The John Johnston Lounge

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 AI stock exuberance. Then we look at what super-investors Warren Buffett and Charlie Munger have said about short selling stocks. See below for timestamps:

00:32 Paul Gabrail on his shorting Nvidia mistake

08:25 Warren Buffett and Charlie Munger on short selling stocks

Related episodes:

Aswath Damodaran: Nvidia Stock “Priced To The Point of Insanity” 

https://youtu.be/DCI9iQC_hvs

Is Nvidia Stock A Buy? 10 Well Known Investors Answer

https://youtu.be/d-1Dz7r10Lw

Why This Fund Manager Says NEVER SELL Nvidia Stock

https://youtu.be/sCIDBcdX4eY

Reference video:

Everything Money: I Lost Millions So You Don't Have To https://youtu.be/MrNk-D6iv2U

Join The Art of Value Patreon community for exclusive videos and more: https://www.patreon.com/TheArtofValue

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.

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 known investors, YouTuber retail investors, professional fund managers, and stock analysts, give their answers in this episode, including: Stanley Druckenmiller, Mohnish Pabrai, Professor Aswath Damodaran, ARK Invest’s Cathie Wood, Financial Education Jeremy Lefebvre, Josh Brown, Stacy Rasgon, Chris Camillo and the Dumb Money guys. See below for Timestamps:

00:00 Jensen Huang - President and CEO of NVIDIA

00:26 JJ from The Art of Value - Intro

00:45 Stanley Druckenmiller

02:56 Chris Camillo & Dumb Money 

08:23 Jeremy Lefebvre - Financial Education YouTuber

12:04 Aswath Damodaran, Josh Brown, Stacy Rasgon

19:18 Cathie Wood - CEO & CIO of ARK Invest

23:08 Mohnish Pabrai

Related episodes:

Why This Fund Manager Says NEVER SELL Nvidia Stock

https://youtu.be/sCIDBcdX4eY?si=06X6WE4gsnVJeAzA

Aswath Damodaran: Nvidia Stock “Priced To The Point of Insanity”

https://youtu.be/DCI9iQC_hvs?si=0RHceD6O0ZzJV0n9

3-5 Year Bull Market? Response to Jeremy Lefebvre

https://youtu.be/EKmIj6WAdkw?si=wZseObO3Ovg504br

Why Druckenmiller Owns Nvidia Despite "Nosebleed Territory"

https://youtu.be/QP496jwcumk?si=JEag6zdjJTLWpddn

Join The Art of Value Patreon community for exclusive videos and more: https://www.patreon.com/TheArtofValue

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 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, or could this actually happen?

Related episodes:

Aswath Damodaran: Nvidia Stock “Priced To The Point of Insanity” https://youtu.be/DCI9iQC_hvs

Why This Fund Manager Says NEVER SELL Nvidia Stock https://youtu.be/sCIDBcdX4eY

Reference clip:

CNBC: Apple and Google in AI deal talks

https://youtu.be/Qn8Hjx1_1Ls?si=FFQT5AHEUyb8fSfd

Join The Art of Value Patreon community for exclusive videos and more: https://www.patreon.com/TheArtofValue

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.

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 Pabrai’s last update, including PayPal (PYPL), Microsoft (MSFT), Amazon (AMZN), Constellation Software (CSU), Brookfield Corp (BN) and more!

Related episodes:

Mohnish Pabrai’s New Fund Buys EBAY & These Stocks

https://youtu.be/dnM_AoC6mzI

Mohnish Pabrai: Key Investing Lessons from "Circling the Wagons”

https://youtu.be/TqC_m7-DPfM

Mohnish Pabrai's Session at the SumZero Virtual Investor Summit 2024 on February 8, 2024

https://youtu.be/mi134c5X3ps

Join The Art of Value Patreon community for exclusive videos and more: 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

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/?r=2c95d5930bb2537b2e0265075fb66581

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 a well known investor and investment fund manager Ross Gerber, who asserts that Nvidia stock investors should NEVER sell NVDA stock; he explains why.

