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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

00:14:38

Super Investors Recently Bought These Stocks

The John Johnston Lounge ·

2022/12/08

In this episode I break-down the top stocks that some of the top investment fund managers, or super investors, bought and sold in Q3 of 2022. Each quarter, these investors must submit a 13F SEC filing, which allows us to see these fund managers' stock portfolios. Super investors such as Warren Buffett, Charlie Munger, Michael Burry, Mohnish Pabrai, Seth Klarman, Terry Smith, David Tepper, Bill Miller, Chuck Akre, Thomas Gayner, Thomas Russo and Bill Nygren are included in these

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00:03:45

Mohnish Pabrai’s Micron Tech Investment Thesis...

The John Johnston Lounge ·

2022/12/02

This episode is a summary of the destination analysis part of investor Mohnish Pabrai’s investment thesis for Micron Technology, as explained by Pabrai in a recent Q&A video session. Micron Technology is in the business of designing and manufacturing digital memory and storage products for multiple industries. Timestamps: 00:00 Micron destination analysis intro 00:47 Memory chip oligopoly 01:13 Future earnings potential 01:53 Not caring about one quarter or a year 02:35 Market value upside 03:09

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00:05:23

Mohnish Pabrai’s Micron Tech Investment Thesis...

The John Johnston Lounge ·

2022/12/01

This episode is a summary of part of investor Mohnish Pabrai’s investment thesis for Micron Technology, as explained by Pabrai in a recent Q&A video session. The company is in the business of designing and manufacturing digital memory and storage products for multiple industries. Related episode mentioned in this episode: Mohnish Pabrai’s Micron Technology ($MU) Investment Thesis Update: Destination Analysis https://youtu.be/RX1rMlTT2Tk Disclaimer: I am not a financial adviser. This content is

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00:07:17

Mohnish Pabrai Portfolio Update: Pabrai Buys BAM...

The John Johnston Lounge ·

2022/11/24

Investors such as Mohnish Pabrai who manage portfolios over $100 million have recently filed their 13F Q3 2022 updates. In this episode I look atPabrai’sportfolio changes for the quarter. Mohnish boughtsome stock of Brookfield AssetManagement (BAM) in Q3, so I consider some reasons he might have initiated the position at this time. Timestamps: 00:00 Intro 00:14 Mohnish Pabrai's stock portfolio 02:17 Brookfield Asset Management Inc 04:08 Why did Pabrai buy BAM stock? Related episode: Mohnish Pabrai’s

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00:13:15

Guru Portfolios Update: Buffett, Munger | Berkshire...

The John Johnston Lounge ·

2022/11/23

Super Investors managing portfolios over $100 million have now filed their 13F Q3 2022 updates. In this episode I'm looking at the portfolio updates of both Warren Buffett and Charlie Munger. I look at the Berkshire Hathaway portfolio and Charlie Munger’s The Daily Journal portfolio. I give special attention to Taiwan Semiconductor (TSM), a new position in the Berkshire Hathaway portfolio during the quarter. Timestamps: 00:00 Intro 00:17 Warren Buffett - Berkshire Hathaway 04:07 Taiwan Semiconductor

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00:17:22

Michael Burry Has Started to BUY Cheap Stocks! What’s...

The John Johnston Lounge ·

2022/11/18

Famed investor Michael Burry has just reported his 3Q 2022 stock holdings, and he’s been buying 6 stocks! What's Burry been buying? In this episode I look at all 6 current holdings, give my thoughts on each, and why Burry might have bought these particular companies. Timestamps: 00:00 Intro 00:35 “You have no idea how short I am.” 01:20 Recent portfolio activity 02:26 The Geo Group 06:00 Qurate Retail 09:22 CoreCivic 11:02 Aerojet Rocketdyne 14:16 Charter Communications 16:03 Liberty Latin

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00:14:02

Michael Burry on Meta & Pathways to META Stock Recovery

The John Johnston Lounge ·

2022/11/14

META stock has been continually hammered in the stock market since 2021. With return on investment of the new metaverse part of the business looking like it could be years away yet, and the advertising-focused parts of the business under some macroeconomic pressure, investors are wondering if the stock price will ever recover; and if it does, now much? In this episode, I look at those situations, and also what investor Michael Burry has been saying in his tweets recently about Meta and CEO Mark

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00:19:15

Are China Stocks UNINVESTABLE or HISTORIC VALUE...

