The John Johnston Lounge

I just bought Tesla stock for the very first time! How can this be when I’m supposed to be a value investor? And why buy now? All will be revealed in this episode.Related episodes:The EV Bubble Dec 22, 2020https://spotifyanchor-web.app.link/e/HMC7NTthZvbJeremy Grantham Latest: This Market Crash Could Be As Bad As 2000 Tech Bubblehttps://youtu.be/nT_9OMbOJRADisclaimer: 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.

OpenAi's new ChatGPT chatbot has been getting a lot of attention since it was released online recently. I think this kind of AI is going to change the world and the way we live, but does this ChatGPT or other chatbots like it represent a threat to Google Search? Google's had dominance over search for over two decades. It this going to come to an end because of AI developments like this?Timestamps:00:00 Intro01:05 What is ChatGPT and what can it do?02:19 Comparison with Google Search04:08 Could this AI tech disrupt Google?06:26 Could Google compete and win?07:23 What will be the business model?09:47 Which other companies could compete with OpenAI?Related episodes:Investing in Artificial Intelligence (AI), Part 1https://youtu.be/l0g1X-oKoJAInvesting in Artificial Intelligence (AI), Part 2https://youtu.be/jGlItOalFCwDisclaimer: 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 this episode I break-down the top stocks that some of the top investment fund managers, or super investors, bought and sold in Q3 of 2022. Each quarter, these investors must submit a 13F SEC filing, which allows us to see these fund managers' stock portfolios. Super investors such as Warren Buffett, Charlie Munger, Michael Burry, Mohnish Pabrai, Seth Klarman, Terry Smith, David Tepper, Bill Miller, Chuck Akre, Thomas Gayner, Thomas Russo and Bill Nygren are included in these filings.Timestamps00:00 Intro00:50 Top super investor buys in the quarter02:17 Top super investor stocks owned overall02:58 Stock 1: Meta05:31 Stock 2: Microsoft06:56 Stock 3: Amazon07:39 Stock 4: Alphabet Inc (GOOGL)08:27 Stock 5: Salesforce09:26 Stock 6: Alphabet Inc CL C (GOOG)09:48 Stock 7: Visa10:45 Stock 8: Booking11:21 Stock 9: PayPal12:25 Stock 10: Disney13:11 Stock 11: Charter Communications14:46 Stock 12: Micron TechnologyRelated episodes:Guru Portfolio Update: Buffett & Munger | Berkshire BUYS Taiwan Semiconductorhttps://youtu.be/PzFDoMVZMJUMichael Burry has Started to BUY Cheap Stocks! What’s Burry Buying?https://youtu.be/kzbuujGXTuIGuru Investor Portfolios 2022: Small Cap Stocks Gurus Art Buyinghttps://youtu.be/-SvrVWD37EEMohnish Pabrai’s Micron Tech Investment Thesis and MU Q4 2022 Earnings Updatehttps://youtu.be/b0RrLmiTPRUDisclaimer: 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 episode is a summary of the destination analysis part of investor Mohnish Pabrai’s investment thesis for Micron Technology, as explained by Pabrai in a recent Q&A video session. Micron Technology is in the business of designing and manufacturing digital memory and storage products for multiple industries.Timestamps:00:00 Micron destination analysis intro00:47 Memory chip oligopoly01:13 Future earnings potential01:53 Not caring about one quarter or a year02:35 Market value upside03:09 Portfolio allocation Directly related episode:Mohnish Pabrai’s Micron Tech Investment Thesis Update: Memory Chip OLIGOPOLY!https://youtu.be/moqHjmcItFgDisclaimer: 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 episode is a summary of part of investor Mohnish Pabrai’s investment thesis for Micron Technology, as explained by Pabrai in a recent Q&A video session. The company is in the business of designing and manufacturing digital memory and storage products for multiple industries.Related episode mentioned in this episode:Mohnish Pabrai’s Micron Technology ($MU) Investment Thesis Update: Destination Analysis https://youtu.be/RX1rMlTT2TkDisclaimer: 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.

Investors such as Mohnish Pabrai who manage portfolios over $100 million have recently filed their 13F Q3 2022 updates. In this episode I look at Pabrai’s portfolio changes for the quarter. Mohnish bought some stock of Brookfield Asset Management (BAM) in Q3, so I consider some reasons he might have initiated the position at this time.Timestamps:00:00 Intro00:14 Mohnish Pabrai's stock portfolio02:17 Brookfield Asset Management Inc04:08 Why did Pabrai buy BAM stock?Related episode:Mohnish Pabrai’s Micron Tech Investment Thesis and MU Q4 2022 Earnings Update https://youtu.be/b0RrLmiTPRU#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.

Super Investors managing portfolios over $100 million have now filed their 13F Q3 2022 updates. In this episode I'm looking at the portfolio updates of both Warren Buffett and Charlie Munger. I look at the Berkshire Hathaway portfolio and Charlie Munger’s The Daily Journal portfolio. I give special attention to Taiwan Semiconductor (TSM), a new position in the Berkshire Hathaway portfolio during the quarter.Timestamps:00:00 Intro00:17 Warren Buffett - Berkshire Hathaway04:07 Taiwan Semiconductor (TSM)10:46 Charlie Munger & Alibaba (BABA)- Daily Journal Corp.Related episodes:Are China Stocks UNINVESTABLE or HISTORIC VALUE OPPORTUNITY?https://youtu.be/qfrjfIEx1vwDisclaimer: 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.

Famed investor Michael Burry has just reported his 3Q 2022 stock holdings, and he’s been buying 6 stocks! What's Burry been buying? In this episode I look at all 6 current holdings, give my thoughts on each, and why Burry might have bought these particular companies.Timestamps:00:00 Intro00:35 “You have no idea how short I am.”01:20 Recent portfolio activity02:26 The Geo Group06:00 Qurate Retail09:22 CoreCivic11:02 Aerojet Rocketdyne14:16 Charter Communications16:03 Liberty Latin AmericaRelated episodes:Michael 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/sOD23MqZ4OUDisclaimer: 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.

META stock has been continually hammered in the stock market since 2021. With return on investment of the new metaverse part of the business looking like it could be years away yet, and the advertising-focused parts of the business under some macroeconomic pressure, investors are wondering if the stock price will ever recover; and if it does, now much? In this episode, I look at those situations, and also what investor Michael Burry has been saying in his tweets recently about Meta and CEO Mark Zuckerberg. I look at the latest Meta earnings, and some of the the possibilities and probabilities for Meta Platforms and META stock for coming years. Timestamps:00:00 Intro01:02 Michael Burry on Meta and Zuck04:35 The Meta earnings that made Jim Cramer cry07:29 Metaverse investments: too much, too fast?09:24 Meta stock superinvestors 10:25 My current Meta opinionRelated video:Michael Burry Admits Feeling Greedy as Stock Market Crashes (Latest Deleted Tweets)https://youtu.be/T9pZU-bqlxsDisclaimer: 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 this episode I look at some of the pros and cons of investing in Chinese stocks in the current market environment, given valuations have dropped so much, and there is a great deal of pessimism and uncertainly around. Is the Chinese market now "uninvestable" as some analysts have been saying, or could it be a historic long-term value opportunity?Stocks mentioned: BABA, PDD, JD, NIO, BIDU, HXC, KWEB, MPNGY, HKG:3690Timestamps:00:00 Intro01:27 China "uninvestable" or buying opportunity?02:11 Xi Jinping's Common Prosperity and the market04:20 China vs U.S. market value ratios06:10 Popular China stocks update08:26 Uninvestable often means future multibagger returns11:37 Investing at the time of maximum pessimism13:14 Some China positives14:42 Charlie Munger's views on investing in China16:31 Summing up and potential catalystsRelated episode:Alibaba Stock Crash Continues! BABA Stock Update & Reviewhttps://youtu.be/6UjgARFWx3UDisclaimer: 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.