The John Johnston Lounge

In episode 44, JJ discusses the Q1 2022 Tesla earnings call, especially Elon Musk’s remarks about future tech developments, extreme scaling of the company, and the looming EV raw materials constraints, especially lithium.Stocks mentioned: TSLA LACThe Art of Value:https://anchor.fm/theartofvalueYouTube: https://www.youtube.com/channel/UCmlgXjiwAUNHyIS30dnIHBgSpotify: https://open.spotify.com/show/6I878RawBT9rwHnVUPPHSh?si=5c768532dda841a2Twitter: 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.

In episode 43, JJ discusses the further 35% one-day drop in the Netflix share price, and Bill Ackman’s sale of the stock vs Ross Gerber’s purchase of more. JJ also mentions the New Zealand inflation numbers out today, which the finance world will be taking notice of.Stocks mentioned: NFLX, SPOTPershing Square Holdings, Ltd. Releases Letter to Shareholders:https://pershingsquareholdings.com/pershing-square-holdings-ltd-releases-letter-to-shareholders/Videos referenced:Its Wall To Wall Inflation In New Zealand!https://youtu.be/j1tDw2OO8h8Netflix Craters After Shock Subscriber Drophttps://youtu.be/5rFdwkLOG7AThe Art of Value:https://anchor.fm/theartofvalueYouTube: https://www.youtube.com/channel/UCmlgXjiwAUNHyIS30dnIHBgSpotify: https://open.spotify.com/show/6I878RawBT9rwHnVUPPHSh?si=5c768532dda841a2Twitter: 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.

In episode 42, JJ discusses the ongoing collapse of the Netflix share price, and now the substantial fall in the mega-streamer’s subscriber numbers last quarter.Stocks mentioned: NFLX, SPOTThe Art of Value:https://anchor.fm/theartofvalueYouTube: https://www.youtube.com/channel/UCmlgXjiwAUNHyIS30dnIHBgSpotify: https://open.spotify.com/show/6I878RawBT9rwHnVUPPHSh?si=5c768532dda841a2Twitter: 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.

In episode 41, JJ discusses some recent investing-related TV-watching, including The Inventor: Out for Blood in Silicon Valley, about Elisabeth Holmes’ company Theranos, and Super Pumped: The Battle for Uber, about Travis Kalanick's building and leadership of Uber.Stocks mentioned: UBER, TSLA. SFIXThe Art of Value:https://anchor.fm/theartofvalueYouTube: https://www.youtube.com/channel/UCmlgXjiwAUNHyIS30dnIHBgSpotify: https://open.spotify.com/show/6I878RawBT9rwHnVUPPHSh?si=5c768532dda841a2Twitter: 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.

In episode 40, JJ offers some thoughts on the new hourlong Warren Buffett and Elon Musk video interviews.Related stocks: BRK, TSLA, TWTRWarren Buffett interview with Charlie Rosehttps://charlierose.com/videos/31221Elon Musk talks Twitter, Tesla and the future at TED2022https://youtu.be/cdZZpaB2kDMThe Art of Value:https://anchor.fm/theartofvalueYouTube: https://www.youtube.com/channel/UCmlgXjiwAUNHyIS30dnIHBgSpotify: https://open.spotify.com/show/6I878RawBT9rwHnVUPPHSh?si=5c768532dda841a2Twitter: 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.

In episode 39, JJ discusses today's headline financial news that respected JPMorgan CEO Jamie Dimon now sees significant challenges ahead for the US economy, after being more optimistic last quarter.JJ also discusses the fake Tesla news that briefly sent a micro-cap lithium company stock up 280% (timestamp 12:20)Stocks mentioned: JPM, SQ, TSLA, LTUMThe Art of Value:https://anchor.fm/theartofvalueYouTube: https://www.youtube.com/channel/UCmlgXjiwAUNHyIS30dnIHBgSpotify: https://open.spotify.com/show/6I878RawBT9rwHnVUPPHSh?si=5c768532dda841a2Twitter: 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.

In episode 38, JJ discusses the high Consumer Price Index numbers, and then reacts to a Cathie Wood video interview in which she says ARK Invest is now expecting a 50% compound annual growth rate over the next 5 years.Stocks mentioned: $ARKK $PLTR $SPOT $SQ, $PDD, $JD Investors mentioned: Cathie Wood, Peter Lynch, Joel Greenblatt, Warren BuffettThe Art of Value:https://anchor.fm/theartofvalueYouTube: https://www.youtube.com/channel/UCmlgXjiwAUNHyIS30dnIHBgSpotify: https://open.spotify.com/show/6I878RawBT9rwHnVUPPHSh?si=5c768532dda841a2Twitter: 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.

In episode 37, JJ discusses news relating to the YTD performance of the US market indexes, Charlie Munger selling some BABA, the upcoming New Jersey recreational cannabis market, Peter Thiel and Bitcoin, and the commissioning of a large fermentation plant for leading synthetic biology company AmyrisThe Art of Value:https://anchor.fm/theartofvalueYouTube: https://www.youtube.com/channel/UCmlgXjiwAUNHyIS30dnIHBgSpotify: https://open.spotify.com/show/6I878RawBT9rwHnVUPPHSh?si=5c768532dda841a2Twitter: 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.

In Episode 36, JJ discusses the likelihood of SAFE banking legislation passing through the US Congress within the next 90 days.The SAFE Window, by Aaron Edelheit, Mindset Value Substack:https://mindsetvalue.substack.com/p/the-safe-window?s=rAaron’s Mindset Capital on YouTube:https://www.youtube.com/channel/UC-HA_InMzHymXhTU_5gxJOAThe Art of Value:https://anchor.fm/theartofvalueYouTube: https://www.youtube.com/channel/UCmlgXjiwAUNHyIS30dnIHBgSpotify: https://open.spotify.com/show/6I878RawBT9rwHnVUPPHSh?si=5c768532dda841a2Twitter: https://twitter.com/theartofvalue Hosted on Acast. See acast.com/privacy for more information.

In Episode 35, JJ discusses recent US federal legislation and market developments in the emerging legal US cannabis sector, and ongoing news from the US Fed that's having an impact on the overall market this week.The Art of Value:https://anchor.fm/theartofvalueYouTube: https://www.youtube.com/channel/UCmlgXjiwAUNHyIS30dnIHBgSpotify: https://open.spotify.com/show/6I878RawBT9rwHnVUPPHSh?si=5c768532dda841a2Twitter: https://twitter.com/theartofvalue Hosted on Acast. See acast.com/privacy for more information.