The John Johnston Lounge ·

2022/11/08

In this episode I look at some of the pros and cons of investing in Chinese stocks in the current market environment, given valuations have dropped so much, and there is a great deal of pessimism and uncertainly around. Is the Chinese market now "uninvestable" as some analysts have been saying, or could it be a historic long-term value opportunity? Stocks mentioned: BABA, PDD, JD, NIO, BIDU, HXC, KWEB, MPNGY, HKG:3690 Timestamps: 00:00 Intro 01:27 China "uninvestable" or buying opportunity? 02:11

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00:12:47

Alibaba Stock Crash Continues! BABA Stock Update &...

The John Johnston Lounge ·

2022/11/02

In this episode I look at why Alibaba (BABA) stock has fallen nearly 80% from its peak, and why it had yet another substantial drop just recently. I cover the pros and cons of owning BABA stock at this point, for the long term. Timestamps: 00:44 Sources of investor fears and concerns 05:30 Positives and catalysts 07:05 Alibaba the company vs the stock price 08:50 Superinvestor BABA shareholders 10:32 Buy, sell, or hold? Related episode: Mohnish Pabrai: Why I Switched from Alibaba to Tencent

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00:20:27

Spotify Earnings Update: Has The Story Changed? |...

The John Johnston Lounge ·

2022/10/28

After looking at the latest Spotify Q3 2022 earnings, andlistening to theearnings call with CEO Daniel Ek, in this episode I give an updated summary and some commentary on the streaming media company. Has the investment story changed? 00:15 Spotify financial media headlines 02:57 SPOT recent share price action 03:35 Spotify Q3 2022 highlights 05:02 New video podcasting 05:44 Q3 2022 financial summary 06:19 Gross margin concern 07:45 Free cash flow 08:10 Global mix of monthly active users

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00:10:27

How to Beat the Stock Market (S&P 500) by Doing NOTHING

The John Johnston Lounge ·

2022/10/25

Have you heard of the coffee can portfolio? It's a classic investing strategy, proven over many decades. It works only if the investor has the patience to carry it out without getting distracted. It involves doing nothing to beat the market, or almost nothing. How is it possible that it has worked? Let’s find out. Timestamps: 00:18 The Coffee Can Portfolio 01:14 Origins of The Coffee Can Portfolio strategy 02:37 Why does it work? 03:32 Pfizer coffee can example 04:22 Extreme coffee can example 05:33

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00:09:22

Bill Ackman: When to Sell a Stock - Netflix Example...

The John Johnston Lounge ·

2022/10/20

In a very recent interview, super-investor Bill Ackman was asked: what are the red flags for you to decide to sell a company, even at a loss? Ackman had two main points to his answer, but also answered in a good amount of detail. He used his recent sale of Netflix as an example, after only owning the stock for a few months, which is unusual for him. His second point came in the form of some advice for retail investors about when to sell a stock, using Tesla as his hypothetical

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00:10:47

Bill Ackman: Why NOW is a Pretty Good Time to Buy Stocks

The John Johnston Lounge ·

2022/10/17

Bill Ackman Interview: In a very recent interview, superinvestor and fund manager Bill Ackman, speaking about buying stocks in the current bear market, said “I think today is a pretty good time. It’s a pretty good point of entry”. In this episode, I delve into this and other important things Ackman said about investing today, including information on his current investing strategy and focus, his approach to stock picking, and his outlook on the macro economy. Timestamps: 00:04 Ackman: Today is a

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00:11:43

What the Start of Biden’s Fed Cannabis Legalization...

