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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

00:11:57

Mohnish Pabrai: Why Great Stock Ideas Are Rare

The John Johnston Lounge ·

2024/03/26

I respond to a recent Mohnish Pabrai Q&A with Columbia Business School students, in which Pabrai discusses just how rare truly great investment ideas are, and how some of the greatest ever investors, Warren Buffett and Charlie Munger, learnt to find them over time. Related episodes: Mohnish Pabrai Buys PayPal + These Stocks for Wagons Fund https://youtu.be/dr75eoQRvcY Mohnish Pabrai Warns: Don’t Compete With Elon & Tesla https://youtu.be/8gCgf383e4E Why Mohnish Pabrai Sold Micron

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00:13:55

Everything Money Lost MILLIONS Shorting! | My Reaction

The John Johnston Lounge ·

2024/03/21

I react to a video by Paul Gabrail from Everything Money, in which he discusses his recent short-selling mistake: going short Nvidia stock during the current AI stock exuberance. Then we look at what super-investors Warren Buffett and Charlie Munger have said about short selling stocks. See below for timestamps:00:32 Paul Gabrail on his shorting Nvidia mistake 08:25 Warren Buffett and Charlie Munger on short selling stocks Related episodes: Aswath Damodaran: Nvidia Stock “Priced To The Point of

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00:30:14

Nvidia Stock A Bubble or A Buy? 10 Well Known...

The John Johnston Lounge ·

2024/03/20

Nvidia stock (NVDA stock) has had a meteoric rise recently, so is the stock in a bubble or is it still a buy? Is it too late to buy Nvidia stock? Many well known investors, YouTuber retail investors, professional fund managers, and stock analysts, give their answers in this episode, including: Stanley Druckenmiller, Mohnish Pabrai, Professor Aswath Damodaran, ARK Invest’s Cathie Wood, Financial Education Jeremy Lefebvre, Josh Brown, Stacy Rasgon, Chris Camillo and the Dumb Money guys. See below for

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00:09:58

Google & Apple Really Teaming-Up On AI? My Thoughts

The John Johnston Lounge ·

2024/03/19

I respond to the news that Google and Apple are in negotiations to partner-up for AI development and roll-out on the Apple iPhone platform. Is this just talk, or could this actually happen? Related episodes: Aswath Damodaran: Nvidia Stock “Priced To The Point of Insanity” https://youtu.be/DCI9iQC_hvs Why This Fund Manager Says NEVER SELL Nvidia Stock https://youtu.be/sCIDBcdX4eY Reference clip: CNBC: Apple and Google in AI deal talks https://youtu.be/Qn8Hjx1_1Ls?si=FFQT5AHEUyb8fSfd Join The Art

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00:19:35

Mohnish Pabrai Buys PayPal + These Stocks for Wagons...

The John Johnston Lounge ·

2024/03/18

Here’s an update of the current stock portfolio in the Mohnish Pabrai Wagons Fund. There are now 20 positions, so there are quite a few stock additions since Pabrai’s last update, including PayPal (PYPL), Microsoft (MSFT), Amazon (AMZN), Constellation Software (CSU), Brookfield Corp (BN) and more! Related episodes: Mohnish Pabrai’s New Fund Buys EBAY & These Stocks https://youtu.be/dnM_AoC6mzI Mohnish Pabrai: Key Investing Lessons from "Circling the

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00:07:57

Why This Fund Manager Says NEVER SELL Nvidia Stock

The John Johnston Lounge ·

2024/03/14

I react to a recent interview with a well known investor and investment fund manager Ross Gerber, who asserts that Nvidia stock investors should NEVER sell NVDA stock; he explains why.Related episodes: Aswath Damodaran: Nvidia Stock “Priced To The Point of Insanity” https://youtu.be/DCI9iQC_hvs Why Druckenmiller Owns Nvidia Despite "Nosebleed Territory" https://youtu.be/QP496jwcumk Mohnish Pabrai on Mistakes, AI Euphoria, Nvidia, Microsoft https://youtu.be/zs7pdV3fSJc Reference

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00:07:25

Why Tesla Stock Downgraded Again!

