The John Johnston Lounge

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 have been bought for the investment fund. Related video: Stocks Today With JJ channel: Mohnish Pabrai’s Wagons Fund Just Bought These Stocks https://youtu.be/Qb_cJRcwqQs The Art of Value Patreon: https://www.patreon.com/TheArtofValue The main...

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 employees, after an absence of about 3 years, and he hasn’t minced words regarding the direction of the company and one of its main competitors: Pinduoduo (PDD) and PDD stock. Related episodes: Alibaba Stock News & My Thoughts: Jack Ma'...

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 long term. Related episodes: Mohnish Pabrai: Why Tencent is Superior to Alibaba Stock https://youtu.be/cCKKrPYKz3U Mohnish Pabrai's YT Channel: https://www.youtube.com/@mohnishpabrai Show your appreciation by buying JJ a coffee! https://...

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, Q3 2023. We also take a closer look at some of those top stock picks.  Related episodes: Guru Portfolios Q3 2023: Pabrai, Akre, Klarman, Gayner https://youtu.be/mWr4JNZR7z8 Alibaba Stock Earnings & My Thoughts on Crashed BABA Stock https:...

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 US investment bank is now bullish on BABA stock for the coming year, placing an optimistic price target on the stock. Related episodes: Alibaba Stock Earnings & My Thoughts on Crashed BABA Stock https://youtu.be/8P23n3c8Z3I Show your...

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 Charlie Munger's great investment decisions. Stock market investing talk with JJ from The Art of Value: stocks, stock market investing, stock market news and more. Mohnish Pabrai's YT Channel: https://www.youtube.com/@mohnishpabr...

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: stocks, stock market investing, stock market news and more. Show your appreciation by buying JJ a coffee! https://www.buymeacoffee.com/jjprojects I use TIKR Terminal to help analyze great businesses, follow top investor portfolios, and help...

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 current China economic backdrop, and the massive drop BABA stock has had since its peak in late 2020. See below timestamps: 00:00 BABA stock price activity 00:51 Update on super-investors who own Alibaba stock 02:05 Alibaba news commentary since...

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 look at the BABA stock price action, news commentary to do with the latest Alibaba earnings, and the quarterly financials Stock market investing talk with JJ from The Art of Value: stocks, stock market investing, stock market news and more....

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, Tower Semiconductor (TSEM); Li LU - Himalaya Capital Management, East West Bancorp (EWBC); Bill Ackman - Pershing Square Capital Management; Warren Buffet - Berkshire Hathaway; Norbert Lou - Punch Card Management; David Tepper - Appaloosa M...

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 Thomas Gayner.  See below timestamps: 00:00 Super investor portfolios - Fish where the fish are 00:52 Mohnish Pabrai - Pabrai Investments portfolio 03:58 Arch Resources (ARCH) 07:00 Chuck Akre - Akre Capital Management portfolio 12:57 Seth Kl...

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, recent Healthcare and pharmaceutical stocks performance, Novo Nordisk stock (NVO), Eli Lilly stock (LLY), Boeing stock (BA) boost on major deal, Exxon (XOM) aims to become lithium producer for EV batteries, China Singles' Day sale...

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 Constellation Software, which was founded and is led by superb capital allocator Mark Leonard. Will Topicus be able to compound at a similar rate to how Constellation Software has for well over two decades? See below timestamps: 00:00 Topicu...

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 of future growth, and highlights of the Apple earnings call including my live reactions. Where will Apple's future growth come from, and what could possibly move the needle for a company that's already this massive? See below timestam...

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 opinion on the outlook for the company and stock. See below timestamps: 00:00 Recent AMZN stock price action 00:58 Amazon stock analysis - Amazon Q3 2023 financial results 04:03 Amazon sector by sector growth percentages 06:56 Other important Am...

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 analyze the latest Google earnings report, the current company situation, and the outlook for the company and stock. See below timestamps: 00:00 Google Q3 2023 earnings analysis 03:30 Why the share price decline after earnings? 06:08 Could t...

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 highlights and lowlights including: reacting to what well known Tesla analyst Dan Ives said, looking at the Tesla Q3 investor presentation, then some highlights from the Tesla earnings call with Elon Musk. The episode also includes commentary...

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? Will PayPal stock outperform the stock market benchmark over the coming years? I analyze PayPal in this episode, to see some of the possibilities ahead for the company and stock. See below timestamps: 00:00 PYPL stock drop, and PayPal's new...

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 sees happening in financial markets, what in means, and what he thinks investors should do. See below timestamps: 00:00 The massive sea change in financial markets 01:10 Declining and ultra-low rates since 1980 01:43 The Howard Marks Se...

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 split-up of Alibaba and the Cainiao IPO 01:09 Latest disclosures on the Cainiao IPO - benefits of the IPO 03:59 A closer look at the Cainiao logistics business 06:31 Recent financial results and potential growth 07:48 First Alibaba IPO o...

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 company, and Elon Musk as its leader. See below for timestamps: 00:00 Jeremy Grantham on Elon Musk and TSLA Stock 00:28 Grantham's Tesla stock loser story 02:05 A wonderful propagandist - manifesting Tesla from BS and charisma 03:05 Comp...

I summarize and discuss the latest Jeremy Grantham interview, with The Compound and Friends, in which the billionaire investor and financial bubble historian again discussed the super-bubble he currently sees in the US stock market in 2023, and in global real estate markets. See timestamps below for sections: 00:00 Jeremy Grantham bubble historian or eager permabear? 01:41 Calling the exact bottom...

Constellation software is a high-quality serial acquirer company with an incredible capital allocator Mark Leonard leading it. Constellation Software stock has produced excellent stock market returns for many years. This episode is a primer on Constellation Software, its legendary founder and President Mark Leonard, and its recent European spin-off Topicus. See timestamps below for specific sectio...

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 Alibaba, indicating that he thinks Tencent stock should perform better than Alibaba stock over the long term. Pabrai sold BABA stock and switched it for a stake in Tencent, via a company called Prosus. Pabrai provides a brief and partial Tencent st...

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 planned spinoff. Next we look at the news that the planned Freshippo IPO is being delayed, and the reason why. Finally, we examine the news that legendary investor George Soros has bought some BABA stock, and we look at which other super-inves...