The John Johnston Lounge

In this Stocks Today With JJ livestream video: daily stock market update - Santa Claus rally?; Starlink IPO in 2024?; Q3 2023 super-investor portfolio updates, Tower Semiconductor (TSEM); Li LU - Himalaya Capital Management, East West Bancorp (EWBC); Bill Ackman - Pershing Square Capital Management; Warren Buffet - Berkshire Hathaway; Norbert Lou - Punch Card Management; David Tepper - Appaloosa Management; China tech stocks jump on JD earnings.

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

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

Want to create livestreams like this? Check out StreamYard (refferal link): https://streamyard.com/pal/d/5121631131926528

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 stock portfolio updates of four guru or superinvestors from Q3 2023. The investors are Mohnish Pabrai, Chuck Akre, Seth Klarman, and Thomas Gayner.  See below timestamps:

00:00 Super investor portfolios - Fish where the fish are

00:52 Mohnish Pabrai - Pabrai Investments portfolio

03:58 Arch Resources (ARCH)

07:00 Chuck Akre - Akre Capital Management portfolio

12:57 Seth Klarman - Baupost Group portfolio

15:19 Tower Semiconductor Ltd (TSEM)

17:33 Clarivate PLC (CLVT)

18:50 Thomas Gayner - Markel Asset Management portfolio

Related episode:

Chuck Akre Said This About How to Find 100 Baggers https://youtu.be/xoKe1AvquTI

The Art of Value Livestream YT channel: Stocks Today With JJ https://www.youtube.com/@TheArtofValue

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

Featured investment book:

Richer, Wiser, Happier: How the World's Greatest Investors Win in Markets and Life by William Green

(refferal link): https://amzn.to/47uztRB

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

Using a referral link helps support the show, thanks!

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.

In this Stocks Today with JJ video: some current stock market news, this week's earnings calendar, Mohnish Pabrai's new stock buy, Santa Claus rally outlook, recent Healthcare and pharmaceutical stocks performance, Novo Nordisk stock (NVO), Eli Lilly stock (LLY), Boeing stock (BA) boost on major deal, Exxon (XOM) aims to become lithium producer for EV batteries, China Singles' Day sales and Alibaba stock (BABA), China's President Xi to meet Biden in US, Japan stock market news and Japan's Nikkei Index since the 1990 bubble, Warren Buffett's Japan investing.

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

Want to create live streams like this? Check out StreamYard: https://streamyard.com/pal/d/4711500999688192

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 discuss the recent earnings and future potential of company Topicus, a serial acquirer of small software companies. It's a spin-off from the much larger Constellation Software, which was founded and is led by superb capital allocator Mark Leonard. Will Topicus be able to compound at a similar rate to how Constellation Software has for well over two decades? See below timestamps:

00:00 Topicus investment thesis in relation to Constellation Software

01:36 Topicus earnings: cash flow more than doubles!

03:54 Stock price performance and potential - 10x or more? 

06:03 Topicus Q3 2023 Headline numbers

07:52 Topicus historical metrics - future quality compounder?

11:07 Relevant Mark Leonard shareholder letter - reinvesting all cash produced

14:09 Final thoughts

Related episodes:

Primer Analysis: Mark Leonard, Constellation Software & Topicus

https://youtu.be/z0xnvhfNbOI

Mohnish Pabrai Talks Constellation Software & Mark Leonard

https://youtu.be/xPI773-AE-I

Show your appreciation by buying JJ a coffee:

https://www.buymeacoffee.com/jjprojects

Investing book mentioned in the episode:

100 Baggers: Stocks That Return 100-to-1 and How To Find Them by Christopher Mayer (refferal link) https://amzn.to/40yQHeb

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. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision.

Apple (AAPL stock) has just reported earnings. In this episode I look at these latest Apple earnings, including the outlook for the company, possible sources of future growth, and highlights of the Apple earnings call including my live reactions. Where will Apple's future growth come from, and what could possibly move the needle for a company that's already this massive? See below timestamps:

00:00 Apple earnings highlights and commentary

03:41 Various fintwit reactions to Apple earnings

05:26 Apple earnings call highlights and my live reactions

11:46 Final thoughts: guidance, future growth drivers - what  can move the needle for Apple?

Related episodes:

Amazon Stock: Back on Track with GREAT Earnings | AMZN Stock

https://youtu.be/bvtsluW6t40

Google Stock Analysis: Why GOOGL Declined on Great Earnings!

https://youtu.be/t-DPMZQhuac

Show your appreciation by buying JJ a coffee:

https://www.buymeacoffee.com/jjprojects

Using a referral link helps support the pod, thanks!

