The John Johnston Lounge

I react to the Palantir stock news (PLTR stock) that Palantir has just won a $178 million US military contract involving AI on the battlefield.

Related episodes:

Palantir Stock After Earnings - My Thoughts | PLTR Stock

https://youtu.be/JfciEKnOZ2Q

Reference video:

CNBC: Palantir wins $178 million Army contract

https://youtu.be/oxVysDOZpHw?si=Zcdwz1WWLtGALogh

Join The Art of Value Patreon community for exclusive videos and more: 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/?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 share some details about my personal investing journey so far.

Relevant topics: The Art of Value, investing, investors, value investing, stocks, stock market, investing books, financial education, investing education, saving money, investing mistakes, Columbia Business School, financial assets, Joel Greenblatt, contemporary art collecting.

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 Prof. Aswath Damodaran from NYU, "The Dean of Valuation", who asserts that Nvidia Stock (NVDA) is insanely overpriced, and that Tesla stock and Apple stock are the best value among the Magnificent 7 companies. 

Magnificent 7 stocks: Nvidia stock (NVDA), Apple stock (AAPL), Tesla stock (TSLA), Microsoft stock (MSFT), Amazon stock (AMZN), Alphabet/Google stock (GOOG GOOGL stock), Meta stock (META).

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

Reference video:

CNBC: All of the 'Mag 7' stocks look overpriced, says NYU's Aswath Damodaran

https://youtu.be/9lJG4GyRnq0

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 Prof. Aswath Damodaran from NYU, "The Dean of Valuation", who defends his contention that Nvidia Stock (NVDA) is currently "priced to the point of insanity". 

Related episodes:

Why Druckenmiller Owns Nvidia Despite "Nosebleed Territory"

https://youtu.be/QP496jwcumk

Mohnish Pabrai on Mistakes, AI Euphoria, Nvidia, Microsoft

https://youtu.be/zs7pdV3fSJc

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.

This episode surveys the current stock portfolio of super-investor Seth Klarman, investigating which stocks value investor Klarman was buying and selling for the Baupost Group portfolio during Q4 2023. We also take a closer look at a small selection of them.

Related episodes:

Super Investor Stock Portfolios Playlist https://youtube.com/playlist?list=PLrNjj1l3MS7WB9vDpdIyccwd7mE69v1CX&si=AQexbPXo5jI6REAL

Investor Seth Klarman on the Everything Bubble

https://youtu.be/C4rs2M_lOKw

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 well known finance and investing YouTubers Jeremy Lefebvre and Meet Kevin talking about whether there could be a “Great Crash” starting soon in the stock market. 

Related episodes:

Super Investor Warren Buffett Just Bought These Stocks 

https://youtu.be/sWq33fUbl9I

Will ARM Holdings Stock Crash? My Thoughts | ARM Stock

https://youtu.be/93M94NpBVk8

Super Investor Terry Smith (Fundsmith) is Investing For GROWTH

https://youtu.be/yihp2R1yxXk

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

This episode looks at Warren Buffett's latest shareholder letter, which has recently been released together with Berkshire Hathaway’s 2023 full-year earnings. In his annual shareholder letter, Warren Buffett always provides us with investing lessons and wisdom from a lifetime of expert investing. This year he also pays tribute to his late friend and investing partner Charlie Munger.

Related episodes:

Super Investor Warren Buffett Just Bought These Stocks 

https://youtu.be/sWq33fUbl9I

Recommended Warren Buffett investing book:

The Essays of Warren Buffett: by Lawrence A. Cunningham (referral link) https://amzn.to/3OQ0qZd

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.

This episode surveys the current stock portfolio of super-investor Li Lu from Himalaya Capital Management, and we take a closer look at one stock Li Lu bought, East West Bancorp (EWBC), as many stocks in the banking sector plunged:

Related Playlist:

Super Investor Stock Portfolios https://youtube.com/playlist?list=PLrNjj1l3MS7WB9vDpdIyccwd7mE69v1CX&si=AQexbPXo5jI6REAL

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.

This episode investigates which stocks super-investor Bill Ackman has been buying and selling for his Pershing Square Capital Management stock portfolio during Q4 2023.

Related Playlist:

Super Investor Stock Portfolios https://youtube.com/playlist?list=PLrNjj1l3MS7WB9vDpdIyccwd7mE69v1CX&si=AQexbPXo5jI6REAL

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.

This episode investigates which stocks super-investor Warren Buffett  has been buying and selling for the Berkshire Hathaway stock portfolio during Q4 2023.

Related Playlist:

Super Investor Stock Portfolios https://youtube.com/playlist?list=PLrNjj1l3MS7WB9vDpdIyccwd7mE69v1CX&si=AQexbPXo5jI6REAL

Recommended investing book:

The Essays of Warren Buffett: by Lawrence A. Cunningham (referral link) https://amzn.to/3OQ0qZd

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

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.