The John Johnston Lounge

I react to NYU Professor of Finance Aswath Damodaran, “The Dean of Valuation, who discusses the current U.S. stock market correction, especially the megacap ‘Mag 7’ stocks, and Warren Buffett’s recent large sale of Apple stock.

Related videos:

Aswath Damodaran: Nvidia Stock “Priced To The Point of Insanity”

https://youtu.be/DCI9iQC_hvs

Aswath Damodaran: Why The Stock Market Is Now Overpriced

https://youtu.be/IM-F4YVQ3jk

Super Investor Warren Buffett Just Sold These Stocks

https://youtu.be/t-d60o6IZwAf

Referenced video:

CNBC: Berkshire was too concentrated in Apple, says NYU’s Aswath Damodaran

https://youtu.be/TnRkTWp0VRo

Sharesight is my recommended portfolio tracking and reporting tool. See the special offer (referral link): https://sharesightlimited.cmail20.com/t/r-l-tdjhzjk-niuxvol-i/

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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.

Super Investor Warren Buffett has been selling down significant chunks of Berkshire Hathaway’s core portfolio stocks during the past quarter, and into this quarter, leaving Berkshire with a huge pile of cash that could be redeployed. We take a look at how Buffett’s selling has unfolded and some possible reasons for the stock selling.

Related videos:

Is Warren Buffett As Bearish As He Ever Gets On Stocks?

https://youtu.be/bKy1fth0TME

Warren Buffett: I’d Buy Small Caps if Starting Over Now

https://youtu.be/V7yAKXYXhDM

Sharesight is my recommended portfolio tracking and reporting tool. See the special offer (referral link): https://sharesightlimited.cmail20.com/t/r-l-tdjhzjk-niuxvol-i/

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.

Public companies Uber and BYD Co. have partnered to bring BYD EVs to the Uber ride-hailing platform globally. The companies plan to start in Europe and Latin America, and also plan to develop autonomous-capable vehicles together. Is it a plan to try and beat Tesla at its own EV robotaxi game?

Related videos:

Tesla Will Be The Next Enron! | TSLA Stock https://youtu.be/89dLB4VwaJA

Tesla Stock Plunges on Earnings. Here’s Why! https://youtu.be/_GfyTy4holA

Sharesight is my recommended portfolio tracking and reporting tool. See the special offer (referral link): https://sharesightlimited.cmail20.com/t/r-l-tdjhzjk-niuxvol-i/

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.

Alibaba is set to deploy a new AI-powered sourcing engine to boost online trade for its global merchants.

Related videos:

Alibaba Stock Rallies On Plan To Raise Service Fee https://youtu.be/dSGgsqDfCW0

Alibaba Stock: Chair Joe Tsai on BABA’s Big AI Future https://youtu.be/71WRq1Ca4ew

Referenced video

Alibaba Betting on AI, the Olympics

https://youtu.be/7RCpQ056PAU

Sharesight is my recommended portfolio tracking and reporting tool. See the special offer (referral link): https://sharesightlimited.cmail20.com/t/r-l-tdjhzjk-niuxvol-i/

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.

In Alibaba news, Alibaba stock (BABA) jumped the most in two months as the stock market digested the China e-commerce giant’s plan to charge more service fees from merchants.

Related videos:

Alibaba Stock: Chair Joe Tsai on Reigniting Strong Growth https://youtu.be/GXpLxxz7AKE

Alibaba Stock: Chair Joe Tsai on BABA’s Big AI Future https://youtu.be/71WRq1Ca4ew

Stocks Today With JJ channel:

https://www.youtube.com/@jjstockstoday

Sharesight is my recommended portfolio tracking and reporting tool. See the special offer (referral link): https://sharesightlimited.cmail20.com/t/r-l-tdjhzjk-niuxvol-i/

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.

Well known short seller Andrew Left has been charged with securities fraud. US Authorities allege Citron’s Andrew Left tried to make quick and easy profits by committing securities fraud with numerous US stocks, including Nvidia, Tesla, Palantir and many others.

