The John Johnston Lounge

This episode investigates which super-investors have been buying Alibaba stock (BABA), JD stock and others during the past quarter. Large fund managers’ 13F filings have just been reported, including from famed “Big Short” investor Michael Burry, so we can see the stocks they’ve been buying and selling for the quarter. 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.

This episode includes a summary and brief analysis of the Airbnb Q4 2023 Earnings, and my thoughts on the company and ABNB stock.Airbnb stock analysis, Airbnb review, Airbnb stock news, Airbnb stock analysis, Airbnb earnings, Airbnb stock earnings, Airbnb stock price, Airbnb stock, ABNB stock analysis, ABNB s results, ABNB  stock price, ABNB tock news, ABNB stock price Join 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/theartofvalueUsing a referral link helps support the pod, thanks!I use GuruFocus for historical, financial and valuation data, screeners, charts and comparison tools, to help me make smarter long-term investing decisions (refferal 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.

This episode takes a look at ARM Holdings. ARM stock has had a meteoric rise lately, on the back of stock market exuberance for all things artificial intelligence (AI). The episode includes a summary and brief analysis of the recent ARM Holdings earnings, and my thoughts on whether ARM stock could be in for a crash. ARM stock analysis, ARM review, ARM stock news, ARM stock analysis, ARM earnings, ARM stock earnings, ARM stock price, ARM stock, ARM stock analysis, ARM results, ARM stock price, ARM stock news, ARM stock IPO, ARM stock price Join 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/theartofvalueUsing a referral link helps support the pod, thanks!I use GuruFocus for historical, financial and valuation data, screeners, charts and comparison tools, to help me make smarter long-term investing decisions (refferal 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.

This episode includes a summary and analysis on the Palantir Q4 2023 and Full Year Earnings results, and my thoughts on the company and PLTR Stock.Palantir stock analysis, Palantir stock review, Palantir stock news, Palantir stock analysis, Palantir earnings, Palantir stock earnings, Palantir stock price prediction, PLTR stock, PLTR stock analysis, Palantir results, Palantir stock price, PLTR stock news.Recent related episodes:Alibaba Stock Earnings Summary + My Opinion | BABA Stockhttps://youtu.be/TJnjxv8LNL0Tesla Stock Investors MUST Know This About Tesla Bot https://youtu.be/dlBYMSQ-LFEJoin 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 (refferal link):https://www.gurufocus.com/?r=2c95d5930bb2537b2e0265075fb66581I use TIKR Terminal to help analyze great businesses, follow top investor portfolios, and help monitor my portfolio (referral link): http://tikr.com/theartofvalueUsing a referral link helps support the pod, thanks!Disclaimer: 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 on the Alibaba December Quarter 2023 Earnings results, and my thoughts on the earnings and BABA Stock.Alibaba stock analysis, Alibaba stock review, Alibaba stock news, Alibaba earnings, Alibaba stock earnings,  BABA stock, BABA stock analysis, Alibaba results. Join The Art of Value Patreon community for exclusive videos and more: ⁠https://www.patreon.com/TheArtofValue⁠Recent related episodes:Alibaba Stock News: BABA CEO Wu Takes Direct Charge of Ecommerce https://youtu.be/YakzC-EBx8MAlibaba Stock News: Surprise Jack Ma Memo! My Thoughts | BABA Stock https://youtu.be/mp6SdoFt2iYDisclaimer: 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 MSOS ETF and the probable reasons the stock has been ripping higher recently. For those who don’t know, I answer the question: what is the MSOS ETF? I also look at the holdings inside the ETF. See below timestamps:00:00 MSOS stock price action 02:58 Rescheduling “imminent”?06:19 Special situation sector (h/t Joel Greenblatt)08:43 What is the MSOS ETF? 13:00 MSOS ETF holdingsReferenced investing book:You Can Be a Stock Market Genius: Uncover the Secret Hiding Places of Stock Market Profits, by investor Joel Greenblatt (referral link)  https://amzn.to/3SMqlmZ  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.

I discuss the near future of humanoid robots, including the Optimus Tesla Bot. How soon will humanoids be useful and what will they be used for? How might Tesla Bot production grow the Tesla market cap and TSLA stock price in the future? I respond to a recent thread about Tesla Bot, from DumbMoney investor Chris Camillio. Related episodes:Tesla Drops Bombs On Earnings Call | Response To Solving The Money Problem https://youtu.be/LTI_3qJiGEoThe Art of Value Tesla Stock (TSLA stock) playlist:https://youtube.com/playlist?list=PLrNjj1l3MS7UkaBPMBFJF26HHxpUgH9zQ&si=K1pMx-Iuauzhvh_wJoin 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 respond to a Tesla stock video from Solving The Money Problem YouTube channel about Tesla Q4 2023 Earnings, in which this Tesla Uber-bull, nay pumper, only talks about the positive aspects and completely ignores any negatives. I also look at the actual earnings that he glosses over.Reference video: Solving the Money Problem: Tesla Drops 3 Huge BOMBSHELLS On Q4 Earnings Callhttps://youtu.be/LXiT34tgpSk?si=3OsXVsjdJF-IfO15Related episodes:The Art of Value Tesla Stock (TSLA stock) playlist:https://youtube.com/playlist?list=PLrNjj1l3MS7UkaBPMBFJF26HHxpUgH9zQ&si=K1pMx-Iuauzhvh_wJoin 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 report and give my thoughts on this latest Alibaba stock (BABA stock) and co-founder Jack Ma news. Jack Ma and current Alibaba Chairman Joe Tsai have both been buying Alibaba stock, and there are also rumors of government stimulus to rescue the Chinese stock market and ailing economy. Stocks mentioned: BABA stock: PDD stock, JD stock, Tencent stock and others.Recent Alibaba stock episodes:Alibaba Stock News: Surprise Jack Ma Memo! My Thoughts | BABA Stock https://youtu.be/mp6SdoFt2iYAlibaba Stock: New BABA CEO Eddie Wu Takes Charge of Ecommerce https://youtu.be/vsrmMAkO9Z4Join The Art of Value Patreon community for exclusive videos and more: https://www.patreon.com/TheArtofValueThe 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/john5664Using a referral link helps support the pod, thanks!Disclaimer: 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.

Can high-quality serial acquirer company Constellation Software, with its founder and expert capital allocator Mark Leonard, continue to compound at a high rate well into the future, even though it’s now a large market cap company? Related episodes:Next Compounding Beast? Constellation Software Spinoff Topicus https://youtu.be/5O2srvIx_AQPrimer: Mark Leonard, Constellation Software & Topicus https://youtu.be/z0xnvhfNbOIChris Mayer on Constellation Software + My Thoughts https://youtu.be/ookiKuehQ7oMohnish Pabrai Talks Constellation Software & Mark Leonard https://youtu.be/xPI773-AE-IJoin 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.