The John Johnston Lounge

I report and give my thoughts on this latest Alibaba stock (BABA stock) and co-founder Jack Ma news. Jack Ma and current Alibaba Chairman Joe Tsai have both been buying Alibaba stock, and there are also rumors of government stimulus to rescue the Chinese stock market and ailing economy. Stocks mentioned: BABA stock: PDD stock, JD stock, Tencent stock and others.

Recent Alibaba stock episodes:

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

Alibaba Stock: New BABA CEO Eddie Wu Takes Charge of Ecommerce https://youtu.be/vsrmMAkO9Z4

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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

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.

Can high-quality serial acquirer company Constellation Software, with its founder and expert capital allocator Mark Leonard, continue to compound at a high rate well into the future, even though it’s now a large market cap company? 

Related episodes:

Next Compounding Beast? Constellation Software Spinoff Topicus https://youtu.be/5O2srvIx_AQ

Primer: Mark Leonard, Constellation Software & Topicus https://youtu.be/z0xnvhfNbOI

Chris Mayer on Constellation Software + My Thoughts https://youtu.be/ookiKuehQ7o

Mohnish Pabrai Talks Constellation Software & Mark Leonard https://youtu.be/xPI773-AE-I

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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 conversation between value investors Mohnish Pabrai and Guys Spier, in which they discuss aspects of their investing processes and philosophies, including looking for stock market investments that have a very obvious thesis, rather than difficult and complicated, so the probability of a good stock returns is high. 

Reference video:

Guy Spier & Mohnish Pabrai Office Tour, Warren Buffett, Investment Philosophy & The Key To Learning

https://youtu.be/PJ5NawGb9-k

Related episode:

Mohnish Pabrai: How to Find Stock Compounders + My Thoughts

https://youtu.be/q96AEurnR_M

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 a recent Mohnish Pabrai Q&A in which he mentions that in business Elon Musk is an anomaly worth paying attention to, and that you wouldn’t want to compete with his company Tesla. During the interview Pabrai discusses the importance of finding investing anomalies.

Tesla stock, TSLA stock.

Related episode:

Mohnish Pabrai: How to Find Stock Compounders + My Thoughts

https://youtu.be/q96AEurnR_M

Reference video:

Mohnish Pabrai's Q&A at Clemson University - Wall Street South Investment Club on November 13, 2023

https://youtu.be/IJwOjG5gwAw

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 Joseph Carlson and famed investor Steve Eisman explaining why they think investors are too bullish on the stock market.

Related videos:

Everyone is Too Bullish - Joseph Carlson https://youtu.be/eWwDCmA3ybk

3-5 Year Bull Market? Response to Jeremy Lefebvre https://youtu.be/EKmIj6WAdkw

Stock Market Crash Over? Big Short Investor Eisman Predicts https://youtu.be/f-U-ff8RP7M

Big Short Investor Just Predicted This For Stocks https://youtu.be/e0Uo4aCQAzY

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 Jeremy Lefebvre video, in which Jeremy is reacting to a finance media video about two predictions of an imminent multi-year tech bull market, and stock market bubble. I discuss whether it’s possible to predict the stock market like this.

Related videos:

3-5 Year Bull Market - Jeremy Lefebvre Makes Money: https://youtu.be/yvWupC66T1E

Why Mohnish Pabrai Sold Micron Technology Stock https://youtu.be/snHXxif4bmI

Jeremy Grantham: AI Boom Pauses Super-Bubble Bust! https://youtu.be/ATP0GGON2B0

Stan Druckenmiller Still Predicts Hard Landing Recession https://youtu.be/8Ue-etn4E74

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

Featured investing book: 

Mastering The Market Cycle: Getting the Odds on Your Side

by Howard Marks (referral link) https://amzn.to/47vF0qQ

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 and discus why value investor Mohnish Pabrai sold his entire Micron Technology stock (MU stock) position. Pabrai explained his Micron Tech investment thesis in a recent video interview, and how that thesis changed for him. Fellow super-investor and Micron thesis collaborator Li Lu also sold his substantial Micron stock position.

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

Related videos:

Full Q&A: Mohnish Pabrai's Q&A Session at Boston College, Carroll School of Management on October 12, 2023  https://youtu.be/jZKOk-hlo8I

Mohnish Pabrai’s Micron Tech Investment Thesis

https://youtu.be/b0RrLmiTPRU

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 give my thoughts on the latest Alibaba stock (BABA stock) and co-founder Eddie Wu news. Alibaba CEO Eddie Wu is now taking direct control of Alibaba’s huge e-commerce businesses. Is this going to be good for Alibaba the company, and its BABA stock? This episode also involves a comparison between BABA stock and competitor PDD stock.

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

Related episodes:

Here’s the bonus reaction video mentioned in this episode: Alibaba Stock: New BABA CEO Eddie Wu Takes Charge of Ecommerce https://youtu.be/vsrmMAkO9Z4

Recommended book:

Alibaba: The House That Jack Ma Built by Duncan Clark (referral link): https://amzn.to/48amp4A

Alibaba Stock: CEO Quits! George Soros Buys BABA Stock https://youtu.be/FbUoblWv50s

Alibaba Stock Earnings & My Thoughts on Crashed BABA Stock https://youtu.be/8P23n3c8Z3I

Alibaba Reveals Break-Up Plan! | Big BABA Stock Upside? https://youtu.be/spwgEGJlxmc

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.

In this episode we look back at famous investor Michael Burry’s stock market predictions, and predictions about the US economy, during the past year or so. What were his predictions and how many of them did he get right?

Related episodes

Michael Burry Predicts Stock Market Bottom After Bank Panic

https://youtu.be/yXkp5BhQJiw

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 summarize and discuss some parts of a recent Chris Mayer interview regarding illustrious serial acquirer company Constellation Software. Chris Mayer is the author of the excellent investment book 100 Baggers, and an investment fund manager. Constellation Software has been more than a 100 bagger stock over time, and continues to compound at an impressive rate.  

Related videos:

Primer: Mark Leonard, Constellation Software & Topicus

https://youtu.be/z0xnvhfNbOI?si=pwI-LC-ja4K-JQc3

Millennial Investing interview - Serial Acquirer: Successful Acquisition Strategies w/ Chris Mayer - 

https://youtu.be/Pp1m69E9vxg?si=q9A_3XvqFS1FeA5X

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

Recommended  investing book: 100 Baggers: Stocks That Return 100-to-1 and How To Find Them by Chris Mayer (referral link) https://amzn.to/47UoAJy

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.