Shows / The John Johnston Lounge
The John Johnston Lounge
Welcome to The John Johnston Lounge, your daily reality check on tech oligarchs, corporate overreach, and the true state of the market. Host John Johnston (JJ) delivers sharp analysis exposing the friction behind the headlines: billionaire legal threats, Silicon Valley power grabs, AI bubble economics, and corporate stunts. Cutting through PR spin, JJ holds Big Tech accountable, focusing on figures like Elon Musk, Sam Altman, Peter Thiel, Mark Zuckerberg, and Jeff Bezos. Zero sycophancy. Just…
Episodes
- The John Johnston Lounge
Alibaba Stock: Chair Joe Tsai on BABA’s Big AI Future
I react to part of a recent interview with Alibaba Group Chair Joe Tsai, who discusses the value and opportunities of artificial intelligence (AI) for Alibaba…
- The John Johnston Lounge
Chris Mayer 100 Baggers Portfolio: Constellation Software + Spinoffs
We take a look at 100 Baggers book author and fund manager Chris Mayer’s stock portfolio, to see which potential 10X to 100X stocks he has bought. We also see…
- The John Johnston Lounge
Super Investor Bill Ackman: How To Avoid Being A Lemming Investor
I react to a recent interview with super investor Bill Ackman, in which he discusses the psychology of investing and the temperament needed to become a…
- The John Johnston Lounge
Super Investor Bill Ackman Just Sold This Stock & Said This
I take a look at the current stock portfolio of super investor Bill Ackman, and his recent stock selling activity. Following that, I react to a recent…
- The John Johnston Lounge
Small Caps Super Investor Bares Capital Is Buying These Stocks
I survey some of the latest stock portfolio buys from small cap super investor Brian Bares of Bares Capital Management. Timestamps: 00:24 Bares Capital…
- The John Johnston Lounge
Michael Burry + These Super Investors Bought Alibaba & JD Stock
I investigate which super-investors have been buying Chinese stocks, including Alibaba stock (BABA), JD stock, Baidu (BIDU), PDD and others during the past…
- The John Johnston Lounge
Super Investors Just Bought These Small Caps
I survey some of the latest small cap stock portfolio buys of various super investors. Timestamps: 00:27 David Einhorn: Green Brick Partners 02:09 Daniel Loeb…
- The John Johnston Lounge
Alibaba Earnings: Big Buybacks, Special Dividend, Stock Down!
This episode includes a summary and analysis of the Alibaba March Quarter 2024 Earnings results, and my current thoughts on BABA Stock. Timestamps: 00:12…
- The John Johnston Lounge
GameStop Stock Soars on Return of Roaring Kitty!
Is meme stock madness back? Roaring Kitty (Keith Gill) is back posting online, and that immediately sent GameStop stock and other meme stocks soaring. There’s…
- The John Johnston Lounge
Warren Buffett: I’d Buy Small Caps if Starting Over Now
I discuss part of super investor Warren Buffett’s Berkshire Hathaway annual meeting Q&A, in which Buffett said the if he were starting out investing today…
- The John Johnston Lounge
Druckenmiller: AI Over-Hyped Now, Under-Hyped Long Term | Nvidia Stock
I react to part of the latest Stanley Druckenmiller interview, in which the legendary super investor discusses why and when he cut his Nvidia stock holding…
- The John Johnston Lounge
Is Warren Buffett As Bearish As He Ever Gets On Stocks?
I react to an investment fund manager who asserts that Warren Buffett is as bearish on the stock market as he’s ever been. Is Buffett waiting for a stock…
- The John Johnston Lounge
Why is Warren Buffett STACKING HUGE CASH Right Now?
Warren Buffett’s Berkshire Hathaway has just had its annual meeting in Omaha, and in the legendary hours-long Q&A session, super investor Buffett answered…
- The John Johnston Lounge
My New Weekly Stock Market Investing Update
This is a full preview of candid thoughts from the Weekly Investing Update I post for the new Value Supporter tier on The Art of Value Patreon. Timestamps…
- The John Johnston Lounge
Starbucks Stock Crash: Disaster Quarter & CEO Interview
Starbucks stock (SBUX) has crashed since the latest earnings, and was declining well before that. I analyze Starbucks earnings, and then react to an explosive…
- The John Johnston Lounge
HISTORIC: US Moves To Reschedule Cannabis! Stocks Soar!
