The John Johnston Lounge

Could Tesla be an Enron-scale fraud? I summarize and discuss a new lawsuit alleging huge and interconnected frauds perpetrated by Tesla, Elon Musk and others, and helped by Tesla social media influencers - relating to Tesla’s Full Self Driving, Tesla stock (TSLA) manipulation, and the inner workings of Tesla the company for many years.Timestamps:00:12 How would massive fraud be possible with Tesla?01:13 The lawsuit: Greenspan v. Musk et al01:46 The Tesla Files: Tesla Whistleblower insider02:31 Tesla Matryoshka Doll of Nested, Interdependent Frauds06:20 Tesla “Autopilot” fraud07:18 Tesla “Full Self-Driving (FSD)” fraud08:59 Tesla Solar fraud09:45 Tesla Vehicle Quality fraud10:39 Tesla Stock Inflation fraud12:04 Hardcore Litigation fraud12:50 Fraud justified for Tesla survival15:26 Tesla as a tech company, not a car company17:35 Musk Attracted and cultivated a cult following18:14 Musk as free speech absolutist? Really?19:41 Tesla becomes largest Ponzi scheme in history?20:40 Elon Musk attacks prominent Tesla short-sellers21:58 Elon Musk and securities fraud23:22 Suppressing critical voices with cyberbullying 26:04 Manipulating Tesla stock price - the social media pump27:05 Belated disclosure, Tesla was a month away from bankruptcy Related videos:Wall St SELLS Tesla Stock As Elon Musk Melts Down https://youtu.be/ZTvLwvgoECwMassive Tesla & Musk Fraud Alleged in New Lawsuit https://youtu.be/tMyUi_hXEsc (Stocks Today With JJ channel)Here's Why Tesla Stock Plunged After Earnings https://youtu.be/_GfyTy4holAWall St Analysts Losing Their Minds Over Tesla Stock! https://youtu.be/U_BwKuEcF2ISharesight is my recommended portfolio tracking and reporting tool. See the special offer (referral link): https://sharesightlimited.cmail20.com/t/r-l-tdjhzjk-niuxvol-i/Join The Art of Value Patreon community for exclusive content I don’t share anywhere else: https://www.patreon.com/TheArtofValueDisclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision Hosted on Acast. See acast.com/privacy for more information.

Is Elon Musk’s Tesla Optimus Robot destined for failure in China, and possibly elsewhere? There’s evidence Tesla already faces stiff competition in China from numerous humanoid robot makers, while many Tesla promoters and social media influencers taut the Tesla bot as the only future, predicting a massive Tesla stock price target and market cap as a result.Related videos:Tesla Stock Investors MUST Know This About Tesla Bot https://youtu.be/dlBYMSQ-LFETesla Stock Analyst Says TSLA is Going to $10K! https://youtu.be/hdlBFj1kDv0Why This Fund Manager is Dumping Tesla Stock https://youtu.be/VS1famnqRGUSharesight is my recommended portfolio tracking and reporting tool. See the special offer (referral link): https://sharesightlimited.cmail20.com/t/r-l-tdjhzjk-niuxvol-i/Join The Art of Value Patreon community for exclusive content I don’t share anywhere else: https://www.patreon.com/TheArtofValueDisclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision. Hosted on Acast. See acast.com/privacy for more information.

Today in Tesla stock news, why are some Wall Street investors selling down Tesla stock (TSLA), despite being previous Elon Musk and Tesla supporters? We investigate. Also, is Elon Musk in meltdown mode with his recent behaviors and actions, hurting the Tesla brand, company, and Tesla stock in the process? Related videos: Stocks Today With JJ channel: Why This Fund Manager is Dumping Tesla Stock https://youtu.be/VS1famnqRGUHere's Why Tesla Stock Plunged After Earnings https://youtu.be/_GfyTy4holATesla Stock Investors MUST Know This About Tesla Bot https://youtu.be/dlBYMSQ-LFE Stocks Today With JJ channel:https://www.youtube.com/@jjstockstodaySharesight is my recommended portfolio tracking and reporting tool. See the special offer (referral link): https://sharesightlimited.cmail20.com/t/r-l-tdjhzjk-niuxvol-i/Join The Art of Value Patreon community for exclusive content I don’t share anywhere else: https://www.patreon.com/TheArtofValueDisclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision. Hosted on Acast. See acast.com/privacy for more information.

