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
Super Investor Terry Smith (Fundsmith) is Investing For GROWTH
This episode investigates which stocks super-investor Terry Smith from Fundsmith and Smithson Investments funds has been buying recently, and why he might have…
- The John Johnston Lounge
Michael Burry & These Super Investors Are Buying Alibaba & JD Stock
This episode investigates which super-investors have been buying Alibaba stock (BABA), JD stock and others during the past quarter. Large fund managers’ 13F…
- The John Johnston Lounge
Airbnb Just Booked Solid Earnings | ABNB Stock Analysis
This episode includes a summary and brief analysis of the Airbnb Q4 2023 Earnings, and my thoughts on the company and ABNB stock. Airbnb stock analysis, Airbnb…
- The John Johnston Lounge
Will ARM Holdings Stock Crash? My Thoughts | ARM Stock
This episode takes a look at ARM Holdings. ARM stock has had a meteoric rise lately, on the back of stock market exuberance for all things artificial…
- The John Johnston Lounge
Palantir Stock After Earnings - My Thoughts | PLTR Stock
This episode includes a summary and analysis on the Palantir Q4 2023 and Full Year Earnings results, and my thoughts on the company and PLTR Stock. Palantir…
- The John Johnston Lounge
Alibaba Stock Earnings Summary + My Opinion | BABA Stock
This episode includes a summary and analysis on the Alibaba December Quarter 2023 Earnings results, and my thoughts on the earnings and BABA Stock. Alibaba…
- The John Johnston Lounge
Why MSOS Stock Is Ripping Higher | MSOS ETF Analysis
I discuss the MSOS ETF and the probable reasons the stock has been ripping higher recently. For those who don’t know, I answer the question: what is the MSOS…
- The John Johnston Lounge
Tesla Stock Investors Must Know This About Tesla Bot & Humanoids
I discuss the near future of humanoid robots, including the Optimus Tesla Bot. How soon will humanoids be useful and what will they be used for? How might…
- The John Johnston Lounge
Tesla Drops Bombs On Earnings Call | Response To Solving The Money Problem
I respond to a Tesla stock video from Solving The Money Problem YouTube channel about Tesla Q4 2023 Earnings, in which this Tesla Uber-bull, nay pumper, only…
- The John Johnston Lounge
Alibaba Stock: Jack Ma Buying! + China Bazooka Stimulus?
I report and give my thoughts on this latest Alibaba stock (BABA stock) and co-founder Jack Ma news. Jack Ma and current Alibaba Chairman Joe Tsai have both…
- The John Johnston Lounge
Can Constellation Software Continue in Compounding Beast Mode?
Can high-quality serial acquirer company Constellation Software, with its founder and expert capital allocator Mark Leonard, continue to compound at a high…
- The John Johnston Lounge
Guy Spier & Mohnish Pabrai Investing Philosophy + My Thoughts
I react to a conversation between value investors Mohnish Pabrai and Guys Spier, in which they discuss aspects of their investing processes and philosophies…
- The John Johnston Lounge
Mohnish Pabrai Warns: Don’t Compete With Elon & Tesla
I discuss a recent Mohnish Pabrai Q&A in which he mentions that in business Elon Musk is an anomaly worth paying attention to, and that you wouldn’t want to…
- The John Johnston Lounge
Is Everyone Too Bullish? Response to Joseph Carlson
I react to Joseph Carlson and famed investor Steve Eisman explaining why they think investors are too bullish on the stock market. Related videos: Everyone is…
- The John Johnston Lounge
3-5 Year Bull Market? Tech Bubble? Response to Jeremy Lefebvre
I react to a recent Jeremy Lefebvre video, in which Jeremy is reacting to a finance media video about two predictions of an imminent multi-year tech bull…
- The John Johnston Lounge
Why Mohnish Pabrai Sold Micron Technology Stock
I investigate and discus why value investor Mohnish Pabrai sold his entire Micron Technology stock (MU stock) position. Pabrai explained his Micron Tech…
- The John Johnston Lounge
Alibaba Stock News: BABA CEO Wu Takes Direct Control of Ecommerce
I report and give my thoughts on the latest Alibaba stock (BABA stock) and co-founder Eddie Wu news. Alibaba CEO Eddie Wu is now taking direct control of…
- The John Johnston Lounge
Were Michael Burry’s Stock Market Predictions Wrong?
In this episode we look back at famous investor Michael Burry’s stock market predictions, and predictions about the US economy, during the past year or so…
- The John Johnston Lounge
Chris Mayer on Constellation Software + My Thoughts
I summarize and discuss some parts of a recent Chris Mayer interview regarding illustrious serial acquirer company Constellation Software. Chris Mayer is the…
- The John Johnston Lounge
PayPal Stock: Did Amazon Just DUMP Venmo?!
