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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

00:12:29

Chris Mayer on Constellation Software + My Thoughts

The John Johnston Lounge ·

2023/12/14

I summarize and discuss some parts of a recent Chris Mayer interview regarding illustrious serial acquirer company Constellation Software. Chris Mayer is the author of the excellent investment book 100 Baggers, and an investment fund manager. Constellation Software has been more than a 100 bagger stock over time, and continues to compound at an impressive rate. Related videos: Primer: Mark Leonard, Constellation Software & Topicus https://youtu.be/z0xnvhfNbOI?si=pwI-LC-ja4K-JQc3 Millennial

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00:12:45

PayPal Stock: Did Amazon Just DUMP Venmo?!

The John Johnston Lounge ·

2023/12/12

In surprising PayPal stock news, Amazon and PayPal have announced that PayPal’s Venmo will soon be removed as a payment method from Amazon! In this episode I discuss some probable reasons, and how this could impact PayPal and PYPL stock, and more. Related episode: PayPal Stock Analysis: Massive Drop! Time to Buy PYPL Stock? https://youtu.be/H9V2Msz64q8 Join The Art of Value Patreon community for bonus, exclusive, and ad-free videos: https://www.patreon.com/TheArtofValue The main investment

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00:14:06

Mohnish Pabrai’s New Fund Buys EBAY & These Stocks

The John Johnston Lounge ·

2023/12/06

We look at the key principles and ideas behind Mohnish Pabrai’s new mutual fund, the Pabrai Wagons Fund, and the initial portfolio of compounder stocks that have been bought for the investment fund. Related video: Stocks Today With JJ channel: Mohnish Pabrai’s Wagons Fund Just Bought These Stocks https://youtu.be/Qb_cJRcwqQs The Art of Value Patreon: https://www.patreon.com/TheArtofValue The main investment brokerage I use to buy international stocks, and to hold cash, is Interactive Brokers

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00:13:12

Alibaba Stock News: Surprise Jack Ma Memo! My...

The John Johnston Lounge ·

2023/12/01

I report and give my thoughts on this latest Alibaba stock (BABA stock) and co-founder Jack Ma news. Jack Ma has issued a surprise internal memo to Alibaba employees, after an absence of about 3 years, and he hasn’t minced words regarding the direction of the company and one of its main competitors: Pinduoduo (PDD) and PDD stock. Related episodes: Alibaba Stock News & My Thoughts: Jack Ma's BABA Stock Dump https://youtu.be/7EahcvqCJ9M Alibaba Stock Earnings & My Thoughts on Crashed

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00:11:01

Mohnish Pabrai: How to Find Stock Compounders + My...

The John Johnston Lounge ·

2023/11/29

I react to the latest Mohnish Pabrai interview, in which he discusses how to identify quality compounders, companies that can compound at a high rate over the long term. Related episodes: Mohnish Pabrai: Why Tencent is Superior to Alibaba Stock https://youtu.be/cCKKrPYKz3U Mohnish Pabrai's YT Channel: https://www.youtube.com/@mohnishpabrai Show your appreciation by buying JJ a coffee! https://www.buymeacoffee.com/jjprojects I use TIKR Terminal to help analyze great businesses, follow top

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00:17:35

Many Super Investors Just Bought THESE Stocks

The John Johnston Lounge ·

2023/11/27

Here’s a look at the most popular stocks that super investors, who are many of the top investment managers in the world, were buying during the past quarter, Q3 2023. We also take a closer look at some of those top stock picks. Related episodes: Guru Portfolios Q3 2023: Pabrai, Akre, Klarman, Gayner https://youtu.be/mWr4JNZR7z8 Alibaba Stock Earnings & My Thoughts on Crashed BABA Stock https://youtu.be/8P23n3c8Z3I Show your appreciation for The Art of Value by buying JJ a coffee

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00:20:03

Alibaba Stock News & My Thoughts: Jack Ma's BABA...