I react to a recent interview with Prof. Aswath Damodaran from NYU, Wall Street’s “Dean of Valuation", who discusses his Nvidia stock (NVDA) valuation, and which Mag 7 stock might be a better buy than Nvidia. Damodaran also offers his outlook for small cap stocks, and what he thinks of sector rotation plays. Related episodes:Aswath Damodaran: Nvidia Stock “Priced To The Point of Insanity” https://youtu.be/DCI9iQC_hvsAswath Damodaran: ‘I’m Letting These Stocks Ride’ https://youtu.be/QAt_OrfbpbMAswath Damodaran: Why The Stock Market Is Now Overpriced https://youtu.be/IM-F4YVQ3jkReferenced video:Nvidia is overvalued, says NYU Professor of Finance Aswath Damodaranhttps://youtu.be/ASA4W-larRQSharesight is my recommended portfolio tracking and reporting tool. See the special offer (referral link): https://sharesightlimited.cmail20.com/t/r-l-tdjhzjk-niuxvol-i/Join The Art of Value Patreon community for exclusive content I don’t share anywhere else: https://www.patreon.com/TheArtofValueDisclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision. Hosted on Acast. See acast.com/privacy for more information.

We take a look at which super-investors have been buying China stocks, including Alibaba stock (BABA), JD stock, Baidu (BIDU), PDD and others during the past quarter. The 13F filings of these fund managers have recently been reported, including from famed “Big Short” investor Michael Burry, so we can see the stocks have been been bought and sold in the quarter.Related videos:Alibaba Stock Earnings & Thoughts on Destroyed BABA Stockhttps://youtu.be/D0LXk8zapqUAlibaba Stock Rallies On Plan To Raise Fees https://youtu.be/dSGgsqDfCW0Alibaba Stock: Chair Joe Tsai on BABA’s Big AI Future https://youtu.be/71WRq1Ca4ewSharesight is my recommended portfolio tracking and reporting tool. See the special offer (referral link): https://sharesightlimited.cmail20.com/t/r-l-tdjhzjk-niuxvol-i/Join The Art of Value Patreon community for exclusive content I don’t share anywhere else: https://www.patreon.com/TheArtofValueDisclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision. Hosted on Acast. See acast.com/privacy for more information.

This episode includes a summary and discussion on the latest Alibaba Earnings results, along with my thoughts on BABA Stock, in the context of the current China economic backdrop, and the massive drop Alibaba stock has had since its peak in late 2020. Related videos:Alibaba Stock: Chair Joe Tsai on BABA’s Big AI Future https://youtu.be/71WRq1Ca4ewAlibaba Stock: Is The Bottom In? Chairman Joe Tsai Interview! https://youtu.be/eZ4x8z2qjIIAlibaba Stock: Super Investor Charlie Munger Sold! https://youtu.be/vm_YLphHocQSharesight is my recommended portfolio tracking and reporting tool. See the special offer (referral link): https://sharesightlimited.cmail20.com/t/r-l-tdjhzjk-niuxvol-i/Join The Art of Value Patreon community for exclusive content I don’t share anywhere else: https://www.patreon.com/TheArtofValueDisclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision. Hosted on Acast. See acast.com/privacy for more information.

