The John Johnston Lounge

I react to a recent CNBC interview with Warren Buffett in Japan, in which he gave his thoughts on advanced AI tools such as ChatGPT, and how they could impact the economy, and humanity.Related content:Charlie Munger Interview with Todd Combs - Highlightshttps://youtu.be/217e7NnDtkECNBC interview clip: Warren Buffett on ChatGPT and AI: This is extraordinary but not sure if it’s beneficial yet https://youtu.be/UYrm0DZGhaQThe 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 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.

I summarize and discuss an interview with legendary investor Charlie Munger, by fellow Berkshire Hathaway insider Todd Combs. The fireside chat with Munger is from April 2022, on the occasion of the 2022 Singleton Prize for CEO Excellence. Munger offers his wisdom on investing and life in general. Related content:Chris Mayer 100 Baggers: Stocks That Return 100 to 1!https://youtu.be/59CuGd2aAwgFull interview: Charlie Munger in Conversation with Todd Combs | Singleton Prize for CEO Excellence https://youtu.be/aciej48jbFkHighlights from Charlie Munger's Conversation with Todd Combs (2022 Singleton Prize for CEO Excellence), Neckar Substackhttps://neckar.substack.com/p/highlights-from-charlie-mungers-conversationRecommended investing book:100 Baggers: Stocks That Return 100-to-1 and How To Find Them, by Christopher W Mayer (referral link): https://amzn.to/409n3dIUsing 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 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.

Is it possible to predict which stocks will grow to become 100 baggers? I summarize and discuss a recent interview with stock portfolio manager Chris Mayer, the author of the excellent investing book 100 Baggers, in which he explains the main characteristics of 100 baggers, and what to look for in these companies that have the potential to compound 100 times in value for every 1 dollar invested.Related episodes:Chris Mayer 100 Bagger Portfolio | Response to Stock Compounderhttps://youtu.be/vzjCkGWoJfsFull The Investor’s Podcast Interview with Chris Mayer: 100 Baggers: Stocks that Return 100-1 w/ Chris Mayer (TIP543)https://youtu.be/ScZdenQbd8ARecommended Books:100 Baggers: Stocks That Return 100-to-1 and How To Find Them, by Christopher W Mayer (referral link): https://amzn.to/409n3dIInvesting for Growth: How to make money by only buying the best companies in the world, by Terry Smith (refferal link) https://amzn.to/3Kv7p6RUsing 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 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.

I summarize and discuss investor Jeremy Grantham’s recent interview about the rare super-bubble he sees in the US stock market, and the current deflating of that bubble. He’s pessimistic about the short term, but has a very positive outlook on one area of the market for the long term, in which he’s heavily invested. Related episodes:Michael Burry: I Was Wrong! | New Bull Market Has Begun?https://youtu.be/1GzFve2xQCoSilicon Valley Bank Collapse Explainer | What's happening?! https://youtu.be/h5yS-ZMAjPkFull Jeremy Grantham interview: Calling a Super Bubble: The Crisis is Bigger Than Banks w/ Jeremy Grantham (TIP542) https://youtu.be/ULcisguHRTgThe Art of Value Jeremy Grantham Playlisthttps://www.youtube.com/playlist?list=PLrNjj1l3MS7Wtx2nItPmA8QfIUeGS4V87Using 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 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.