The John Johnston Lounge ·

2023/11/22

In this episode I summarize and comment on the latest Alibaba stock news about founder Jack Ma's plan to sell a sizeable chuck of BABA stock, and how a major US investment bank is now bullish on BABA stock for the coming year, placing an optimistic price target on the stock. Related episodes: Alibaba Stock Earnings & My Thoughts on Crashed BABA Stock https://youtu.be/8P23n3c8Z3I Show your appreciation for The Art of Value by buying JJ a coffee! https://www.buymeacoffee.com/jjprojects Using a

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00:31:10

Mohnish Pabrai & My Thoughts on Identifying Compounders

The John Johnston Lounge ·

2023/11/21

In this episode I react to part of a recent Mohnish Pabrai interview, in which he discusses how to identify compounders, and also some of Warren Buffett's and Charlie Munger's great investment decisions. Stock market investing talk with JJ from The Art of Value: stocks, stock market investing, stock market news and more. Mohnish Pabrai's YT Channel: https://www.youtube.com/@mohnishpabrai Show your appreciation by buying JJ a coffee! https://www.buymeacoffee.com/jjprojects I use TIKR

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00:56:36

Super Investors Just Bought These Stocks The Most

The John Johnston Lounge ·

2023/11/21

Here's a look at what were the most popular stocks to buy among super investors during Q3 2023. Stock market investing talk with JJ from The Art of Value: stocks, stock market investing, stock market news and more. Show your appreciation by buying JJ a coffee! https://www.buymeacoffee.com/jjprojects I use TIKR Terminal to help analyze great businesses, follow top investor portfolios, and help monitor my portfolio (referral link): http://tikr.com/theartofvalue I use GuruFocus for historical,

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00:14:24

Alibaba Earnings & My Thoughts on Crashed BABA Stock

The John Johnston Lounge ·

2023/11/20

This episode includes a summary and analysis on the Alibaba September Quarter 2023 Earnings results, and my thoughts on BABA Stock, in the context of the current China economic backdrop, and the massive drop BABA stock has had since its peak in late 2020. See below timestamps: 00:00 BABA stock price activity 00:51 Update on super-investors who own Alibaba stock 02:05 Alibaba news commentary since earnings - geopolitical tensions and chip supplies 06:39 Alibaba quarterly earnings highlights 08:25 AI

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01:00:48

Alibaba Earnings Reaction - Why Has BABA Stock Plunged?

The John Johnston Lounge ·

2023/11/17

This Stocks Today With JJ episode looks at the Q3 2023 Alibaba earnings, and probable reasons for the Alibaba stock price plunge since the earnings release. We look at the BABA stock price action, news commentary to do with the latest Alibaba earnings, and the quarterly financials Stock market investing talk with JJ from The Art of Value: stocks, stock market investing, stock market news and more. Show your appreciation by buying JJ a coffee! https://www.buymeacoffee.com/jjprojects Disclaimer: I

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01:01:35

Livestream Replay: Starlink IPO 2024? Super-Investor...

The John Johnston Lounge ·

2023/11/15

In this Stocks Today With JJ livestream video: daily stock market update - Santa Claus rally?; Starlink IPO in 2024?; Q3 2023 super-investor portfolio updates, Tower Semiconductor (TSEM); Li LU - Himalaya Capital Management, East West Bancorp (EWBC); Bill Ackman - Pershing Square Capital Management; Warren Buffet - Berkshire Hathaway; Norbert Lou - Punch Card Management; David Tepper - Appaloosa Management; China tech stocks jump on JD earnings. Stock market investing talk with JJ from The Art of

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00:24:02

Guru Portfolios Q3 2023: Pabrai, Akre, Klarman, Gayner

The John Johnston Lounge ·

2023/11/15

Here's a look at the stock portfolio updates of four guru or superinvestors from Q3 2023. The investors are Mohnish Pabrai, Chuck Akre, Seth Klarman, and Thomas Gayner. See below timestamps: 00:00 Super investor portfolios - Fish where the fish are 00:52 Mohnish Pabrai - Pabrai Investments portfolio 03:58 Arch Resources (ARCH) 07:00 Chuck Akre - Akre Capital Management portfolio 12:57 Seth Klarman - Baupost Group portfolio 15:19 Tower Semiconductor Ltd (TSEM) 17:33 Clarivate PLC (CLVT) 18:50

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00:55:52

Stocks Today With JJ! Livestream Replay - New Pabrai...

