The John Johnston Lounge

I react to part of recent interview with Alibaba Group Chair Joe Tsai, who discusses how he’s planning for Alibaba to get back to double-digit percentage growth within a defined timeframe.

Timestamps:

00:26 Recently reorganizing Alibaba management

02:24 New extreme focus, exiting non-core businesses

04:43 Challenges and reigniting strong growth

09:12 What should shareholders expect from management? 

13:04 Ongoing dividends

Related episodes:

Alibaba Stock: Chair Joe Tsai on BABA’s Big AI Future

https://youtu.be/71WRq1Ca4ew

Alibaba Stock Earnings: Big Buybacks, Special Dividend, Stock Down!

https://youtu.be/js4sBNJtWHM

Alibaba Stock News: Surprise Jack Ma Memo! My Thoughts | BABA Stock

https://youtu.be/mp6SdoFt2iY

Referenced video interview:

Joe Tsai on Why Alibaba is All In on AI https://youtu.be/8znIj2ML_Vo

Join The Art of Value Patreon community for exclusive content I don’t share anywhere else: https://www.patreon.com/TheArtofValue

AeroPress - Be your Own Barista. A new kind of coffee press for daily use (referral link): https://amzn.to/3WqsNBS

Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.

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, and what Alibaba Group is already developing in the field of AI.

Timestamps:

00:32 First way Alibaba is involved in Artificial Intelligence (AI)

03:23 Second way Alibaba is involved in AI

06:43 Third way Alibaba is involved in AI

09:15 Other strategic AI investments

Related episodes:

Alibaba Stock: Is The Bottom In? Chairman Joe Tsai Interview!

https://youtu.be/eZ4x8z2qjII

Alibaba Stock Earnings: Big Buybacks, Special Dividend, Stock Down!

https://youtu.be/js4sBNJtWHM

Alibaba Stock News: Surprise Jack Ma Memo! My Thoughts | BABA Stock

https://youtu.be/mp6SdoFt2iY

Referenced video interview:

Joe Tsai on Why Alibaba is All In on AI https://youtu.be/8znIj2ML_Vo

Join The Art of Value Patreon community for exclusive content I don’t share anywhere else: https://www.patreon.com/TheArtofValue

AeroPress - Be your Own Barista. A new kind of coffee press for daily use (referral link): https://amzn.to/3WqsNBS

Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.

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 what he’s said about some of those potential multi-bagger stocks.

Timestamps

00:28 Chris Mayer portfolio

02:07 Chris Mayer on 3 potential multi-bagger stocks

07:36 Portfolio stocks from large caps to small caps

Related episodes:

Chris Mayer on Constellation Software + My Thoughts

https://youtu.be/ookiKuehQ7o

Chuck Akre Said This About How to Find 100 Baggers

https://youtu.be/xoKe1AvquTI

Referenced video:

2 Stocks With 100X Potential As An Investor | Chris Mayer

https://youtu.be/e06RDtmgsWM

Recommended investing book:

100 Baggers: Stocks That Return 100-to-1 and How to Find Them  by Christopher Mayer (referral link) https://amzn.to/4dRxmLA

Join The Art of Value Patreon community for exclusive content I don’t share anywhere else: https://www.patreon.com/TheArtofValue

I use TIKR Terminal to help analyze great businesses, follow top investor portfolios, and help monitor my portfolio (referral link): http://tikr.com/theartofvalue

AeroPress - Be your Own Barista. A new kind of coffee press for daily use (referral link): https://amzn.to/3WqsNBS

Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision.

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 successful long term investor.

Related super investor episodes:

Super Investor Bill Ackman Just Sold This Stock & Said This

https://youtu.be/-xLCWUVV9Q0

Small Caps Super Investor Bares Capital Is Buying These Stocks

https://youtu.be/Asc712oI-Ik

Super Investors Just Bought These Small Caps https://youtu.be/kIsJZKlPDj4

Michael Burry + These Super Investors Bought Alibaba & JD Stock https://youtu.be/7vyX3JasI1w

Referenced video:

Bill Ackman: Investing, Financial Battles, Harvard, DEI, X & Free Speech | Lex Fridman Podcast

https://youtu.be/PgGKhsWhUu8

Join The Art of Value Patreon community for exclusive content I don’t share anywhere else: https://www.patreon.com/TheArtofValue

AeroPress - Be your Own Barista. A new kind of coffee press for daily use (referral link): https://amzn.to/3WqsNBS

Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision.