I discuss how “The Big Short" investor Michael Burry just tweeted that he was "wrong to say sell” stocks, after tweeting “Sell” back at the beginning of February 2023, just two months before. He seems to have changed his mind about the general direction of the stock market. Does this mean there’s a new bull market afoot, and what does Burry mean that he was wrong? Let’s find out.Related episodes:Michael Burry Predicts Stock Market Bottom After Bank Panichttps://youtu.be/yXkp5BhQJiwMichael Burry Has Started to BUY Cheap Stocks! What’s Burry buying?https://youtu.be/kzbuujGXTuIMichael Burry Admits Feeling Greedy as Stock Market Crashes (Latest Deleted Tweets)https://youtu.be/T9pZU-bqlxsMichael Burry on Meta & Pathways to META Stock Recoveryhttps://youtu.be/sOD23MqZ4OUThe 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 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=2c95d5930bb2537b2e0265075fb66581#investing #stockmarket #stocksDisclaimer: 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 the unexpected news that Alibaba is splitting into six independent operating companies. I look at what the company is saying about the break-up, including some key takeaways from a dedicated company conference call on the matter, and whether there might be big upside ahead for BABA stock because of the break-up.Related episodes:Are China Stocks UNINVESTABLE or HISTORIC VALUE OPPORTUNITY?https://youtu.be/qfrjfIEx1vwMohnish Pabrai: Why I Switched from Alibaba to Tencenthttps://youtu.be/v27JsHlgPZUThe Art of Value Alibaba Stock Playlist: https://youtube.com/playlist?list=PLrNjj1l3MS7XjzElr0IE-E5uw5eAAtmmUJoel Greenblatt’s book mentioned in the episode: You Can Be a Stock Market Genius (referral link) https://amzn.to/3ny1YfuUsing a referral link helps support the pod, thanks!The main investment brokerage I use to buy and sell international stocks is Interactive Brokers (referral link): https://ibkr.com/referral/john5664I 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.

I respond to what investor Ray Dalio has just said about what happened with the Silicon Valley Bank (SVB) collapse, and what he thinks it means for the US economy and world economy. Related episodes:Silicon Valley Bank Collapse Explainer | What's happening?! https://youtu.be/h5yS-ZMAjPkSilicon Valley Bank Collapse | Crisis Averted?https://youtu.be/GkStEtQLKWMPlaylist: Banking Crisis of 2023 - Bank Investinghttps://youtube.com/playlist?list=PLrNjj1l3MS7U__0khQp2P80FTAEgYFaFnPrinciples by Ray Dalio: What happened with Sillicon Valley Bank and what it means for the economyhttps://youtu.be/Smv9S__LshUPopular Ray Dalio book (refferal link): Principles for Dealing with the Changing World Order: Why Nations Succeed or Fail https://amzn.to/3lR29C7Using a referral link helps support the pod, thanks!The main investment brokerage I use to buy and sell international stocks is Interactive Brokers (referral link): https://ibkr.com/referral/john5664I 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.

I discuss the reasons why investor and Fundsmith fund manager Terry Smith doesn’t ever invest in bank shares, even though he’s an expert banking analyst.Related episodes:Playlist: Banking Crisis of 2023 - Bank Investinghttps://youtube.com/playlist?list=PLrNjj1l3MS7U__0khQp2P80FTAEgYFaFnUsing a referral link below helps support the pod, thanks!Terry Smith’s book, Investing for Growth: How to make money by only buying the best companies in the world (refferal link) https://amzn.to/40c1slYThe main investment brokerage I use to buy and sell international stocks is Interactive Brokers (referral link): https://ibkr.com/referral/john5664I 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.

I react to legendary "Big Short" investor Steve Eisman’s latest interview about the current bank panic, whether it will lead to a 2008-style banking crisis in the U.S. and Europe, and what investing approach he’s taking through it.Related episodes:Michael Burry Predicts Stock Market Bottom After Bank Panic https://youtu.be/yXkp5BhQJiwSilicon Valley Bank Collapse Explainer | What's happening?! https://youtu.be/h5yS-ZMAjPkSilicon Valley Bank Collapse | Crisis Averted? https://youtu.be/GkStEtQLKWMFull Steve Eisman interview: You don't want to be a hero in this environment, says 'Big Short' investor Steve Eisman https://youtu.be/LaTiU_SUfkoUsing a referral link below helps support the pod, thanks!The main investment brokerage I use to buy and sell international stocks is Interactive Brokers (referral link): https://ibkr.com/referral/john5664I 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.

I discuss legendary Big Short investor Michael Burry’s latest tweets about the current bank panic, the prevention of contagion by financial regulators in the US and Europe, and whether Burry sees a stock market bottom ahead.Related episodes:Silicon Valley Bank Collapse Explainer | What's happening?!https://youtu.be/h5yS-ZMAjPkSilicon Valley Bank Collapse | Crisis Averted?https://youtu.be/GkStEtQLKWMUsing a referral link below helps support the pod, thanks!The main investment brokerage I use to buy and sell international stocks is Interactive Brokers (referral link): https://ibkr.com/referral/john5664I 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.