The John Johnston Lounge ·

2023/11/14

In this Stocks Today with JJ video: some current stock market news, this week's earnings calendar, Mohnish Pabrai's new stock buy, Santa Claus rally outlook, recent Healthcare and pharmaceutical stocks performance, Novo Nordisk stock (NVO), Eli Lilly stock (LLY), Boeing stock (BA) boost on major deal, Exxon (XOM) aims to become lithium producer for EV batteries, China Singles' Day sales and Alibaba stock (BABA), China's President Xi to meet Biden in US, Japan stock market news and

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00:14:46

Next Compounding Beast? Constellation Software...

The John Johnston Lounge ·

2023/11/10

I discuss the recent earnings and future potential of company Topicus, a serial acquirer of small software companies. It's a spin-off from the much larger Constellation Software, which was founded and is led by superb capital allocator Mark Leonard. Will Topicus be able to compound at a similar rate to how Constellation Software has for well over two decades? See below timestamps: 00:00 Topicus investment thesis in relation to Constellation Software 01:36 Topicus earnings: cash flow more than

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00:13:53

Apple Earnings: What Can Move The Needle? AAPL Stock

The John Johnston Lounge ·

2023/11/07

Apple (AAPL stock) has just reported earnings. In this episode I look at these latest Apple earnings, including the outlook for the company, possible sources of future growth, and highlights of the Apple earnings call including my live reactions. Where will Apple's future growth come from, and what could possibly move the needle for a company that's already this massive? See below timestamps: 00:00 Apple earnings highlights and commentary 03:41 Various fintwit reactions to Apple

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00:15:08

Amazon Stock: Back on Track with GREAT Earnings |...

The John Johnston Lounge ·

2023/11/02

Amazon stock (AMZN stock) has jumped since the company reported Q3 2023 earnings. In this episode I analyze the latest Amazon earnings report, and give my opinion on the outlook for the company and stock. See below timestamps: 00:00 Recent AMZN stock price action 00:58 Amazon stock analysis - Amazon Q3 2023 financial results 04:03 Amazon sector by sector growth percentages 06:56 Other important Amazon metrics 08:27 Amazon company and AMZN stock outlook 10:03 Where will the future growth come

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00:16:41

Google Stock Analysis: Why GOOGL Declined on Great...

The John Johnston Lounge ·

2023/10/27

Why did Alphabet or Google stock (GOOG, GOOGL) decline nearly 12% in the 2 stock market trading days after reporting great Q3 2023 earnings? In this episode I analyze the latest Google earnings report, the current company situation, and the outlook for the company and stock. See below timestamps: 00:00 Google Q3 2023 earnings analysis 03:30 Why the share price decline after earnings? 06:08 Could the Google Search advertising business get disrupted by AI? 08:59 Big Tech regulatory uncertainty -

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00:30:46

Tesla Stock Analysis: Q3 Earnings Disaster! TSLA Stock

The John Johnston Lounge ·

2023/10/22

Tesla (TSLA stock) just reported 3Q 2023 earnings, which came in well below investor expectations. In this episode I discuss the Tesla Q3 earnings shock, Q3 highlights and lowlights including: reacting to what well known Tesla analyst Dan Ives said, looking at the Tesla Q3 investor presentation, then some highlights from the Tesla earnings call with Elon Musk. The episode also includes commentary on the upcoming Tesla Cybertruck, Tesla margins, Tesla revenue, Tesla profits, Tesla FSD, real world

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00:10:16

PayPal Stock Analysis: Massive Drop! Time to Buy PYPL...

The John Johnston Lounge ·

2023/10/17

PayPal stock has dropped over 80% in the US stock market since mid-2021. Is PYPL stock worth buying because of this? Is PYPL a value stock or a value trap? Will PayPal stock outperform the stock market benchmark over the coming years? I analyze PayPal in this episode, to see some of the possibilities ahead for the company and stock. See below timestamps: 00:00 PYPL stock drop, and PayPal's new CEO Alex Chriss 01:28 The company and sector, strategic analysis - pros and cons 03:02 Some changing

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687 results

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