In surprising PayPal stock news, Amazon and PayPal have announced that PayPal’s Venmo will soon be removed as a payment method from Amazon! In this episode I…
- The John Johnston Lounge
Mohnish Pabrai’s New Fund Buys EBAY & These Stocks
We look at the key principles and ideas behind Mohnish Pabrai’s new mutual fund, the Pabrai Wagons Fund, and the initial portfolio of compounder stocks that…
- The John Johnston Lounge
Alibaba Stock News: Surprise Jack Ma Memo! My Thoughts | BABA Stock
I report and give my thoughts on this latest Alibaba stock (BABA stock) and co-founder Jack Ma news. Jack Ma has issued a surprise internal memo to Alibaba…
- The John Johnston Lounge
Mohnish Pabrai: How to Find Stock Compounders + My Thoughts
I react to the latest Mohnish Pabrai interview, in which he discusses how to identify quality compounders, companies that can compound at a high rate over the…
- The John Johnston Lounge
Many Super Investors Just Bought THESE Stocks
Here’s a look at the most popular stocks that super investors, who are many of the top investment managers in the world, were buying during the past quarter…
- The John Johnston Lounge
Alibaba Stock News & My Thoughts: Jack Ma's BABA Stock Dump
In this episode I summarize and comment on the latest Alibaba stock news about founder Jack Ma's plan to sell a sizeable chuck of BABA stock, and how a major…
- The John Johnston Lounge
Mohnish Pabrai & My Thoughts on Identifying Compounders
In this episode I react to part of a recent Mohnish Pabrai interview, in which he discusses how to identify compounders, and also some of Warren Buffett's and…
- The John Johnston Lounge
Super Investors Just Bought These Stocks The Most
Here's a look at what were the most popular stocks to buy among super investors during Q3 2023. Stock market investing talk with JJ from The Art of Value…
- The John Johnston Lounge
Alibaba Earnings & My Thoughts on Crashed BABA Stock
This episode includes a summary and analysis on the Alibaba September Quarter 2023 Earnings results, and my thoughts on BABA Stock, in the context of the…
- The John Johnston Lounge
Alibaba Earnings Reaction - Why Has BABA Stock Plunged?
This Stocks Today With JJ episode looks at the Q3 2023 Alibaba earnings, and probable reasons for the Alibaba stock price plunge since the earnings release. We…
- The John Johnston Lounge
Livestream Replay: Starlink IPO 2024? Super-Investor Stock Portfolios, China Stocks Jump on JD Earnings
In this Stocks Today With JJ livestream video: daily stock market update - Santa Claus rally?; Starlink IPO in 2024?; Q3 2023 super-investor portfolio updates…
- The John Johnston Lounge
Guru Portfolios Q3 2023: Pabrai, Akre, Klarman, Gayner
Here's a look at the stock portfolio updates of four guru or superinvestors from Q3 2023. The investors are Mohnish Pabrai, Chuck Akre, Seth Klarman, and…
- The John Johnston Lounge
Stocks Today With JJ! Livestream Replay - New Pabrai Stock Buy, Pharma Stocks Soar, BABA Stock & China Singles' Day & More
In this Stocks Today with JJ video: some current stock market news, this week's earnings calendar, Mohnish Pabrai's new stock buy, Santa Claus rally outlook…
- The John Johnston Lounge
Next Compounding Beast? Constellation Software Spinoff Topicus
I discuss the recent earnings and future potential of company Topicus, a serial acquirer of small software companies. It's a spin-off from the much larger…
- The John Johnston Lounge
Apple Earnings: What Can Move The Needle? AAPL Stock
Apple (AAPL stock) has just reported earnings. In this episode I look at these latest Apple earnings, including the outlook for the company, possible sources…
- The John Johnston Lounge
Amazon Stock: Back on Track with GREAT Earnings | AMZN Stock
Amazon stock (AMZN stock) has jumped since the company reported Q3 2023 earnings. In this episode I analyze the latest Amazon earnings report, and give my…
- The John Johnston Lounge
Google Stock Analysis: Why GOOGL Declined on Great Earnings!
Why did Alphabet or Google stock (GOOG, GOOGL) decline nearly 12% in the 2 stock market trading days after reporting great Q3 2023 earnings? In this episode I…
- The John Johnston Lounge
Tesla Stock Analysis: Q3 Earnings Disaster! TSLA Stock
Tesla (TSLA stock) just reported 3Q 2023 earnings, which came in well below investor expectations. In this episode I discuss the Tesla Q3 earnings shock, Q3…
- The John Johnston Lounge
PayPal Stock Analysis: Massive Drop! Time to Buy PYPL Stock?
PayPal stock has dropped over 80% in the US stock market since mid-2021. Is PYPL stock worth buying because of this? Is PYPL a value stock or a value trap?…
- The John Johnston Lounge
Howard Marks: An Investing Sea Change is Happening!
