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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

00:30:46

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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00:09:25

Howard Marks: An Investing Sea Change is Happening!

The John Johnston Lounge ·

2023/10/11

I discuss the latest interview of legendary value investor Howard Marks, with Bloomberg's David Rubenstein, in which Marks discusses the massive sea change his sees happening in financial markets, what in means, and what he thinks investors should do. See below timestamps: 00:00 The massive sea change in financial markets 01:10 Declining and ultra-low rates since 1980 01:43 The Howard Marks Sea Change Memo 02:44 The importance of rates on markets 04:38 The end of the easy money environment 05:41

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00:08:33

Alibaba Stock News: Logistics Arm Cainiao to IPO! |...

The John Johnston Lounge ·

2023/10/05

This Alibaba stock (BABA stock) news update looks closely at Alibaba's upcoming IPO of its significant logistics arm, Cainiao. See below timestamps: 00:00 The split-up of Alibaba and the Cainiao IPO 01:09 Latest disclosures on the Cainiao IPO - benefits of the IPO 03:59 A closer look at the Cainiao logistics business 06:31 Recent financial results and potential growth 07:48 First Alibaba IPO of more Related episodes: Alibaba Reveals Break-Up Plan! | Big BABA Stock

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00:09:16

Elon's BS & Charisma Talked Tesla Stock Way Up -...

The John Johnston Lounge ·

2023/10/03

I discuss part of the latest Jeremy Grantham interview, in which the billionaire value investor offers his thoughts on Tesla stock as an investment, Tesla the company, and Elon Musk as its leader. See below for timestamps: 00:00 Jeremy Grantham on Elon Musk and TSLA Stock 00:28 Grantham's Tesla stock loser story 02:05 A wonderful propagandist - manifesting Tesla from BS and charisma 03:05 Comparing Elon Musk to Ivar Kreuger, The Match King 06:42 Jim Chanos - shorting Tesla stock has not worked

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00:14:12

Jeremy Grantham: We're STILL in A Major Stock Market...

The John Johnston Lounge ·

2023/09/28

I summarize and discuss the latest Jeremy Grantham interview, with The Compound and Friends, in which the billionaire investor and financial bubble historian again discussed the super-bubble he currently sees in the US stock market in 2023, and in global real estate markets. See timestamps below for sections: 00:00 Jeremy Grantham bubble historian or eager permabear? 01:41 Calling the exact bottom in 2009 02:25 Are we in a major stock market bubble? 03:40 The global real estate bubble 05:28

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00:15:37

Primer: Mark Leonard, Constellation Software & Topicus

The John Johnston Lounge ·

2023/09/23

Constellation software is a high-quality serial acquirer company with an incredible capital allocator Mark Leonard leading it. Constellation Software stock has produced excellent stock market returns for many years. This episode is a primer on Constellation Software, its legendary founder and President Mark Leonard, and its recent European spin-off Topicus. See timestamps below for specific sections: 00:00 Mark Leonard, Constellation Software and spin-off Topicus 00:33 Who is Mark Leonard? 00:51

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00:09:12

Mohnish Pabrai: Why Tencent is Superior to Alibaba

The John Johnston Lounge ·

2023/09/19

In two of the latest Mohnish Pabrai interviews, the well known value investor and fund manager discussed why he thinks Tencent is a superior company to Alibaba, indicating that he thinks Tencent stock should perform better than Alibaba stock over the long term. Pabrai sold BABA stock and switched it for a stake in Tencent, via a company called Prosus. Pabrai provides a brief and partial Tencent stock analysis, comparing it with Alibaba. Timestamps 00:00 Mohnish Pabrai on Alibaba vs Tencent 00:33

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00:12:57

Alibaba Stock: CEO Quits! George Soros Buys BABA Stock

The John Johnston Lounge ·

2023/09/13

This Alibaba stock (BABA stock) update analyzes why Alibaba CEO Daniel Zhang has quit, just as he was about to transition to lead Alibaba Cloud ahead of its planned spinoff. Next we look at the news that the planned Freshippo IPO is being delayed, and the reason why. Finally, we examine the news that legendary investor George Soros has bought some BABA stock, and we look at which other super-investors currently own BABA stock. Timestamps 00:00 Three Alibaba news highlights 00:19 Alibaba CEO Daniel

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00:07:10

Jeremy Grantham: Super Bubble Bursting, Recession...

The John Johnston Lounge ·

2023/09/10

I summarize and discuss the latest Jeremy Grantham interview, with Bloomberg Wealth's David Rubenstein, in which the billionaire veteran investor Grantham discussed the super bubble he currently sees deflating the US stock market. Grantham believes the deflating of the super bubble is now being prolonged by a new artificial intelligence (AI) mini bubble, but that the US stock market crash will continue, leading into a US economic recession lasting deep into 2024. Timestamps: 00:00 Jeremy

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00:12:54

Tesla Stock News Today - Big Price Cuts! | TSLA Stock...

