The John Johnston Lounge
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Greg Alexander, Seth Klarman, Bill Miller: More Observations from Superinvestor Stock Portfolio Activity Q1 2022
15 mins; May 22, 2022
Tesla Stock Price Taken to the Horse Shed and Shot; S&P 500 Hits Intraday Bear Market Territory
13 mins; May 21, 2022
Was Jeremy Grantham Correct About a Now Deflating Market Bubble?
12 mins; May 19, 2022
Stock Market Gaps Down Again on Big Retail, Recession, Inflation and Rising Interest Rate Fears
16 mins; May 18, 2022
Chuck Akre, Terry Smith, Li Lu: More Observations from Superinvestor Stock Portfolio Activity Q1 2022
13 mins; May 17, 2022
Observations from Superinvestor Stock Portfolio Activity Q1 2022: Warren Buffett, David Tepper
13 mins; May 16, 2022
Worst Large Cap Performers, Faithful Stick With ARKK, SoftBank Record Loss, Pat Dorsey Portfolio Update
12 mins; May 15, 2022
Dead Cat Bounce Rally or Market Bottom? Nobody Knows
14 mins; May 13, 2022
Small Cap Russell 2000 Index Strongly Positive on the Day, while S&P 500 Continued Down
7 mins; May 12, 2022
An Historic Time in Markets: Tech Stock Carnage Continues as Inflation Comes in Hot Again
13 mins; May 11, 2022
More Emerging Tech Stock Devastation; ARKK and Tiger Global
12 mins; May 10, 2022
Investing When Terrified
14 mins; May 09, 2022
Relentless Sell-Off of Many Tech Stocks and Bitcoin; Shopify Sell-Off vs Tesla; Rivian Lockup Ends; Spotify’s Ek Buying SPOT Shares
13 mins; May 08, 2022
We’ve Reached that 'Markets In Turmoil’ Headline Stage in Financial Media Again
12 mins; May 05, 2022
US Fed Raises Rates Half a Percent, Stock Market Jumps, Investor Paul Tudor Jones Not Optimistic About Stocks
9 mins; May 04, 2022
Comparing the Decline of ARKK to the NASDAQ-100 During the Dot-Com Bust
8 mins; May 03, 2022
Ray Dalio’s Update on 'The Popping of the Bubble Stocks'
18 mins; May 03, 2022
Historically Bearish US Market Sentiment but China Stocks Bounce, and Berkshire’s Been Buying Big
14 mins; May 01, 2022
Worst NASDAQ Month Since 2008
12 mins; April 29, 2022
Thoughts on Spotify Q1 2022 Earnings Call, Daniel Ek’s Comments
11 mins; April 28, 2022
Thoughts on Spotify Q1 2022 Earnings and Share Price Decline
17 mins; April 28, 2022
Bear Market Update: NASDAQ, Tesla, Twitter, Google, Microsoft, Robinhood
12 mins; April 27, 2022
The Lithium-Ion Battery Arms Race and The Raw Materials Disconnect
19 mins; April 26, 2022
Thoughts on Q1 22 Tesla Earnings Call, EV Lithium Constraints, Future Tech Outlook
21 mins; April 22, 2022
Bill Ackman Sells Netflix, Ross Gerber Buys More, Plus High New Zealand Inflation Number
16 mins; April 20, 2022
What's Going On With Mega-Streamer Netflix?
21 mins; April 20, 2022
Charismatic Founders: Thoughts on Some Recent Investing-Related TV
19 mins; April 18, 2022
Thoughts on New Warren Buffett and Elon Musk Interviews
10 mins; April 15, 2022
JPM CEO Jamie Dimon Sees Significant Challenges Ahead for US; Tesla Fake News Rockets Lithium Stock
18 mins; April 13, 2022
ARK Invest Expects 50% Compound Annual Growth Rate, March Inflation Numbers
19 mins; April 12, 2022
Munger Sells Some BABA, New Jersey Rec Cannabis, Thiel and Bitcoin, New Amyris SynBio Plant
23 mins; April 11, 2022
SAFE Banking for US Cannabis Sector Within the Next 90 Days?
