The John Johnston Lounge

In episode 14, JJ discusses updated stock positions, including a growing number of small cap companies with the potential to compound over the long term.To leave an audio message: anchor.fm/artofvalueinvestingTwitter: twitter.com/theartofvalueEmail: theartofvalueinvesting@gmail.com Hosted on Acast. See acast.com/privacy for more information.

In episode 13, Art discusses the current market, some current stocks postions, and recaps some previous epiodses after the 12 break since the last one: The EV Bubble.To leave an audio message: anchor.fm/artofvalueinvestingTwitter: twitter.com/theartofvalueEmail: theartofvalueinvesting@gmail.com Hosted on Acast. See acast.com/privacy for more information.

In episode 12, Art discusses the current bubble he sees in the emerging EV sector.Mindset Value article by Aaron Edelheit referred to in this episode: Electric Car BubbleTo leave Art an audio message: anchor.fm/artofvalueinvestingTwitter: twitter.com/theartofvalueEmail: theartofvalueinvesting@gmail.com Hosted on Acast. See acast.com/privacy for more information.

In episode 11 of The Art of Value Investing, Art reviews some Q3 2020 portfolio updates from various well known value investors, or "superinvestors".To leave Art an audio message: anchor.fm/artofvalueinvestingTwitter: twitter.com/theartofvalueEmail: theartofvalueinvesting@gmail.com  Hosted on Acast. See acast.com/privacy for more information.

In episode 10, Art discusses the new DEEP Value ETF from deep value investor Tobias Carlisle, which focuses on deeply undervalued small and micro cap U.S. stocks. Stocks mentioned in this episode:  The Roundhill Acquirers Deep Value ETF (DEEP), Turtle Beach (HEAR), Spotify (SPOT).The quote from Tobias about the Roundhill Acquirers Deep Value ETF is from here. I encourage you to listen to the whole episode:Stansberry Investor Hour with Dan Ferris: How to Profit in The New Age of Value Stockshttps://investorhour.libsyn.com/how-to-profit-in-the-new-age-of-value-stocksYou can find more on Tobias and the The Acquirers Multiple here:https://acquirersmultiple.comYou can find more on the The Roundhill Acquirers Deep Value ETF herehttps://www.roundhillinvestments.com/etf/deep/To leave Art an audio message: anchor.fm/artofvalueinvestingTwitter: twitter.com/theartofvalueEmail: theartofvalueinvesting@gmail.com Hosted on Acast. See acast.com/privacy for more information.

In episode 9, Art discusses David Einhorn's 10 signs of a second tech bubble, and his assertion that the bubble already peaked in early September 2020.Articles and videos referenced in this episode:Greenlight Capital's David Einhorn just called the top in stocks, and gave 10 reasons why tech is in a bubblehttps://www.businessinsider.com.au/stock-market-outlook-top-call-einhorn-signs-technology-bubble-letter-2020-10?r=USDavid Einhorn: 10 Signs The Bubble Has Already Poppedhttps://acquirersmultiple.com/2020/10/david-einhorn-10-signs-the-bubble-has-already-popped/Value: After Hours S02 E43 Einhorn's Bubble Hunting, Risk-Taking, and Lessons from Nuclear Meltdownshttps://youtu.be/AgpylaBGLHwLeave Art an audio message: anchor.fm/artofvalueinvestingTwitter: twitter.com/theartofvalueEmail: theartofvalueinvesting@gmail.com Hosted on Acast. See acast.com/privacy for more information.

In episode 8, Art discusses a couple of recent video presentations by value investor Mohnish Pabrai, in which he talks about investing in compounders: companies with long runways of growth, and selling for reasonable prices.Videos referenced in the podcast:Mohnish Pabrai Lecture at Boston College - October 8, 2020https://www.youtube.com/watch?v=ANn907GgLPsQ&A with Mohnish Pabrai and Francis Chou at Harvard - April 7, 2020https://www.youtube.com/watch?v=iW0Mv9zVt0oLeave Art an audio message: anchor.fm/artofvalueinvestingTwitter: twitter.com/theartofvalueEmail: theartofvalueinvesting@gmail.com Hosted on Acast. See acast.com/privacy for more information.

In episode 7 of The Art of Value Investing, Art discusses a recent presentation by value investing fund manager Bill Nygren, from Oakmark Funds. Bill outlined some reasons for the obvious disparity between the performance of growth and value in recent years, and how that is very likely to change, including suggesting that, like the bubble of the late 1990s, the current situation amounts to a bubble in growth stocks. The full Bill Nygren presentation video, hosted by GuruFocus: https://youtu.be/yibOomafgxULeave Art an audio message: anchor.fm/artofvalueinvestingTwitter: @theartofvalue Hosted on Acast. See acast.com/privacy for more information.

In Episode 6 of The Art of Value Investing, Art discusses the contemporary value investing approach of UK superinvestor Terry Smith.Video of the March 2019 Terry Smith presentation mentioned in this episode:youtu.be/YZM9dhiDbzILeave Art an audio message:anchor.fm/artofvalueinvestingTwitter: @theartofvalueEmail: theartofvalueinvesting@gmail.com Hosted on Acast. See acast.com/privacy for more information.

In episode 5, Art discusses early research and strategic analysis on Spotify. Could it become a 10 bagger over time? Feel free to leave Art a message to share your thoughts and questions:Anchor for audio message: anchor.fm/artofvalueinvestingTwitter: @theartofvalueEmail: theartofvalueinvesting@gmail.com Hosted on Acast. See acast.com/privacy for more information.