The John Johnston Lounge

We take a look at which super-investors have been buying China stocks, including Alibaba stock (BABA), JD stock, Baidu (BIDU), PDD and others during the past quarter. The 13F filings of these fund managers have recently been reported, including from famed “Big Short” investor Michael Burry, so we can see the stocks have been been bought and sold in the quarter. Related videos: Alibaba Stock Earnings & Thoughts on Destroyed BABA Stock https://youtu.be/D0LXk8zapqU Alibaba Stock Rallies On Plan To Raise Fees https://youtu.be/dSGgsqDfCW0 Alibaba Stock: Chair Joe Tsai on BABA’s Big AI Future https://youtu.be/71WRq1Ca4ew Sharesight is my recommended portfolio tracking and reporting tool. See the special offer (referral link): https://sharesightlimited.cmail20.com/t/r-l-tdjhzjk-niuxvol-i/ Join The Art of Value Patreon community for exclusive content I don’t share anywhere else: https://www.patreon.com/TheArtofValue Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.

This episode includes a summary and discussion on the latest Alibaba Earnings results, along with my thoughts on BABA Stock, in the context of the current China economic backdrop, and the massive drop Alibaba stock has had since its peak in late 2020.  Related videos: Alibaba Stock: Chair Joe Tsai on BABA’s Big AI Future https://youtu.be/71WRq1Ca4ew Alibaba Stock: Is The Bottom In? Chairman Joe Tsai Interview! https://youtu.be/eZ4x8z2qjII Alibaba Stock: Super Investor Charlie Munger Sold! https://youtu.be/vm_YLphHocQ Sharesight is my recommended portfolio tracking and reporting tool. See the special offer (referral link): https://sharesightlimited.cmail20.com/t/r-l-tdjhzjk-niuxvol-i/ Join The Art of Value Patreon community for exclusive content I don’t share anywhere else: https://www.patreon.com/TheArtofValue Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.

I react to the big news in the fast food and beverage sector that Starbucks (SBUX) CEO Laxman Narasimhan has been replaced by Chipotle Mexican Grill (CNG) star CEO Brian Niccol. Can he improve the performance of Starbucks and SBUX stock in the years ahead? Related video: Starbucks Stock Crash: Disaster Quarter & CEO Interview https://youtu.be/SlNlbjm6tNM  Referenced videos: CNBC: Starbucks replaces CEO Laxman Narasimhan with Chipotle CEO Brian Niccol https://youtu.be/Um0UBfSOaU0 Starbucks names Brian Niccol new CEO: Here's what to expect https://youtu.be/zA2dDbQy1UI Sharesight is my recommended portfolio tracking and reporting tool. See the special offer (referral link): https://sharesightlimited.cmail20.com/t/r-l-tdjhzjk-niuxvol-i/ Join The Art of Value Patreon community for exclusive content I don’t share anywhere else: https://www.patreon.com/TheArtofValue Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.

Super investor Mohnish Pabrai discusses his investing strategy of looking at hated and unloved companies, sectors, and countries, that can provide great investment opportunities for value investors willing to go off the beaten track to look where others are  not. Related videos: Super Investor Warren Buffett Just Sold These Stocks https://youtu.be/t-d60o6IZwA Mohnish Pabrai: The Importance of Owners’ Intrinsic Value  https://youtu.be/x4Ku99InGYM Referenced video: Mohnish Pabrai’s Session with CFA Society, United Kingdom on June 12, 2024 https://youtu.be/yjXKhLO_7jI Sharesight is my recommended investment portfolio tracking and reporting tool. See the special offer (referral link): https://sharesightlimited.cmail20.com/t/r-l-tdjhzjk-niuxvol-i/ Join The Art of Value Patreon community for exclusive content I don’t share anywhere else: https://www.patreon.com/TheArtofValue Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.

I react to NYU Professor of Finance Aswath Damodaran, “The Dean of Valuation, who discusses the current U.S. stock market correction, especially the megacap ‘Mag 7’ stocks, and Warren Buffett’s recent large sale of Apple stock. Related videos: Aswath Damodaran: Nvidia Stock “Priced To The Point of Insanity” https://youtu.be/DCI9iQC_hvs Aswath Damodaran: Why The Stock Market Is Now Overpriced https://youtu.be/IM-F4YVQ3jk Super Investor Warren Buffett Just Sold These Stocks https://youtu.be/t-d60o6IZwAf Referenced video: CNBC: Berkshire was too concentrated in Apple, says NYU’s Aswath Damodaran https://youtu.be/TnRkTWp0VRo Sharesight is my recommended portfolio tracking and reporting tool. See the special offer (referral link): https://sharesightlimited.cmail20.com/t/r-l-tdjhzjk-niuxvol-i/ Join The Art of Value Patreon community for exclusive content I don’t share anywhere else: https://www.patreon.com/TheArtofValue Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.

Super Investor Warren Buffett has been selling down significant chunks of Berkshire Hathaway’s core portfolio stocks during the past quarter, and into this quarter, leaving Berkshire with a huge pile of cash that could be redeployed. We take a look at how Buffett’s selling has unfolded and some possible reasons for the stock selling. Related videos: Is Warren Buffett As Bearish As He Ever Gets On Stocks? https://youtu.be/bKy1fth0TME Warren Buffett: I’d Buy Small Caps if Starting Over Now https://youtu.be/V7yAKXYXhDM Sharesight is my recommended portfolio tracking and reporting tool. See the special offer (referral link): https://sharesightlimited.cmail20.com/t/r-l-tdjhzjk-niuxvol-i/ Join The Art of Value Patreon community for exclusive content I don’t share anywhere else: https://www.patreon.com/TheArtofValue Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.

Public companies Uber and BYD Co. have partnered to bring BYD EVs to the Uber ride-hailing platform globally. The companies plan to start in Europe and Latin America, and also plan to develop autonomous-capable vehicles together. Is it a plan to try and beat Tesla at its own EV robotaxi game? Related videos: Tesla Will Be The Next Enron! | TSLA Stock https://youtu.be/89dLB4VwaJA Tesla Stock Plunges on Earnings. Here’s Why! https://youtu.be/_GfyTy4holA Sharesight is my recommended portfolio tracking and reporting tool. See the special offer (referral link): https://sharesightlimited.cmail20.com/t/r-l-tdjhzjk-niuxvol-i/ Join The Art of Value Patreon community for exclusive content I don’t share anywhere else: https://www.patreon.com/TheArtofValue Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.

Alibaba is set to deploy a new AI-powered sourcing engine to boost online trade for its global merchants. Related videos: Alibaba Stock Rallies On Plan To Raise Service Fee https://youtu.be/dSGgsqDfCW0 Alibaba Stock: Chair Joe Tsai on BABA’s Big AI Future https://youtu.be/71WRq1Ca4ew Referenced video Alibaba Betting on AI, the Olympics https://youtu.be/7RCpQ056PAU Sharesight is my recommended portfolio tracking and reporting tool. See the special offer (referral link): https://sharesightlimited.cmail20.com/t/r-l-tdjhzjk-niuxvol-i/ Join The Art of Value Patreon community for exclusive content I don’t share anywhere else: https://www.patreon.com/TheArtofValue Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.

In Alibaba news, Alibaba stock (BABA) jumped the most in two months as the stock market digested the China e-commerce giant’s plan to charge more service fees from merchants. Related videos: Alibaba Stock: Chair Joe Tsai on Reigniting Strong Growth https://youtu.be/GXpLxxz7AKE Alibaba Stock: Chair Joe Tsai on BABA’s Big AI Future https://youtu.be/71WRq1Ca4ew Stocks Today With JJ channel: https://www.youtube.com/@jjstockstoday Sharesight is my recommended portfolio tracking and reporting tool. See the special offer (referral link): https://sharesightlimited.cmail20.com/t/r-l-tdjhzjk-niuxvol-i/ Join The Art of Value Patreon community for exclusive content I don’t share anywhere else: https://www.patreon.com/TheArtofValue Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.

Well known short seller Andrew Left has been charged with securities fraud. US Authorities allege Citron’s Andrew Left tried to make quick and easy profits by committing securities fraud with numerous US stocks, including Nvidia, Tesla, Palantir and many others. Related videos: Ross Gerber: Tesla Short Sellers Are So Stupid https://youtu.be/_DaVsijB_Fw 'Big Short’ Super Investor Steve Eisman Now Bullish! https://youtu.be/x9RB9N-2a8M Referenced video: Short-Seller Andrew Left Is Charged With Securities Fraud https://youtu.be/LyrmASB-OFQ Sharesight is my recommended portfolio tracking and reporting tool. See the special offer (referral link): https://sharesightlimited.cmail20.com/t/r-l-tdjhzjk-niuxvol-i/ Join The Art of Value Patreon community for exclusive content I don’t share anywhere else: https://www.patreon.com/TheArtofValue Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.