The John Johnston Lounge

This episode investigates which stocks the super-investors Mohnish Pabrai (Pabrai Investment Funds), Guy Spier (Aquamarine Capital Management), and Chuck Akre (Akre Capital Management) have been buying and selling in their portfolios during Q4 2023. For sections see below timestamps:

00:34 Mohnish Pabrai portfolio - Pabrai Investment Funds

05:43 Guy Spier portfolio - Aquamarine Capital Management

10:20 Chuck Akre portfolio - Akre Capital Management

Related episodes:

Michael Burry & These Super Investors Are Buying Alibaba & JD Stock https://youtu.be/JgFtAYQrnLg

Super Investor Terry Smith (Fundsmith) is Investing For GROWTH

https://youtu.be/yihp2R1yxXk

Chuck Akre Said This About How to Find 100 Baggers

https://youtu.be/xoKe1AvquTI

Recommended investing books:

The Dhandho Investor: The Low-Risk Value Method to High Returns by Mohnish Pabrai (referral link) https://amzn.to/49GvAKi

The Education of a Value Investor: My Transformative Quest for Wealth, Wisdom, and Enlightenment by Guy Spier (referral link) https://amzn.to/49guGo4

Richer, Wiser, Happier: How the World's Greatest Investors Win in Markets and Life by William Green (referral link) https://amzn.to/3T17hS0

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.

This episode investigates which stocks super-investor Terry Smith from Fundsmith and Smithson Investments funds has been buying recently, and why he might have been buying those particular stocks.

Terry Smith hedge fund, Terry Smith Investing For Growth, Terry Smith investor, smithson investment fund, fundsmith, Terry Smith fund, Terry Smith, Terry smith Fundsmith, Fundsmith investment fund, Fundsmith Equity Fund.

Recent related episode:

Michael Burry & These Super Investors Are Buying Alibaba & JD Stock https://youtu.be/JgFtAYQrnLg

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

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/3OK0iu4

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.

This episode investigates which super-investors have been buying Alibaba stock (BABA), JD stock and others during the past quarter. Large fund managers’ 13F filings have just been reported, including from famed “Big Short” investor Michael Burry, so we can see the stocks they’ve been buying and selling for the quarter. 

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 includes a summary and brief analysis of the Airbnb Q4 2023 Earnings, and my thoughts on the company and ABNB stock.

Airbnb stock analysis, Airbnb review, Airbnb stock news, Airbnb stock analysis, Airbnb earnings, Airbnb stock earnings, Airbnb stock price, Airbnb stock, ABNB stock analysis, ABNB s results, ABNB  stock price, ABNB tock news, ABNB stock price 

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

Using a referral link helps support the pod, thanks!

I use GuruFocus for historical, financial and valuation data, screeners, charts and comparison tools, to help me make smarter long-term investing decisions (refferal 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 takes a look at ARM Holdings. ARM stock has had a meteoric rise lately, on the back of stock market exuberance for all things artificial intelligence (AI). The episode includes a summary and brief analysis of the recent ARM Holdings earnings, and my thoughts on whether ARM stock could be in for a crash. 

ARM stock analysis, ARM review, ARM stock news, ARM stock analysis, ARM earnings, ARM stock earnings, ARM stock price, ARM stock, ARM stock analysis, ARM results, ARM stock price, ARM stock news, ARM stock IPO, ARM stock price 

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

Using a referral link helps support the pod, thanks!

I use GuruFocus for historical, financial and valuation data, screeners, charts and comparison tools, to help me make smarter long-term investing decisions (refferal 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 includes a summary and analysis on the Palantir Q4 2023 and Full Year Earnings results, and my thoughts on the company and PLTR Stock.

Palantir stock analysis, Palantir stock review, Palantir stock news, Palantir stock analysis, Palantir earnings, Palantir stock earnings, Palantir stock price prediction, PLTR stock, PLTR stock analysis, Palantir results, Palantir stock price, PLTR stock news.

Recent related episodes:

Alibaba Stock Earnings Summary + My Opinion | BABA Stock

https://youtu.be/TJnjxv8LNL0

Tesla Stock Investors MUST Know This About Tesla Bot https://youtu.be/dlBYMSQ-LFE

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 (refferal link):

https://www.gurufocus.com/?r=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

Using a referral link helps support the pod, thanks!

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 on the Alibaba December Quarter 2023 Earnings results, and my thoughts on the earnings and BABA Stock.

Alibaba stock analysis, Alibaba stock review, Alibaba stock news, Alibaba earnings, Alibaba stock earnings,  BABA stock, BABA stock analysis, Alibaba results. 

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

Recent related episodes:

Alibaba Stock News: BABA CEO Wu Takes Direct Charge of Ecommerce https://youtu.be/YakzC-EBx8M

Alibaba Stock News: Surprise Jack Ma Memo! My Thoughts | BABA Stock https://youtu.be/mp6SdoFt2iY

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 discuss the MSOS ETF and the probable reasons the stock has been ripping higher recently. For those who don’t know, I answer the question: what is the MSOS ETF? I also look at the holdings inside the ETF. See below timestamps:

00:00 MSOS stock price action 

02:58 Rescheduling “imminent”?

06:19 Special situation sector (h/t Joel Greenblatt)

08:43 What is the MSOS ETF? 

13:00 MSOS ETF holdings

Referenced investing book:

You Can Be a Stock Market Genius: Uncover the Secret Hiding Places of Stock Market Profits, by investor Joel Greenblatt (referral link)  https://amzn.to/3SMqlmZ

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 discuss the near future of humanoid robots, including the Optimus Tesla Bot. How soon will humanoids be useful and what will they be used for? How might Tesla Bot production grow the Tesla market cap and TSLA stock price in the future? I respond to a recent thread about Tesla Bot, from DumbMoney investor Chris Camillio. 

Related episodes:

Tesla Drops Bombs On Earnings Call | Response To Solving The Money Problem https://youtu.be/LTI_3qJiGEo

The Art of Value Tesla Stock (TSLA stock) playlist:

https://youtube.com/playlist?list=PLrNjj1l3MS7UkaBPMBFJF26HHxpUgH9zQ&si=K1pMx-Iuauzhvh_w

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 a Tesla stock video from Solving The Money Problem YouTube channel about Tesla Q4 2023 Earnings, in which this Tesla Uber-bull, nay pumper, only talks about the positive aspects and completely ignores any negatives. I also look at the actual earnings that he glosses over.

Reference video: Solving the Money Problem: Tesla Drops 3 Huge BOMBSHELLS On Q4 Earnings Call

https://youtu.be/LXiT34tgpSk?si=3OsXVsjdJF-IfO15

Related episodes:

The Art of Value Tesla Stock (TSLA stock) playlist:

https://youtube.com/playlist?list=PLrNjj1l3MS7UkaBPMBFJF26HHxpUgH9zQ&si=K1pMx-Iuauzhvh_w

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.