The John Johnston Lounge

We take a look at 100 Baggers book author and fund manager Chris Mayer’s stock portfolio, to see which potential 10X to 100X stocks he has bought. We also see what he’s said about some of those potential multi-bagger stocks.Timestamps00:28 Chris Mayer portfolio02:07 Chris Mayer on 3 potential multi-bagger stocks07:36 Portfolio stocks from large caps to small capsRelated episodes:Chris Mayer on Constellation Software + My Thoughtshttps://youtu.be/ookiKuehQ7oChuck Akre Said This About How to Find 100 Baggershttps://youtu.be/xoKe1AvquTIReferenced video:2 Stocks With 100X Potential As An Investor | Chris Mayerhttps://youtu.be/e06RDtmgsWMRecommended investing book:100 Baggers: Stocks That Return 100-to-1 and How to Find Them  by Christopher Mayer (referral link) https://amzn.to/4dRxmLAJoin The Art of Value Patreon community for exclusive content I don’t share anywhere else: https://www.patreon.com/TheArtofValueI use TIKR Terminal to help analyze great businesses, follow top investor portfolios, and help monitor my portfolio (referral link): http://tikr.com/theartofvalueAeroPress - Be your Own Barista. A new kind of coffee press for daily use (referral link): https://amzn.to/3WqsNBSDisclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for education and entertainment purposes only. Do your own analysis and/or 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 super investor Bill Ackman, in which he discusses the psychology of investing and the temperament needed to become a successful long term investor.Related super investor episodes:Super Investor Bill Ackman Just Sold This Stock & Said Thishttps://youtu.be/-xLCWUVV9Q0Small Caps Super Investor Bares Capital Is Buying These Stockshttps://youtu.be/Asc712oI-IkSuper Investors Just Bought These Small Caps https://youtu.be/kIsJZKlPDj4Michael Burry + These Super Investors Bought Alibaba & JD Stock https://youtu.be/7vyX3JasI1wReferenced video:Bill Ackman: Investing, Financial Battles, Harvard, DEI, X & Free Speech | Lex Fridman Podcasthttps://youtu.be/PgGKhsWhUu8Join The Art of Value Patreon community for exclusive content I don’t share anywhere else: https://www.patreon.com/TheArtofValueAeroPress - Be your Own Barista. A new kind of coffee press for daily use (referral link): https://amzn.to/3WqsNBSDisclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision. Hosted on Acast. See acast.com/privacy for more information.

I take a look at the current stock portfolio of super investor Bill Ackman, and his recent stock selling activity. Following that, I react to a recent interview with Ackman, in which he reveals a lot about his investing process.Timestamps:00:21 Bill Ackman’s recent stock portfolio activity04:45 Bill Ackman interview - his investing processRecent super investor episodes:Small Caps Super Investor Bares Capital Is Buying These Stockshttps://youtu.be/Asc712oI-IkMichael Burry + These Super Investors Bought Alibaba & JD Stock https://youtu.be/7vyX3JasI1wReferenced video:Bill Ackman: Investing, Financial Battles, Harvard, DEI, X & Free Speech | Lex Fridman Podcasthttps://youtu.be/PgGKhsWhUu8Join The Art of Value Patreon community for exclusive content I don’t share anywhere else: https://www.patreon.com/TheArtofValueI use GuruFocus for historical, financial and valuation data, screeners, charts and comparison tools, to help me make smarter long-term investing decisions (referral link):https://www.gurufocus.com/?affid=2c95d5930bb2537b2e0265075fb66581I use TIKR Terminal to help analyze great businesses, follow top investor portfolios, and help monitor my portfolio (referral link): http://tikr.com/theartofvalueAeroPress - Be your Own Barista. A new kind of coffee press for daily use (referral link): https://amzn.to/3WqsNBSDisclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision. Hosted on Acast. See acast.com/privacy for more information.

