The John Johnston Lounge

OpenAI has now launched GPT4, and the new Microsoft Bing is already using it, customised for search. Does this present a further challenge to Google Search with its enhanced capabilities? In this episode I take a look at those new GPT4 AI capabilities, and also a new under-the-radar AI product from Google.Related episodes:Microsoft to Challenge Google Search Using OpenAI's ChatGPThttps://youtu.be/Vh42ZgADo5kIs OpenAI ChatGPT Disrupting Google? Founders Coming Back!https://youtu.be/7dLT_CDITmgUsing 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 give an update on what’s happening with the dramatic Silicon Valley Bank collapse, and what regulators are doing immediately to try and remedy the situation and prevent bank run contagion.Related episode:Silicon Valley Bank Collapse Explainer | What's happening?!https://youtu.be/h5yS-ZMAjPkUsing 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 what’s happening with the dramatic Silicon Valley Bank collapse, the causes and events that led up to the March 2023 SVB bank run, and what else could happen soon.Using a referral link below helps support the pod, thanks!The main investment brokerage I use to buy and sell international stocks isInteractive 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 a recent investing video by Stock Compounder - Brad Kaellner: Chris Mayer’s 100 Bagger Portfolio REVEALED. Chris Mayer is a fund manager and the author of excellent investment book 100 Baggers: Stocks That Return 100-to-1 and How To Find Them. With considerable research, Brad was able to compile a list of Mayer's current holdings. I discuss the potential 100-bagger 10 stock portfolio, Mayer’s investing approach, and focus on a couple stocks in the portfolio - one of which I own.Related video:Stock Compounder - Brad Kaeliner: Chris Mayer's 100 Bagger Portfolio REVEALEDhttps://youtu.be/nXI_guImhb0Making a purchase using a referral link below helps support the pod, thanks!100 Baggers: Stocks That Return 100-to-1 and How To Find Them, by Christopher W Mayer, 2018 (referral link): https://amzn.to/3YvYl6JI 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 and sell international stocks isInteractive 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.

Legendary value investor Li Lu has been buying even more Google/Alphabet Stock, after selling down Meta. In this episode I review Li Lu's recent portfolio holdings and activities, and discuss some of the possible positive and negatives of buying Google stock at this time, as I see them.Related episodes:Is OpenAI ChatGPT Disrupting Google? Founders Come Back!https://youtu.be/7dLT_CDITmgMicrosoft to Challenge Google Search Using OpenAI's ChatGPThttps://youtu.be/Vh42ZgADo5kGuruFocus referral link, as mentioned in this episode:https://www.gurufocus.com/?r=2c95d5930bb2537b2e0265075fb66581Main investment brokerage I use to buy and sell international stocks.Interactive Brokers (referral link): https://ibkr.com/referral/john5664Referral links help support the channel, thanks.Disclaimer: 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.

In episode 151 I review Warren Buffett’s latest Berkshire Hathaway Letter to Shareholders, in which he criticises those who are calling stock buybacks harmful, calling those politicians economic illiterates and silver-tongued demagogues. Buffett explains why share buybacks are beneficial for all owners, as a way of distributing capital to shareholders, but only if the shares are bought by company management at an inexpensive price.Recommended book: Berkshire Hathaway Letters to Shareholders 1965 - 2021 (referral link) https://amzn.to/3Za5uuuMain investment brokerage I use to buy and sell international stocks.Interactive Brokers (referral link): https://ibkr.com/referral/john5664Referral links help support the channel, thanks.Disclaimer: 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.

Episode 150 delves into the world of value investing with legendary investor Joel Greenblatt. With $50 Million worth of research on the performance of stocks over the past 30 years, in a recent interview Joel shared his insights on the probable forward returns for a portfolio of value stocks compared to the overall stock market benchmark: the S&P 500 index. Joel Greenblatt's past annual investment returns have earned him a reputation as one of the most successful investors of our time, and of all time.Timestamps:00:00 Intro01:18 Greenblatt’s definition of value investing08:36 The amazing opportunity in value investing right now16:02 Books written by Joel GreenblattRecommended Joel Greenblatt Books (refferal links)The Little Book That Still Beats the Market https://amzn.to/3JCbwioYou Can Be a Stock Market Genius https://amzn.to/3wSkAYYReferral links help support the channel, thanks.ETF Think Tank full Joel Greenblatt interview: Get Think Tanked with Joel Greenblatt https://youtu.be/aN9DYGq126cJoel Greenblatt’s Gotham Asset management:https://Gotham.comMain investment brokerage I use to buy and sell international stocks.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.

Tesla Q4 and full year 2022 Financial Results have been released, and CEO Elon Musk had quite a bit to say on the Tesla earnings call about the results and about the future for Tesla and TSLA stock. In this episode I react to highlights from the call.The Art of Value Tesla Stock Playlisthttps://youtube.com/playlist?list=PLrNjj1l3MS7UkaBPMBFJF26HHxpUgH9zQThis is episode 149.Disclaimer: 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 possibility that OpenAI's ChatGPT might be disrupting Google’s more than two decade dominance of search, with multi-billion dollar backing from Microsoft. However, does Google have a similar, or better product from Google Deepmind to launch this year?This is episode 148.Related episodes:The Art of Value Playlist: Artificial Intelligence Investinghttps://youtube.com/playlist?list=PLrNjj1l3MS7Wd6H1EfEUEFM2j2dleLbybOpenAI ChatGPT Attack on Google Search at $29B valuation!https://youtu.be/PPSDBc7lx9gMicrosoft to Challenge Google Search Using OpenAI's ChatGPThttps://youtu.be/Vh42ZgADo5kIs OpenAI’s ChatGPT Chatbot a Google Search Killer?https://youtu.be/U6irbB6vi-QThis is the main investment brokerage I use to buy and sell investments: 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.

In his latest Memo and a recent interview, Howard Marks suggests that financial markets are undergoing a rare, major sea change, a radical transformation; only the third in the paste 50 years. I discuss the changes Howard Marks sees, and what they may mean for investors over the coming years.Highly recommended Howard Marks Books:The Most Important Thing: Uncommon Sense for the Thoughtful InvestorMastering The Market Cycle: Getting the odds on your sidehttps://amzn.to/3GToOUK(I receive a small commission when you purchase using this link, thanks!)Full Bloomberg Interview: Oaktree's Howard Marks on Markets, Fed Rates, Inflationhttps://youtu.be/ZRWmO6WvYhQHoward Marks Memo: Sea Changehttps://cnt.oaktreecapital.com/insights/memo/sea-changeDisclaimer: 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.