The John Johnston Lounge

In episode 25, JJ has some further news and thoughts on Jeremy Grantham's US stock market bubble thesis from last week, discusses the partial China tech rebound, and the continuing US cannabis sector drawdown.  Twitter: @ theartofvalue

In episode 24, JJ discusses Jeremey Granthanm's latest remarks on what he sees as the biggest US stock market bubble in history, and that it began to deflate in Feb 2021 with the riskiest, highest priced stocks. Twitter: @ theartofvalue

In episode 23, JJ reviews some Q2 2021 portfolio changes from various well known value investors, or "superinvestors". Twitter: @ theartofvalue

In episode 22, JJ discussess Spotify's (SPOT) Q2 2021 earnings call, especially the latest remarks from Founder, CEO and Board Chair Daniel Ek, on Spotify's long term growth prospects and trajectory from where it is today.  Twitter: @theartofvalue

In episode 21, JJ discusses Alibaba's earnings release, and what some well known investors have been saying and doing in relation to the stock. In addition, JJ dicusses the recent high volatility in the stock of newly public Calfifornia-based cannabis company Glass House Group (GLASF), and in the US cannabis sector in general. 

In episode 20, JJ discusses the crash of China tech stocks in particular, Q2 2021 Spotify earnings, and Q2 2021 Tesla earnings.

In episode 19, JJ discusses how batteries are the new oil. Thinking through the industry life-cycle involves: mining the relevant materials; manufacturing batteries for many millions of electric vehicles, electronic devices and energy storage; recycling battery materials for reuse in a circular economy. Twitter: @theartofvalue

In episode 18, JJ discusses the ongoing decline in share prices of the big Chinese tech companies. Is this a value investing opportunity, or a big mistake to invest?  Twitter: @theartofvalue

In episode 17, JJ discusses the rapidly evolving investment situation and opportunity in the US legal cannabis sector. Twitter: @theartofvalue

In episode 16, JJ discusses Stitch Fix (SFIX) again, after hearing a recent Vogue Business interview with the incoming CEO, Elizabeth Spaulding. Is Stitch Fix the future of online, personalized apparel shopping? Can the company successfully scale up to be a very large player in apparel sales? Twitter: @theartofvalue

In episode 15, JJ discusses whether or not most value investors are being too harsh on Tesla, and talks about recent positions in China's Alibaba and Pindoudou. Twitter: @theartofvalue

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/artofvalueinvesting Twitter: twitter.com/theartofvalue Email: theartofvalueinvesting@gmail.com

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/artofvalueinvesting Twitter: twitter.com/theartofvalue Email: theartofvalueinvesting@gmail.com

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 Bubble To leave Art an audio message: anchor.fm/artofvalueinvesting Twitter: twitter.com/theartofvalue Email: theartofvalueinvesting@gmail.com

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/artofvalueinvesting Twitter: twitter.com/theartofvalue Email: theartofvalueinvesting@gmail.com  

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...

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 bubble https://www.businessinsider.com.au/stock-market-outlook-top-call-einhorn-signs-technology-...

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, 2020 https://www.youtube.com/watch?v=ANn907GgLPs Q&A with Mohnish Pabrai and Franci...

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 bubbl...

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/YZM9dhiDbzI Leave Art an audio message: anchor.fm/artofvalueinvesting Twitter: @theartofvalue Email: theartofvalueinvesting@gmail.com

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/artofvalueinvesting Twitter: @theartofvalue Email: theartofvalueinvesting@gmail.com

In Episode 4, Art discusses Christopher Mayer's 2018 book, 100 Baggers: Stocks That Return 100-to-1 and How To Find Them. How is this book relevant to contemporary value investing? 100 Baggers book: https://www.amazon.com/100-Baggers-Stocks-100-1/dp/1621291650 Leave Art a comment or question: Audio message: https://anchor.fm/artofvalueinvesting Twitter: @theartofvalue Email: theartofvalueinvesting...

In Episode 3, after a little market news and commentary about market bubbles and manias, Art starts to look at Stitch Fix Inc, to understand the online personal styling and apparel business.

In Episode 2 Art discusses fine art in relation to The Art of Value Investing, the state of the macro environment, and taking the temperature of the stock market. He then talks about a few stocks on the radar, and if there may be any bargains to be had. Feel free to leave Art a question or comment at  https://anchor.fm/artofvalueinvesting or on Twitter at  https://twitter.com/theart...

Welcome to the first ever episode of the The Art of Value Investing podcast, with your host Art. This brief introductory episode includes reasons the podcast was created, and what to expect from the show.