I discuss the latest interview of legendary value investor Howard Marks, with Bloomberg's David Rubenstein, in which Marks discusses the massive sea change his…
- The John Johnston Lounge
Alibaba Stock News: Logistics Arm Cainiao to IPO! | BABA Stock
This Alibaba stock (BABA stock) news update looks closely at Alibaba's upcoming IPO of its significant logistics arm, Cainiao. See below timestamps: 00:00 The…
- The John Johnston Lounge
Elon's BS & Charisma Talked Tesla Stock Way Up - Jeremy Grantham
I discuss part of the latest Jeremy Grantham interview, in which the billionaire value investor offers his thoughts on Tesla stock as an investment, Tesla the…
- The John Johnston Lounge
Jeremy Grantham: We're STILL in A Major Stock Market Bubble
I summarize and discuss the latest Jeremy Grantham interview, with The Compound and Friends, in which the billionaire investor and financial bubble historian…
- The John Johnston Lounge
Primer: Mark Leonard, Constellation Software & Topicus
Constellation software is a high-quality serial acquirer company with an incredible capital allocator Mark Leonard leading it. Constellation Software stock has…
- The John Johnston Lounge
Mohnish Pabrai: Why Tencent is Superior to Alibaba
In two of the latest Mohnish Pabrai interviews, the well known value investor and fund manager discussed why he thinks Tencent is a superior company to…
- The John Johnston Lounge
Alibaba Stock: CEO Quits! George Soros Buys BABA Stock
This Alibaba stock (BABA stock) update analyzes why Alibaba CEO Daniel Zhang has quit, just as he was about to transition to lead Alibaba Cloud ahead of its…
- The John Johnston Lounge
Jeremy Grantham: Super Bubble Bursting, Recession Imminent
I summarize and discuss the latest Jeremy Grantham interview, with Bloomberg Wealth's David Rubenstein, in which the billionaire veteran investor Grantham…
- The John Johnston Lounge
Tesla Stock News Today - Big Price Cuts! | TSLA Stock Update
In TSLA stock news today, this update includes a look at recent Tesla stock price movements, a brief look at the new Tesla Model 3 update, and the significant…
- The John Johnston Lounge
Alibaba Stock Update & China Market Boost | BABA Stock
This Alibaba stock update includes a closer look at BABA stock in relation to the current Chinese economy and China stock market, including new Chinese…
- The John Johnston Lounge
Alibaba Earnings - Return to Growth! | BABA Stock
This episode includes a summary and thoughts on the Alibaba June Quarter 2023 Results, in the context of the current China economic backdrop and the huge drop…
- The John Johnston Lounge
Michael Burry's NEW Big Short Investments!
Legendary "Big Short" Investor Michael Burry just revealed a new big short! I look at how Burry's shorting the US stock market, and I also take a look at his…
- The John Johnston Lounge
Guru Portfolio Updates Q2 2023: Li Lu & David Tepper
Here's a detailed look at the stock portfolio updates of two guru or superinvestors from Q2 2023: Li Lu of Himalaya Capital Management and David Tepper of…
- The John Johnston Lounge
Guru Portfolios Updates Q2 2023: Pabrai, Akre, Klarman, Gayner
Here's a look at the portfolio updates of four guru or superinvestors from Q2 2023. The investors include Mohnish Pabrai, Chuck Akre, Seth Klarman, and Thomas…
- The John Johnston Lounge
Warren Buffett's Best Rules for Investing Success
Warren Buffett, founder and CEO of Berkshire Hathaway and arguably the greatest investor of all time, has some simple rules for successful investing. I look at…
- The John Johnston Lounge
How To Get 100x Stock Returns - Thomas Phelps
JJ discusses the classic stock investing book 100 to 1 in the Stock Market, in which author Thomas Phelps, after decades of research, reveals what it takes to…
- The John Johnston Lounge
How Howard Marks Predicts Each Stock Market Crash & Recovery
JJ discusses the latest Memo from legendary value investor Howard Marks, Taking the Temperature, in which Marks explains his strategy of taking the temperature…
- The John Johnston Lounge
What Mohnish Pabrai Said About Investor Li Lu
I summarize and discuss what investor Mohnish Pabrai has said in recent Q&A interviews about his friend and colleague, legendary investor Li Lu. Timestamps…
- The John Johnston Lounge
Big Short Investor Steve Eisman Predicts Stock Market Melt-Up
I summarize and respond to what famous "Big Short" investor Steve Eisman is currently predicting for US the stock market. Eisman was recently interviewed by…
- The John Johnston Lounge
Mohnish Pabrai Said This Re Stock Market Bubbles
In this episode I summarize and discuss a talk by investor and fund manager Mohnish Pabrai on US stock market bubbles since the 1920s. We look at the Motors…
- The John Johnston Lounge
A Next Gen Warren Buffett? Tiny's Andrew Wilkinson
In this episode I discuss the young Canadian billionaire investor and entrepreneur Andrew Wilkinson. He's the co-founder of Tiny Ltd , which has been labelled…
- The John Johnston Lounge
Stock Market Crash Over? Big Short Investor Steve Eisman Predicts
In this episode I summarize and discuss what legendary investor Steve Eisman, who was played by Steve Carell in the movie The Big Short, has been predicting…