The John Johnston Lounge

Today I discuss whether the current small cap stock rally may have some legs to it, or whether it’s going to fizzle out within another four weeks. Citi's Scott Chronert and Nuveen's Saira Malik take opposing views and I react. Related videos:Tech Stocks Fall! Rotation to Small, Mid Caps + Value?https://youtu.be/HUkIPYrLDqwThe Stock Market ‘Great Rotation’ To Small Caps!https://youtu.be/Blev9SyBfVIThe Bull Case For Small Caps: Tom Lee + Goldman Sachshttps://youtu.be/VTCaMcppLXMReferenced videosSmall cap rally has some legs here, says Citi's Scott Chronerthttps://youtu.be/ksAsHwE73VgSmall cap rotation may last another four weeks, says Nuveen's Saira Malikhttps://youtu.be/JaotBEJtv4EJoin The Art of Value Patreon community for exclusive content I don’t share anywhere else: https://www.patreon.com/TheArtofValueStocks Today With JJ channel:https://www.youtube.com/@jjstockstodayDisclaimer: 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. Hosted on Acast. See acast.com/privacy for more information.

Big tech stocks, other tech stocks, and especially chip stocks have been falling in the stock market recently. Is this a temporary blip, or a market rotation to small caps, mid caps, and “value stocks”, or something else? I investigate. Related videos:The Stock Market ‘Great Rotation’ To Small Caps!https://youtu.be/Blev9SyBfVIThe Bull Case For Small Caps: Tom Lee + Goldman Sachshttps://youtu.be/VTCaMcppLXMHas The Stock Market Just Flipped To Small Caps?https://youtu.be/VUz2Vme3P9IReferenced videosSmall, mid, value, yield: is "the rotation" taking hold?https://youtu.be/g7qq5Dhx0KUWe're seeing a broadening of the market favorable to small cap stocks: Needham's Chris Retzlerhttps://youtu.be/3-ZBE1lgHIM?si=PRlMteuUboEGQE8TFor more on small and mid cap stocks, join The Art of Value Patreon community for exclusive content I don’t share anywhere else: https://www.patreon.com/TheArtofValueDisclaimer: 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. Hosted on Acast. See acast.com/privacy for more information.

I react to iCapital chief investment strategist Anastasia Amoroso, who says there’s now a “Great Rotation” to small cap stocks going on in the US stock market. Chief market strategist at Carson Group, Ryan Detrick, also thinks the sudden momentum of small cap stocks will be sustained; I discuss The Great Rotation thesis.Related videos:The Bull Case For Small Caps: Tom Lee + Goldman Sachshttps://youtu.be/VTCaMcppLXMWarren Buffett: I’d Buy Small Caps if Starting Over Nowhttps://youtu.be/V7yAKXYXhDMReferenced videos:Buy on pullback and volatility, say iCapital's Anastasia Amorosohttps://youtu.be/-MZjTCeCSc8Small and mid caps 'will lead second half of the year,' says Carson Group's Ryan Detrickhttps://youtu.be/pmAS5QrZs8kStocks Today With JJ channel:https://www.youtube.com/@jjstockstodayJoin The Art of Value Patreon community for exclusive content I don’t share anywhere else: https://www.patreon.com/TheArtofValueDisclaimer: 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. Hosted on Acast. See acast.com/privacy for more information.

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/V7yAKXYXhDMSmall Caps Super Investor Bares Capital Is Buying These Stocks https://youtu.be/Asc712oI-IkSuper Investors Just Bought These Small Caps https://youtu.be/kIsJZKlPDj4Referenced videos:Fundstrat's Tom Lee is bullish on small caps https://youtu.be/VyHto5WWQ0kSmall caps tend to outperform as the broaden out, says Goldman Sachs' Greg Tuortohttps://youtu.be/PZBMmkbcxlAStocks Today With JJ channel: https://www.youtube.com/@jjstockstodayRecommended investing book:Poor Charlie’s Almanack: The Essential Wit and Wisdom of Charles T. Munger (referral link): https://amzn.to/3zMpZWsFor more on small caps. join The Art of Value Patreon community for exclusive content I don’t share anywhere else: https://www.patreon.com/TheArtofValueDisclaimer: 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. Hosted on Acast. See acast.com/privacy for more information.

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 Wilkinsonhttps://youtu.be/-fs9P_phqfQStocks Today With JJ channel:https://www.youtube.com/@jjstockstodayRecommended book:Never Enough: From Barista to Billionaire, by Andrew Wilkinson (referral link):https://amzn.to/3Y2cnQDJoin The Art of Value Patreon community for exclusive content I don’t share anywhere else: https://www.patreon.com/TheArtofValueDisclaimer: 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. Hosted on Acast. See acast.com/privacy for more information.

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/5iKomE9PH8UStocks Today With JJ channel:https://www.youtube.com/@jjstockstodayJoin The Art of Value Patreon community for exclusive content I don’t share anywhere else: https://www.patreon.com/TheArtofValueDisclaimer: 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. Hosted on Acast. See acast.com/privacy for more information.

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/fEcZbWaNZSkJeremy: These Stocks Will EXPLODE Soon! My Responsehttps://youtu.be/yXD1mlnKdFQReferenced videosWe are in a Stock Market Crash | You Just don’t know it yethttps://youtu.be/6mDhdEoDlXQI use TIKR Terminal to help analyze great businesses, follow top investor portfolios, and help monitor my portfolio (referral link): http://tikr.com/theartofvalueJoin The Art of Value Patreon community for exclusive content I don’t share anywhere else: https://www.patreon.com/TheArtofValueDisclaimer: 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. Hosted on Acast. See acast.com/privacy for more information.

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/sCIDBcdX4eYStocks Today With JJ channel:https://www.youtube.com/@jjstockstodayJoin The Art of Value Patreon community for exclusive content I don’t share anywhere else: https:/www.patreon.com/TheArtofValueDisclaimer: 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. Hosted on Acast. See acast.com/privacy for more information.

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 Carlsonhttps://youtu.be/RXm1eGu075kTom Lee's New Predictions Leave CNBC Speechlesshttps://youtu.be/rMGcPnRgbgcStocks Today With JJ channel:https://www.youtube.com/@jjstockstodayReferenced videos:Tom Nash: IT'S STARTING: Jamie Dimon Just Did The UNTHINKABLEhttps://youtu.be/1Cl86pTIedcThis Market Is Going Higher (Tom Lee Bull Thesis)https://youtu.be/g5j5EBU1NcEJoin The Art of Value Patreon community for exclusive content I don’t share anywhere else: https://www.patreon.com/TheArtofValueDisclaimer: 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. Hosted on Acast. See acast.com/privacy for more information.

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 Thishttps://youtu.be/-xLCWUVV9Q0Referenced investing book:The Dhandho Investor: The Low-Risk Value Method to High Returns, by Mohnish Pabrai (referral link): https://amzn.to/3RXwz2zStocks Today With JJ channel:https://www.youtube.com/@jjstockstodayReferenced videosMohnish Pabrai's Session at The University of Nebraska, Omaha on May 3, 2024https://youtu.be/FFxUSADENrcI use TIKR Terminal to help analyze great businesses, follow top investor portfolios, and help monitor my portfolio (referral link): http://tikr.com/theartofvalueJoin The Art of Value Patreon community for exclusive content I don’t share anywhere else: https://www.patreon.com/TheArtofValueDisclaimer: 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. Hosted on Acast. See acast.com/privacy for more information.