The John Johnston Lounge

By John JohnstonTechnology

The John Johnston Lounge episodes

July 16, 2021 Batteries Are The New Oil: Mining, Manufacture, EVs and Energy Storage, Recycling
In episode 19, JJ discusses how batteries are the new oil. Thinking through the industry life-cycle involves: mining the relevant materials; manufacturing batteries for many millions of electric vehicles, electronic devices and energy storage; recycling battery materials for reuse in a circular economy.
Twitter: @theartofvalue
35 min
July 08, 2021 China Tech Stock Decline: Value Opportunity or Mistake?
In episode 18, JJ discusses the ongoing decline in share prices of the big Chinese tech companies. Is this a value investing opportunity, or a big mistake to invest?
Twitter: @theartofvalue
33 min
July 01, 2021 US Cannabis Sector Primer
In episode 17, JJ discusses the rapidly evolving investment situation and opportunity in the US legal cannabis sector.
Twitter: @theartofvalue
32 min
June 23, 2021 Stitch Fix Update: The Future of Personalized Shopping?
In episode 16, JJ discusses Stitch Fix (SFIX) again, after hearing a recent Vogue Business interview with the incoming CEO, Elizabeth Spaulding. Is Stitch Fix the future of online, personalized apparel shopping? Can the company successfully scale up to be a very large player in apparel sales?
Twitter: @theartofvalue
42 min
June 17, 2021 Tesla debate, Alibaba and Pindoudou
In episode 15, JJ discusses whether or not most value investors are being too harsh on Tesla, and talks about recent positions in China's Alibaba and Pindoudou.
Twitter: @theartofvalue
36 min
May 31, 2021 Poftoflio Update Including Small Cap Compounders
In episode 14, JJ discusses updated stock positions, including a growing number of small cap companies with the potential to compound over the long term.
To leave an audio message: anchor.fm/artofvalueinvesting
Twitter: twitter.com/theartofvalue
Email: [email protected]
58 min
March 17, 2021 Current Stock Positions and Market Conditions
In episode 13, Art discusses the current market, some current stocks postions, and recaps some previous epiodses after the 12 break since the last one: The EV Bubble.
To leave an audio message: anchor.fm/artofvalueinvesting
Twitter: twitter.com/theartofvalue
Email: [email protected]
34 min
March 16, 2021 Current Stock Positions and Market Conditions
In episode 13, Art discusses the current market, some current stocks postions, and recaps some previous epiodses after the 12 break since the last one: The EV Bubble.
To leave an audio message: anchor.fm/artofvalueinvesting
Twitter: twitter.com/theartofvalue
Email: [email protected]
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Send in a voice message: https://anchor.fm/artofvalueinvesting/message
20 min
December 21, 2020 The EV Bubble
In episode 12, Art discusses the current bubble he sees in the emerging EV sector.
Mindset Value article by Aaron Edelheit referred to in this episode: Electric Car Bubble
To leave Art an audio message: anchor.fm/artofvalueinvesting
Twitter: twitter.com/theartofvalue
Email: [email protected]
34 min
November 19, 2020 Reviewing Superinvestor Portfolio Updates for Q3 2020
In episode 11 of The Art of Value Investing, Art reviews some Q3 2020 portfolio updates from various well known value investors, or "superinvestors".
To leave Art an audio message: anchor.fm/artofvalueinvesting
Twitter: twitter.com/theartofvalue
Email: [email protected]
46 min