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 interview with Ackman, in which he reveals a lot about his investing process.

Timestamps:

00:21 Bill Ackman’s recent stock portfolio activity

04:45 Bill Ackman interview - his investing process

Recent super investor episodes:

Small Caps Super Investor Bares Capital Is Buying These Stocks

https://youtu.be/Asc712oI-Ik

Michael Burry + These Super Investors Bought Alibaba & JD Stock https://youtu.be/7vyX3JasI1w

Referenced video:

Bill Ackman: Investing, Financial Battles, Harvard, DEI, X & Free Speech | Lex Fridman Podcast

https://youtu.be/PgGKhsWhUu8

Join The Art of Value Patreon community for exclusive content I don’t share anywhere else: https://www.patreon.com/TheArtofValue

I use GuruFocus for historical, financial and valuation data, screeners, charts and comparison tools, to help me make smarter long-term investing decisions (referral link):

https://www.gurufocus.com/?affid=2c95d5930bb2537b2e0265075fb66581

I use TIKR Terminal to help analyze great businesses, follow top investor portfolios, and help monitor my portfolio (referral link): http://tikr.com/theartofvalue

AeroPress - Be your Own Barista. A new kind of coffee press for daily use (referral link): https://amzn.to/3WqsNBS

Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision.

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 investment philosophy - “extreme winners”

01:57 Bares Capital Management stock portfolio - recent buys

03:43: Stock 1

06:04 Stock 2

12:43 Stock 5 

15:00 Stock 6 

17:05 Stock 7 

Recent related episodes:

Super Investors Just Bought These Small Caps https://youtu.be/kIsJZKlPDj4

Warren Buffett: I’d Buy Small Caps if Starting Over Now https://youtu.be/V7yAKXYXhDM

Michael Burry + These Super Investors Bought Alibaba & JD Stock https://youtu.be/7vyX3JasI1w

Join The Art of Value Patreon community for exclusive content I don’t share anywhere else: https://www.patreon.com/TheArtofValue

I use GuruFocus for historical, financial and valuation data, screeners, charts and comparison tools, to help me make smarter long-term investing decisions (referral link):

https://www.gurufocus.com/?affid=2c95d5930bb2537b2e0265075fb66581

I use TIKR Terminal to help analyze great businesses, follow top investor portfolios, and help monitor my portfolio (referral link): http://tikr.com/theartofvalue

AeroPress - Be your Own Barista. A new kind of coffee press for daily use (referral link): https://amzn.to/3WqsNBS

Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision.

I investigate which super-investors have been buying Chinese stocks, including Alibaba stock (BABA), JD stock, Baidu (BIDU), PDD and others during the past quarter. The 13F filings of large fund managers have just been reported, including from famed “Big Short” investor Michael Burry, so we can see the stocks they’ve been buying and selling in the quarter. 

Timestamps

00:21 Michael Burry portfolio

01:34 David Tepper portfolio

04:13 Howard Marks portfolio

05:32 Alibaba stock super investors

07:05 Samantha McLemore portfolio

07:38 Alibaba Stock Guru trades

09:15 JD stock super investors

Related episodes:

Super Investors Just Bought These Small Caps https://youtu.be/kIsJZKlPDj4

Warren Buffett: I’d Buy Small Caps if Starting Over Now https://youtu.be/V7yAKXYXhDM

Join The Art of Value Patreon community for exclusive content I don’t share anywhere else: https://www.patreon.com/TheArtofValue

I use GuruFocus for historical, financial and valuation data, screeners, charts and comparison tools, to help me make smarter long-term investing decisions (referral link):

https://www.gurufocus.com/?affid=2c95d5930bb2537b2e0265075fb66581

I use TIKR Terminal to help analyze great businesses, follow top investor portfolios, and help monitor my portfolio (referral link): http://tikr.com/theartofvalue

AeroPress - Be your Own Barista. A new kind of coffee press for daily use (referral link): https://amzn.to/3WqsNBS

Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision.