I survey some of the latest stock portfolio buys from small cap super investor Brian Bares of Bares Capital Management. Timestamps:00:24 Bares Capital investment philosophy - “extreme winners”01:57 Bares Capital Management stock portfolio - recent buys03:43: Stock 106:04 Stock 208:24 Stock 310:04 Stock 4 12:43 Stock 5 15:00 Stock 6 17:05 Stock 7 Recent related episodes:Super Investors Just Bought These Small Caps https://youtu.be/kIsJZKlPDj4Warren Buffett: I’d Buy Small Caps if Starting Over Now https://youtu.be/V7yAKXYXhDMMichael Burry + These Super Investors Bought Alibaba & JD Stock https://youtu.be/7vyX3JasI1wJoin The Art of Value Patreon community for exclusive content I don’t share anywhere else: https://www.patreon.com/TheArtofValueI use GuruFocus for historical, financial and valuation data, screeners, charts and comparison tools, to help me make smarter long-term investing decisions (referral link):https://www.gurufocus.com/?affid=2c95d5930bb2537b2e0265075fb66581I use TIKR Terminal to help analyze great businesses, follow top investor portfolios, and help monitor my portfolio (referral link): http://tikr.com/theartofvalueAeroPress - Be your Own Barista. A new kind of coffee press for daily use (referral link): https://amzn.to/3WqsNBSDisclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision. Hosted on Acast. See acast.com/privacy for more information.

I investigate which super-investors have been buying Chinese stocks, including Alibaba stock (BABA), JD stock, Baidu (BIDU), PDD and others during the past quarter. The 13F filings of large fund managers have just been reported, including from famed “Big Short” investor Michael Burry, so we can see the stocks they’ve been buying and selling in the quarter. Timestamps00:21 Michael Burry portfolio01:34 David Tepper portfolio04:13 Howard Marks portfolio05:32 Alibaba stock super investors07:05 Samantha McLemore portfolio07:38 Alibaba Stock Guru trades09:15 JD stock super investorsRelated episodes:Super Investors Just Bought These Small Caps https://youtu.be/kIsJZKlPDj4Warren Buffett: I’d Buy Small Caps if Starting Over Now https://youtu.be/V7yAKXYXhDMJoin The Art of Value Patreon community for exclusive content I don’t share anywhere else: https://www.patreon.com/TheArtofValueI use GuruFocus for historical, financial and valuation data, screeners, charts and comparison tools, to help me make smarter long-term investing decisions (referral link):https://www.gurufocus.com/?affid=2c95d5930bb2537b2e0265075fb66581I use TIKR Terminal to help analyze great businesses, follow top investor portfolios, and help monitor my portfolio (referral link): http://tikr.com/theartofvalueAeroPress - Be your Own Barista. A new kind of coffee press for daily use (referral link): https://amzn.to/3WqsNBSDisclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision. Hosted on Acast. See acast.com/privacy for more information.

I survey some of the latest small cap stock portfolio buys of various super investors.Timestamps:00:27 David Einhorn: Green Brick Partners02:09 Daniel Loeb: Cinemark Holdings03:37 Lee Ainslie: Revolve Group06:03 Bruce Berkowitz: Bank OZK 08:20 Viking Global Investors: Reddit Inc09:06 Glenn Welling: Portillo’s Inc11:17 Bryan Lawrence: LGI homes Inc13:08 Terry Smith: Oddity Tech Ltd16:09 Greg Alexander: Rimini Street IncRelated episodes:Warren Buffett: I’d Buy Small Caps if Starting Over Now https://youtu.be/V7yAKXYXhDMSuper Investor Portfolios: Small Cap Stock Buys  https://youtu.be/-SvrVWD37EERecommended investing book:Investing for Growth: How to make money by only buying the best companies in the world, by Terry Smith (referral link): https://amzn.to/3WP4rlkJoin The Art of Value Patreon community for exclusive content I don’t share anywhere else: https://www.patreon.com/TheArtofValueI use GuruFocus for historical, financial and valuation data, screeners, charts and comparison tools, to help me make smarter long-term investing decisions (referral link):https://www.gurufocus.com/?affid=2c95d5930bb2537b2e0265075fb66581AeroPress - Be your Own Barista. A new kind of coffee press for daily use (referral link): https://amzn.to/3WqsNBSDisclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for education and entertainment purposes only. Do your own analysis and/or 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 analysis of the Alibaba March Quarter 2024 Earnings results, and my current thoughts on BABA Stock. Timestamps:00:12 Recent BABA stock price activity00:51 Alibaba Financial Highlights 04:27 Cash return to shareholders: repurchases, dividends07:47 Taobao & Tmall08:27 Cloud Intelligence Group09:49 Alibaba International Digital Commerce Group (AIDC)10:55 Cainiao Smart Logistics Network Ltd12:08 Final thoughtsRelated episodesHas Alibaba Stock Bottomed? Thoughts On Crashed BABAhttps://youtu.be/QF-uG2cDVXgAlibaba Stock: BABA Supersizes Share Buybacks!https://youtu.be/PuuoIB05p7MJoin The Art of Value Patreon community for exclusive content I don’t share anywhere else: https://www.patreon.com/TheArtofValueRecommended:I use GuruFocus for historical, financial and valuation data, screeners, charts and comparison tools, to help me make smarter long-term investing decisions (referral link):https://www.gurufocus.com/?affid=2c95d5930bb2537b2e0265075fb66581The main investment brokerage I use to buy international stocks, and to hold cash at good interest rates, is Interactive Brokers (referral link): https://ibkr.com/referral/john5664AeroPress - Be your Own Barista. A new kind of coffee press for daily use (referral link): https://amzn.to/3WqsNBSDisclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision. Hosted on Acast. See acast.com/privacy for more information.

