The John Johnston Lounge

I react to and discuss part of a recent interview with Alibaba co-founder & Chair Joe Tsai, conducted by Norges Bank Investment Management. In this part, Joe Tsai discusses starting out as an investor before co-founding Alibaba, meeting Jack Ma, scaling Alibaba, falling behind the increasingly intense competition in China, acknowledging mistakes, and recently reorganising Alibaba to course correct. Alibaba stock ticker: BABA. See below timestamps: 00:36 Starting as an investor 01:48 Meeting Jack Ma at startup Alibaba 04:27 Monetizing and scaling Alibaba with Jack Ma 07:33 Falling behind the competition and acknowledging mistakes 08:49 Reorganizing Alibaba to correct course The Art of Value: Alibaba Stock channel is here: https://www.youtube.com/@TheArtOfValueBABA Related episodes: Alibaba Stock: New Jack Ma Memo Hints at Return? https://youtu.be/vfRp0GVBn1w Alibaba Stock: Is The Bottom In? Chairman Joe Tsai Interview! https://youtu.be/eZ4x8z2qjII Alibaba Stock: BABA Supersizes Share Buybacks! https://youtu.be/PuuoIB05p7M Reference video interview: Joe Tsai Co-founder & Chair of Alibaba | In Good Company | Norges Bank Investment Management ⁠https://youtu.be/mT6mRJehJdw⁠ Join The Art of Value Patreon community for exclusive videos and more: https://www.patreon.com/TheArtofValue Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision.

I react to a recent interview with Fundstrat Managing Partner Tom Lee, in which he boldly predicts the short term trajectory of US inflation, interest rates, and the level of the S&P 500 by yearend. Join The Art of Value Patreon community for exclusive videos and more: ⁠https://www.patreon.com/TheArtofValue⁠ Related episodes: Inflation Comes In Hot, Stocks Panic! (Larry Summers interview) https://youtu.be/hFRxnMmniqQ Aswath Damodaran: Why The Stock Market Is Now Overpriced https://youtu.be/IM-F4YVQ3jk Aswath Damodaran: Nvidia “Priced To The Point of Insanity” https://youtu.be/DCI9iQC_hvs Aswath Damodaran: All Mag 7 Stocks Overpriced, NVDA INSANELY! https://youtu.be/CzKpib62RLQ Reference video: CNBC: Fed can't argue against three hotter-than-expected inflation reports, says Fundstrat's Tom Lee https://youtu.be/C5qZ3HLsUOo I use GuruFocus for historical, financial and valuation data, screeners, charts and comparison tools, to help me make smarter long-term investing decisions (referral link): https://www.gurufocus.com/?affid=2c95d5930bb2537b2e0265075fb66581 Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision.

Recent Inflation numbers have came in unexpectedly high, and the stock market reacted immediately to the downside on the news. In this episode I react to some of an interview with Former Treasury Secretary and current OpenAI board member Larry Summers, who is critical of how The Fed is handling inflation and the US economy. Related episodes: Aswath Damodaran: Why The Stock Market Is Now Overpriced https://youtu.be/IM-F4YVQ3jk Aswath Damodaran: Nvidia Stock “Priced To The Point of Insanity”  https://youtu.be/DCI9iQC_hvs Aswath Damodaran: All Mag 7 Stocks Overpriced, NVDA INSANELY! https://youtu.be/CzKpib62RLQ Reference video: CNBC: Summers Says Fed Should Not Cut Rates Right Now https://youtu.be/LXDNZuYUn-o Join The Art of Value Patreon community for exclusive videos and more: https://www.patreon.com/TheArtofValue Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision.

I’ve started a new, dedicated Alibaba stock (BABA stock) YouTube channel, The Art of Value: Alibaba Stock. If you regularly enjoy my Alibaba stock videos here, please do subscribe to the new channel, as it will be all Alibaba, all the time!  Here’s a link to the new channel: https://www.youtube.com/@TheArtOfValueBABA And here’s the very first video:  Alibaba Stock: New Jack Ma Memo Hints at Return? https://youtu.be/vfRp0GVBn1w Stay tuned (subscribed with notifications on) for more!

For the very first video on my new, dedicated Alibaba stock YouTube channel, I report and discuss this latest Alibaba stock (BABA stock) and co-founder Jack Ma news. Jack Ma has posted another surprise morale-boosting internal memo to Alibaba staff. Could Jack Ma also be hinting at a comeback to the company? I look for clues in the memo. The Art of Value: Alibaba Stock channel is here: https://www.youtube.com/@TheArtOfValueBABA Related videos: The Art of Value: Alibaba Stock News: Surprise Jack Ma Memo! My Thoughts | BABA Stock https://youtu.be/mp6SdoFt2iY The Art of Value: Alibaba Stock: BABA Supersizes Share Buybacks! https://youtu.be/PuuoIB05p7M The Art of Value: Alibaba Stock: Super Investor Charlie Munger Sold! https://youtu.be/vm_YLphHocQ Join The Art of Value Patreon community for exclusive videos and more: https://www.patreon.com/TheArtofValue Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision.

I react to a recent interview with Prof. Aswath Damodaran from NYU, "The Dean of Valuation", who explains why he thinks the market is currently overpriced, and investors are pricing-in near future downside risks adequately. He discusses inflation,The Fed, the bond market, interest rates, and a possible US recession.  Related episodes: Aswath Damodaran: Nvidia Stock “Priced To The Point of Insanity”  https://youtu.be/DCI9iQC_hvs Aswath Damodaran: All Mag 7 Stocks Overpriced, NVDA INSANELY! https://youtu.be/CzKpib62RLQ Reference video: CNBC: Inflation is going to drive the market not the Fed, says NYU's Aswath Damodarn https://youtu.be/MmCFptx-34I Join The Art of Value Patreon community for exclusive videos and more: https://www.patreon.com/TheArtofValue Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision.

I report and discuss the latest Alibaba stock news that the Chinese tech company has increased its rate of share repurchasing by making its second biggest ever quarterly share repurchases, with plans for a lot more. Related episodes: Alibaba Stock: Super Investor Charlie Munger Sold! https://youtu.be/vm_YLphHocQ Why Alibaba is Scrapping Cainiao IPO | BABA Stock https://youtu.be/ClE-h5223FQ Alibaba Stock: Is The Bottom In? Chairman Joe Tsai Interview! https://youtu.be/eZ4x8z2qjII Join The Art of Value Patreon for exclusive content and to support the channel: https://www.patreon.com/TheArtofValue I use GuruFocus for historical, financial and valuation data, screeners, charts and comparison tools, to help me make smarter long-term investing decisions (referral link): https://www.gurufocus.com/?affid=2c95d5930bb2537b2e0265075fb66581 I use TIKR Terminal to help analyze great businesses, follow top investor portfolios, and help monitor my portfolio (referral link): http://tikr.com/theartofvalue Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision.

The late super investor Charlie Munger has posthumously sold a substantial percentage of Alibaba stock, which was part of the Daily Journal Corp portfolio he managed. Did he leave instructions to sell BABA stock, or not? We also look at exactly what Charlie Munger said about his BABA stock holding before his death, and investing in China in general. See Timestamps below: 00:28 Charlie Munger’s Daily Journal Corp portfolio changes 02:11 Charlie Munger on his Alibaba stock investment 05:26 Charlie Munger on investing in China Related episodes Alibaba Stock: Is The Bottom In? Chairman Joe Tsai Interview! https://youtu.be/eZ4x8z2qjII Alibaba Stock Earnings Summary + My Opinion | BABA Stock https://youtu.be/TJnjxv8LNL0 The Art of Value Alibaba Stock Playlist: https://youtube.com/playlist?list=PLrNjj1l3MS7XjzElr0IE-E5uw5eAAtmmU&si=UX7hocmkh-Nx0fjE I use TIKR Terminal to help analyze great businesses, follow top investor portfolios, and help monitor my portfolio (referral link): http://tikr.com/theartofvalue Join The Art of Value Patreon for exclusive content and to support the channel: https://www.patreon.com/TheArtofValue Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision.

In this episode we take a look at the news that sent Spotify stock up over 8% in one trading session, and I give my long term thoughts on the company. See below timestamps: 00:00 Spotify stock recent and past price action 03:05 Latest Spotify news 09:27 My reactions to the news on mainstream finance media 13:47 Some Spotify financial metrics Related video Spotify Stock: Q4 2023 Earnings Live | Spotify Stock Analysis https://www.youtube.com/live/ywMJ3pvl2qA I use GuruFocus for historical, financial and valuation data, screeners, charts and comparison tools, to help me make smarter long-term investing decisions (referral link): https://www.gurufocus.com/?affid=2c95d5930bb2537b2e0265075fb66581 Join The Art of Value Patreon for exclusive content and to support the channel: https://www.patreon.com/TheArtofValue Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision.

Is it time to buy the multi-year TSLA stock dip? I react to some Tesla news clips about the disappointing delivery numbers for Q1, and give my opinion on the situation Tesla finds itself in. How low will Tesla stock go this time, and is it worth buying the Tesla stock dip now? See below timestamps: 00:27 Tesla stock recent price action 01:21 Tesla deliveries news: down 8.5% from a year ago 08:42 Analyst Dan Ives on Tesla’s Q1 delivery result 12:54 Where to from here? A buy the dip moment? Related episodes:Tesla Stock: Is Tesla In Trouble?! https://youtu.be/lLqH06cXJYM Tesla Stock Investors Must Know About Tesla Bot & Humanoids https://youtu.be/dlBYMSQ-LFE Reference videos: CNBC: Tesla shares fall after deliveries drop 8.5% from a year ago https://youtu.be/4aHODcR_b7c CNBC: Tesla: Here's why Wedbush analyst Dan Ives has an outperform rating on the stock https://youtu.be/esVqOo5DjDc CNBC: Tesla falls on Q1 deliveries miss https://youtu.be/ZzfUDLEo3RE I use TIKR Terminal to help analyze great businesses, follow top investor portfolios, and help monitor my portfolio (referral link): http://tikr.com/theartofvalue Join The Art of Value Patreon for exclusive content and to support the channel: https://www.patreon.com/TheArtofValue Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision.