The John Johnston Lounge

We need to talk about the rise of small cap stocks! I react to Fundstrat’s Tom Lee, who thinks that the Russell 2000 small cap index is about to go on an epic run. Greg Tuorto from Goldman Sachs is similarly bullish on small caps going forward, and a broadening out of the market. Related videos: Warren Buffett: I’d Buy Small Caps if Starting Over Now https://youtu.be/V7yAKXYXhDM Small Caps Super Investor Bares Capital Is Buying These Stocks https://youtu.be/Asc712oI-Ik Super Investors Just Bought These Small Caps https://youtu.be/kIsJZKlPDj4 Referenced videos: Fundstrat's Tom Lee is bullish on small caps https://youtu.be/VyHto5WWQ0k Small caps tend to outperform as the broaden out, says Goldman Sachs' Greg Tuorto https://youtu.be/PZBMmkbcxlA Stocks Today With JJ channel: https://www.youtube.com/@jjstockstoday Recommended investing book: Poor Charlie’s Almanack: The Essential Wit and Wisdom of Charles T. Munger (referral link): https://amzn.to/3zMpZWs For more on small caps. join The Art of Value Patreon community for exclusive content I don’t share anywhere else: https://www.patreon.com/TheArtofValue Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.

I offer some thoughts on Andrew Wilkinson’s new book, Never Enough: From Barista to Billionaire. Andrew Wilkinson is co-founder of public company Tiny Ltd, known as a “Berkshire Hathaway of Tech”.  Related videos: A Next Gen Warren Buffett? Tiny's Andrew Wilkinson https://youtu.be/-fs9P_phqfQ Stocks Today With JJ channel: https://www.youtube.com/@jjstockstoday Recommended book: Never Enough: From Barista to Billionaire, by Andrew Wilkinson (referral link): https://amzn.to/3Y2cnQD Join The Art of Value Patreon community for exclusive content I don’t share anywhere else: https://www.patreon.com/TheArtofValue Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.

I investigate whether or not a rotation could be going on in the U.S. stock market, away from the “Mag 7” into mid and small cap stocks. Could this be the start of a change, and why would it be happening now? Related videos: Is There A Stock Market CRASH But You Haven’t Noticed Yet? https://youtu.be/5iKomE9PH8U Stocks Today With JJ channel: https://www.youtube.com/@jjstockstoday Join The Art of Value Patreon community for exclusive content I don’t share anywhere else: https://www.patreon.com/TheArtofValue Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.

I investigate Financial Education Jeremy’s claim that we are in a stock market crash but we just don’t know it yet, to see if there is some validity to it. Related videos: Market Crash? Meet Kevin + Jeremy Lefebvre Just Said What? https://youtu.be/fEcZbWaNZSk Jeremy: These Stocks Will EXPLODE Soon! My Response https://youtu.be/yXD1mlnKdFQ Referenced videos We are in a Stock Market Crash | You Just don’t know it yet https://youtu.be/6mDhdEoDlXQ 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 community for exclusive content I don’t share anywhere else: https://www.patreon.com/TheArtofValue Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.

I react to Investor and Fund manager Ross Gerber from Gerber Kawasaki, who says, “you just don’t short Tesla”, and that “it’s hard not to be a bull long-term on Tesla”; while Deepwater Management’s Gene Munster thinks we’re going to see accelerating Tesla growth rates. Related videos: Why This Fund Manager Says NEVER SELL Nvidia Stock  https://youtu.be/sCIDBcdX4eY Stocks Today With JJ channel: https://www.youtube.com/@jjstockstoday Join The Art of Value Patreon community for exclusive content I don’t share anywhere else: https:/www.patreon.com/TheArtofValue Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.

I react to and discuss how various stock market analysts and big finance YouTubers constantly make relatively short term predictions about where the stock market is going to head. Related videos: This Market Is Going Higher: Bulls Tom Lee + Joseph Carlson https://youtu.be/RXm1eGu075k Tom Lee's New Predictions Leave CNBC Speechless https://youtu.be/rMGcPnRgbgc Stocks Today With JJ channel: https://www.youtube.com/@jjstockstoday Referenced videos: Tom Nash: IT'S STARTING: Jamie Dimon Just Did The UNTHINKABLE https://youtu.be/1Cl86pTIedc This Market Is Going Higher (Tom Lee Bull Thesis) https://youtu.be/g5j5EBU1NcE Join The Art of Value Patreon community for exclusive content I don’t share anywhere else: https://www.patreon.com/TheArtofValue Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.

Mohnish Pabrai’s favourite super investors have been Warren Buffett and Charlie Munger, but it was Charlie Munger who influenced one of Pabrai’s most important ideas for value investing and business success: the concept of “cloning”.  Related video: Super Investor Bill Ackman Just Sold This Stock & Said This https://youtu.be/-xLCWUVV9Q0 Referenced investing book: The Dhandho Investor: The Low-Risk Value Method to High Returns, by Mohnish Pabrai (referral link): https://amzn.to/3RXwz2z Stocks Today With JJ channel: https://www.youtube.com/@jjstockstoday Referenced videos Mohnish Pabrai's Session at The University of Nebraska, Omaha on May 3, 2024 https://youtu.be/FFxUSADENrc 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 community for exclusive content I don’t share anywhere else: https://www.patreon.com/TheArtofValue Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.

I react to prominent finance and investing YouTuber Joseph Carlson, who agrees with the bull thesis of Fundstrat’s Tom Lee, that the US stock market is going to continue to move higher over the short, medium, and long term. Related videos: Tom Lee's New Predictions Leave CNBC Speechless https://youtu.be/rMGcPnRgbgc Referenced video This Market Is Going Higher (Tom Lee Bull Thesis) https://youtu.be/g5j5EBU1NcE Stocks Today With JJ channel: https://www.youtube.com/@jjstockstoday Join The Art of Value Patreon community for exclusive content I don’t share anywhere else: https://www.patreon.com/TheArtofValue Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.

I react to Tesla stock (TSLA) bull and bear cases from two Wall Street analysts, after Q2 delivery numbers. One thinks Tesla will disappoint, even after better deliveries than expected. The other is very bullish on the future of the Tesla robotaxi and Full Self Driving (FSD) Stocks Today With JJ channel: https://www.youtube.com/@jjstockstoday Referenced videos Tesla will disappoint investors despite better-than-expected Q2 deliveries: Wells Fargo's Langan https://youtu.be/95LoDrMGK4o Tesla deliveries are being 'overanalyzed' by investors, says RBC Capital's Tom Narayan https://youtu.be/Q0O2Oxk1dgs Join The Art of Value Patreon community for exclusive content I don’t share anywhere else: https://www.patreon.com/TheArtofValue Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.

I react to super-bullish technology analyst Dan Ives from Wedbush, who thinks the AI stock party is only just getting started. He thinks the likes of Nvidia and Microsoft are driving the AI revolution now, but it will broaden out in coming years to include many other tech companies. Stocks Today With JJ channel: https://www.youtube.com/@jjstockstoday Referenced video CNBC: Nvidia and Microsoft will drive AI revolution: Wedbush’s Dan Ives https://youtu.be/5eSFLP2QAzY Join The Art of Value Patreon community for exclusive content I don’t share anywhere else: https://www.patreon.com/TheArtofValue Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.