Is meme stock madness back? Roaring Kitty (Keith Gill) is back posting online, and that immediately sent GameStop stock and other meme stocks soaring. There’s also been a lot of options activity in the stock. I take a look at how it’s playing out this time, and I discuss some finance media reactions to the news. Related videoDruckenmiller: AI Over-Hyped Now, Under-Hyped Long Term | Nvidia Stockhttps://youtu.be/_2TqYD0lTcMReferenced videos:CNBC: GameStop shares surge: Here’s what you need to knowhttps://youtu.be/Fa9fhpZzmPsCNBC: Options Action: How options and memes are fueling GameStop's huge move higherhttps://youtu.be/6KjV-A3ZS4AJoin The Art of Value Patreon community for exclusive content I don’t share anywhere else: https://www.patreon.com/TheArtofValueRecommended:I use GuruFocus for historical, financial and valuation data, screeners, charts and comparison tools, to help me make smarter long-term investing decisions (referral link):https://www.gurufocus.com/?affid=2c95d5930bb2537b2e0265075fb66581The main investment brokerage I use to buy international stocks, and to hold cash at good interest rates, is Interactive Brokers (referral link): https://ibkr.com/referral/john5664AeroPress - Be your Own Barista. A new kind of coffee press for daily use (referral link): https://amzn.to/3WqsNBSDisclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision. Hosted on Acast. See acast.com/privacy for more information.

I discuss part of super investor Warren Buffett’s Berkshire Hathaway annual meeting Q&A, in which Buffett said the if he were starting out investing today, with a million dollars or less, he’d be looking at small cap ideas, to be able to make high returns.Related episodes:Is Warren Buffett As Bearish As He Ever Gets On Stocks? https://youtu.be/bKy1fth0TMEWhy is Warren Buffett STACKING HUGE CASH Right Now? https://youtu.be/BJnMzNFTRMQReference video:CNBC: Warren Buffett breaks down how he would invest if he had to start again with $1 millionhttps://youtu.be/v4T1oknATGUJoin The Art of Value Patreon community for exclusive content I don’t share anywhere else: https://www.patreon.com/TheArtofValueRecommended:The main investment brokerage I use to buy international stocks, and to hold cash at good interest rates, is Interactive Brokers (referral link): https://ibkr.com/referral/john5664AeroPress - Be your Own Barista. A new kind of coffee press for daily use (referral link): https://amzn.to/3WqsNBSDisclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision. Hosted on Acast. See acast.com/privacy for more information.

I react to part of the latest Stanley Druckenmiller interview, in which the legendary super investor discusses why and when he cut his Nvidia stock holding, and his current opinion on the future of Ai technology and its impact.Timestamps:00:23 Where Druckenmiller cut Nvidia stock02:17 NVDA stock price action & price targets04:36 AI Overhyped short term, underhyped long term07:13 Druckenmiller rhyming with Buffett08:50 Druckenmiller invests in Perplexity Related episodes:Why Druckenmiller Owns Nvidia Despite "Nosebleed Territory"https://youtu.be/QP496jwcumkWhy is Warren Buffett STACKING HUGE CASH Right Now?https://youtu.be/BJnMzNFTRMQReference video:CNBC: Stanley Druckenmiller: AI might be a little over-hyped now, but under-hyped long termhttps://youtu.be/ByEOyyoMMtcRecommended:AeroPress - Be your Own Barista. A New Kind of Coffee Press For Daily Use (referral link): https://amzn.to/3WqsNBSJoin 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 education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision. Hosted on Acast. See acast.com/privacy for more information.