The John Johnston Lounge

I report and give my thoughts on this latest Alibaba stock (BABA stock) and co-founder Jack Ma news. Jack Ma has issued a surprise internal memo to Alibaba employees, after an absence of about 3 years, and he hasn’t minced words regarding the direction of the company and one of its main competitors: Pinduoduo (PDD) and PDD stock.Related episodes:Alibaba Stock News & My Thoughts: Jack Ma's BABA Stock Dumphttps://youtu.be/7EahcvqCJ9MAlibaba Stock Earnings & My Thoughts on Crashed BABA Stockhttps://youtu.be/8P23n3c8Z3IShow your appreciation for The Art of Value by buying JJ a coffee! https://www.buymeacoffee.com/jjprojectsUsing a referral link helps support the show, thanks!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/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 react to the latest Mohnish Pabrai interview, in which he discusses how to identify quality compounders, companies that can compound at a high rate over the long term.Related episodes:Mohnish Pabrai: Why Tencent is Superior to Alibaba Stockhttps://youtu.be/cCKKrPYKz3UMohnish Pabrai's YT Channel: https://www.youtube.com/@mohnishpabraiShow your appreciation by buying JJ a coffee! https://www.buymeacoffee.com/jjprojectsI use TIKR Terminal to help analyze great businesses, follow top investor portfolios, and help monitor my portfolio (referral link): http://tikr.com/theartofvalueThe main investment brokerage I use to buy international stocks, and to hold cash, 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 investment analysis and/or seek professional financial advice before making any investment decision. Hosted on Acast. See acast.com/privacy for more information.

Here’s a look at the most popular stocks that super investors, who are many of the top investment managers in the world, were buying during the past quarter, Q3 2023. We also take a closer look at some of those top stock picks. Related episodes:Guru Portfolios Q3 2023: Pabrai, Akre, Klarman, Gayner https://youtu.be/mWr4JNZR7z8Alibaba Stock Earnings & My Thoughts on Crashed BABA Stock https://youtu.be/8P23n3c8Z3IShow your appreciation for The Art of Value by buying JJ a coffee! https://www.buymeacoffee.com/jjprojectsI 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 show, 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=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/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.

In this episode I summarize and comment on the latest Alibaba stock news about founder Jack Ma's plan to sell a sizeable chuck of BABA stock, and how a major US investment bank is now bullish on BABA stock for the coming year, placing an optimistic price target on the stock.Related episodes:Alibaba Stock Earnings & My Thoughts on Crashed BABA Stockhttps://youtu.be/8P23n3c8Z3IShow your appreciation for The Art of Value by buying JJ a coffee! https://www.buymeacoffee.com/jjprojectsUsing a referral link helps support the show, thanks!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/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.

In this episode I react to part of a recent Mohnish Pabrai interview, in which he discusses how to identify compounders, and also some of Warren Buffett's and Charlie Munger's great investment decisions.Stock market investing talk with JJ from The Art of Value: stocks, stock market investing, stock market news and more.Mohnish Pabrai's YT Channel: https://www.youtube.com/@mohnishpabraiShow your appreciation by buying JJ a coffee! https://www.buymeacoffee.com/jjprojectsI use TIKR Terminal to help analyze great businesses, follow top investor portfolios, and help monitor my portfolio (referral link): http://tikr.com/theartofvalueThe main investment brokerage I use to buy international stocks, and to hold cash, 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 investment analysis and/or seek professional financial advice before making any investment decision. Hosted on Acast. See acast.com/privacy for more information.

Here's a look at what were the most popular stocks to buy among super investors during Q3 2023.Stock market investing talk with JJ from The Art of Value: stocks, stock market investing, stock market news and more.Show your appreciation by buying JJ a coffee! https://www.buymeacoffee.com/jjprojectsI 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 (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 investment 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 September Quarter 2023 Earnings results, and my thoughts on BABA Stock, in the context of the current China economic backdrop, and the massive drop BABA stock has had since its peak in late 2020. See below timestamps:00:00 BABA stock price activity00:51 Update on super-investors who own Alibaba stock02:05 Alibaba news commentary since earnings - geopolitical tensions and chip supplies06:39 Alibaba quarterly earnings highlights08:25 AI front and center of Alibaba strategic direction10:09 September Quarter 2023 Results - diving deeper13:19 Final thoughtsRelated episodes:Stocks Today With JJ: Alibaba Earnings Q3 2023 Reaction - Why Has BABA Stock Plunged? https://youtu.be/Q6ETdseI_AcAlibaba Stock News: Logistics Arm Cainiao to IPO! | BABA Stock https://youtu.be/BvmBr7_DyhUShow your appreciation for The Art of Value by buying JJ a coffee! https://www.buymeacoffee.com/jjprojectsUsing a referral link helps support the show, thanks!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/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.

This Stocks Today With JJ episode looks at the Q3 2023 Alibaba earnings, and probable reasons for the Alibaba stock price plunge since the earnings release. We look at the BABA stock price action, news commentary to do with the latest Alibaba earnings, and the quarterly financials Stock market investing talk with JJ from The Art of Value: stocks, stock market investing, stock market news and more.Show your appreciation by buying JJ a coffee! https://www.buymeacoffee.com/jjprojectsDisclaimer: 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.

In this Stocks Today With JJ livestream video: daily stock market update - Santa Claus rally?; Starlink IPO in 2024?; Q3 2023 super-investor portfolio updates, Tower Semiconductor (TSEM); Li LU - Himalaya Capital Management, East West Bancorp (EWBC); Bill Ackman - Pershing Square Capital Management; Warren Buffet - Berkshire Hathaway; Norbert Lou - Punch Card Management; David Tepper - Appaloosa Management; China tech stocks jump on JD earnings. Stock market investing talk with JJ from The Art of Value: stocks, stock market investing, stock market news and more.Show your appreciation by buying JJ a coffee! https://www.buymeacoffee.com/jjprojectsThe main investment brokerage I use to buy international stocks, and to hold cash, is Interactive Brokers (referral link): https://ibkr.com/referral/john5664Want to create livestreams like this? Check out StreamYard (refferal link): https://streamyard.com/pal/d/5121631131926528Disclaimer: 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.

Here's a look at the stock portfolio updates of four guru or superinvestors from Q3 2023. The investors are Mohnish Pabrai, Chuck Akre, Seth Klarman, and Thomas Gayner.  See below timestamps:00:00 Super investor portfolios - Fish where the fish are00:52 Mohnish Pabrai - Pabrai Investments portfolio03:58 Arch Resources (ARCH)07:00 Chuck Akre - Akre Capital Management portfolio12:57 Seth Klarman - Baupost Group portfolio15:19 Tower Semiconductor Ltd (TSEM)17:33 Clarivate PLC (CLVT)18:50 Thomas Gayner - Markel Asset Management portfolioRelated episode:Chuck Akre Said This About How to Find 100 Baggers https://youtu.be/xoKe1AvquTIThe Art of Value Livestream YT channel: Stocks Today With JJ https://www.youtube.com/@TheArtofValueShow your appreciation by buying JJ a coffee! https://www.buymeacoffee.com/jjprojectsFeatured investment book:Richer, Wiser, Happier: How the World's Greatest Investors Win in Markets and Life by William Green(refferal link): https://amzn.to/47uztRBI 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=2c95d5930bb2537b2e0265075fb66581Using a referral link helps support the show, thanks!I 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 analysis and/or seek professional financial advice before making any investment decision. Hosted on Acast. See acast.com/privacy for more information.