Related episodes:

Aswath Damodaran: Nvidia Stock “Priced To The Point of Insanity” https://youtu.be/DCI9iQC_hvs

Why Druckenmiller Owns Nvidia Despite "Nosebleed Territory" https://youtu.be/QP496jwcumk

Mohnish Pabrai on Mistakes, AI Euphoria, Nvidia, Microsoft https://youtu.be/zs7pdV3fSJc

Reference video:

CNBC: Would be a 'crucial mistake' to ever sell Nvidia stock: Ross Gerber

https://youtu.be/naOTu2NSPl4?si=PT5OLjhXWclG7UKP

Join The Art of Value Patreon community for exclusive videos and more: https://www.patreon.com/TheArtofValue

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 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?

Related episodes:

Tesla Stock Investors Must Know About Tesla Bot & Humanoids https://youtu.be/dlBYMSQ-LFE

Reference video:

CNBC: Tesla: Here's why Wells Fargo downgraded the stock https://youtu.be/mpbfvgaLwH4

Join The Art of Value Patreon to support the pod and to get exclusive content: https://www.patreon.com/TheArtofValue

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 report and discuss the latest Alibaba stock news that Alibaba’s Digital Media & Entertainment Group will invest heavily in Hong Kong’s entertainment industry over the next five years. In addition, Alibaba’s Cainiao Smart Logistics Network is partnering with Chinese EV maker Geely.

Related episodes:

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

https://youtu.be/eZ4x8z2qjII

Alibaba Stock Earnings Summary + My Opinion | BABA Stock

https://youtu.be/TJnjxv8LNL0

The Art of Value Alibaba Stock Playlist:

https://youtube.com/playlist?list=PLrNjj1l3MS7XjzElr0IE-E5uw5eAAtmmU&si=UX7hocmkh-Nx0fjE

Join The Art of Value Patreon community for exclusive videos and more: https://www.patreon.com/TheArtofValue

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 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 leaders of each company: Tesla’s Elon Musk, BYD’s Chuanfu Wang, and Stelantis’ Carlos Tavares.

Stock tickers: TSLA; STLA; OTCPK:BYDDY, SZSE:002594 (China).

Related episodes

Mohnish Pabrai Warns: Don’t Compete With Elon & Tesla

https://youtu.be/8gCgf383e4E

Reference video:

Mohnish Pabrai's Q&A at London School of Economics on January 30, 2024

https://youtu.be/1xpY7-uyPqo

Join The Art of Value Patreon community for exclusive videos and more: https://www.patreon.com/TheArtofValue

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 Alibaba Chairman Joe Tsai, who answers questions about the Alibaba stock (BABA stock) price, his recent stock purchases (along with Jack Ma’s), the outlook for Alibaba the company, the planned Alibaba business unit IPOs, and more. 

Related episodes:

The Art of Value Alibaba Stock Playlist:

https://youtube.com/playlist?list=PLrNjj1l3MS7XjzElr0IE-E5uw5eAAtmmU&si=UX7hocmkh-Nx0fjE

Alibaba Stock: Jack Ma Buying! + China Bazooka Stimulus?

https://youtu.be/uDZp77PyTT8

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

https://youtu.be/mp6SdoFt2iY

Alibaba Stock Earnings Summary + My Opinion | BABA Stock

https://youtu.be/TJnjxv8LNL0

Reference video clips:

CNBC International: Alibaba is focusing on performance amid increased competition, Joe Tsai says

https://youtu.be/SCeNTc1VXl4?si=Ge55G2-9tGtPIK6f

CNBC International: Alibaba's Joe Tsai says his investment is important for confidence

https://youtu.be/03_tGOQ_pe8?si=Cz4UwqV7_rvsxtvW

CNBC International: Alibaba's Joe Tsai says China-U.S. relations have reached a new normal

https://youtu.be/wWm7ZCuF1Wk?si=CJ4xCg6Jq88BR4h8

Join The Art of Value Patreon community for exclusive videos and more: https://www.patreon.com/TheArtofValue

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 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 Tesla in trouble and where will the bottom be?

Related episodes:

Tesla Stock Investors Must Know About Tesla Bot & Humanoids

https://youtu.be/dlBYMSQ-LFE

Palantir Stock: Major Game Changing News?

https://youtu.be/JimG3r00IHs

Reference video:

CNBC: WSJ's Tim Higgins: People want a Tesla, they don't necessarily want an EV

https://youtu.be/QlHmf8667PQ?si=F9UpsO7N7yy7Tvry

Join The Art of Value Patreon community for exclusive videos and more: https://www.patreon.com/TheArtofValue

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.