The John Johnston Lounge ·

2023/09/05

In TSLA stock news today, this update includes a look at recent Tesla stock price movements, a brief look at the new Tesla Model 3 update, and the significant price cuts to the Tesla Model S and Tesla Model X, as well as the surprise price cut to Tesla FSD! Timestamps 00:00 Tesla news intro 00:25 Tesla stock price update 02:49 New Tesla Model 3 update 05:08 Tesla car price cuts 05:50 Tesla FSD price cut 07:38 Are Tesla price cuts good for investors? 08:52 Chamath Palihapitiya's take on Tesla

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00:11:23

Alibaba Stock Update & China Market Boost | BABA Stock

The John Johnston Lounge ·

2023/09/01

This Alibaba stock update includes a closer look at BABA stock in relation to the current Chinese economy and China stock market, including new Chinese government measures to support the stock market. I also compare the performance of BABA stock to younger megacap competitor PDD stock (PDD Holdings), which operates Pinduoduo and Temu. Timestamps 00:00 Alibaba stock update intro 00:20 China's measures to support the stock market 01:35 Is China uninvestable? 02:27 China's real estate market

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00:14:42

Alibaba Earnings - Return to Growth! | BABA Stock

The John Johnston Lounge ·

2023/08/27

This episode includes a summary and thoughts on the Alibaba June Quarter 2023 Results, in the context of the current China economic backdrop and the huge drop BABA stock has had since its peak in late 2020. Timestamps 00:00 Alibaba earnings in the China economic context 01:55 High level financial results - growth and efficiency 03:58 Cash flow and cash allocation 07:14 Individual business segments intro 07:30 Taobao and Tmall Group 08:51 Alibaba International Digital Commerce Group 09:32 Local

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00:14:12

Michael Burry's NEW Big Short Investments!

The John Johnston Lounge ·

2023/08/22

Legendary "Big Short" Investor Michael Burry just revealed a new big short! I look at how Burry's shorting the US stock market, and I also take a look at his new long stock portfolio updates. Timestamps: 00:00 Michael Burry Intro 00:24 Michael Burry's 2 new big short positions 03:34 Burry's pessimistic outlook 04:40 Past and future SPY and QQQ 06:41 Burry's Q2 long stock investments 08:27 Burry's Q2 sold stocks 10:12 Deep value + macro investing 11:25 Net-flat market

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00:12:11

Guru Portfolio Updates Q2 2023: Li Lu & David Tepper

The John Johnston Lounge ·

2023/08/18

Here's a detailed look at the stock portfolio updates of two guru or superinvestors from Q2 2023: Li Lu of Himalaya Capital Management and David Tepper of Appaloosa Management. See timestamps below for investor sections. Timestamps: 00:00 Li Lu and David Tepper Intro 00:15 Li Lu portfolio overview 01:10 Micron Technology (MU) 02:29 East West Bancorp (EWBC) 02:53 Postal Saving Bank of China (SHA: 601658) 03:33 David Tepper portfolio overview 03:46 Nvidia (NVDA) 04:44 Tepper stock buys and

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00:22:40

Guru Portfolios Updates Q2 2023: Pabrai, Akre,...

The John Johnston Lounge ·

2023/08/14

Here's a look at the portfolio updates of four guru or superinvestors from Q2 2023. The investors include Mohnish Pabrai, Chuck Akre, Seth Klarman, and Thomas Gayner. See timestamps below for investor sections. Timestamps: 00:00 Guru portfolios Q2 2023 Intro 00:26 Mohnish Pabrai - Pabrai Investments 03:04 Alpha Metallurgical Resources (ticker: AMR) 07:00 Consol Energy Inc (stock ticker: CEIX) 08:25 Brookfield Corp (stock ticker: BN) 09:52 Micron Technology (stock ticker: MU) 10:58 Chuck Akre -

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00:13:08

Warren Buffett's Best Rules for Investing Success

The John Johnston Lounge ·

2023/08/10

Warren Buffett, founder and CEO of Berkshire Hathaway and arguably the greatest investor of all time, has some simple rules for successful investing. I look at seven of Buffett's top rules that could help us improve our investing returns over time. Timestamps: 00:00 Warren Buffett's simple investing rules - Intro 00:14 First investing rule 02:35 Second investing rule 03:35 Third investing rule 05:08 Fourth investing rule 06:35 Fifth investing rule 08:20 Sixth investing rule 10:07 Seventh

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00:10:41

How To Get 100x Stock Returns - Thomas Phelps

The John Johnston Lounge ·

2023/08/06

JJ discusses the classic stock investing book 100 to 1 in the Stock Market, in which author Thomas Phelps, after decades of research, reveals what it takes to find and hold stocks that can deliver 100x returns for stock investors. Timestamps: 00:00 100 to 1 in the Stock Market intro 01:06 Buying right and holding on 02:31 First attribute to look for 03:27 Second attribute to look for 03:50 Third attribute to look for 04:11 Fourth attribute to look for 04:29 Why holding for the long term is so

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00:17:06

How Howard Marks Predicts Each Stock Market Crash &...

The John Johnston Lounge ·

2023/08/02

JJ discusses the latest Memo from legendary value investor Howard Marks, Taking the Temperature, in which Marks explains his strategy of taking the temperature of the stock market at any given time. Marks has made only 5 stock market calls since 2000, and got them right. He thinks we can do it too. Timestamps: 00:00 Howard Marks, Taking the Temperature intro 01:15 Jan 2000 : Calling the Dotcom Bubble bust 03:40 2004-2007: A slow developing train wreck 05:26 2008: Subprime and the Global Financial

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00:08:23

What Mohnish Pabrai Said About Investor Li Lu

The John Johnston Lounge ·

2023/07/28

I summarize and discuss what investor Mohnish Pabrai has said in recent Q&A interviews about his friend and colleague, legendary investor Li Lu. Timestamps: 00:00 Mohnish Pabrai on Li Lu Intro 00:20 Why Charlie Munger gave Li Lu $80 million to invest 00:55 How Li Lu became a great investor 03:11 Looking for investing anomalies 04:39 How Mohnish Pabrai got to know Li Lu 05:17 An missed opportunity from Li Lu 06:00 A captured opportunity from Li Lu: Moutai Related content: Investor Li Lu Buying

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