The John Johnston Lounge

In this Stocks Today with JJ video: some current stock market news, this week's earnings calendar, Mohnish Pabrai's new stock buy, Santa Claus rally outlook, recent Healthcare and pharmaceutical stocks performance, Novo Nordisk stock (NVO), Eli Lilly stock (LLY), Boeing stock (BA) boost on major deal, Exxon (XOM) aims to become lithium producer for EV batteries, China Singles' Day sales and Alibaba stock (BABA), China's President Xi to meet Biden in US, Japan stock market news and Japan's Nikkei Index since the 1990 bubble, Warren Buffett's Japan investing.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/jjprojectsWant to create live streams like this? Check out StreamYard: https://streamyard.com/pal/d/4711500999688192Disclaimer: 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.

I discuss the recent earnings and future potential of company Topicus, a serial acquirer of small software companies. It's a spin-off from the much larger Constellation Software, which was founded and is led by superb capital allocator Mark Leonard. Will Topicus be able to compound at a similar rate to how Constellation Software has for well over two decades? See below timestamps:00:00 Topicus investment thesis in relation to Constellation Software01:36 Topicus earnings: cash flow more than doubles!03:54 Stock price performance and potential - 10x or more? 06:03 Topicus Q3 2023 Headline numbers07:52 Topicus historical metrics - future quality compounder?11:07 Relevant Mark Leonard shareholder letter - reinvesting all cash produced14:09 Final thoughtsRelated episodes:Primer Analysis: Mark Leonard, Constellation Software & Topicushttps://youtu.be/z0xnvhfNbOIMohnish Pabrai Talks Constellation Software & Mark Leonardhttps://youtu.be/xPI773-AE-IShow your appreciation by buying JJ a coffee:https://www.buymeacoffee.com/jjprojectsInvesting book mentioned in the episode:100 Baggers: Stocks That Return 100-to-1 and How To Find Them by Christopher Mayer (refferal link) https://amzn.to/40yQHebUsing 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. 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.

Apple (AAPL stock) has just reported earnings. In this episode I look at these latest Apple earnings, including the outlook for the company, possible sources of future growth, and highlights of the Apple earnings call including my live reactions. Where will Apple's future growth come from, and what could possibly move the needle for a company that's already this massive? See below timestamps:00:00 Apple earnings highlights and commentary03:41 Various fintwit reactions to Apple earnings05:26 Apple earnings call highlights and my live reactions11:46 Final thoughts: guidance, future growth drivers - what  can move the needle for Apple?Related episodes:Amazon Stock: Back on Track with GREAT Earnings | AMZN Stockhttps://youtu.be/bvtsluW6t40Google Stock Analysis: Why GOOGL Declined on Great Earnings!https://youtu.be/t-DPMZQhuacShow your appreciation by buying JJ a coffee:https://www.buymeacoffee.com/jjprojectsUsing a referral link helps support the pod, thanks!The 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 analysis and/or seek professional financial advice before making any investment decision. Hosted on Acast. See acast.com/privacy for more information.

Amazon stock (AMZN stock) has jumped since the company reported Q3 2023 earnings. In this episode I analyze the latest Amazon earnings report, and give my opinion on the outlook for the company and stock. See below timestamps:00:00 Recent AMZN stock price action00:58 Amazon stock analysis - Amazon Q3 2023 financial results04:03 Amazon sector by sector growth percentages06:56 Other important Amazon metrics08:27 Amazon company and AMZN stock outlook10:03 Where will the future growth come from?12:51 What could move the needle now for megacap Amazon?Related episode:Google Stock Analysis: Why GOOGL Declined on Great Earnings!https://youtu.be/t-DPMZQhuacAlibaba Earnings - Return to Growth! | BABA Stockhttps://youtu.be/cxh_-fCWjxU?si=iKcQenKTfdyHR_sYShow your appreciation by buying JJ a coffee:https://www.buymeacoffee.com/jjprojectsUsing a referral link helps support the pod, thanks!The 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 analysis and/or seek professional financial advice before making any investment decision. Hosted on Acast. See acast.com/privacy for more information.

Why did Alphabet or Google stock (GOOG, GOOGL) decline nearly 12% in the 2 stock market trading days after reporting great Q3 2023 earnings? In this episode I analyze the latest Google earnings report, the current company situation, and the outlook for the company and stock. See below timestamps:00:00 Google Q3 2023 earnings analysis03:30 Why the share price decline after earnings?06:08 Could the Google Search advertising business get disrupted by AI?08:59 Big Tech regulatory uncertainty - monopolies12:21 Where to for Google stock from here?Related episodes:The AI Race is ON! Google Showcases New AI Productshttps://youtu.be/xL7MvGAjdewInvestor Li Lu Buying MORE Google Stock | Why? https://youtu.be/is9frHZaGYgShow your appreciation by buying JJ a coffee:https://www.buymeacoffee.com/jjprojectsUsing a referral link helps support the pod, thanks!The 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 analysis and/or seek professional financial advice before making any investment decision. Hosted on Acast. See acast.com/privacy for more information.

