The John Johnston Lounge

By John JohnstonTechnology

The John Johnston Lounge episodes

November 13, 2020 TAOVI10: New DEEP Value ETF from Investor Tobias Carlisle
In episode 10, Art discusses the new DEEP Value ETF from deep value investor Tobias Carlisle, which focuses on deeply undervalued small and micro cap U.S. stocks.
Stocks mentioned in this episode: The Roundhill Acquirers Deep Value ETF (DEEP), Turtle Beach (HEAR), Spotify (SPOT).
The quote from Tobias about the Roundhill Acquirers Deep Value ETF is from here. I encourage you to listen to the whole episode:
Stansberry Investor Hour with Dan Ferris: How to Profit in The New Age of Value Stocks
https://investorhour.libsyn.com/how-to-profit-in-the-new-age-of-value-stocks
You can find more on Tobias and the The Acquirers Multiple here:
https://acquirersmultiple.com
You can find more on the The Roundhill Acquirers Deep Value ETF here
https://www.roundhillinvestments.com/etf/deep/
To leave Art an audio message: anchor.fm/artofvalueinvesting
Twitter: twitter.com/theartofvalue
Email: [email protected]
26 min
October 28, 2020 TAOVI9: Investor David Einhorn's 10 Tech Bubble Signs, Says It's Already Peaked
In episode 9, Art discusses David Einhorn's 10 signs of a second tech bubble, and his assertion that the bubble already peaked in early September 2020.
Articles and videos referenced in this episode:
Greenlight Capital's David Einhorn just called the top in stocks, and gave 10 reasons why tech is in a bubble
https://www.businessinsider.com.au/stock-market-outlook-top-call-einhorn-signs-technology-bubble-letter-2020-10?r=US
David Einhorn: 10 Signs The Bubble Has Already Popped
https://acquirersmultiple.com/2020/10/david-einhorn-10-signs-the-bubble-has-already-popped/
Value: After Hours S02 E43 Einhorn's Bubble Hunting, Risk-Taking, and Lessons from Nuclear Meltdowns
https://youtu.be/AgpylaBGLHw
Leave Art an audio message: anchor.fm/artofvalueinvesting
Twitter: twitter.com/theartofvalue
Email: [email protected]
48 min
October 23, 2020 TAOVI8: Learning About Compounders From Value Investor Mohnish Pabrai
In episode 8, Art discusses a couple of recent video presentations by value investor Mohnish Pabrai, in which he talks about investing in compounders: companies with long runways of growth, and selling for reasonable prices.
Videos referenced in the podcast:
Mohnish Pabrai Lecture at Boston College - October 8, 2020
https://www.youtube.com/watch?v=ANn907GgLPs
Q&A with Mohnish Pabrai and Francis Chou at Harvard - April 7, 2020
https://www.youtube.com/watch?v=iW0Mv9zVt0o
Leave Art an audio message: anchor.fm/artofvalueinvesting
Twitter: twitter.com/theartofvalue
Email: [email protected]

48 min
October 16, 2020 TAOVI7: Value Investor Bill Nygren Talks Bubble in Growth Stocks
In episode 7 of The Art of Value Investing, Art discusses a recent presentation by value investing fund manager Bill Nygren, from Oakmark Funds. Bill outlined some reasons for the obvious disparity between the performance of growth and value in recent years, and how that is very likely to change, including suggesting that, like the bubble of the late 1990s, the current situation amounts to a bubble in growth stocks.
The full Bill Nygren presentation video, hosted by GuruFocus: https://youtu.be/yibOomafgxU
Leave Art an audio message: anchor.fm/artofvalueinvesting
Twitter: @theartofvalue
43 min
October 08, 2020 TAOVI6: The Investment Approach of Superinvestor Terry Smith
In Episode 6 of The Art of Value Investing, Art discusses the contemporary value investing approach of UK superinvestor Terry Smith.
Video of the March 2019 Terry Smith presentation mentioned in this episode:
youtu.be/YZM9dhiDbzI
Leave Art an audio message:
anchor.fm/artofvalueinvesting
Twitter: @theartofvalue
Email: [email protected]
1 hr 2 min
October 02, 2020 TAOVI5: Spotify Stock Analysis: Possible 10 Bagger? (SPOT)
In episode 5, Art discusses early research and strategic analysis on Spotify. Could it become a 10 bagger over time?
Feel free to leave Art a message to share your thoughts and questions:
Anchor for audio message: anchor.fm/artofvalueinvesting
Twitter: @theartofvalue
Email: [email protected]
1 hr 7 min
September 24, 2020 TAOVI4: What 100 Bagger Companies have in Common
In Episode 4, Art discusses Christopher Mayer's 2018 book, 100 Baggers: Stocks That Return 100-to-1 and How To Find Them. How is this book relevant to contemporary value investing?

100 Baggers book:
https://www.amazon.com/100-Baggers-Stocks-100-1/dp/1621291650
Leave Art a comment or question:
Audio message: https://anchor.fm/artofvalueinvesting
Twitter: @theartofvalue
Email: [email protected]
32 min
September 17, 2020 TAOVI3: Looking at Stitch Fix Inc (SFIX)
In Episode 3, after a little market news and commentary about market bubbles and manias, Art starts to look at Stitch Fix Inc, to understand the online personal styling and apparel business.
49 min
September 13, 2020 TAOVI2: Art in Value Investing, Stock Market Temperatures, Stocks on the Radar
In Episode 2 Art discusses fine art in relation to The Art of Value Investing, the state of the macro environment, and taking the temperature of the stock market. He then talks about a few stocks on the radar, and if there may be any bargains to be had.
Feel free to leave Art a question or comment at https://anchor.fm/artofvalueinvesting or on Twitter at https://twitter.com/theartofvalue
43 min
September 09, 2020 TAOVI1: Introductory Episode of The Art of Value Investing
Welcome to the first ever episode of the The Art of Value Investing podcast, with your host Art.
This brief introductory episode includes reasons the podcast was created, and what to expect from the show.
8 min