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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

00:16:52

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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00:27:47

My Thoughts On Bombshell Tesla Stock Earnings Call

The John Johnston Lounge ·

2024/04/24

Tesla stock news! The much anticipated Tesla Earnings results for Q1 2024 are out. I react to key moments in the Tesla Earnings Call with Elon Musk. Elon discusses autonomous driving and Tesla FSD, the future of Tesla Optimus humanoid robot, his own future at Tesla, the fast-growing Tesla energy storage segment, and more. Timestamps: 00:28 Reacting to Elon Musk’s opening remarks 05:12 Tesla Q1 Financial highlights 07:40 Production of Optimus, sales estimate 09:36 FSD regulatory approval 12:00

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00:12:02

Mohnish Pabrai On His New MSFT & AMZN Holdings

The John Johnston Lounge ·

2024/04/23

I react to part of the first Pabrai Wagons Fund investor call, in which Pabrai discusses his new Microsoft and Amazon stock holdings. Pabrai fields questions from investors about why he bought MSFT and AMZN for the new mutual fund. Timestamps: 00:54 Why buy Microsoft & Amazon at the current market valuations? 03:54 Two truly exceptional businesses… 07:00 Microsoft: an almost indestructible franchise Related episodes: Mohnish Pabrai Buys Occidental Petroleum + These

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00:13:07

Mohnish Pabrai Buys Occidental Petroleum + These Stocks

The John Johnston Lounge ·

2024/04/22

Here’s an update of the top 10 positions in the Mohnish Pabrai Wagons Fund stock portfolio, for Q1 2024, and a recap of the 20 positions held at the end of Q4 2023. There have been some additions to the portfolio, including adding Occidental Petroleum stock. Did Pabrai “shameless clone” this stock from Warren Buffett himself? Timestamps: 00:14 Pabrai Wagons Fund investor updates 02:15 Portfolio recap, December 2023 - 20 stock portfolio 04:24 Pabria Wagons Fund, March 2024 top 10 holdings 07:10

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00:24:24

Financial Education Jeremy: These Small Cap Stocks...

The John Johnston Lounge ·

2024/04/18

I respond to well known finance YouTuber Financial Education, Jeremy Lefebvre, who discusses the overall stock market underperformance of small cap stocks recently, including in his portfolio, and in what scenarios they could explode higher soon. I also discuss my recent positive experiences with small cap stock performance.Related episodes: Market Crash? Meet Kevin +Jeremy Lefebvre Just Said What!! https://youtu.be/fEcZbWaNZSk Reference video: These Stocks Will EXPODE Soon

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00:12:27

Tom Lee: Dip Will Be Bought + Margin Loans All Time...

The John Johnston Lounge ·

2024/04/17

I react to and discuss another recent interview with Fundstrat’s Tom Lee, in which he again attempts to predict the short and medium term trajectory of the stock market based on macroeconomic factors, including the level of the S&P 500 by yearend. I also discuss a recent interview with Interactive Brokers Chair Thomas Peterffy, who observes that margin loans are at an all time high, and discusses the possible stock market implications. See below timestamps:00:23 Tom Lee - Buying The Dip 06:05

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00:14:03

Alibaba Chair Joe Tsai on Mistakes & Correcting Course

The John Johnston Lounge ·

2024/04/16

I react to and discuss part of a recent interview with Alibaba co-founder & Chair Joe Tsai, conducted by Norges Bank Investment Management. In this part, Joe Tsai discusses starting out as an investor before co-founding Alibaba, meeting Jack Ma, scaling Alibaba, falling behind the increasingly intense competition in China, acknowledging mistakes, and recently reorganising Alibaba to course correct. Alibaba stock ticker: BABA.See below timestamps: 00:36 Starting as an investor 01:48 Meeting Jack

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00:11:40

Tom Lee: Bullish New Stock Market Prediction

The John Johnston Lounge ·

2024/04/15

I react to a recent interview with Fundstrat Managing Partner Tom Lee, in which he boldly predicts the short term trajectory of US inflation, interest rates, and the level of the S&P 500 by yearend.Join The Art of Value Patreon community for exclusive videos and more: ⁠https://www.patreon.com/TheArtofValue⁠ Related episodes: Inflation Comes In Hot, Stocks Panic! (Larry Summers interview) https://youtu.be/hFRxnMmniqQ Aswath Damodaran: Why The Stock Market Is Now Overpriced

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00:13:11

Inflation Comes In Hot, Stocks Panic!

