stock super investors 07:05

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00:18:12

Super Investors Just Bought These Small Caps

The John Johnston Lounge ·

2024/05/20

I survey some of the latest small cap stock portfolio buys of various super investors. Timestamps: 00:27 David Einhorn: Green Brick Partners 02:09 Daniel Loeb: Cinemark Holdings 03:37 Lee Ainslie: Revolve Group 06:03 Bruce Berkowitz: Bank OZK 08:20 Viking Global Investors: Reddit Inc 09:06 Glenn Welling: Portillo’s Inc 11:17 Bryan Lawrence: LGI homes Inc 13:08 Terry Smith: Oddity Tech Ltd 16:09 Greg Alexander: Rimini Street Inc Related episodes: Warren Buffett: I’d Buy Small Caps if Starting Over

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00:13:28

Alibaba Earnings: Big Buybacks, Special Dividend,...

The John Johnston Lounge ·

2024/05/15

This episode includes a summary and analysis of the Alibaba March Quarter 2024 Earnings results, and my current thoughts on BABA Stock. Timestamps: 00:12 Recent BABA stock price activity 00:51 Alibaba Financial Highlights 04:27 Cash return to shareholders: repurchases, dividends 07:47 Taobao & Tmall 08:27 Cloud Intelligence Group 09:49 Alibaba International Digital Commerce Group (AIDC) 10:55 Cainiao Smart Logistics Network Ltd 12:08 Final thoughts Related episodes Has Alibaba Stock

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00:10:59

GameStop Stock Soars on Return of Roaring Kitty!

The John Johnston Lounge ·

2024/05/14

Is meme stock madness back? Roaring Kitty (Keith Gill) is back posting online, and that immediately sent GameStop stock and other meme stocks soaring. There’s also been a lot of options activity in the stock. I take a look at how it’s playing out this time, and I discuss some finance media reactions to the news. Related video Druckenmiller: AI Over-Hyped Now, Under-Hyped Long Term | Nvidia Stock https://youtu.be/_2TqYD0lTcM Referenced videos: CNBC: GameStop shares surge: Here’s what you need to

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00:10:26

Warren Buffett: I’d Buy Small Caps if Starting Over Now

The John Johnston Lounge ·

2024/05/13

I discuss part of super investor Warren Buffett’s Berkshire Hathaway annual meeting Q&A, in which Buffett said the if he were starting out investing today, with a million dollars or less, he’d be looking at small cap ideas, to be able to make high returns. Related episodes: Is Warren Buffett As Bearish As He Ever Gets On Stocks? https://youtu.be/bKy1fth0TME Why is Warren Buffett STACKING HUGE CASH Right Now? https://youtu.be/BJnMzNFTRMQ Reference video: CNBC: Warren Buffett breaks down how he

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00:12:24

Druckenmiller: AI Over-Hyped Now, Under-Hyped Long...

The John Johnston Lounge ·

2024/05/08

I react to part of the latest Stanley Druckenmiller interview, in which the legendary super investor discusses why and when he cut his Nvidia stock holding, and his current opinion on the future of Ai technology and its impact. Timestamps: 00:23 Where Druckenmiller cut Nvidia stock 02:17 NVDA stock price action & price targets 04:36 AI Overhyped short term, underhyped long term 07:13 Druckenmiller rhyming with Buffett 08:50 Druckenmiller invests in Perplexity Related episodes: Why

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00:12:54

Is Warren Buffett As Bearish As He Ever Gets On Stocks?

The John Johnston Lounge ·

2024/05/07

I react to an investment fund manager who asserts that Warren Buffett is as bearish on the stock market as he’s ever been. Is Buffett waiting for a stock market crash to deploy Berkshire Hathaway’s huge and growing cash pile? Related episodes Why is Warren Buffett STACKING HUGE CASH Right Now? https://youtu.be/BJnMzNFTRMQ Super Investor Warren Buffett Just Bought These Stocks https://youtu.be/sWq33fUbl9I Referenced video: CNBC: Warren Buffett is now 'as bearish as he ever gets,' says

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00:18:11

Why is Warren Buffett STACKING HUGE CASH Right Now?