I discuss the historic news and investing implications from the US cannabis sector today, that the DEA has agreed to reschedule cannabis from Schedule 1 to the…
- The John Johnston Lounge
How to Beat the S&P 500 by Doing (Almost) Nothing
I discuss an article that shows that a certain type of “do nothing” stock portfolio can beat the S&P 500 stock market index over the long term. Timestamps…
- The John Johnston Lounge
Has Alibaba Stock Bottomed? Thoughts On Crashed BABA
I react to an article about the very recent rally in Alibaba stock and whether it can be sustained. The article discusses whether Alibaba stock is a screaming…
- The John Johnston Lounge
Tesla Earnings By The Shocking Numbers | Tesla Stock
I take an in-depth look at the financials in the Tesla Q1 2024 Update, and other aspects of the Tesla investor deck. Timestamps: 00:41 Tesla Q1 2024 Update -…
- The John Johnston Lounge
My Thoughts On Bombshell Tesla Stock Earnings Call
Tesla stock news! The much anticipated Tesla Earnings results for Q1 2024 are out. I react to key moments in the Tesla Earnings Call with Elon Musk. Elon…
- The John Johnston Lounge
Mohnish Pabrai On His New MSFT & AMZN Holdings
I react to part of the first Pabrai Wagons Fund investor call, in which Pabrai discusses his new Microsoft and Amazon stock holdings. Pabrai fields questions…
- The John Johnston Lounge
Mohnish Pabrai Buys Occidental Petroleum + These Stocks
Here’s an update of the top 10 positions in the Mohnish Pabrai Wagons Fund stock portfolio, for Q1 2024, and a recap of the 20 positions held at the end of Q4…
- The John Johnston Lounge
Financial Education Jeremy: These Small Cap Stocks Will Explode!
I respond to well known finance YouTuber Financial Education, Jeremy Lefebvre, who discusses the overall stock market underperformance of small cap stocks…
- The John Johnston Lounge
Tom Lee: Dip Will Be Bought + Margin Loans All Time High!
I react to and discuss another recent interview with Fundstrat’s Tom Lee, in which he again attempts to predict the short and medium term trajectory of the…
- The John Johnston Lounge
Alibaba Chair Joe Tsai on Mistakes & Correcting Course
I react to and discuss part of a recent interview with Alibaba co-founder & Chair Joe Tsai, conducted by Norges Bank Investment Management. In this part, Joe…
- The John Johnston Lounge
Tom Lee: Bullish New Stock Market Prediction
I react to a recent interview with Fundstrat Managing Partner Tom Lee, in which he boldly predicts the short term trajectory of US inflation, interest rates…
- The John Johnston Lounge
Inflation Comes In Hot, Stocks Panic!
Recent Inflation numbers have came in unexpectedly high, and the stock market reacted immediately to the downside on the news. In this episode I react to some…
- The John Johnston Lounge
Our New Alibaba Stock Channel!
I’ve started a new, dedicated Alibaba stock (BABA stock) YouTube channel, The Art of Value: Alibaba Stock. If you regularly enjoy my Alibaba stock videos here…
- The John Johnston Lounge
Alibaba Stock: New Jack Ma Memo Hints at Return?
For the very first video on my new, dedicated Alibaba stock YouTube channel, I report and discuss this latest Alibaba stock (BABA stock) and co-founder Jack Ma…
- The John Johnston Lounge
Aswath Damodaran: Why The Stock Market Is Now Overpriced
I react to a recent interview with Prof. Aswath Damodaran from NYU, "The Dean of Valuation", who explains why he thinks the market is currently overpriced, and…
- The John Johnston Lounge
Alibaba Stock: BABA Supersizes Share Buybacks!
I report and discuss the latest Alibaba stock news that the Chinese tech company has increased its rate of share repurchasing by making its second biggest ever…
- The John Johnston Lounge
Alibaba Stock: Super Investor Charlie Munger Sold!
The late super investor Charlie Munger has posthumously sold a substantial percentage of Alibaba stock, which was part of the Daily Journal Corp portfolio he…
- The John Johnston Lounge
Why Spotify Stock Jumped 8% - Now Up 55% YTD!
In this episode we take a look at the news that sent Spotify stock up over 8% in one trading session, and I give my long term thoughts on the company. See…
- The John Johnston Lounge
Buy The Dip As Tesla Stock Slips?
Is it time to buy the multi-year TSLA stock dip? I react to some Tesla news clips about the disappointing delivery numbers for Q1, and give my opinion on the…
- The John Johnston Lounge
How I Got 30% Stock Portfolio Gain in Q1 (No AI Stocks)
My small cap and mid-cap stock portfolio shown in this episode returned over 30% in the first quarter of 2024, which is more than triple the return of the S&P…
- The John Johnston Lounge
I Bought 2 New Stocks! | Private Weekly Update
This episode is an edit of my latest Patreon-only weekly update, to give a taster of some of the exclusive content provided there. This week: additional…
- The John Johnston Lounge
Why Alibaba is Scrapping Cainiao IPO | BABA Stock
I report and discuss the latest Alibaba stock news that Alibaba is scrapping the previously planned IPO of its large logistics unit Cainiao, and is planning to…
- The John Johnston Lounge
Mohnish Pabrai: “Be A Shameless Cloner Like Me”
I respond to parts of recent Mohnish Pabrai Q&As, in which Pabrai discusses his concept of being a shameless cloner investor, and how to go about it…
- The John Johnston Lounge
Mohnish Pabrai: Why Great Stock Ideas Are Rare
I respond to a recent Mohnish Pabrai Q&A with Columbia Business School students, in which Pabrai discusses just how rare truly great investment ideas are, and…
- The John Johnston Lounge
Everything Money Lost MILLIONS Shorting! | My Reaction
I react to a video by Paul Gabrail from Everything Money, in which he discusses his recent short-selling mistake: going short Nvidia stock during the current…
- The John Johnston Lounge
Nvidia Stock A Bubble or A Buy? 10 Well Known Investors Answer
Nvidia stock (NVDA stock) has had a meteoric rise recently, so is the stock in a bubble or is it still a buy? Is it too late to buy Nvidia stock? Many well…
- The John Johnston Lounge
Google & Apple Really Teaming-Up On AI? My Thoughts
I respond to the news that Google and Apple are in negotiations to partner-up for AI development and roll-out on the Apple iPhone platform. Is this just talk…
- The John Johnston Lounge
Mohnish Pabrai Buys PayPal + These Stocks for Wagons Fund
Here’s an update of the current stock portfolio in the Mohnish Pabrai Wagons Fund. There are now 20 positions, so there are quite a few stock additions since…
- The John Johnston Lounge
Why This Fund Manager Says NEVER SELL Nvidia Stock
I react to a recent interview with a well known investor and investment fund manager Ross Gerber, who asserts that Nvidia stock investors should NEVER sell…
- The John Johnston Lounge
Why Tesla Stock Downgraded Again!