The John Johnston Lounge ·

2022/10/14

Cannabis federal legalization has just taken a big step forward with a surprise announcement from president Biden to reschedule cannabis at the federal level, along with some other key cannabis policy changes. In this episode I explore what this means for investors, and what is likely to happen in the near future for publicly listed U.S. cannabis companies and their stocks. Timestamps: 00:23 Cannabis stocks ripped higher on the news 01:23 Biden's important cannabis policy announcement 03:42

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00:12:36

Michael Burry Admits Feeling Greedy as Stock Market...

The John Johnston Lounge ·

2022/10/11

In his latest tweets, famed investor Michael Burry admits to feeling greedy as the stock market continues to fall. In this episode, I interpret Burry’s latest tweets, which can sometimes be cryptic. I also explain who Michael Burry is, what he means by "feeling greedy", and I consider whether the stock market is really crashing. Related video: Investor Jeremy Grantham: Super Bubble Enters Final Phase https://youtu.be/tTFO3Qn5e20 Timestamps: 00:13 Who is Michael Burry? 00:37 What does Burry mean

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00:13:53

Mohnish Pabrai’s Micron Tech Investment Thesis and MU...

The John Johnston Lounge ·

2022/10/06

I discuss the latest FQ4 2022 earnings release from Micron Technology (MU), and a brief investment thesis for the company from investor Mohnish Pabrai. Micron Technology is in the business of designing and manufacturing digital memory and storage products for multiple industries. Timestamps: 00:15 Micron superinvestors 00:55 Mohnish Pabrai’s Micron Investment Thesis 02:40 Mohnish Pabrai and Li Lucollaboration 04:32 Micron (MU) stock price history 05:52 Micron’s historical cyclicality 07:18 FQ4

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00:07:35

Stanley Druckenmiller: Stock Market Will Be Flat For...

The John Johnston Lounge ·

2022/10/04

In a recent interview, Stanley Druckenmiller gave his current outlook for the stock market and macroeconomic environment. His current forecasts for both are very bearish, but he's wildly bullish on one sector, and mildly bullish on another asset class. He thinks the US Fed made a huge mistake in 2021, and the repercussions are going to be felt for a long time in stock markets. Timestamps: 00:24 Who is Stanley Druckenmiller? 00:36 Key points 01:11 The US Fed’s big mistake 01:52 The cause of rapidly

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00:08:16

Mohnish Pabrai on Indian Super Investor Rakesh...

The John Johnston Lounge ·

2022/09/29

In a recent Q&A session, super investorMohnishPabraishared the story of the investing career of Rakesh Jhunjhunwala,one of India’s best investors of all time, who recently died.In this episode, I share what Mohnish said, and distill it down to 4 important points about how Rakesh invested to great success. Timestamps: 00:10 Who is RakeshJhunjhunwala? 02:27 First important point 03:02 Second important point 03:35 Rakesh’s biggest compounder 04:40 Third important point 05:16 Fourth important

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00:10:06

Mohnish Pabrai: Why I Swapped Alibaba for Tencent

The John Johnston Lounge ·

2022/09/27

In three recent interviews, investor Mohnish Pabrai revealed why he sold Alibaba (BABA) stock, and swapped the investment for Tencent instead. He also revealedwhat he now thinks of both companies as investments. Related video: Mohnish Pabrai:“The best way to invest is…” https://youtu.be/lxl2bIS1o6c Timestamps: 00:38 Super-investors who own BABA 02:02 Value investing in China - the risks 03:03 Why sell BABA, and why at that time? 04:12 Tax loss harvesting 05:14 The superior business 06:07 BABA bull

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00:04:40

Investor Jeremy Grantham: Super Bubble Enters Final...

The John Johnston Lounge ·

2022/09/22

Investor Jeremy Grantham has recently written that he thinks the superbubble he sees across the US stock market, bond market and housing market, is now entering its fourth and final stage, after the substantial bear market rally we’ve recently seen in stocks. The Art of Value suggested videos on investor Jeremy Grantham: Jeremy Grantham Latest: This Market Crash Could Be As Bad As 2000 Tech Bubble https://youtu.be/nT_9OMbOJRA Jeremy Grantham and Ray Dalio Discuss a Stock Market Crash and World

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