The John Johnston Lounge

This episode surveys the current stock portfolio of super-investor Seth Klarman, investigating which stocks value investor Klarman was buying and selling for the Baupost Group portfolio during Q4 2023. We also take a closer look at a small selection of them. Related episodes: Super Investor Stock Portfolios Playlist https://youtube.com/playlist?list=PLrNjj1l3MS7WB9vDpdIyccwd7mE69v1CX&si=AQexbPXo5jI6REAL Investor Seth Klarman on the Everything Bubble https://youtu.be/C4rs2M_lOKw Join The Art of Value Patreon community for exclusive videos and more: https://www.patreon.com/TheArtofValue I use TIKR Terminal to help analyze great businesses, follow top investor portfolios, and help monitor my portfolio (referral link): http://tikr.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/?r=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.

I react to well known finance and investing YouTubers Jeremy Lefebvre and Meet Kevin talking about whether there could be a “Great Crash” starting soon in the stock market.  Related episodes: Super Investor Warren Buffett Just Bought These Stocks  https://youtu.be/sWq33fUbl9I Will ARM Holdings Stock Crash? My Thoughts | ARM Stock https://youtu.be/93M94NpBVk8 Super Investor Terry Smith (Fundsmith) is Investing For GROWTH https://youtu.be/yihp2R1yxXk Join The Art of Value Patreon community for exclusive videos and more: 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/?r=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.

This episode looks at Warren Buffett's latest shareholder letter, which has recently been released together with Berkshire Hathaway’s 2023 full-year earnings. In his annual shareholder letter, Warren Buffett always provides us with investing lessons and wisdom from a lifetime of expert investing. This year he also pays tribute to his late friend and investing partner Charlie Munger. Related episodes: Super Investor Warren Buffett Just Bought These Stocks  https://youtu.be/sWq33fUbl9I Recommended Warren Buffett investing book: The Essays of Warren Buffett: by Lawrence A. Cunningham (referral link) https://amzn.to/3OQ0qZd 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.

This episode surveys the current stock portfolio of super-investor Li Lu from Himalaya Capital Management, and we take a closer look at one stock Li Lu bought, East West Bancorp (EWBC), as many stocks in the banking sector plunged: Related Playlist: Super Investor Stock Portfolios https://youtube.com/playlist?list=PLrNjj1l3MS7WB9vDpdIyccwd7mE69v1CX&si=AQexbPXo5jI6REAL Join The Art of Value Patreon community for exclusive videos and more: https://www.patreon.com/TheArtofValue I use TIKR Terminal to help analyze great businesses, follow top investor portfolios, and help monitor my portfolio (referral link): http://tikr.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/?r=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.

This episode investigates which stocks super-investor Bill Ackman has been buying and selling for his Pershing Square Capital Management stock portfolio during Q4 2023. Related Playlist: Super Investor Stock Portfolios https://youtube.com/playlist?list=PLrNjj1l3MS7WB9vDpdIyccwd7mE69v1CX&si=AQexbPXo5jI6REAL Join The Art of Value Patreon community for exclusive videos and more: https://www.patreon.com/TheArtofValue I use TIKR Terminal to help analyze great businesses, follow top investor portfolios, and help monitor my portfolio (referral link): http://tikr.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/?r=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.

Investigate Warren Buffett's recent stock portfolio adjustments, including investments in Japanese companies and reductions in US media companies. Delve into Lawrence Cunningham's insights on Buffett and Berkshire Hathaway's sales. Explore multi-billion dollar investments and strategic moves affecting Berkshire Hathaway's portfolio.

Learn about the super-investors Mohnish Pabrai, Guy Spier, and Chuck Akre's portfolios, their buying and selling activities in Q4 2023. Dive into topics such as investment strategies, recommended books, Indian energy market exploration, stock performances, and impressive investment recommendations.

This episode investigates which stocks super-investor Terry Smith from Fundsmith and Smithson Investments funds has been buying recently, and why he might have been buying those particular stocks. Terry Smith hedge fund, Terry Smith Investing For Growth, Terry Smith investor, smithson investment fund, fundsmith, Terry Smith fund, Terry Smith, Terry smith Fundsmith, Fundsmith investment fund, Fundsmith Equity Fund. Recent related episode: Michael Burry & These Super Investors Are Buying Alibaba & JD Stock https://youtu.be/JgFtAYQrnLg Join The Art of Value Patreon community for exclusive videos and more: https://www.patreon.com/TheArtofValue Recommended investing book: Investing for Growth: How to make money by only buying the best companies in the world by Terry Smith (referral link) https://amzn.to/3OK0iu4 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.

This episode investigates which super-investors have been buying Alibaba stock (BABA), JD stock and others during the past quarter. Large fund managers’ 13F filings have just been reported, including from famed “Big Short” investor Michael Burry, so we can see the stocks they’ve been buying and selling for the quarter.  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.

This episode includes a summary and brief analysis of the Airbnb Q4 2023 Earnings, and my thoughts on the company and ABNB stock. Airbnb stock analysis, Airbnb review, Airbnb stock news, Airbnb stock analysis, Airbnb earnings, Airbnb stock earnings, Airbnb stock price, Airbnb stock, ABNB stock analysis, ABNB s results, ABNB  stock price, ABNB tock news, ABNB stock price  Join The Art of Value Patreon community for exclusive videos and more: https://www.patreon.com/TheArtofValue I use TIKR Terminal to help analyze great businesses, follow top investor portfolios, and help monitor my portfolio (referral link): http://tikr.com/theartofvalue Using a referral link helps support the pod, thanks! I use GuruFocus for historical, financial and valuation data, screeners, charts and comparison tools, to help me make smarter long-term investing decisions (refferal link): https://www.gurufocus.com/?r=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.