I react to clip of a Wells Fargo analyst discussing their downgrade of Tesla stock (TSLA stock). It begs the question, how low will Tesla stock go this time?…
- The John Johnston Lounge
Alibaba Investing BIG in Hong Kong Film & TV | BABA Stock
I report and discuss the latest Alibaba stock news that Alibaba’s Digital Media & Entertainment Group will invest heavily in Hong Kong’s entertainment industry…
- The John Johnston Lounge
Mohnish Pabrai on Tesla Stock vs BYD vs Stellantis
I react to part of a recent Mohnish Pabrai Q&A, in which Pabrai discusses the auto industry dynamics between Tesla, BYD Co, and Stellantis. He also compares…
- The John Johnston Lounge
Alibaba Stock: Is The Bottom In? Chairman Joe Tsai Interview!
I react to a recent interview with Alibaba Chairman Joe Tsai, who answers questions about the Alibaba stock (BABA stock) price, his recent stock purchases…
- The John Johnston Lounge
Tesla Stock: Is Tesla In Trouble?! Where Bottom?
I react to clip about the spate of unfortunate Tesla stock news that has seen the Tesla stock price (TSLA stock) languishing for well over three years now. Is…
- The John Johnston Lounge
Palantir Stock: Major Game Changing News?
I react to the Palantir stock news (PLTR stock) that Palantir has just won a $178 million US military contract involving AI on the battlefield. Related…
- The John Johnston Lounge
Sharing My Personal Investing Journey
I share some details about my personal investing journey so far. Relevant topics: The Art of Value, investing, investors, value investing, stocks, stock…
- The John Johnston Lounge
Aswath Damodaran: All Mag 7 Stocks Overpriced, NVDA INSANELY
I react to a recent interview with Prof. Aswath Damodaran from NYU, "The Dean of Valuation", who asserts that Nvidia Stock (NVDA) is insanely overpriced, and…
- The John Johnston Lounge
Aswath Damodaran: Nvidia Stock “Priced To The Point of Insanity”
I react to a recent interview with Prof. Aswath Damodaran from NYU, "The Dean of Valuation", who defends his contention that Nvidia Stock (NVDA) is currently…
- The John Johnston Lounge
Super Investor Seth Klarman Bought These Stocks
This episode surveys the current stock portfolio of super-investor Seth Klarman, investigating which stocks value investor Klarman was buying and selling for…
- The John Johnston Lounge
Market Crash? Meet Kevin + Jeremy Lefebvre Just Said What?
I react to well known finance and investing YouTubers Jeremy Lefebvre and Meet Kevin talking about whether there could be a “Great Crash” starting soon in the…
- The John Johnston Lounge
Super Investor Warren Buffett: Latest Lessons & Warnings
This episode looks at Warren Buffett's latest shareholder letter, which has recently been released together with Berkshire Hathaway’s 2023 full-year earnings…
- The John Johnston Lounge
Super Investor Li Lu Bought This Stock
This episode surveys the current stock portfolio of super-investor Li Lu from Himalaya Capital Management, and we take a closer look at one stock Li Lu bought…
- The John Johnston Lounge
Super Investor Portfolio: Bill Ackman Just Did This
This episode investigates which stocks super-investor Bill Ackman has been buying and selling for his Pershing Square Capital Management stock portfolio during…
- The John Johnston Lounge
Super Investor Warren Buffett Just Bought These Stocks
This episode investigates which stocks super-investor Warren Buffett has been buying and selling for the Berkshire Hathaway stock portfolio during Q4 2023…
- The John Johnston Lounge
Super Investor Portfolios: Mohnish Pabrai, Guy Spier, Chuck Akre
This episode investigates which stocks the super-investors Mohnish Pabrai (Pabrai Investment Funds), Guy Spier (Aquamarine Capital Management), and Chuck Akre…