Related videos:

Ross Gerber: Tesla Short Sellers Are So Stupid https://youtu.be/_DaVsijB_Fw

'Big Short’ Super Investor Steve Eisman Now Bullish! https://youtu.be/x9RB9N-2a8M

Referenced video:

Short-Seller Andrew Left Is Charged With Securities Fraud https://youtu.be/LyrmASB-OFQ

Sharesight is my recommended portfolio tracking and reporting tool. See the special offer (referral link): https://sharesightlimited.cmail20.com/t/r-l-tdjhzjk-niuxvol-i/

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.

Both Fundstrat’s Tom Lee and Financial Education’s Jeremy Lefebvre have both blocked me on on the X platform, formerly Twitter. Here’s why I think they did: it’s to do with my criticism of their constant short term predictions about the stock market, stocks. I explain in this video.

Related videos:

Tom Lee Predicts 15% Index Rise in 5 Weeks! https://youtu.be/HsoloP49Fb4

Tom Lee Predicts Huge Rally For Small Caps Index https://youtu.be/prSfamBbcN8

Is There A Stock Market CRASH But You Haven’t Noticed Yet? (says Jeremy Lefebvre)  https://youtu.be/5iKomE9PH8U

Stocks Today With JJ channel:

https://www.youtube.com/@jjstockstoday

Sharesight is my recommended portfolio tracking and reporting tool. See the special offer (referral link): https://sharesightlimited.cmail20.com/t/r-l-tdjhzjk-niuxvol-i/

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 Tom Lee from Fundstrat, who is predicting that the small cap stock Russell 2000 Index will rise 15% or more over the next 5 weeks to the end of August. He has said it will be “the summer of small caps”.

Related videos:

Tom Lee Predicts Huge Rally For Small Cap Index

https://youtu.be/prSfamBbcN8

The New Bull Case For Small Caps: Tom Lee + Goldman Sachs

https://youtu.be/VTCaMcppLXM

Referenced videos

Small caps could rise more than 15% in August, says Fundstrat's Tom Lee

https://youtu.be/Y4YHF_EYabA

Sharesight is my recommended portfolio tracking and reporting tool. Join over 400K investors worldwide who trust Sharesight, including me. See the special offer (referral link): https://sharesightlimited.cmail20.com/t/r-l-tdjhzjk-niuxvol-i/

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.

Following the Tesla stock plunge after earnings, Wedbush’s Dan Ives says he thinks Tesla is the most undervalued AI play in the stock market. Alternatively, former Tesla president Jon Mitchell thinks Tesla is not doing so well, but what’s bad for Tesla is good for the competition.

Related video:

Tesla Stock Plunges on Earnings. Here’s Why!

https://youtu.be/_GfyTy4holA

Referenced videos

Tesla Is the Most Undervalued AI Play, Ives Says

https://youtu.be/a-hBCq1JA9A

What's bad for Tesla is good for the sector, says former Tesla president Jon McNeill

https://youtu.be/2IujOacUxIE

Stocks Today With JJ channel:

https://www.youtube.com/@jjstockstoday

Sharesight is my recommended portfolio tracking and reporting tool. Join over 400K investors worldwide who trust Sharesight, including me. See the special offer (referral link): https://sharesightlimited.cmail20.com/t/r-l-tdjhzjk-niuxvol-i/

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 take an in-depth look at Tesla earnings to see why Tesla stock tumbled immediately after the earnings release, and continued during the earrings call with Elon Musk.

Related videos:

Wall St Analysts Losing Their Minds Over Tesla Stock!  https://youtu.be/U_BwKuEcF2I

Tesla Will Be The Next Enron! | TSLA Stock https://youtu.be/89dLB4VwaJA

Stocks Today With JJ channel:

https://www.youtube.com/@jjstockstoday

Sharesight is my recommended portfolio tracking and reporting tool. Join over 400K investors worldwide who trust Sharesight, including me. See the special offer (referral link): https://sharesightlimited.cmail20.com/t/r-l-tdjhzjk-niuxvol-i/

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.