18 mins; April 08, 2022
US Cannabis Sector Update, US Fed News
21 mins; April 06, 2022
Elon's New Twitter Stake, China ADRs, RH CEO's Rant, ARKK's Slide
14 mins; April 05, 2022
Investing in Artificial Intelligence (AI), Part 2
24 mins; April 01, 2022
Investing in Artificial Intelligence (AI), Part 1
15 mins; March 28, 2022
Part 2, Boom and Bust: The Financial Bubble Triangle
23 mins; March 24, 2022
Boom and Bust: The Financial Bubble Triangle, Part 1
16 mins; March 22, 2022
Strong Relief Rally in China Tech and Nasdaq Stocks
9 mins; March 18, 2022
2022: Significant Change in Market Sentiment
40 mins; March 15, 2022
Mid-October 2021 Stock and Market Update
18 mins; October 14, 2021
How Bull Markets Narrow, Spotify News, US Cannabis MSO Twitter Chatter, A New Stock to Research
28 mins; September 09, 2021
US Market Bubble Update, Partial China Tech Rebound, Continuing US Cannabis Drawdown
20 mins; September 02, 2021
Was Feb 2021 the Peak of a US Stock Market Bubble? Jeremy Grantham Thinks So
49 mins; August 22, 2021
Reviewing Superinvestor Portfolio Changes for Q2 2021
34 mins; August 19, 2021
Thoughts on Spotify's (SPOT) Long Term Growth Prospects and Q2 2021 Earnings Call
33 mins; August 11, 2021
Thoughts on Alibaba (BABA) Earnings and Glass House Group (GLASF) Volatility
24 mins; August 04, 2021
Thoughts on China Stock Crash, Spotify and Tesla Earnings
40 mins; July 28, 2021
Batteries Are The New Oil: Mining, Manufacture, EVs and Energy Storage, Recycling
34 mins; July 15, 2021
China Tech Stock Decline: Value Opportunity or Mistake?
32 mins; July 07, 2021
US Cannabis Sector Primer
31 mins; June 30, 2021
Stitch Fix Update: The Future of Personalized Shopping?
41 mins; June 23, 2021
Tesla debate, Alibaba and Pindoudou
35 mins; June 16, 2021
Poftoflio Update Including Small Cap Compounders
57 mins; May 31, 2021
Current Stock Positions and Market Conditions
33 mins; March 16, 2021
The EV Bubble
33 mins; December 21, 2020
Reviewing Superinvestor Portfolio Updates for Q3 2020
45 mins; November 19, 2020
TAOVI10: New DEEP Value ETF from Investor Tobias Carlisle
25 mins; November 12, 2020
TAOVI9: Investor David Einhorn's 10 Tech Bubble Signs, Says It's Already Peaked
47 mins; October 28, 2020
TAOVI8: Learning About Compounders From Value Investor Mohnish Pabrai
47 mins; October 23, 2020
TAOVI7: Value Investor Bill Nygren Talks Bubble in Growth Stocks
42 mins; October 15, 2020
TAOVI6: The Investment Approach of Superinvestor Terry Smith
61 hours 21 mins; October 07, 2020
TAOVI5: Spotify Stock Analysis: Possible 10 Bagger? (SPOT)
66 hours 11 mins; October 02, 2020
TAOVI4: What 100 Bagger Companies have in Common
31 mins; September 23, 2020
TAOVI3: Looking at Stitch Fix Inc (SFIX)
48 mins; September 16, 2020
TAOVI2: Art in Value Investing, Stock Market Temperatures, Stocks on the Radar
42 mins; September 13, 2020
TAOVI1: Introductory Episode of The Art of Value Investing
7 mins; September 09, 2020