The John Johnston Lounge ·

2024/03/14

I react to clip of a Wells Fargo analyst discussing their downgrade of Tesla stock (TSLA stock). It begs the question, how low will Tesla stock go this time? Related episodes: Tesla Stock: Is Tesla In Trouble?! https://youtu.be/lLqH06cXJYM Tesla Stock Investors Must Know About Tesla Bot & Humanoids https://youtu.be/dlBYMSQ-LFE Reference video: CNBC: Tesla: Here's why Wells Fargo downgraded the stock https://youtu.be/mpbfvgaLwH4 Join The Art of Value Patreon to support the pod and to get

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00:10:32

Alibaba Investing BIG in Hong Kong Film & TV | BABA...

The John Johnston Lounge ·

2024/03/13

I report and discuss the latest Alibaba stock news that Alibaba’s Digital Media & Entertainment Group will invest heavily in Hong Kong’s entertainment industry over the next five years. In addition, Alibaba’s Cainiao Smart Logistics Network is partnering with Chinese EV maker Geely.Related episodes: Alibaba Stock: Is The Bottom In? Chairman Joe Tsai Interview! https://youtu.be/eZ4x8z2qjII Alibaba Stock Earnings Summary + My Opinion | BABA Stock https://youtu.be/TJnjxv8LNL0 The Art of Value

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00:11:22

Mohnish Pabrai on Tesla Stock vs BYD vs Stellantis

The John Johnston Lounge ·

2024/03/12

I react to part of a recent Mohnish Pabrai Q&A, in which Pabrai discusses the auto industry dynamics between Tesla, BYD Co, and Stellantis. He also compares the leaders of each company: Tesla’s Elon Musk, BYD’s Chuanfu Wang, and Stelantis’ Carlos Tavares.Stock tickers: TSLA; STLA; OTCPK:BYDDY, SZSE:002594 (China). Related episodes Mohnish Pabrai Warns: Don’t Compete With Elon & Tesla https://youtu.be/8gCgf383e4E Reference video: Mohnish Pabrai's Q&A at London School of Economics

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00:19:08

Alibaba Stock: Is The Bottom In? Chairman Joe Tsai...

The John Johnston Lounge ·

2024/03/11

I react to a recent interview with Alibaba Chairman Joe Tsai, who answers questions about the Alibaba stock (BABA stock) price, his recent stock purchases (along with Jack Ma’s), the outlook for Alibaba the company, the planned Alibaba business unit IPOs, and more. Related episodes: The Art of Value Alibaba Stock Playlist: https://youtube.com/playlist?list=PLrNjj1l3MS7XjzElr0IE-E5uw5eAAtmmU&si=UX7hocmkh-Nx0fjE Alibaba Stock: Jack Ma Buying! + China Bazooka

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00:14:17

Tesla Stock: Is Tesla In Trouble?! Where Bottom?

The John Johnston Lounge ·

2024/03/07

I react to clip about the spate of unfortunate Tesla stock news that has seen the Tesla stock price (TSLA stock) languishing for well over three years now. Is Tesla in trouble and where will the bottom be?Related episodes: Aswath Damodaran: All Mag 7 Stocks Overpriced, NVDA INSANELY! (Buys Tesla at $180) https://youtu.be/CzKpib62RLQ Tesla Stock Investors Must Know About Tesla Bot & Humanoids https://youtu.be/dlBYMSQ-LFE Palantir Stock: Major Game Changing

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00:08:35

Palantir Stock: Major Game Changing News?

The John Johnston Lounge ·

2024/03/07

I react to the Palantir stock news (PLTR stock) that Palantir has just won a $178 million US military contract involving AI on the battlefield. Related episodes: Palantir Stock After Earnings - My Thoughts | PLTR Stock https://youtu.be/JfciEKnOZ2Q Reference video: CNBC: Palantir wins $178 million Army contract https://youtu.be/oxVysDOZpHw?si=Zcdwz1WWLtGALogh Join The Art of Value Patreon community for exclusive videos and more: https://www.patreon.com/TheArtofValue I use GuruFocus for

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00:07:20

Sharing My Personal Investing Journey

The John Johnston Lounge ·

2024/03/06

I share some details about my personal investing journey so far. Relevant topics: The Art of Value, investing, investors, value investing, stocks, stock market, investing books, financial education, investing education, saving money, investing mistakes, Columbia Business School, financial assets, Joel Greenblatt, contemporary art collecting. Join The Art of Value Patreon community for exclusive videos and more: https://www.patreon.com/TheArtofValue Disclaimer: I am not a financial adviser and

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00:12:50

Aswath Damodaran: All Mag 7 Stocks Overpriced, NVDA...

The John Johnston Lounge ·

2024/03/05

I react to a recent interview with Prof. Aswath Damodaran from NYU, "The Dean of Valuation", who asserts that Nvidia Stock (NVDA) is insanely overpriced, and that Tesla stock and Apple stock are the best value among the Magnificent 7 companies. Magnificent 7 stocks: Nvidia stock (NVDA), Apple stock (AAPL), Tesla stock (TSLA), Microsoft stock (MSFT), Amazon stock (AMZN), Alphabet/Google stock (GOOG GOOGL stock), Meta stock (META). Related episodes: Aswath Damodaran: Nvidia Stock “Priced

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00:11:16

Aswath Damodaran: Nvidia Stock “Priced To The Point...

The John Johnston Lounge ·

2024/03/04

I react to a recent interview with Prof. Aswath Damodaran from NYU, "The Dean of Valuation", who defends his contention that Nvidia Stock (NVDA) is currently "priced to the point of insanity". Related episodes: Why Druckenmiller Owns Nvidia Despite "Nosebleed Territory" https://youtu.be/QP496jwcumk Mohnish Pabrai on Mistakes, AI Euphoria, Nvidia, Microsoft https://youtu.be/zs7pdV3fSJc Join The Art of Value Patreon community for exclusive videos and more:

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00:09:29

Super Investor Seth Klarman Bought These Stocks

The John Johnston Lounge ·

2024/03/02

This episode surveys the current stock portfolio of super-investor Seth Klarman, investigating which stocks value investor Klarman was buying and selling for the Baupost Group portfolio during Q4 2023. We also take a closer look at a small selection of them.Related episodes: Super Investor Stock Portfolios Playlist https://youtube.com/playlist?list=PLrNjj1l3MS7WB9vDpdIyccwd7mE69v1CX&si=AQexbPXo5jI6REAL Join The Art of Value Patreon community for exclusive videos and more:

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00:21:11

Market Crash? Meet Kevin + Jeremy Lefebvre Just Said...

The John Johnston Lounge ·

2024/02/29

I react to well known finance and investing YouTubers Jeremy Lefebvre and Meet Kevin talking about whether there could be a “Great Crash” starting soon in the stock market. Related episodes: Super Investor Warren Buffett Just Bought These Stocks https://youtu.be/sWq33fUbl9I Will ARM Holdings Stock Crash? My Thoughts | ARM Stock https://youtu.be/93M94NpBVk8 Super Investor Terry Smith (Fundsmith) is Investing For GROWTH https://youtu.be/yihp2R1yxXk Join The Art of Value Patreon community for

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00:14:37

Super Investor Warren Buffett: Latest Lessons & Warnings

The John Johnston Lounge ·

2024/02/27

This episode looks at Warren Buffett's latest shareholder letter, which has recently been released together with Berkshire Hathaway’s 2023 full-year earnings. In his annual shareholder letter, Warren Buffett always provides us with investing lessons and wisdom from a lifetime of expert investing. This year he also pays tribute to his late friend and investing partner Charlie Munger.Related episodes: Super Investor Warren Buffett Just Bought These

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00:11:41

Super Investor Li Lu Bought This Stock

The John Johnston Lounge ·

2024/02/26

This episode surveys the current stock portfolio of super-investor Li Lu from Himalaya Capital Management, and we take a closer look at one stock Li Lu bought, East West Bancorp (EWBC), as many stocks in the banking sector plunged: Related Playlist: Super Investor Stock Portfolios https://youtube.com/playlist?list=PLrNjj1l3MS7WB9vDpdIyccwd7mE69v1CX&si=AQexbPXo5jI6REAL Join The Art of Value Patreon community for exclusive videos and more: https://www.patreon.com/TheArtofValue I use TIKR

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00:16:11

Super Investor Portfolio: Bill Ackman Just Did This

The John Johnston Lounge ·

2024/02/24

This episode investigates which stocks super-investor Bill Ackman has been buying and selling for his Pershing Square Capital Management stock portfolio during Q4 2023. Related Playlist: Super Investor Stock Portfolios https://youtube.com/playlist?list=PLrNjj1l3MS7WB9vDpdIyccwd7mE69v1CX&si=AQexbPXo5jI6REAL Join The Art of Value Patreon community for exclusive videos and more: https://www.patreon.com/TheArtofValue I use TIKR Terminal to help analyze great businesses, follow top investor

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