The John Johnston Lounge

I react to a recent YouTube video about this year's Tesla stock collapse, by Steven Mark Ryan of @SolvingTheMoneyProblem channel. I think it’s a good opportunity to discuss the risks of going all-in on just one company, one stock, and also how stock price matters when buying.

Related videos:

I Just Bought Tesla Stock for the 1st Time!

Is Tesla Stock Going to $60? | My Reaction to Chicken Genius

Solving the Money Problem: IMPLOSION: Tesla Stock CRATERS To Stunning Low -73%

#Tesla #TSLA #Investing

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.

In this episode I react to a recent YouTube video about Tesla stock by investor Chicken Genius Singapore. He’s predicting Tesla stock will crash as low as $60. I give my thoughts on this, and on what Elon Musk has said about how Tesla will get through a possible severe recession in 2023.

Related videos:

I Just Bought Tesla Stock for the 1st Time!

https://youtu.be/YX76lZBp8X4

Chicken Genius Singapore: Tesla to $60? 🤮

https://youtu.be/Tn4NNubggk0

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.

I just bought Tesla stock for the very first time! How can this be when I’m supposed to be a value investor? And why buy now? All will be revealed in this episode.

Related episodes:

The EV Bubble Dec 22, 2020

Jeremy Grantham Latest: This Market Crash Could Be As Bad As 2000 Tech Bubble

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.

OpenAi's new ChatGPT chatbot has been getting a lot of attention since it was released online recently. I think this kind of AI is going to change the world and the way we live, but does this ChatGPT or other chatbots like it represent a threat to Google Search? Google's had dominance over search for over two decades. It this going to come to an end because of AI developments like this?

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Related episodes:

Investing in Artificial Intelligence (AI), Part 1

https://youtu.be/l0g1X-oKoJA

Investing in Artificial Intelligence (AI), Part 2

https://youtu.be/jGlItOalFCw

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.

In this episode I break-down the top stocks that some of the top investment fund managers, or super investors, bought and sold in Q3 of 2022. Each quarter, these investors must submit a 13F SEC filing, which allows us to see these fund managers' stock portfolios. Super investors such as Warren Buffett, Charlie Munger, Michael Burry, Mohnish Pabrai, Seth Klarman, Terry Smith, David Tepper, Bill Miller, Chuck Akre, Thomas Gayner, Thomas Russo and Bill Nygren are included in these filings.

Timestamps

Related episodes:

Guru Portfolio Update: Buffett & Munger | Berkshire BUYS Taiwan Semiconductor

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.

This episode is a summary of the destination analysis part of investor Mohnish Pabrai’s investment thesis for Micron Technology, as explained by Pabrai in a recent Q&A video session. Micron Technology is in the business of designing and manufacturing digital memory and storage products for multiple industries.

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Directly related episode:

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.

This episode is a summary of part of investor Mohnish Pabrai’s investment thesis for Micron Technology, as explained by Pabrai in a recent Q&A video session. The company is in the business of designing and manufacturing digital memory and storage products for multiple industries.

Related episode mentioned in this episode:

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.

Investors such as Mohnish Pabrai who manage portfolios over $100 million have recently filed their 13F Q3 2022 updates. In this episode I look at Pabrai’s portfolio changes for the quarter. Mohnish bought some stock of Brookfield Asset Management (BAM) in Q3, so I consider some reasons he might have initiated the position at this time.

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Related episode:

#investing #stockmarket #stocks

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.

Super Investors managing portfolios over $100 million have now filed their 13F Q3 2022 updates. In this episode I'm looking at the portfolio updates of both Warren Buffett and Charlie Munger. I look at the Berkshire Hathaway portfolio and Charlie Munger’s The Daily Journal portfolio. I give special attention to Taiwan Semiconductor (TSM), a new position in the Berkshire Hathaway portfolio during the quarter.

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Related episodes:

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.

Famed investor Michael Burry has just reported his 3Q 2022 stock holdings, and he’s been buying 6 stocks! What's Burry been buying? In this episode I look at all 6 current holdings, give my thoughts on each, and why Burry might have bought these particular companies.

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Related episodes:

Michael Burry Admits Feeling Greedy as Stock Market Crashes (Latest Deleted Tweets)

Michael Burry on Meta & Pathways to Meta Stock Recovery

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.