The John Johnston Lounge

In three recent interviews, investor Mohnish Pabrai revealed why he sold Alibaba (BABA) stock, and swapped the investment for Tencent instead. He also revealed what he now thinks of both companies as investments.Related video:Mohnish Pabrai: “The best way to invest is…”https://youtu.be/lxl2bIS1o6cTimestamps:00:38 Super-investors who own BABA02:02 Value investing in China - the risks03:03 Why sell BABA, and why at that time?04:12 Tax loss harvesting05:14 The superior business06:07 BABA bull and bear points07:54 Did Pabrai make the right long-term decision?09:00 Acceptable error rates - John TempletonMohnish Pabrai interviews referenced in the episode:Mohnish Pabrai’s Q&A session with the Asian Institute of Technology, Bangkok on August 30, 2022https://www.youtube.com/watch?v=wz8N5CkTA2wMohnish Pabrai’s Talk with CFA Society of Mexico on August 17, 2022https://youtu.be/MYR0tWgstMIMohnish Pabrai Interview (1/4) - Everything money - 20 Dec 2021https://www.youtube.com/watch?v=ELRBmkAv01IDisclaimer: 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.

Investor Jeremy Grantham has recently written that he thinks the superbubble he sees across the US stock market, bond market and housing market, is now entering its fourth and final stage, after the substantial bear market rally we’ve recently seen in stocks.The Art of Value suggested videos on investor Jeremy Grantham:Jeremy Grantham Latest: This Market Crash Could Be As Bad As 2000 Tech Bubblehttps://youtu.be/nT_9OMbOJRAJeremy Grantham and Ray Dalio Discuss a Stock Market Crash and World Economic Outlook for Investing | Part 1https://youtu.be/oH8o5kAw0_wInvestors Jeremy Grantham and Ray Dalio Discuss a Stock Market Crash and Economic Outlook | Part 2https://youtu.be/UaRSHUah6SIWas Jeremy Grantham Correct About a Now Deflating Market Bubble?https://youtu.be/tcAyvtYipv0Investor Jeremy Grantham: Investing When Terrifiedhttps://youtu.be/sTOAvHYKEvMFull Jeremy Grantham Playlisthttps://www.youtube.com/playlist?list=PLrNjj1l3MS7Wtx2nItPmA8QfIUeGS4V87Referenced Jeremy Grantham Article: Entering The Superbubble's Final Acthttps://www.gmo.com/americas/research-library/entering-the-superbubbles-final-act/The Art of Value Twitter:https://twitter.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.

In a recent interview with CFA Society of Mexico, investor Mohnish Pabrai explained what he thinks is the best way to invest. These are some of the key points.The Art of Value suggested videos about Mohnish Pabrai’s investing:Finding future multibagger stocks like Starbucks (SBUX), with Mohnish Pabraihttps://youtu.be/3bAEnKtDI60Investing Quest for Multibagger Stocks with Mohnish Pabraihttps://youtu.be/ra7APQ2TvpgMohnish Pabrai on Compounding with Spawnershttps://youtu.be/1jjQehxmCwoMicron Technology (MU) Q3 2022 Earnings, Outlook and Mohnish Pabrai’s Investment Thesishttps://youtu.be/0zG4fG3si5AMohnish Pabrai’s Talk with CFA Society of Mexico on August 17, 2022https://youtu.be/MYR0tWgstMIThe Art of Value Twitter:https://twitter.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.

Five of my favourite mid to small size investing YouTube channels, and a good example video from each channel.Timestamps:00:33 Investing with Tom Channelhttps://www.youtube.com/c/InvestingwithTom01:42 Example video: Li Lu's Multibagger Stock Checklist (Himalaya Capital)https://youtu.be/tu7jBLEE-s402:50 Nathan Winklepleck, CFA Channelhttps://www.youtube.com/c/NathanWinklepleckCFA03:49 Example video: He crushed the S&P 500 for 25 years... [3 lessons for 2022]https://youtu.be/p21osakHwF005:35 J. MONEY Channelhttps://www.youtube.com/channel/UCaJFPtd9PsSmAxpVfUqUeoQ06:42 Example video: Alibaba Stock Update: Delisting News (2022) | $BABA $JD $PDDhttps://youtu.be/jj91WGqZyeQ07:53 Stock Compounder - Brad Kaellner Channelhttps://www.youtube.com/c/BradKaellner09:34 Example video: Terry Smith on Investing for Growth! Compounding with Great Companieshttps://youtu.be/nA7mzGKSX5k11:04 Anderew Brown Channelhttps://www.youtube.com/c/AndrewBrownInvesting12:57 Example video: Trulieve Stock Analysishttps://youtu.be/8lQYkfRLkXkThe Art of Value Twitter: https://twitter.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 help before making any investment decision. Hosted on Acast. See acast.com/privacy for more information.

