The John Johnston Lounge

This episode takes a look at ARM Holdings. ARM stock has had a meteoric rise lately, on the back of stock market exuberance for all things artificial intelligence (AI). The episode includes a summary and brief analysis of the recent ARM Holdings earnings, and my thoughts on whether ARM stock could be in for a crash.  ARM stock analysis, ARM review, ARM stock news, ARM stock analysis, ARM earnings, ARM stock earnings, ARM stock price, ARM stock, ARM stock analysis, ARM results, ARM stock price, ARM stock news, ARM stock IPO, ARM 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.

This episode includes a summary and analysis on the Palantir Q4 2023 and Full Year Earnings results, and my thoughts on the company and PLTR Stock. Palantir stock analysis, Palantir stock review, Palantir stock news, Palantir stock analysis, Palantir earnings, Palantir stock earnings, Palantir stock price prediction, PLTR stock, PLTR stock analysis, Palantir results, Palantir stock price, PLTR stock news. Recent related episodes: Alibaba Stock Earnings Summary + My Opinion | BABA Stock https://youtu.be/TJnjxv8LNL0 Tesla Stock Investors MUST Know This About Tesla Bot https://youtu.be/dlBYMSQ-LFE 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 (refferal link): https://www.gurufocus.com/?r=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 Using a referral link helps support the pod, thanks! 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 analysis on the Alibaba December Quarter 2023 Earnings results, and my thoughts on the earnings and BABA Stock. Alibaba stock analysis, Alibaba stock review, Alibaba stock news, Alibaba earnings, Alibaba stock earnings,  BABA stock, BABA stock analysis, Alibaba results.  Join The Art of Value Patreon community for exclusive videos and more: ⁠https://www.patreon.com/TheArtofValue⁠ Recent related episodes: Alibaba Stock News: BABA CEO Wu Takes Direct Charge of Ecommerce https://youtu.be/YakzC-EBx8M Alibaba Stock News: Surprise Jack Ma Memo! My Thoughts | BABA Stock https://youtu.be/mp6SdoFt2iY 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 discuss the MSOS ETF and the probable reasons the stock has been ripping higher recently. For those who don’t know, I answer the question: what is the MSOS ETF? I also look at the holdings inside the ETF. See below timestamps: 00:00 MSOS stock price action  02:58 Rescheduling “imminent”? 06:19 Special situation sector (h/t Joel Greenblatt) 08:43 What is the MSOS ETF?  13:00 MSOS ETF holdings Referenced investing book: You Can Be a Stock Market Genius: Uncover the Secret Hiding Places of Stock Market Profits, by investor Joel Greenblatt (referral link)  https://amzn.to/3SMqlmZ    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 discuss the near future of humanoid robots, including the Optimus Tesla Bot. How soon will humanoids be useful and what will they be used for? How might Tesla Bot production grow the Tesla market cap and TSLA stock price in the future? I respond to a recent thread about Tesla Bot, from DumbMoney investor Chris Camillio.  Related episodes: Tesla Drops Bombs On Earnings Call | Response To Solving The Money Problem https://youtu.be/LTI_3qJiGEo The Art of Value Tesla Stock (TSLA stock) playlist: https://youtube.com/playlist?list=PLrNjj1l3MS7UkaBPMBFJF26HHxpUgH9zQ&si=K1pMx-Iuauzhvh_w 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 respond to a Tesla stock video from Solving The Money Problem YouTube channel about Tesla Q4 2023 Earnings, in which this Tesla Uber-bull, nay pumper, only talks about the positive aspects and completely ignores any negatives. I also look at the actual earnings that he glosses over. Reference video: Solving the Money Problem: Tesla Drops 3 Huge BOMBSHELLS On Q4 Earnings Call https://youtu.be/LXiT34tgpSk?si=3OsXVsjdJF-IfO15 Related episodes: The Art of Value Tesla Stock (TSLA stock) playlist: https://youtube.com/playlist?list=PLrNjj1l3MS7UkaBPMBFJF26HHxpUgH9zQ&si=K1pMx-Iuauzhvh_w 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 give my thoughts on this latest Alibaba stock (BABA stock) and co-founder Jack Ma news. Jack Ma and current Alibaba Chairman Joe Tsai have both been buying Alibaba stock, and there are also rumors of government stimulus to rescue the Chinese stock market and ailing economy. Stocks mentioned: BABA stock: PDD stock, JD stock, Tencent stock and others. Recent Alibaba stock episodes: Alibaba Stock News: Surprise Jack Ma Memo! My Thoughts | BABA Stock https://youtu.be/mp6SdoFt2iY Alibaba Stock: New BABA CEO Eddie Wu Takes Charge of Ecommerce https://youtu.be/vsrmMAkO9Z4 Join The Art of Value Patreon community for exclusive videos and more: https://www.patreon.com/TheArtofValue The main investment brokerage I use to buy international stocks, and to hold cash at good interest rates, is Interactive Brokers (referral link): https://ibkr.com/referral/john5664 Using a referral link helps support the pod, thanks! 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.

Can high-quality serial acquirer company Constellation Software, with its founder and expert capital allocator Mark Leonard, continue to compound at a high rate well into the future, even though it’s now a large market cap company?  Related episodes: Next Compounding Beast? Constellation Software Spinoff Topicus https://youtu.be/5O2srvIx_AQ Primer: Mark Leonard, Constellation Software & Topicus https://youtu.be/z0xnvhfNbOI Chris Mayer on Constellation Software + My Thoughts https://youtu.be/ookiKuehQ7o Mohnish Pabrai Talks Constellation Software & Mark Leonard https://youtu.be/xPI773-AE-I 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 conversation between value investors Mohnish Pabrai and Guys Spier, in which they discuss aspects of their investing processes and philosophies, including looking for stock market investments that have a very obvious thesis, rather than difficult and complicated, so the probability of a good stock returns is high.  Reference video: Guy Spier & Mohnish Pabrai Office Tour, Warren Buffett, Investment Philosophy & The Key To Learning https://youtu.be/PJ5NawGb9-k Related episode: Mohnish Pabrai: How to Find Stock Compounders + My Thoughts https://youtu.be/q96AEurnR_M 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 discuss a recent Mohnish Pabrai Q&A in which he mentions that in business Elon Musk is an anomaly worth paying attention to, and that you wouldn’t want to compete with his company Tesla. During the interview Pabrai discusses the importance of finding investing anomalies. Tesla stock, TSLA stock. Related episode: Mohnish Pabrai: How to Find Stock Compounders + My Thoughts https://youtu.be/q96AEurnR_M Reference video: Mohnish Pabrai's Q&A at Clemson University - Wall Street South Investment Club on November 13, 2023 https://youtu.be/IJwOjG5gwAw 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.