Tesla (TSLA stock) just reported 3Q 2023 earnings, which came in well below investor expectations. In this episode I discuss the Tesla Q3 earnings shock, Q3 highlights and lowlights including: reacting to what well known Tesla analyst Dan Ives said, looking at the Tesla Q3 investor presentation, then some highlights from the Tesla earnings call with Elon Musk. The episode also includes commentary on the upcoming Tesla Cybertruck, Tesla margins, Tesla revenue, Tesla profits, Tesla FSD, real world AGI, and future Tesla robotaxi. See below timestamps:00:00 Reacting to Tesla Q3 earnings "disaster" with Dan Ives04:31: EV price cuts, Tesla vs BYD Co07:22 Tesla Q3 2023 Earnings Investor Presentation commentary15:33 Q3 Tesla earnings call highlights commentaryRelated episodes:Tesla Stock News - Price & Margin Cuts! | TSLA Stock Updatehttps://youtu.be/55gGV8McQFwFull livestream: WOW! Tesla Earnings Shocker & Tesla Earnings Call Highlights https://youtube.com/live/ThFu9a1AgVQShow 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/john5664Using a referral link helps support the pod, 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.

PayPal stock has dropped over 80% in the US stock market since mid-2021. Is PYPL stock worth buying because of this? Is PYPL a value stock or a value trap? Will PayPal stock outperform the stock market benchmark over the coming years? I analyze PayPal in this episode, to see some of the possibilities ahead for the company and stock. See below timestamps:00:00 PYPL stock drop, and PayPal's new CEO Alex Chriss01:28 The company and sector, strategic analysis - pros and cons03:02 Some changing metrics over time - competitive pressures04:36 Significant Free Cash Flow but facing competition06:13 Does the stock price drop mean big upside to come?07:30 Is PayPay stock a buy? Biggest opportunity since the META stock drop?Related episodes:Guru Portfolios Q2 2023: Pabrai, Akre, Klarman, Gayner https://youtu.be/oxAXpnu3oXYShow 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/john5664Using a referral link helps support the pod, 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.

I discuss the latest interview of legendary value investor Howard Marks, with Bloomberg's David Rubenstein, in which Marks discusses the massive sea change his sees happening in financial markets, what in means, and what he thinks investors should do. See below timestamps:00:00 The massive sea change in financial markets01:10 Declining and ultra-low rates since 198001:43 The Howard Marks Sea Change Memo02:44 The importance of rates on markets04:38 The end of the easy money environment05:41 The desired rates setting06:24 How portfolios should be different than before08:34 A rates predictionRelated episodes:How Howard Marks Predicts Each Stock Market Crash & Recovery https://youtu.be/zTpYzCcMklsHoward Marks Says Historic Stock Market Sea Change Has Begun https://youtu.be/ie_4N3v-cDsBuy 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/john5664Using a referral link helps support the pod, 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. 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 Alibaba stock (BABA stock) news update looks closely at Alibaba's upcoming IPO of its significant logistics arm, Cainiao. See below timestamps:00:00 The split-up of Alibaba and the Cainiao IPO01:09 Latest disclosures on the Cainiao IPO - benefits of the IPO03:59 A closer look at the Cainiao logistics business06:31 Recent financial results and potential growth07:48 First Alibaba IPO of moreRelated episodes:Alibaba Reveals Break-Up Plan! | Big BABA Stock Upside?https://youtu.be/spwgEGJlxmcAlibaba Update: Cloud Spinoff & More Cominghttps://youtu.be/KBQBNM_-icIThe 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 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. 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 part of the latest Jeremy Grantham interview, in which the billionaire value investor offers his thoughts on Tesla stock as an investment, Tesla the company, and Elon Musk as its leader. See below for timestamps:00:00 Jeremy Grantham on Elon Musk and TSLA Stock00:28 Grantham's Tesla stock loser story02:05 A wonderful propagandist - manifesting Tesla from BS and charisma03:05 Comparing Elon Musk to Ivar Kreuger, The Match King06:42 Jim Chanos - shorting Tesla stock has not worked yet07:38 Tesla kicking butts; will it continue?Related episodes:Jeremy Grantham: We're STILL in A Stock Market Super Bubblehttps://youtu.be/GQ_GxG2y8_UPrevious Tesla:Tesla Stock News - Price & Margin Cuts! | TSLA Stock Updatehttps://youtu.be/55gGV8McQFwI 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!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. 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.