The John Johnston Lounge

I react to a conversation between value investors Mohnish Pabrai and Guys Spier, in which they discuss aspects of their investing processes and philosophies, including looking for stock market investments that have a very obvious thesis, rather than difficult and complicated, so the probability of a good stock returns is high. Reference video:Guy Spier & Mohnish Pabrai Office Tour, Warren Buffett, Investment Philosophy & The Key To Learninghttps://youtu.be/PJ5NawGb9-kRelated episode:Mohnish Pabrai: How to Find Stock Compounders + My Thoughtshttps://youtu.be/q96AEurnR_MJoin 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 a recent Mohnish Pabrai Q&A in which he mentions that in business Elon Musk is an anomaly worth paying attention to, and that you wouldn’t want to compete with his company Tesla. During the interview Pabrai discusses the importance of finding investing anomalies.Tesla stock, TSLA stock.Related episode:Mohnish Pabrai: How to Find Stock Compounders + My Thoughtshttps://youtu.be/q96AEurnR_MReference video:Mohnish Pabrai's Q&A at Clemson University - Wall Street South Investment Club on November 13, 2023https://youtu.be/IJwOjG5gwAwJoin 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 Joseph Carlson and famed investor Steve Eisman explaining why they think investors are too bullish on the stock market.Related videos:Everyone is Too Bullish - Joseph Carlson https://youtu.be/eWwDCmA3ybk3-5 Year Bull Market? Response to Jeremy Lefebvre https://youtu.be/EKmIj6WAdkwStock Market Crash Over? Big Short Investor Eisman Predicts https://youtu.be/f-U-ff8RP7MBig Short Investor Just Predicted This For Stocks https://youtu.be/e0Uo4aCQAzYJoin 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 Jeremy Lefebvre video, in which Jeremy is reacting to a finance media video about two predictions of an imminent multi-year tech bull market, and stock market bubble. I discuss whether it’s possible to predict the stock market like this.Related videos:3-5 Year Bull Market - Jeremy Lefebvre Makes Money: https://youtu.be/yvWupC66T1EWhy Mohnish Pabrai Sold Micron Technology Stock https://youtu.be/snHXxif4bmIJeremy Grantham: AI Boom Pauses Super-Bubble Bust! https://youtu.be/ATP0GGON2B0Stan Druckenmiller Still Predicts Hard Landing Recession https://youtu.be/8Ue-etn4E74Investor Seth Klarman on the Everything Bubble https://youtu.be/C4rs2M_lOKwJoin The Art of Value Patreon community for exclusive videos and more: https://www.patreon.com/TheArtofValueFeatured investing book: Mastering The Market Cycle: Getting the Odds on Your Sideby Howard Marks (referral link) https://amzn.to/47vF0qQDisclaimer: 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 and discus why value investor Mohnish Pabrai sold his entire Micron Technology stock (MU stock) position. Pabrai explained his Micron Tech investment thesis in a recent video interview, and how that thesis changed for him. Fellow super-investor and Micron thesis collaborator Li Lu also sold his substantial Micron stock position.Join The Art of Value Patreon community for exclusive videos and more: ⁠https://www.patreon.com/TheArtofValue⁠Related videos:Full Q&A: Mohnish Pabrai's Q&A Session at Boston College, Carroll School of Management on October 12, 2023  https://youtu.be/jZKOk-hlo8IMohnish Pabrai’s Micron Tech Investment Thesishttps://youtu.be/b0RrLmiTPRUDisclaimer: 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 the latest Alibaba stock (BABA stock) and co-founder Eddie Wu news. Alibaba CEO Eddie Wu is now taking direct control of Alibaba’s huge e-commerce businesses. Is this going to be good for Alibaba the company, and its BABA stock? This episode also involves a comparison between BABA stock and competitor PDD stock.Join The Art of Value Patreon community for exclusive videos and more: https://www.patreon.com/TheArtofValueRelated episodes:Here’s the bonus reaction video mentioned in this episode: Alibaba Stock: New BABA CEO Eddie Wu Takes Charge of Ecommerce https://youtu.be/vsrmMAkO9Z4Recommended book:Alibaba: The House That Jack Ma Built by Duncan Clark (referral link): https://amzn.to/48amp4AAlibaba Stock: CEO Quits! George Soros Buys BABA Stock https://youtu.be/FbUoblWv50sAlibaba Stock Earnings & My Thoughts on Crashed BABA Stock https://youtu.be/8P23n3c8Z3I  Alibaba Reveals Break-Up Plan! | Big BABA Stock Upside? https://youtu.be/spwgEGJlxmcDisclaimer: 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.

In this episode we look back at famous investor Michael Burry’s stock market predictions, and predictions about the US economy, during the past year or so. What were his predictions and how many of them did he get right?Related episodesMichael Burry Predicts Stock Market Bottom After Bank Panichttps://youtu.be/yXkp5BhQJiwJoin 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 summarize and discuss some parts of a recent Chris Mayer interview regarding illustrious serial acquirer company Constellation Software. Chris Mayer is the author of the excellent investment book 100 Baggers, and an investment fund manager. Constellation Software has been more than a 100 bagger stock over time, and continues to compound at an impressive rate.  Related videos:Primer: Mark Leonard, Constellation Software & Topicushttps://youtu.be/z0xnvhfNbOI?si=pwI-LC-ja4K-JQc3Millennial Investing interview - Serial Acquirer: Successful Acquisition Strategies w/ Chris Mayer - https://youtu.be/Pp1m69E9vxg?si=q9A_3XvqFS1FeA5XJoin The Art of Value Patreon community for exclusive videos and more: https://www.patreon.com/TheArtofValueRecommended  investing book: 100 Baggers: Stocks That Return 100-to-1 and How To Find Them by Chris Mayer (referral link) https://amzn.to/47UoAJyUsing 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.

In surprising PayPal stock news, Amazon and PayPal have announced that PayPal’s Venmo will soon be removed as a payment method from Amazon! In this episode I discuss some probable reasons, and how this could impact PayPal and PYPL stock, and more.Related episode:PayPal Stock Analysis: Massive Drop! Time to Buy PYPL Stock?https://youtu.be/H9V2Msz64q8Join The Art of Value Patreon community for bonus, exclusive, and ad-free videos: https://www.patreon.com/TheArtofValueThe main investment brokerage I use to buy international stocks, and to hold cash, 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.

We look at the key principles and ideas behind Mohnish Pabrai’s new mutual fund, the Pabrai Wagons Fund, and the initial portfolio of compounder stocks that have been bought for the investment fund.Related video:Stocks Today With JJ channel: Mohnish Pabrai’s Wagons Fund Just Bought These Stocks https://youtu.be/Qb_cJRcwqQsThe Art of Value Patreon: https://www.patreon.com/TheArtofValueThe main investment brokerage I use to buy international stocks, and to hold cash, is Interactive Brokers (referral link): https://ibkr.com/referral/john5664I use TIKR Terminal to help analyze great businesses, follow top investor portfolios, and help monitor my portfolio (referral link): http://tikr.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 investment analysis and/or seek professional financial advice before making any investment decision. Hosted on Acast. See acast.com/privacy for more information.