The John Johnston Lounge ·

2024/04/11

Recent Inflation numbers have came in unexpectedly high, and the stock market reacted immediately to the downside on the news. In this episode I react to some of an interview with Former Treasury Secretary and current OpenAI board member Larry Summers, who is critical of how The Fed is handling inflation and the US economy.Related episodes: Aswath Damodaran: Why The Stock Market Is Now Overpriced https://youtu.be/IM-F4YVQ3jk Aswath Damodaran: Nvidia Stock “Priced To The Point of

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00:01:12

Our New Alibaba Stock Channel!

The John Johnston Lounge ·

2024/04/10

I’ve started a new, dedicated Alibaba stock (BABA stock) YouTube channel, The Art of Value: Alibaba Stock. If you regularly enjoy my Alibaba stock videos here, please do subscribe to the new channel, as it will be all Alibaba, all the time! Here’s a link to the new channel: https://www.youtube.com/@TheArtOfValueBABA And here’s the very first video: Alibaba Stock: New Jack Ma Memo Hints at Return? https://youtu.be/vfRp0GVBn1w Stay tuned (subscribed with notifications on) for more! --- Send in

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00:14:05

Alibaba Stock: New Jack Ma Memo Hints at Return?

The John Johnston Lounge ·

2024/04/10

For the very first video on my new, dedicated Alibaba stock YouTube channel, I report and discuss this latest Alibaba stock (BABA stock) and co-founder Jack Ma news. Jack Ma has posted another surprise morale-boosting internal memo to Alibaba staff. Could Jack Ma also be hinting at a comeback to the company? I look for clues in the memo. The Art of Value: Alibaba Stock channel is here: https://www.youtube.com/@TheArtOfValueBABA Related videos: The Art of Value: Alibaba Stock News: Surprise Jack Ma

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00:10:18

Aswath Damodaran: Why The Stock Market Is Now Overpriced

The John Johnston Lounge ·

2024/04/10

I react to a recent interview with Prof. Aswath Damodaran from NYU, "The Dean of Valuation", who explains why he thinks the market is currently overpriced, and investors are pricing-in near future downside risks adequately. He discusses inflation,The Fed, the bond market, interest rates, and a possible US recession. Related episodes: Aswath Damodaran: Nvidia Stock “Priced To The Point of Insanity” https://youtu.be/DCI9iQC_hvs Aswath Damodaran: All Mag 7 Stocks Overpriced, NVDA

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00:12:22

Alibaba Stock: BABA Supersizes Share Buybacks!

The John Johnston Lounge ·

2024/04/09

I report and discuss the latest Alibaba stock news that the Chinese tech company has increased its rate of share repurchasing by making its second biggest ever quarterly share repurchases, with plans for a lot more. Related episodes: Alibaba Stock: Super Investor Charlie Munger Sold! https://youtu.be/vm_YLphHocQ Why Alibaba is Scrapping Cainiao IPO | BABA Stock https://youtu.be/ClE-h5223FQ Alibaba Stock: Is The Bottom In? Chairman Joe Tsai Interview! https://youtu.be/eZ4x8z2qjII Join The Art of

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00:11:10

Alibaba Stock: Super Investor Charlie Munger Sold!

The John Johnston Lounge ·

2024/04/08

The late super investor Charlie Munger has posthumously sold a substantial percentage of Alibaba stock, which was part of the Daily Journal Corp portfolio he managed. Did he leave instructions to sell BABA stock, or not? We also look at exactly what Charlie Munger said about his BABA stock holding before his death, and investing in China in general. See Timestamps below: 00:28 Charlie Munger’s Daily Journal Corp portfolio changes 02:11 Charlie Munger on his Alibaba stock investment 05:26 Charlie

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00:16:47

Why Spotify Stock Jumped 8% - Now Up 55% YTD!

The John Johnston Lounge ·

2024/04/04

In this episode we take a look at the news that sent Spotify stock up over 8% in one trading session, and I give my long term thoughts on the company. See below timestamps:00:00 Spotify stock recent and past price action 03:05 Latest Spotify news 09:27 My reactions to the news on mainstream finance media 13:47 Some Spotify financial metrics Related video Spotify Stock: Q4 2023 Earnings Live | Spotify Stock Analysis https://www.youtube.com/live/ywMJ3pvl2qA I use GuruFocus for historical, financial

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00:17:43

Buy The Dip As Tesla Stock Slips?

The John Johnston Lounge ·

2024/04/03

Is it time to buy the multi-year TSLA stock dip? I react to some Tesla news clips about the disappointing delivery numbers for Q1, and give my opinion on the situation Tesla finds itself in. How low will Tesla stock go this time, and is it worth buying the Tesla stock dip now? See below timestamps: 00:27 Tesla stock recent price action 01:21 Tesla deliveries news: down 8.5% from a year ago 08:42 Analyst Dan Ives on Tesla’s Q1 delivery result 12:54 Where to from here? A buy the dip moment? Related

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00:13:02

How I Got 30% Stock Portfolio Gain in Q1 (No AI Stocks)

The John Johnston Lounge ·

2024/04/02

My small cap and mid-cap stock portfolio shown in this episode returned over 30% in the first quarter of 2024, which is more than triple the return of the S&P 500 and the NASDAQ indices for the period. I walk through the 8-stock portfolio to show how this happened. See below timestamps: 00:15 Stock portfolio performance 01:46 Stock 1: Topicus 04:36 Stock 2 05:25 Stock 3 06:10 Stock 4 07:46 Stock 5 08:54 Stock 6: Tiny Ltd 10:47 Stock 7 11:36 Stock 8 Join The Art of Value Patreon for exclusive

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00:07:01

I Bought 2 New Stocks! | Private Weekly Update

The John Johnston Lounge ·

2024/04/01

This episode is an edit of my latest Patreon-only weekly update, to give a taster of some of the exclusive content provided there. This week: additional thoughts on the week’s episodes on Mohnish Pabrai and Alibaba stock, the Reddit IPO, and 2 new portfolio stocks, and more. Related episodes: Why Alibaba is Scrapping Cainiao IPO | BABA Stock https://youtu.be/ClE-h5223FQ Mohnish Pabrai: “Be A Shameless Cloner Like Me” https://youtu.be/VC--Atki3TU Mohnish Pabrai: Why Great Stock Ideas Are

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00:11:05

Why Alibaba is Scrapping Cainiao IPO | BABA Stock

The John Johnston Lounge ·

2024/03/28

I report and discuss the latest Alibaba stock news that Alibaba is scrapping the previously planned IPO of its large logistics unit Cainiao, and is planning to acquire the remaining stake it does not own. See below timestamps:00:14 Cainiao IPO withdrawal and share acquisition news 01:46 Recent BABA stock price action 02:40 Investing for strategic growth 08:15 Cainiao segment financial results - revenue growth 09:07 Mainstream financial media take on the news Related episodes: Alibaba Stock: Is

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00:14:37

Mohnish Pabrai: “Be A Shameless Cloner Like Me”

The John Johnston Lounge ·

2024/03/27

I respond to parts of recent Mohnish Pabrai Q&As, in which Pabrai discusses his concept of being a shameless cloner investor, and how to go about it successfully. Shameless cloning means a lot more than just copying the stock buys of great investors. See below timestamps: 00:34 How to be a good shameless cloner investor 04:32 Circle of competence and market mispricings 07:51 Knowing which rabbit holes to go down 11:25 There’s always a bear market with opportunity somewhere Related

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