The John Johnston Lounge

In surprising PayPal stock news, Amazon and PayPal have announced that PayPal’s Venmo will soon be removed as a payment method from Amazon! In this episode I discuss some probable reasons, and how this could impact PayPal and PYPL stock, and more.

Related episode:

PayPal Stock Analysis: Massive Drop! Time to Buy PYPL Stock?

https://youtu.be/H9V2Msz64q8

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The main investment brokerage I use to buy international stocks, and to hold cash, 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.

We look at the key principles and ideas behind Mohnish Pabrai’s new mutual fund, the Pabrai Wagons Fund, and the initial portfolio of compounder stocks that have been bought for the investment fund.

Related video:

Stocks Today With JJ channel: Mohnish Pabrai’s Wagons Fund Just Bought These Stocks https://youtu.be/Qb_cJRcwqQs

The Art of Value Patreon: https://www.patreon.com/TheArtofValue

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

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 investment analysis and/or seek professional financial advice before making any investment decision.

I report and give my thoughts on this latest Alibaba stock (BABA stock) and co-founder Jack Ma news. Jack Ma has issued a surprise internal memo to Alibaba employees, after an absence of about 3 years, and he hasn’t minced words regarding the direction of the company and one of its main competitors: Pinduoduo (PDD) and PDD stock.

Related episodes:

Alibaba Stock News & My Thoughts: Jack Ma's BABA Stock Dump

https://youtu.be/7EahcvqCJ9M

Alibaba Stock Earnings & My Thoughts on Crashed BABA Stock

https://youtu.be/8P23n3c8Z3I

Show your appreciation for The Art of Value by buying JJ a coffee! https://www.buymeacoffee.com/jjprojects

Using a referral link helps support the show, thanks!

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

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 the latest Mohnish Pabrai interview, in which he discusses how to identify quality compounders, companies that can compound at a high rate over the long term.

Related episodes:

Mohnish Pabrai: Why Tencent is Superior to Alibaba Stock

https://youtu.be/cCKKrPYKz3U

Mohnish Pabrai's YT Channel: https://www.youtube.com/@mohnishpabrai

Show your appreciation by buying JJ a coffee! https://www.buymeacoffee.com/jjprojects

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

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

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 investment analysis and/or seek professional financial advice before making any investment decision.

Here’s a look at the most popular stocks that super investors, who are many of the top investment managers in the world, were buying during the past quarter, Q3 2023. We also take a closer look at some of those top stock picks. 

Related episodes:

Guru Portfolios Q3 2023: Pabrai, Akre, Klarman, Gayner https://youtu.be/mWr4JNZR7z8

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

Show your appreciation for The Art of Value by buying JJ a coffee! https://www.buymeacoffee.com/jjprojects

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 show, 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

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

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 I summarize and comment on the latest Alibaba stock news about founder Jack Ma's plan to sell a sizeable chuck of BABA stock, and how a major US investment bank is now bullish on BABA stock for the coming year, placing an optimistic price target on the stock.

Related episodes:

Alibaba Stock Earnings & My Thoughts on Crashed BABA Stock

https://youtu.be/8P23n3c8Z3I

Show your appreciation for The Art of Value by buying JJ a coffee! https://www.buymeacoffee.com/jjprojects

Using a referral link helps support the show, thanks!

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

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 I react to part of a recent Mohnish Pabrai interview, in which he discusses how to identify compounders, and also some of Warren Buffett's and Charlie Munger's great investment decisions.

Stock market investing talk with JJ from The Art of Value: stocks, stock market investing, stock market news and more.

Mohnish Pabrai's YT Channel: https://www.youtube.com/@mohnishpabrai

Show your appreciation by buying JJ a coffee! https://www.buymeacoffee.com/jjprojects

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

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

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 investment analysis and/or seek professional financial advice before making any investment decision.

Here's a look at what were the most popular stocks to buy among super investors during Q3 2023.

Stock market investing talk with JJ from The Art of Value: stocks, stock market investing, stock market news and more.

Show your appreciation by buying JJ a coffee! https://www.buymeacoffee.com/jjprojects

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 (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 investment analysis and/or seek professional financial advice before making any investment decision.

This episode includes a summary and analysis on the Alibaba September Quarter 2023 Earnings results, and my thoughts on BABA Stock, in the context of the current China economic backdrop, and the massive drop BABA stock has had since its peak in late 2020. See below timestamps:

00:00 BABA stock price activity

00:51 Update on super-investors who own Alibaba stock

02:05 Alibaba news commentary since earnings - geopolitical tensions and chip supplies

06:39 Alibaba quarterly earnings highlights

08:25 AI front and center of Alibaba strategic direction

10:09 September Quarter 2023 Results - diving deeper

13:19 Final thoughts

Related episodes:

Stocks Today With JJ: Alibaba Earnings Q3 2023 Reaction - Why Has BABA Stock Plunged? https://youtu.be/Q6ETdseI_Ac

Alibaba Stock News: Logistics Arm Cainiao to IPO! | BABA Stock https://youtu.be/BvmBr7_DyhU

Show your appreciation for The Art of Value by buying JJ a coffee! https://www.buymeacoffee.com/jjprojects

Using a referral link helps support the show, thanks!

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

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.