The John Johnston Lounge

I respond to the news that Google and Apple are in negotiations to partner-up for AI development and roll-out on the Apple iPhone platform. Is this just talk, or could this actually happen?Related episodes:Aswath Damodaran: Nvidia Stock “Priced To The Point of Insanity” https://youtu.be/DCI9iQC_hvsWhy This Fund Manager Says NEVER SELL Nvidia Stock https://youtu.be/sCIDBcdX4eYReference clip:CNBC: Apple and Google in AI deal talkshttps://youtu.be/Qn8Hjx1_1Ls?si=FFQT5AHEUyb8fSfdJoin 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.

Here’s an update of the current stock portfolio in the Mohnish Pabrai Wagons Fund. There are now 20 positions, so there are quite a few stock additions since Pabrai’s last update, including PayPal (PYPL), Microsoft (MSFT), Amazon (AMZN), Constellation Software (CSU), Brookfield Corp (BN) and more!Related episodes:Mohnish Pabrai’s New Fund Buys EBAY & These Stockshttps://youtu.be/dnM_AoC6mzIMohnish Pabrai: Key Investing Lessons from "Circling the Wagons”https://youtu.be/TqC_m7-DPfMMohnish Pabrai's Session at the SumZero Virtual Investor Summit 2024 on February 8, 2024https://youtu.be/mi134c5X3psJoin The Art of Value Patreon community for exclusive videos and more: 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/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/?r=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 react to a recent interview with a well known investor and investment fund manager Ross Gerber, who asserts that Nvidia stock investors should NEVER sell NVDA stock; he explains why.Related episodes:Aswath Damodaran: Nvidia Stock “Priced To The Point of Insanity” https://youtu.be/DCI9iQC_hvsWhy Druckenmiller Owns Nvidia Despite "Nosebleed Territory" https://youtu.be/QP496jwcumkMohnish Pabrai on Mistakes, AI Euphoria, Nvidia, Microsoft https://youtu.be/zs7pdV3fSJcReference video:CNBC: Would be a 'crucial mistake' to ever sell Nvidia stock: Ross Gerberhttps://youtu.be/naOTu2NSPl4?si=PT5OLjhXWclG7UKPJoin 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 clip of a Wells Fargo analyst discussing their downgrade of Tesla stock (TSLA stock). It begs the question, how low will Tesla stock go this time?Related episodes:Tesla Stock: Is Tesla In Trouble?! https://youtu.be/lLqH06cXJYMTesla Stock Investors Must Know About Tesla Bot & Humanoids https://youtu.be/dlBYMSQ-LFEReference video:CNBC: Tesla: Here's why Wells Fargo downgraded the stock https://youtu.be/mpbfvgaLwH4Join The Art of Value Patreon to support the pod and to get exclusive content: 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 report and discuss the latest Alibaba stock news that Alibaba’s Digital Media & Entertainment Group will invest heavily in Hong Kong’s entertainment industry over the next five years. In addition, Alibaba’s Cainiao Smart Logistics Network is partnering with Chinese EV maker Geely.Related episodes:Alibaba Stock: Is The Bottom In? Chairman Joe Tsai Interview!https://youtu.be/eZ4x8z2qjIIAlibaba Stock Earnings Summary + My Opinion | BABA Stockhttps://youtu.be/TJnjxv8LNL0The Art of Value Alibaba Stock Playlist:https://youtube.com/playlist?list=PLrNjj1l3MS7XjzElr0IE-E5uw5eAAtmmU&si=UX7hocmkh-Nx0fjEJoin 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 a recent Mohnish Pabrai Q&A, in which Pabrai discusses the auto industry dynamics between Tesla, BYD Co, and Stellantis. He also compares the leaders of each company: Tesla’s Elon Musk, BYD’s Chuanfu Wang, and Stelantis’ Carlos Tavares.Stock tickers: TSLA; STLA; OTCPK:BYDDY, SZSE:002594 (China).Related episodesMohnish Pabrai Warns: Don’t Compete With Elon & Teslahttps://youtu.be/8gCgf383e4EReference video:Mohnish Pabrai's Q&A at London School of Economics on January 30, 2024https://youtu.be/1xpY7-uyPqoJoin 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 a recent interview with Alibaba Chairman Joe Tsai, who answers questions about the Alibaba stock (BABA stock) price, his recent stock purchases (along with Jack Ma’s), the outlook for Alibaba the company, the planned Alibaba business unit IPOs, and more. Related episodes:The Art of Value Alibaba Stock Playlist:https://youtube.com/playlist?list=PLrNjj1l3MS7XjzElr0IE-E5uw5eAAtmmU&si=UX7hocmkh-Nx0fjEAlibaba Stock: Jack Ma Buying! + China Bazooka Stimulus?https://youtu.be/uDZp77PyTT8Alibaba Stock News: Surprise Jack Ma Memo! My Thoughts | BABA Stockhttps://youtu.be/mp6SdoFt2iYAlibaba Stock Earnings Summary + My Opinion | BABA Stockhttps://youtu.be/TJnjxv8LNL0Reference video clips:CNBC International: Alibaba is focusing on performance amid increased competition, Joe Tsai sayshttps://youtu.be/SCeNTc1VXl4?si=Ge55G2-9tGtPIK6fCNBC International: Alibaba's Joe Tsai says his investment is important for confidencehttps://youtu.be/03_tGOQ_pe8?si=Cz4UwqV7_rvsxtvWCNBC International: Alibaba's Joe Tsai says China-U.S. relations have reached a new normalhttps://youtu.be/wWm7ZCuF1Wk?si=CJ4xCg6Jq88BR4h8Join 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 clip about the spate of unfortunate Tesla stock news that has seen the Tesla stock price (TSLA stock) languishing for well over three years now. Is Tesla in trouble and where will the bottom be?Related episodes:Aswath Damodaran: All Mag 7 Stocks Overpriced, NVDA INSANELY! (Buys Tesla at $180) https://youtu.be/CzKpib62RLQTesla Stock Investors Must Know About Tesla Bot & Humanoidshttps://youtu.be/dlBYMSQ-LFEPalantir Stock: Major Game Changing News?https://youtu.be/JimG3r00IHsReference video:CNBC: WSJ's Tim Higgins: People want a Tesla, they don't necessarily want an EVhttps://youtu.be/QlHmf8667PQ?si=F9UpsO7N7yy7TvryJoin 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 the Palantir stock news (PLTR stock) that Palantir has just won a $178 million US military contract involving AI on the battlefield.Related episodes:Palantir Stock After Earnings - My Thoughts | PLTR Stockhttps://youtu.be/JfciEKnOZ2QReference video:CNBC: Palantir wins $178 million Army contracthttps://youtu.be/oxVysDOZpHw?si=Zcdwz1WWLtGALoghJoin 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/?r=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 share some details about my personal investing journey so far.Relevant topics: The Art of Value, investing, investors, value investing, stocks, stock market, investing books, financial education, investing education, saving money, investing mistakes, Columbia Business School, financial assets, Joel Greenblatt, contemporary art collecting.Join 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.