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: Cinemark Holdings

03:37 Lee Ainslie: Revolve Group

06:03 Bruce Berkowitz: Bank OZK 

08:20 Viking Global Investors: Reddit Inc

09:06 Glenn Welling: Portillo’s Inc

11:17 Bryan Lawrence: LGI homes Inc

13:08 Terry Smith: Oddity Tech Ltd

16:09 Greg Alexander: Rimini Street Inc

Related episodes:

Warren Buffett: I’d Buy Small Caps if Starting Over Now https://youtu.be/V7yAKXYXhDM

Super Investor Portfolios: Small Cap Stock Buys  https://youtu.be/-SvrVWD37EE

Recommended investing book:

Investing for Growth: How to make money by only buying the best companies in the world, by Terry Smith (referral link): https://amzn.to/3WP4rlk

Join The Art of Value Patreon community for exclusive content I don’t share anywhere else: https://www.patreon.com/TheArtofValue

I use GuruFocus for historical, financial and valuation data, screeners, charts and comparison tools, to help me make smarter long-term investing decisions (referral link):

https://www.gurufocus.com/?affid=2c95d5930bb2537b2e0265075fb66581

AeroPress - Be your Own Barista. A new kind of coffee press for daily use (referral link): https://amzn.to/3WqsNBS

Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision.

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 Recent BABA stock price activity

00:51 Alibaba Financial Highlights 

04:27 Cash return to shareholders: repurchases, dividends

07:47 Taobao & Tmall

08:27 Cloud Intelligence Group

09:49 Alibaba International Digital Commerce Group (AIDC)

10:55 Cainiao Smart Logistics Network Ltd

Related episodes

Has Alibaba Stock Bottomed? Thoughts On Crashed BABA

https://youtu.be/QF-uG2cDVXg

Alibaba Stock: BABA Supersizes Share Buybacks!

https://youtu.be/PuuoIB05p7M

Join The Art of Value Patreon community for exclusive content I don’t share anywhere else: https://www.patreon.com/TheArtofValue

Recommended:

I use GuruFocus for historical, financial and valuation data, screeners, charts and comparison tools, to help me make smarter long-term investing decisions (referral link):

https://www.gurufocus.com/?affid=2c95d5930bb2537b2e0265075fb66581

The main investment brokerage I use to buy international stocks, and to hold cash at good interest rates, is Interactive Brokers (referral link): https://ibkr.com/referral/john5664

AeroPress - Be your Own Barista. A new kind of coffee press for daily use (referral link): https://amzn.to/3WqsNBS

Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision.

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 also been a lot of options activity in the stock. I take a look at how it’s playing out this time, and I discuss some finance media reactions to the news. 

Related video

Druckenmiller: AI Over-Hyped Now, Under-Hyped Long Term | Nvidia Stock

https://youtu.be/_2TqYD0lTcM

Referenced videos:

CNBC: GameStop shares surge: Here’s what you need to know

https://youtu.be/Fa9fhpZzmPs

CNBC: Options Action: How options and memes are fueling GameStop's huge move higher

https://youtu.be/6KjV-A3ZS4A

Join The Art of Value Patreon community for exclusive content I don’t share anywhere else: https://www.patreon.com/TheArtofValue

Recommended:

I use GuruFocus for historical, financial and valuation data, screeners, charts and comparison tools, to help me make smarter long-term investing decisions (referral link):

https://www.gurufocus.com/?affid=2c95d5930bb2537b2e0265075fb66581

The main investment brokerage I use to buy international stocks, and to hold cash at good interest rates, is Interactive Brokers (referral link): https://ibkr.com/referral/john5664

AeroPress - Be your Own Barista. A new kind of coffee press for daily use (referral link): https://amzn.to/3WqsNBS

Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision.