The John Johnston Lounge

I react to an investment fund manager who asserts that Warren Buffett is as bearish on the stock market as he’s ever been. Is Buffett waiting for a stock market crash to deploy Berkshire Hathaway’s huge and growing cash pile?Related episodes Why is Warren Buffett STACKING HUGE CASH Right Now?https://youtu.be/BJnMzNFTRMQSuper Investor Warren Buffett Just Bought These Stockshttps://youtu.be/sWq33fUbl9IReferenced video:CNBC: Warren Buffett is now 'as bearish as he ever gets,' says Bill Smeadhttps://youtu.be/y6aeiAYadeAJoin The Art of Value Patreon community for exclusive content I don’t share anywhere else: https://www.patreon.com/TheArtofValueRecommended investing books:The Essays of Warren Buffett: Lessons for Corporate America, by Lawrence Cunningham (referral link): https://amzn.to/4bmzp8gBerkshire Beyond Buffett: The Enduring Value of Values, by Lawrence Cunningham (referral link): https://amzn.to/4bd6VOYRecommended product: AeroPress - 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.

Warren Buffett’s Berkshire Hathaway has just had its annual meeting in Omaha, and in the legendary hours-long Q&A session, super investor Buffett answered questions about why he’s hoarding so much cash instead of buying stocks. Buffett also talked about selling some of Berkshire’s Apple stock.Timestamps:00:26 Goal: increasing operating earnings, decreasing shares outstanding01:37 Losing Apple conviction?03:19 Stocks are businesses06:03 Buying wonderful businesses at fair prices08:11 On building Berkshire’s huge cash position10:10 Is the stock market expensive right now?14:02 Buying stocks: only swinging at fat pitchesRelated episodes Super Investor Warren Buffett Just Bought These Stockshttps://youtu.be/sWq33fUbl9IWarren Buffett's Best Rules for Investing Successhttps://youtu.be/zdOVOhAXUvASuper Investor Warren Buffett Just Said This (Latest Letter)https://youtu.be/7WNMXGLko3MJoin The Art of Value Patreon community for exclusive content I don’t share anywhere else: https://www.patreon.com/TheArtofValueRecommended: AeroPress - 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 is a full preview of candid thoughts from the Weekly Investing Update I post for the new Value Supporter tier on The Art of Value Patreon.Timestamps:00:49 Alibaba and other China tech stocks jump01:58 How to beat the stock market04:21 Major catalyst in this emerging sector05:09 Starbucks stock crash and explosive CEO interview06:49 Tesla earnings and the changing macro environmentRelated episodes:Starbucks Stock Crash: Disaster Quarter & CEO Interviewhttps://youtu.be/SlNlbjm6tNMHow to Beat the Stock Market (S&P 500) by Doing NOTHINGhttps://youtu.be/P6MgJyJNy30Has Alibaba Stock Bottomed? Thoughts On Crashed BABAhttps://youtu.be/QF-uG2cDVXgMy Thoughts On Shocker Tesla Earnings | TSLA Stockhttps://youtu.be/N21AO__wkLgJoin The Art of Value Patreon community for exclusive content I don’t share anywhere else: https://www.patreon.com/TheArtofValueRecommended: AeroPress - 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.