I react to the big news in the fast food and beverage sector that Starbucks (SBUX) CEO Laxman Narasimhan has been replaced by Chipotle Mexican Grill (CNG) star CEO Brian Niccol. Can he improve the performance of Starbucks and SBUX stock in the years ahead?Related video:Starbucks Stock Crash: Disaster Quarter & CEO Interviewhttps://youtu.be/SlNlbjm6tNM Referenced videos:CNBC: Starbucks replaces CEO Laxman Narasimhan with Chipotle CEO Brian Niccolhttps://youtu.be/Um0UBfSOaU0Starbucks names Brian Niccol new CEO: Here's what to expect https://youtu.be/zA2dDbQy1UISharesight is my recommended portfolio tracking and reporting tool. See the special offer (referral link): https://sharesightlimited.cmail20.com/t/r-l-tdjhzjk-niuxvol-i/Join The Art of Value Patreon community for exclusive content I don’t share anywhere else: https://www.patreon.com/TheArtofValueDisclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision. Hosted on Acast. See acast.com/privacy for more information.

Super investor Mohnish Pabrai discusses his investing strategy of looking at hated and unloved companies, sectors, and countries, that can provide great investment opportunities for value investors willing to go off the beaten track to look where others are  not.Related videos:Super Investor Warren Buffett Just Sold These Stockshttps://youtu.be/t-d60o6IZwAMohnish Pabrai: The Importance of Owners’ Intrinsic Value  https://youtu.be/x4Ku99InGYMReferenced video:Mohnish Pabrai’s Session with CFA Society, United Kingdom on June 12, 2024https://youtu.be/yjXKhLO_7jISharesight is my recommended investment portfolio tracking and reporting tool. See the special offer (referral link): https://sharesightlimited.cmail20.com/t/r-l-tdjhzjk-niuxvol-i/Join The Art of Value Patreon community for exclusive content I don’t share anywhere else: https://www.patreon.com/TheArtofValueDisclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision. Hosted on Acast. See acast.com/privacy for more information.

I react to NYU Professor of Finance Aswath Damodaran, “The Dean of Valuation, who discusses the current U.S. stock market correction, especially the megacap ‘Mag 7’ stocks, and Warren Buffett’s recent large sale of Apple stock.Related videos:Aswath Damodaran: Nvidia Stock “Priced To The Point of Insanity”https://youtu.be/DCI9iQC_hvsAswath Damodaran: Why The Stock Market Is Now Overpricedhttps://youtu.be/IM-F4YVQ3jkSuper Investor Warren Buffett Just Sold These Stockshttps://youtu.be/t-d60o6IZwAfReferenced video:CNBC: Berkshire was too concentrated in Apple, says NYU’s Aswath Damodaranhttps://youtu.be/TnRkTWp0VRoSharesight is my recommended portfolio tracking and reporting tool. See the special offer (referral link): https://sharesightlimited.cmail20.com/t/r-l-tdjhzjk-niuxvol-i/Join The Art of Value Patreon community for exclusive content I don’t share anywhere else: https://www.patreon.com/TheArtofValueDisclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision. Hosted on Acast. See acast.com/privacy for more information.

Super Investor Warren Buffett has been selling down significant chunks of Berkshire Hathaway’s core portfolio stocks during the past quarter, and into this quarter, leaving Berkshire with a huge pile of cash that could be redeployed. We take a look at how Buffett’s selling has unfolded and some possible reasons for the stock selling.Related videos:Is Warren Buffett As Bearish As He Ever Gets On Stocks?https://youtu.be/bKy1fth0TMEWarren Buffett: I’d Buy Small Caps if Starting Over Nowhttps://youtu.be/V7yAKXYXhDMSharesight is my recommended portfolio tracking and reporting tool. See the special offer (referral link): https://sharesightlimited.cmail20.com/t/r-l-tdjhzjk-niuxvol-i/Join The Art of Value Patreon community for exclusive content I don’t share anywhere else: https://www.patreon.com/TheArtofValueDisclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision. Hosted on Acast. See acast.com/privacy for more information.