The John Johnston Lounge
John Johnston
John Johnston (JJ) breaks down the hottest business, political, tech and culture news.
Episodes
Mentioned books
Aug 23, 2021 • 50min
Was Feb 2021 the Peak of a US Stock Market Bubble? Jeremy Grantham Thinks So
In episode 24, JJ discusses Jeremey Granthanm's latest remarks on what he sees as the biggest US stock market bubble in history, and that it began to deflate in Feb 2021 with the riskiest, highest priced stocks.
Twitter: @theartofvalue
Aug 20, 2021 • 35min
Reviewing Superinvestor Portfolio Changes for Q2 2021
In episode 23, JJ reviews some Q2 2021 portfolio changes from various well known value investors, or "superinvestors".
Twitter: @theartofvalue
Aug 12, 2021 • 34min
Thoughts on Spotify's (SPOT) Long Term Growth Prospects and Q2 2021 Earnings Call
In episode 22, JJ discussess Spotify's (SPOT) Q2 2021 earnings call, especially the latest remarks from Founder, CEO and Board Chair Daniel Ek, on Spotify's long term growth prospects and trajectory from where it is today.
Twitter: @theartofvalue
Aug 5, 2021 • 25min
Thoughts on Alibaba (BABA) Earnings and Glass House Group (GLASF) Volatility
In episode 21, JJ discusses Alibaba's earnings release, and what some well known investors have been saying and doing in relation to the stock. In addition, JJ dicusses the recent high volatility in the stock of newly public Calfifornia-based cannabis company Glass House Group (GLASF), and in the US cannabis sector in general.
Jul 29, 2021 • 41min
Thoughts on China Stock Crash, Spotify and Tesla Earnings
In episode 20, JJ discusses the crash of China tech stocks in particular, Q2 2021 Spotify earnings, and Q2 2021 Tesla earnings.
Jul 16, 2021 • 34min
Batteries Are The New Oil: Mining, Manufacture, EVs and Energy Storage, Recycling
In episode 19, JJ discusses how batteries are the new oil. Thinking through the industry life-cycle involves: mining the relevant materials; manufacturing batteries for many millions of electric vehicles, electronic devices and energy storage; recycling battery materials for reuse in a circular economy.
Twitter: @theartofvalue
Jul 8, 2021 • 32min
China Tech Stock Decline: Value Opportunity or Mistake?
In episode 18, JJ discusses the ongoing decline in share prices of the big Chinese tech companies. Is this a value investing opportunity, or a big mistake to invest?
Twitter: @theartofvalue
Jul 1, 2021 • 31min
US Cannabis Sector Primer
In episode 17, JJ discusses the rapidly evolving investment situation and opportunity in the US legal cannabis sector.
Twitter: @theartofvalue
Jun 23, 2021 • 41min
Stitch Fix Update: The Future of Personalized Shopping?
In episode 16, JJ discusses Stitch Fix (SFIX) again, after hearing a recent Vogue Business interview with the incoming CEO, Elizabeth Spaulding. Is Stitch Fix the future of online, personalized apparel shopping? Can the company successfully scale up to be a very large player in apparel sales?
Twitter: @theartofvalue
Jun 17, 2021 • 35min
Tesla debate, Alibaba and Pindoudou
In episode 15, JJ discusses whether or not most value investors are being too harsh on Tesla, and talks about recent positions in China's Alibaba and Pindoudou.
Twitter: @theartofvalue