Starbucks stock (SBUX) has crashed since the latest earnings, and was declining well before that. I analyze Starbucks earnings, and then react to an explosive Jim Cramer interview with the CEO, to find out what could be going wrong with the company and stock.Timestamps:00:37 Starbucks stock price action02:32 Starbucks Earnings04:34 Reacting to Starbucks CEO InterviewRelated episode:Aswath Damodaran: Why The Stock Market Is Now Overpricedhttps://youtu.be/IM-F4YVQ3jkReferenced video:Starbucks CEO on Q2 miss: Didn't communicate the value we provide in a more aggressive manner https://youtu.be/zaPJWgbliQ8Join The Art of Value Patreon community for exclusive videos and more: https://www.patreon.com/TheArtofValueRecommended: AeroPress - 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 the historic news and investing implications from the US cannabis sector today, that the DEA has agreed to reschedule cannabis from Schedule 1 to the more benign Schedule 3. 00:17 Cannabis rescheduling finance news 02:54 Historic: DEA Agrees to reschedule marijuana05:32 MSOS ETF stock price and volume reaction07:27 Up-listing to major stock exchanges soon?08:05 High-profile politicians' reactions to reschedulingRelated episodes:Why MSOS Stock Is Ripping Higher | MSOS ETF Analysishttps://youtu.be/zSMcyaoNypIReference video:Biden Admin to ease federal restrictions on marijuanahttps://youtu.be/zI-JZCVhJlQJoin The Art of Value Patreon community for exclusive content about the this sector: https://www.patreon.com/TheArtofValueThe main investment brokerage I use to buy international stocks, US OTC market stocks, and to hold cash at good interest rates, is Interactive Brokers (referral link): https://ibkr.com/referral/john5664Disclaimer: 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 an article that shows that a certain type of “do nothing” stock portfolio can beat the S&P 500 stock market index over the long term.Timestamps:00:20 Article intro: What Beat The S&P 50001:46 The backtest used03:29 The findings07:19 Expanding the scope to 3 decades10:31 The takeaway lessonsRelated episodesChuck Akre Said This About How to Find 100 Baggers https://youtu.be/xoKe1AvquTISuper Investor Portfolios: Mohnish Pabrai, Guy Spier, Chuck Akre https://youtu.be/P88HoqiBQy8Super Investor Warren Buffett Just Bought These Stocks https://youtu.be/sWq33fUbl9IJoin The Art of Value Patreon community for exclusive videos and more: https://www.patreon.com/TheArtofValueRecommended product: AeroPress - Be your Own Barista. A New Kind of Coffee Press For Daily Use (referral link): https://amzn.to/3WnMfyWDisclaimer: 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 an article about the very recent rally in Alibaba stock and whether it can be sustained. The article discusses whether Alibaba stock is a screaming buy or a value trap, and I give my thoughts on the BABA stock situation.Timestamps:00:28 A buy or a value trap - article01:10 BABA price action02:32 Can BABA break-out?05:40 A screaming value buy?07:46 China Japanification or not?08:33 Chinese government stimulus?10:14 Can a rally be sustained?11:23 Alibaba Super investors Related episodes:Alibaba Stock: BABA Supersizes Share Buybacks!https://youtu.be/PuuoIB05p7MAlibaba Stock: New Jack Ma Memo Hints at Return?https://youtu.be/vfRp0GVBn1wWhy Alibaba is Scrapping Cainiao IPO | BABA Stockhttps://youtu.be/ClE-h5223FQJoin The Art of Value Patreon community for exclusive videos and more: 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=2c95d5930bb2537b2e0265075fb66581Disclaimer: 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 an in-depth look at the financials in the Tesla Q1 2024 Update, and other aspects of the Tesla investor deck. Timestamps:00:41 Tesla Q1 2024 Update - Investor Deck highlights07:16 Tesla Q1 2024 Update - Quarter Highlights09:44 Financial Summary - the important numbers14:40 Operational Summary - production & delivery numbersRelated episodes:My Thoughts On Bombshell Tesla Stock Earnings Callhttps://youtu.be/P7KfegJZtzQFor the extended version of this video, and lots of other exclusive content, join The Art of Value Patreon community: 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.

Tesla stock news! The much anticipated Tesla Earnings results for Q1 2024 are out. I react to key moments in the Tesla Earnings Call with Elon Musk. Elon discusses autonomous driving and Tesla FSD, the future of Tesla Optimus humanoid robot, his own future at Tesla, the fast-growing Tesla energy storage segment, and more.Timestamps:00:28 Reacting to Elon Musk’s opening remarks05:12 Tesla Q1 Financial highlights 07:40 Production of Optimus, sales estimate09:36 FSD regulatory approval12:00 Tesla Robotaxi fleet - like Uber and Airbnb combined15:18 More affordable Tesla vehicles?16:34 Tesla Megapack Energy Storage ramp18:32 Elon’s future at Tesla19:44 Tesla’s lower growth rate and Chinese competition21:55 On Tesla solving autonomy23:55 Elon’s control of Tesla the companyRelated episodes:Tesla Stock Investors MUST Know This About Tesla Bothttps://youtu.be/dlBYMSQ-LFEMohnish Pabrai on Tesla Stock vs BYD vs Stellantishttps://youtu.be/sabHl4rrHlsMohnish Pabrai Warns: Don’t Compete With Elon & Teslahttps://youtu.be/8gCgf383e4EJoin The Art of Value Patreon community for exclusive videos and more: 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.

I react to part of the first Pabrai Wagons Fund investor call, in which Pabrai discusses his new Microsoft and Amazon stock holdings. Pabrai fields questions from investors about why he bought MSFT and AMZN for the new mutual fund.Timestamps:00:54 Why buy Microsoft & Amazon at the current market valuations?03:54 Two truly exceptional businesses… 07:00 Microsoft: an almost indestructible franchiseRelated episodes:Mohnish Pabrai Buys Occidental Petroleum + These Stocks https://youtu.be/LRtIBi2SUswMohnish Pabrai Buys PayPal + These Stocks for Wagons Fundhttps://youtu.be/dr75eoQRvcYMohnish Pabrai’s New Fund Buys EBAY & These Stockshttps://youtu.be/dnM_AoC6mzIRecommended investing book:Where the Money Is: Value Investing in the Digital Age, by Adam Seesel (referral link) https://amzn.to/49QpW8nJoin The Art of Value Patreon community for exclusive videos and more: 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=2c95d5930bb2537b2e0265075fb66581Disclaimer: 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.