The John Johnston Lounge

By John JohnstonTechnology

The John Johnston Lounge episodes

May 25, 2022 Tesla Tanks -50% from Peak; Snap Crashes -43% in 1 Day; May Sees Most Company Insider Buying Since March 2020
Episode 69: Tesla’s share price tanks -50% from its November 2021 peak; Snap’s share price collapses 43% in one day, after the company warned that the deteriorating macro environment will impact its results more than expected; Bloomberg reports that May 2022 is poised to see the most company insider buying since March 2020.
The Art of Value:
https://anchor.fm/theartofvalue
YouTube: https://www.youtube.com/channel/UCmlgXjiwAUNHyIS30dnIHBg
Spotify: https://open.spotify.com/show/6I878RawBT9rwHnVUPPHSh?si=5c768532dda841a2
Twitter: https://twitter.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.
17 min
May 24, 2022 100 Baggers: Returning $100 For Every $1 Invested
Episode 68: We revisit Chris Mayer’s excellent investing book, 100 Baggers, which are investments that return $100 for every $1 invested, or $1,000,000 for every $10,000. 10 summary points describe some common characteristics of 100 baggers of the past, to help us find possible 100 baggers of the future.
The Art of Value:
https://anchor.fm/theartofvalue
YouTube: https://www.youtube.com/channel/UCmlgXjiwAUNHyIS30dnIHBg
Spotify: https://open.spotify.com/show/6I878RawBT9rwHnVUPPHSh?si=5c768532dda841a2
Twitter: https://twitter.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.
18 min
May 23, 2022 Greg Alexander, Seth Klarman, Bill Miller: More Observations from Superinvestor Stock Portfolio Activity Q1 2022
Episode 67: JJ has more observations from the activity of Q1 2022 super-investor portfolios, including Greg Alexander, Seth Klarman, Bill Miller.
The Art of Value:
https://anchor.fm/theartofvalue
YouTube: https://www.youtube.com/channel/UCmlgXjiwAUNHyIS30dnIHBg
Spotify: https://open.spotify.com/show/6I878RawBT9rwHnVUPPHSh?si=5c768532dda841a2
Twitter: https://twitter.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
May 21, 2022 Tesla Stock Price Taken to the Horse Shed and Shot; S&P 500 Hits Intraday Bear Market Territory
Episode 66: JJ discusses how the S&P 500 finally hit technical bear market territory intraday, and Tesla stock is hitting the skids, now down nearly -50% from its peak in early November 2021.
The Art of Value:
https://anchor.fm/theartofvalue
YouTube: https://www.youtube.com/channel/UCmlgXjiwAUNHyIS30dnIHBg
Spotify: https://open.spotify.com/show/6I878RawBT9rwHnVUPPHSh?si=5c768532dda841a2
Twitter: https://twitter.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.
14 min
May 20, 2022 Was Jeremy Grantham Correct About a Now Deflating Market Bubble?
Episode 65: JJ discusses a new Jeremy Grantham interview in which Grantham talks about the continued bursting of the financial bubble he identified well before the market peak, and the coming recession that always follows, as he sees it.
The Art of Value:
https://anchor.fm/theartofvalue
YouTube: https://www.youtube.com/channel/UCmlgXjiwAUNHyIS30dnIHBg
Spotify: https://open.spotify.com/show/6I878RawBT9rwHnVUPPHSh?si=5c768532dda841a2
Twitter: https://twitter.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
May 19, 2022 Stock Market Gaps Down Again on Big Retail, Recession, Inflation and Rising Interest Rate Fears
Episode 64: JJ discusses the significant gap down in all the major US market indices and many individual stocks today. Inflation, rising interest rates, and possible recession concerns seem to have been the main drivers. In addition, there are indications that many retail investors are dropping out of the market this year, after the retail investing boom in 2020 and 2021.
The Art of Value:
https://anchor.fm/theartofvalue
YouTube: https://www.youtube.com/channel/UCmlgXjiwAUNHyIS30dnIHBg
Spotify: https://open.spotify.com/show/6I878RawBT9rwHnVUPPHSh?si=5c768532dda841a2
Twitter: https://twitter.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.
17 min
May 18, 2022 Chuck Akre, Terry Smith, Li Lu: More Observations from Superinvestor Stock Portfolio Activity Q1 2022
Episode 63: JJ has more observations from the activity of Q1 2022 super-investor portfolios, including Chuck Akre, Terry Smith, and Li Lu.
The Art of Value:
https://anchor.fm/theartofvalue
YouTube: https://www.youtube.com/channel/UCmlgXjiwAUNHyIS30dnIHBg
Spotify: https://open.spotify.com/show/6I878RawBT9rwHnVUPPHSh?si=5c768532dda841a2
Twitter: https://twitter.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.
14 min
May 17, 2022 Observations from Superinvestor Stock Portfolio Activity Q1 2022: Warren Buffett, David Tepper
Episode 62: JJ discusses observations from the activity of Q1 2022 super-investor portfolios, including Warren Buffett (Berkshire Hathaway) and David Tepper.
The Art of Value:
https://anchor.fm/theartofvalue
YouTube: https://www.youtube.com/channel/UCmlgXjiwAUNHyIS30dnIHBg
Spotify: https://open.spotify.com/show/6I878RawBT9rwHnVUPPHSh?si=5c768532dda841a2
Twitter: https://twitter.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.
14 min
May 16, 2022 Worst Large Cap Performers, Faithful Stick With ARKK, SoftBank Record Loss, Pat Dorsey Portfolio Update
Episode 61: JJ discusses the worst large cap performers so far in 2022, how ARKk is still managing to receive large inflows of capital, Softbank’s Record Loss, Bitcoin’s minor recovery, and investor Pat Dorsey’s Q1 2022 portfolio activity.
The Art of Value:
https://anchor.fm/theartofvalue
YouTube: https://www.youtube.com/channel/UCmlgXjiwAUNHyIS30dnIHBg
Spotify: https://open.spotify.com/show/6I878RawBT9rwHnVUPPHSh?si=5c768532dda841a2
Twitter: https://twitter.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
May 14, 2022 Dead Cat Bounce Rally or Market Bottom? Nobody Knows
Episode 60: JJ discusses the significant bounce in the market indices in the last market session of the week, along with many stocks that jumped over 20%. Is it a so-called dead cat bounce rally, or the bottom of a bear market? Nobody knows.
The Art of Value:
https://anchor.fm/theartofvalue
YouTube: https://www.youtube.com/channel/UCmlgXjiwAUNHyIS30dnIHBg
Spotify: https://open.spotify.com/show/6I878RawBT9rwHnVUPPHSh?si=5c768532dda841a2
Twitter: https://twitter.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.
15 min