The John Johnston Lounge ·

2024/05/06

Warren Buffett’s Berkshire Hathaway has just had its annual meeting in Omaha, and in the legendary hours-long Q&A session, super investor Buffett answered questions about why he’s hoarding so much cash instead of buying stocks. Buffett also talked about selling some of Berkshire’s Apple stock. Timestamps: 00:26 Goal: increasing operating earnings, decreasing shares outstanding 01:37 Losing Apple conviction? 03:19 Stocks are businesses 06:03 Buying wonderful businesses at fair prices 08:11 On

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00:08:09

My New Weekly Stock Market Investing Update

The John Johnston Lounge ·

2024/05/03

This is a full preview of candid thoughts from the Weekly Investing Update I post for the new Value Supporter tier on The Art of Value Patreon.Timestamps: 00:49 Alibaba and other China tech stocks jump 01:58 How to beat the stock market 04:21 Major catalyst in this emerging sector 05:09 Starbucks stock crash and explosive CEO interview 06:49 Tesla earnings and the changing macro environment Related episodes: Starbucks Stock Crash: Disaster Quarter & CEO

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00:18:32

Starbucks Stock Crash: Disaster Quarter & CEO Interview

The John Johnston Lounge ·

2024/05/02

Starbucks stock (SBUX) has crashed since the latest earnings, and was declining well before that. I analyze Starbucks earnings, and then react to an explosive Jim Cramer interview with the CEO, to find out what could be going wrong with the company and stock. Timestamps: 00:37 Starbucks stock price action 02:32 Starbucks Earnings04:34 Reacting to Starbucks CEO Interview Related episode: Aswath Damodaran: Why The Stock Market Is Now Overpriced https://youtu.be/IM-F4YVQ3jk Referenced

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00:10:49

HISTORIC: US Moves To Reschedule Cannabis! Stocks Soar!

The John Johnston Lounge ·

2024/05/01

I discuss the historic news and investing implications from the US cannabis sector today, that the DEA has agreed to reschedule cannabis from Schedule 1 to the more benign Schedule 3. 00:17 Cannabis rescheduling finance news 02:54 Historic: DEA Agrees to reschedule marijuana 05:32 MSOS ETF stock price and volume reaction 07:27 Up-listing to major stock exchanges soon? 08:05 High-profile politicians' reactions to rescheduling Related episodes: Why MSOS Stock Is Ripping Higher | MSOS ETF

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00:17:39

How to Beat the S&P 500 by Doing (Almost) Nothing

The John Johnston Lounge ·

2024/04/30

I discuss an article that shows that a certain type of “do nothing” stock portfolio can beat the S&P 500 stock market index over the long term. Timestamps: 00:20 Article intro: What Beat The S&P 500 01:46 The backtest used 03:29 The findings 07:19 Expanding the scope to 3 decades 10:31 The takeaway lessons Related episodes Chuck Akre Said This About How to Find 100 Baggers https://youtu.be/xoKe1AvquTI Super Investor Portfolios: Mohnish Pabrai, Guy Spier, Chuck Akre

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00:14:20

Has Alibaba Stock Bottomed? Thoughts On Crashed BABA

The John Johnston Lounge ·

2024/04/29

I react to an article about the very recent rally in Alibaba stock and whether it can be sustained. The article discusses whether Alibaba stock is a screaming buy or a value trap, and I give my thoughts on the BABA stock situation. Timestamps: 00:28 A buy or a value trap - article 01:10 BABA price action 02:32 Can BABA break-out? 05:40 A screaming value buy? 07:46 China Japanification or not? 08:33 Chinese government stimulus? 10:14 Can a rally be sustained? 11:23 Alibaba Super investors Related

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00:16:52

Tesla Earnings By The Shocking Numbers | Tesla Stock

The John Johnston Lounge ·

2024/04/25

I take an in-depth look at the financials in the Tesla Q1 2024 Update, and other aspects of the Tesla investor deck. Timestamps: 00:41 Tesla Q1 2024 Update - Investor Deck highlights 07:16 Tesla Q1 2024 Update - Quarter Highlights 09:44 Financial Summary - the important numbers 14:40 Operational Summary - production & delivery numbers Related episodes: My Thoughts On Bombshell Tesla Stock Earnings Call https://youtu.be/P7KfegJZtzQ For the extended version of this video, and lots of other

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