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

Amazon stock (AMZN stock) has jumped since the company reported Q3 2023 earnings. In this episode I analyze the latest Amazon earnings report, and give my opinion on the outlook for the company and stock. See below timestamps:

00:00 Recent AMZN stock price action

00:58 Amazon stock analysis - Amazon Q3 2023 financial results

04:03 Amazon sector by sector growth percentages

06:56 Other important Amazon metrics

08:27 Amazon company and AMZN stock outlook

10:03 Where will the future growth come from?

12:51 What could move the needle now for megacap Amazon?

Related episode:

Google Stock Analysis: Why GOOGL Declined on Great Earnings!

https://youtu.be/t-DPMZQhuac

Alibaba Earnings - Return to Growth! | BABA Stock

https://youtu.be/cxh_-fCWjxU?si=iKcQenKTfdyHR_sY

Show your appreciation by buying JJ a coffee:

https://www.buymeacoffee.com/jjprojects

Using a referral link helps support the pod, thanks!

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

Why did Alphabet or Google stock (GOOG, GOOGL) decline nearly 12% in the 2 stock market trading days after reporting great Q3 2023 earnings? In this episode I analyze the latest Google earnings report, the current company situation, and the outlook for the company and stock. See below timestamps:

00:00 Google Q3 2023 earnings analysis

03:30 Why the share price decline after earnings?

06:08 Could the Google Search advertising business get disrupted by AI?

08:59 Big Tech regulatory uncertainty - monopolies

12:21 Where to for Google stock from here?

Related episodes:

The AI Race is ON! Google Showcases New AI Products

https://youtu.be/xL7MvGAjdew

Investor Li Lu Buying MORE Google Stock | Why? https://youtu.be/is9frHZaGYg

Show your appreciation by buying JJ a coffee:

https://www.buymeacoffee.com/jjprojects

Using a referral link helps support the pod, thanks!

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

Tesla (TSLA stock) just reported 3Q 2023 earnings, which came in well below investor expectations. In this episode I discuss the Tesla Q3 earnings shock, Q3 highlights and lowlights including: reacting to what well known Tesla analyst Dan Ives said, looking at the Tesla Q3 investor presentation, then some highlights from the Tesla earnings call with Elon Musk. The episode also includes commentary on the upcoming Tesla Cybertruck, Tesla margins, Tesla revenue, Tesla profits, Tesla FSD, real world AGI, and future Tesla robotaxi. See below timestamps:

00:00 Reacting to Tesla Q3 earnings "disaster" with Dan Ives

04:31: EV price cuts, Tesla vs BYD Co

07:22 Tesla Q3 2023 Earnings Investor Presentation commentary

15:33 Q3 Tesla earnings call highlights commentary

Related episodes:

Tesla Stock News - Price & Margin Cuts! | TSLA Stock Update

https://youtu.be/55gGV8McQFw

Full livestream: WOW! Tesla Earnings Shocker & Tesla Earnings Call Highlights

https://youtube.com/live/ThFu9a1AgVQ

Show your appreciation by buying JJ a coffee:

https://www.buymeacoffee.com/jjprojects

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!

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.

PayPal stock has dropped over 80% in the US stock market since mid-2021. Is PYPL stock worth buying because of this? Is PYPL a value stock or a value trap? Will PayPal stock outperform the stock market benchmark over the coming years? I analyze PayPal in this episode, to see some of the possibilities ahead for the company and stock. See below timestamps:

00:00 PYPL stock drop, and PayPal's new CEO Alex Chriss

01:28 The company and sector, strategic analysis - pros and cons

03:02 Some changing metrics over time - competitive pressures

04:36 Significant Free Cash Flow but facing competition

06:13 Does the stock price drop mean big upside to come?

07:30 Is PayPay stock a buy? Biggest opportunity since the META stock drop?

Related episodes:

Guru Portfolios Q2 2023: Pabrai, Akre, Klarman, Gayner https://youtu.be/oxAXpnu3oXY

Show your appreciation by buying JJ a coffee:

https://www.buymeacoffee.com/jjprojects

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!

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.

I discuss the latest interview of legendary value investor Howard Marks, with Bloomberg's David Rubenstein, in which Marks discusses the massive sea change his sees happening in financial markets, what in means, and what he thinks investors should do. See below timestamps:

00:00 The massive sea change in financial markets

01:10 Declining and ultra-low rates since 1980

01:43 The Howard Marks Sea Change Memo

02:44 The importance of rates on markets

04:38 The end of the easy money environment

05:41 The desired rates setting

06:24 How portfolios should be different than before

08:34 A rates prediction

Related episodes:

How Howard Marks Predicts Each Stock Market Crash & Recovery https://youtu.be/zTpYzCcMkls

Howard Marks Says Historic Stock Market Sea Change Has Begun https://youtu.be/ie_4N3v-cDs

Buy JJ A Coffee!

https://www.buymeacoffee.com/jjprojects

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!

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. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision.