The John Johnston Lounge

By John JohnstonTechnology

The John Johnston Lounge episodes

July 19, 2022 Mohnish Pabrai Interview: Value Investing Quest for Multibagger Stocks
I discuss some of Mohnish Pabrai’s comments in his latest interview, in which he talks about his value investing quest to find multibagger companies; companies that could 10x within 10 years, and 100x over 20 years.
This is The Art of Value episode 108.
Mohnish Pabrai's full Q&A Session with Narsee Monjee Institute of Management Studies, Mumbai: https://youtu.be/qBdieWfouZM
The Art of Value:
YouTube: https://www.youtube.com/channel/UCmlgXjiwAUNHyIS30dnIHBg
Spotify: https://open.spotify.com/show/6I878RawBT9rwHnVUPPHSh?si=23a140851abd4076
Apple Podcasts https://podcasts.apple.com/us/podcast/the-art-of-value/id1615680017
Other Podcast Platforms: https://anchor.fm/theartofvalue
Twitter: https://twitter.com/theartofvalue
Linkedin: https://www.linkedin.com/company/the-art-of-value/
Facebook Page: https://www.facebook.com/profile.php?id=100082516724025
Instagram: https://www.instagram.com/artofvalueinvest
TikTok: https://www.tiktok.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 help before making any investment decision.
12 min
July 13, 2022 Is Warren Buffett Preparing to Sell Stock of BYD, Electric Car and EV Battery Maker?
I look at and discuss the financial media speculation and rumors that Warren Buffett’s Berkshire Hathaway is preparing to sell its stock of Chinese electric vehicle and EV battery maker BYD, after owning a significant stake in the company for over a decade.
This is The Art of Value episode 107.
The Art of Value:
YouTube: https://www.youtube.com/channel/UCmlgXjiwAUNHyIS30dnIHBg
Spotify: https://open.spotify.com/show/6I878RawBT9rwHnVUPPHSh?si=23a140851abd4076
Apple Podcasts https://podcasts.apple.com/us/podcast/the-art-of-value/id1615680017
Other Podcast Platforms: https://anchor.fm/theartofvalue
Twitter: https://twitter.com/theartofvalue
Linkedin: https://www.linkedin.com/company/the-art-of-value/
Facebook Page: https://www.facebook.com/profile.php?id=100082516724025
Instagram: https://www.instagram.com/artofvalueinvest
TikTok: https://www.tiktok.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 help before making any investment decision.
16 min
July 11, 2022 Ray Dalio on the Economy, Bear Market, and Changing Macro Investing Environment
Based on his recent interviews, I discuss Ray Dalio’s views on the current macro economic environment, bear market, and outlook for investing.
This is The Art of Value episode 106.
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 help before making any investment decision.
19 min
July 08, 2022 Mohnish Pabrai's Compounding Spawners: How Pabrai Looks For Potential Multibagger Stocks
I summarise and discuss investor Mohnish Pabrai’s spawners framework, which he developed in the process of looking for “apex spawner” companies that have the ability and attributes to spawn new businesses in various ways, to become high-compounding multibagger stocks over time. He’s looking for 10x to 100x multibaggers.
This is The Art of Value episode 105.
Mohnish Pabrai’s Lecture, Q&A with students of Peking University: https://youtu.be/pUiwBs_N5cE
The Art of Value:
YouTube: https://www.youtube.com/channel/UCmlgXjiwAUNHyIS30dnIHBg
Spotify: https://open.spotify.com/show/6I878RawBT9rwHnVUPPHSh?si=23a140851abd4076
Apple Podcasts https://podcasts.apple.com/us/podcast/the-art-of-value/id1615680017
Other Podcast Platforms: https://anchor.fm/theartofvalue
Twitter: https://twitter.com/theartofvalue
Linkedin: https://www.linkedin.com/company/the-art-of-value/
Facebook Page: https://www.facebook.com/profile.php?id=100082516724025
Instagram: https://www.instagram.com/artofvalueinvest
TikTok: https://www.tiktok.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 help before making any investment decision.
22 min
July 07, 2022 Warren Buffett and Charlie Munger on Their Investment Strategy and Psychology When Stocks Drop 50%
I discuss what legendary value investors Warren Buffett and Charlie have said in an interview about the psychology of investors when stock holdings go down 50% or more, which has happened to the share price of their own company Berkshire Hathaway 3 times.
This is The Art of Value episode 104.

The Art of Value:
YouTube: https://www.youtube.com/channel/UCmlgXjiwAUNHyIS30dnIHBg
Spotify: https://open.spotify.com/show/6I878RawBT9rwHnVUPPHSh?si=23a140851abd4076
Apple Podcasts https://podcasts.apple.com/us/podcast/the-art-of-value/id1615680017
Other Podcast Platforms: https://anchor.fm/theartofvalue
Twitter: https://twitter.com/theartofvalue
Linkedin: https://www.linkedin.com/company/the-art-of-value/
Facebook Page: https://www.facebook.com/profile.php?id=100082516724025
Instagram: https://www.instagram.com/artofvalueinvest
TikTok: https://www.tiktok.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 help before making any investment decision.
7 min
July 06, 2022 Peter Lynch on How to Invest in Stocks During a Volatile Bear Market
I discuss what legendary investor, and One Up On Wall Street author, Peter Lynch has said about investing during volatile and bear markets, why people panic sell stocks, and what he thinks is the right approach during stock market and individual stock downturns.
This is The Art of Value episode 103.
Peter Lynch 1994 Lecture: https://youtu.be/rf_f8GV0yYM

The Art of Value:
YouTube: https://www.youtube.com/channel/UCmlgXjiwAUNHyIS30dnIHBg
Spotify: https://open.spotify.com/show/6I878RawBT9rwHnVUPPHSh?si=23a140851abd4076
Apple Podcasts https://podcasts.apple.com/us/podcast/the-art-of-value/id1615680017
Other Podcast Platforms: https://anchor.fm/theartofvalue
Twitter: https://twitter.com/theartofvalue
Linkedin: https://www.linkedin.com/company/the-art-of-value/
Facebook Page: https://www.facebook.com/profile.php?id=100082516724025
Instagram: https://www.instagram.com/artofvalueinvest
TikTok: https://www.tiktok.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 help before making any investment decision.
13 min
July 05, 2022 Micron Technology Stock (MU) Q3 2022 Earnings Call Summary and Commentary, Including Growth Outlook
I discuss the latest earnings conference call from Micron Technology (MU), including the short and long term growth outlook for the company. Micron Technology is in the business of designing and manufacturing digital memory and storage products. This is The Art of Value episode 102.
Previous video referenced in this episode:
Micron Technology (MU) Q3 2022 Earnings, Outlook and Mohnish Pabrai’s Investment Thesis https://youtu.be/0zG4fG3si5A

The Art of Value:
YouTube: https://www.youtube.com/channel/UCmlgXjiwAUNHyIS30dnIHBg
Spotify: https://open.spotify.com/show/6I878RawBT9rwHnVUPPHSh?si=23a140851abd4076
Apple Podcasts https://podcasts.apple.com/us/podcast/the-art-of-value/id1615680017
Other Podcast Platforms: https://anchor.fm/theartofvalue
Twitter: https://twitter.com/theartofvalue
Linkedin: https://www.linkedin.com/company/the-art-of-value/
Facebook Page: https://www.facebook.com/profile.php?id=100082516724025
Instagram: https://www.instagram.com/artofvalueinvest
TikTok: https://www.tiktok.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 help before making any investment decision.
28 min
July 04, 2022 Stanley Druckenmiller Interview Summary: Macro Investor Druck Predicts A Hard Landing (Recession)
I summarise and comment on a recent, excellent Stanley Druckenmiller interview, conducted by Stripe co-founder John Collision. In the interview Druck gives his views on the current macroeconomic situation, the state of the stock market, inflation, the stock market as an economic predictor, Bitcoin vs gold, his bias towards growth stocks, and his overall macro bearishness.
This is The Art of Value episode 101.
Full interview: John Collison in conversation with Stanley Druckenmiller
https://youtu.be/-7sWLIybWnQ

The Art of Value:
YouTube: https://www.youtube.com/channel/UCmlgXjiwAUNHyIS30dnIHBg
Spotify: https://open.spotify.com/show/6I878RawBT9rwHnVUPPHSh?si=23a140851abd4076
Apple Podcasts https://podcasts.apple.com/us/podcast/the-art-of-value/id1615680017
Other Podcast Platforms: https://anchor.fm/theartofvalue
Twitter: https://twitter.com/theartofvalue
Linkedin: https://www.linkedin.com/company/the-art-of-value/
Facebook Page: https://www.facebook.com/profile.php?id=100082516724025
Instagram: https://www.instagram.com/artofvalueinvest
TikTok: https://www.tiktok.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 help before making any investment decision.

28 min
July 03, 2022 Celebrating Episode 100 of The Art of Value Podcast! Thanks To All of You for Listening and Watching
I’m celebrating the 100th episode of The Art of Value podcast, with a Thank You to all listeners and viewers, and with a decent new microphone to improve sound quality going forward. In episode 100, I explain for the first time on the podcast, that as well as being an investor and podcaster, I’m also a multidisciplinary artist, and I briefly explain how my art is related to investing and capitalism.
The Art of Value:
YouTube: https://www.youtube.com/channel/UCmlgXjiwAUNHyIS30dnIHBg
Spotify: https://open.spotify.com/show/6I878RawBT9rwHnVUPPHSh?si=23a140851abd4076
Apple Podcasts https://podcasts.apple.com/us/podcast/the-art-of-value/id1615680017
Other Podcast Platforms: https://anchor.fm/theartofvalue
Twitter: https://twitter.com/theartofvalue
Linkedin: https://www.linkedin.com/company/the-art-of-value/
Facebook Page: https://www.facebook.com/profile.php?id=100082516724025
Instagram: https://www.instagram.com/artofvalueinvest
TikTok: https://www.tiktok.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 help before making any investment decision.
7 min
July 01, 2022 Micron Technology (MU) Q3 2022 Earnings, Outlook, and Mohnish Pabrai’s Investment Thesis
I discuss the latest earnings release from Micron Technology (MU), and a brief investment thesis for the company from respected value investor Mohnish Pabrai. Micron Technology is in the business of designing and manufacturing digital memory and storage products.
This is The Art of Value episode 99.
Monhnish Pabrai’s YouTube channel:
https://www.youtube.com/user/mohnishpabrai
The Art of Value:
YouTube: https://www.youtube.com/channel/UCmlgXjiwAUNHyIS30dnIHBg
Spotify: https://open.spotify.com/show/6I878RawBT9rwHnVUPPHSh?si=23a140851abd4076
Apple Podcasts https://podcasts.apple.com/us/podcast/the-art-of-value/id1615680017
Other Podcast Platforms: https://anchor.fm/theartofvalue
Twitter: https://twitter.com/theartofvalue
Linkedin: https://www.linkedin.com/company/the-art-of-value/
Facebook Page: https://www.facebook.com/profile.php?id=100082516724025
Instagram: https://www.instagram.com/artofvalueinvest
TikTok: https://www.tiktok.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 help before making any investment decision.

29 min