The John Johnston Lounge
John Johnston
John Johnston (JJ) breaks down the hottest business, political, tech and culture news.
Episodes
Mentioned books
May 31, 2021 • 58min
Poftoflio Update Including Small Cap Compounders
In episode 14, JJ discusses updated stock positions, including a growing number of small cap companies with the potential to compound over the long term.
To leave an audio message: anchor.fm/artofvalueinvesting
Twitter: twitter.com/theartofvalue
Email: theartofvalueinvesting@gmail.com
Mar 17, 2021 • 34min
Current Stock Positions and Market Conditions
In episode 13, Art discusses the current market, some current stocks postions, and recaps some previous epiodses after the 12 break since the last one: The EV Bubble.
To leave an audio message: anchor.fm/artofvalueinvesting
Twitter: twitter.com/theartofvalue
Email: theartofvalueinvesting@gmail.com
Dec 21, 2020 • 34min
The EV Bubble
In episode 12, Art discusses the current bubble he sees in the emerging EV sector.
Mindset Value article by Aaron Edelheit referred to in this episode: Electric Car Bubble
To leave Art an audio message: anchor.fm/artofvalueinvesting
Twitter: twitter.com/theartofvalue
Email: theartofvalueinvesting@gmail.com
Nov 19, 2020 • 46min
Reviewing Superinvestor Portfolio Updates for Q3 2020
In episode 11 of The Art of Value Investing, Art reviews some Q3 2020 portfolio updates from various well known value investors, or "superinvestors".
To leave Art an audio message: anchor.fm/artofvalueinvesting
Twitter: twitter.com/theartofvalue
Email: theartofvalueinvesting@gmail.com
Nov 13, 2020 • 26min
TAOVI10: New DEEP Value ETF from Investor Tobias Carlisle
In episode 10, Art discusses the new DEEP Value ETF from deep value investor Tobias Carlisle, which focuses on deeply undervalued small and micro cap U.S. stocks.
Stocks mentioned in this episode: The Roundhill Acquirers Deep Value ETF (DEEP), Turtle Beach (HEAR), Spotify (SPOT).
The quote from Tobias about the Roundhill Acquirers Deep Value ETF is from here. I encourage you to listen to the whole episode:
Stansberry Investor Hour with Dan Ferris: How to Profit in The New Age of Value Stocks
https://investorhour.libsyn.com/how-to-profit-in-the-new-age-of-value-stocks
You can find more on Tobias and the The Acquirers Multiple here:
https://acquirersmultiple.com
You can find more on the The Roundhill Acquirers Deep Value ETF here
https://www.roundhillinvestments.com/etf/deep/
To leave Art an audio message: anchor.fm/artofvalueinvesting
Twitter: twitter.com/theartofvalue
Email: theartofvalueinvesting@gmail.com
Oct 28, 2020 • 48min
TAOVI9: Investor David Einhorn's 10 Tech Bubble Signs, Says It's Already Peaked
In episode 9, Art discusses David Einhorn's 10 signs of a second tech bubble, and his assertion that the bubble already peaked in early September 2020.
Articles and videos referenced in this episode:
Greenlight Capital's David Einhorn just called the top in stocks, and gave 10 reasons why tech is in a bubble
https://www.businessinsider.com.au/stock-market-outlook-top-call-einhorn-signs-technology-bubble-letter-2020-10?r=US
David Einhorn: 10 Signs The Bubble Has Already Popped
https://acquirersmultiple.com/2020/10/david-einhorn-10-signs-the-bubble-has-already-popped/
Value: After Hours S02 E43 Einhorn's Bubble Hunting, Risk-Taking, and Lessons from Nuclear Meltdowns
https://youtu.be/AgpylaBGLHw
Leave Art an audio message: anchor.fm/artofvalueinvesting
Twitter: twitter.com/theartofvalue
Email: theartofvalueinvesting@gmail.com
Oct 23, 2020 • 48min
TAOVI8: Learning About Compounders From Value Investor Mohnish Pabrai
In episode 8, Art discusses a couple of recent video presentations by value investor Mohnish Pabrai, in which he talks about investing in compounders: companies with long runways of growth, and selling for reasonable prices.
Videos referenced in the podcast:
Mohnish Pabrai Lecture at Boston College - October 8, 2020
https://www.youtube.com/watch?v=ANn907GgLPs
Q&A with Mohnish Pabrai and Francis Chou at Harvard - April 7, 2020
https://www.youtube.com/watch?v=iW0Mv9zVt0o
Leave Art an audio message: anchor.fm/artofvalueinvesting
Twitter: twitter.com/theartofvalue
Email: theartofvalueinvesting@gmail.com
Oct 16, 2020 • 42min
TAOVI7: Value Investor Bill Nygren Talks Bubble in Growth Stocks
In episode 7 of The Art of Value Investing, Art discusses a recent presentation by value investing fund manager Bill Nygren, from Oakmark Funds. Bill outlined some reasons for the obvious disparity between the performance of growth and value in recent years, and how that is very likely to change, including suggesting that, like the bubble of the late 1990s, the current situation amounts to a bubble in growth stocks.
The full Bill Nygren presentation video, hosted by GuruFocus: https://youtu.be/yibOomafgxU
Leave Art an audio message: anchor.fm/artofvalueinvesting
Twitter: @theartofvalue
Oct 8, 2020 • 1h 1min
TAOVI6: The Investment Approach of Superinvestor Terry Smith
In Episode 6 of The Art of Value Investing, Art discusses the contemporary value investing approach of UK superinvestor Terry Smith.
Video of the March 2019 Terry Smith presentation mentioned in this episode:
youtu.be/YZM9dhiDbzI
Leave Art an audio message:
anchor.fm/artofvalueinvesting
Twitter: @theartofvalue
Email: theartofvalueinvesting@gmail.com
Oct 2, 2020 • 1h 6min
TAOVI5: Spotify Stock Analysis: Possible 10 Bagger? (SPOT)
In episode 5, Art discusses early research and strategic analysis on Spotify. Could it become a 10 bagger over time?
Feel free to leave Art a message to share your thoughts and questions:
Anchor for audio message: anchor.fm/artofvalueinvesting
Twitter: @theartofvalue
Email: theartofvalueinvesting@gmail.com