Hot on the heels of the latest 13F filings from some of the world’s best investment fund managers, this episode focuses on 8 small cap stock investments from 5 top investors: Robert Vinall, Josh Tarasoff, Greg Alexander, Pat Dorsey, Chuck Akre.Timestamps:00:00 Introduction to small cap stock investing01:08 Investor Robert Vinall - RV Capital04:34 Trupanion08:46 Wix.com11:50 Ryman Healthcare15:40 Investor Josh Tarasoff - Greenlea Lane Capital17:20 Monday.com18:53 Investor Greg Alexander21:40 Investor Pat Dorsey23:31 Smartsheet Inc24:40 Upwork25:39 Poshmark28:10 Investor Chuck Akre29:18 DigitalBridgeReferenced videos:Robert Vinall: My Investor Q&A - with questions on management, building RV Capital and my holdings https://youtu.be/uGDmvRWAgy8Robert Vinall: What is Trupanion doing to win the pet insurance market? A chat with Darryl Rawlings (Founder & CEO) https://youtu.be/q25eUpPxYmY#investing #investors #smallcapstocks 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.

Investor Jeremy Grantham, in a recent interview said the current stock market is very likely to be in a big bear market rally. He expects the benchmark S&P 500 to eventually go down 50% from its 2021 peak, and the NASDAQ could go down 80%, like during the 2000 tech bubble bust. He also has some other predictions about the current bear market.This is The Art of Value episode 111.Full Jeremy Grantham Interview: The Current Bear Market w/ Jeremy Grantham (TIP466): https://youtu.be/OCUeKnAQVjcDisclaimer: I am not a financial adviser. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial help before making any investment decision. Hosted on Acast. See acast.com/privacy for more information.

I briefly discuss three top quotes from three top investors, about being invested in the stock market when the market crashes: Warren Buffett, Charlie Munger, and Peter Lynch.This is The Art of Value episode 110.Twitter: https://twitter.com/theartofvalueInstagram: https://www.instagram.com/artofvalueinvestTikTok: https://www.tiktok.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 help before making any investment decision. Hosted on Acast. See acast.com/privacy for more information.

I discuss some of Mohnish Pabrai’s comments from a recent interview, in which he talks about his investing quest to find multibagger stocks; companies that have the potential to return 10x within 10 years, and 100x over 20 years. This is The Art of Value episode 109.Part 1 is here: Mohnish Pabrai Interview: Value Investing Quest for Multibagger Stocks https://youtu.be/ra7APQ2TvpgMohnish Pabrai's full Q&A Session with Narsee Monjee Institute of Management Studies, Mumbai: https://youtu.be/qBdieWfouZMDisclaimer: I am not a financial adviser. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial help before making any investment decision. Hosted on Acast. See acast.com/privacy for more information.

I discuss some of Mohnish Pabrai’s comments in his latest interview, in which he talks about his value investing quest to find multibagger companies; companies that could 10x within 10 years, and 100x over 20 years.This is The Art of Value episode 108.Mohnish Pabrai's full Q&A Session with Narsee Monjee Institute of Management Studies, Mumbai: https://youtu.be/qBdieWfouZMThe Art of Value:YouTube: https://www.youtube.com/channel/UCmlgXjiwAUNHyIS30dnIHBgSpotify: https://open.spotify.com/show/6I878RawBT9rwHnVUPPHSh?si=23a140851abd4076Apple Podcasts https://podcasts.apple.com/us/podcast/the-art-of-value/id1615680017Other Podcast Platforms: https://anchor.fm/theartofvalueTwitter: https://twitter.com/theartofvalueLinkedin: https://www.linkedin.com/company/the-art-of-value/Facebook Page: https://www.facebook.com/profile.php?id=100082516724025Instagram: https://www.instagram.com/artofvalueinvestTikTok: https://www.tiktok.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 help before making any investment decision. Hosted on Acast. See acast.com/privacy for more information.

I look at and discuss the financial media speculation and rumors that Warren Buffett’s Berkshire Hathaway is preparing to sell its stock of Chinese electric vehicle and EV battery maker BYD, after owning  a significant stake in the company for over a decade.This is The Art of Value episode 107.The Art of Value:YouTube: https://www.youtube.com/channel/UCmlgXjiwAUNHyIS30dnIHBgSpotify: https://open.spotify.com/show/6I878RawBT9rwHnVUPPHSh?si=23a140851abd4076Apple Podcasts https://podcasts.apple.com/us/podcast/the-art-of-value/id1615680017Other Podcast Platforms: https://anchor.fm/theartofvalueTwitter: https://twitter.com/theartofvalueLinkedin: https://www.linkedin.com/company/the-art-of-value/Facebook Page: https://www.facebook.com/profile.php?id=100082516724025Instagram: https://www.instagram.com/artofvalueinvestTikTok: https://www.tiktok.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 help before making any investment decision. Hosted on Acast. See acast.com/privacy for more information.