The John Johnston Lounge

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.

I react to Fundstrat’s Tom Lee, who has some  bullish predictions for the second half of the year. Lee is predicting a continued strong rise for the S&P 500, and also a “pretty sharp rebound” for Bitcoin.

Related video:

Tom Lee: Nvidia, Tesla, Apple Should Be Core Portfolio Stocks

https://youtu.be/ECEmBqaLw1A

Stocks Today With JJ channel:

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

Referenced video:

CNBC: Bitcoin will have 'pretty sharp rebound' in the second half of the year, says Fundstrat's Tom Lee

https://youtu.be/o6RwsLU8yuc

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 part of a recent interview with super investor Howard Marks, in which Marks briefly discusses his investment philosophy, the role of randomness or luck in investing, as well as long term skill, and which investors he listens to. 

Related episodes:

Super Investor Howard Marks: Where The BIG MONEY Is Made

https://youtu.be/EYwVTzUBRwc

Super Investor Howard Marks: The Biggest Investing Mistake

https://youtu.be/awxhDqbd9d8

Stocks Today With JJ channel:

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

Referenced video:

Howard Marks - Co-founder of Oaktree | Podcast | In Good Company | Norges Bank Investment Management

https://youtu.be/vZJHQrGS7PE

Recommended books:

Mastering the Market Cycle: Getting the Odds on Your Side, by Howard Marks (referral link)  https://amzn.to/3KYub7x

Thinking in Bets: Making Smarter Decisions When You Don't Have All the Fact, by Annie Duke (referral link)  https://amzn.to/3zuDHNb

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 part of a recent interview with super investor Howard Marks, in which Marks discusses stock market bubbles, when and how to be contrarian, and taking the temperature of the market cycle. 

Related episodes:

Super Investor Howard Marks: The Biggest Investing Mistake

https://youtu.be/awxhDqbd9d8

Referenced video:

Howard Marks - Co-founder of Oaktree | Podcast | In Good Company | Norges Bank Investment Management

https://youtu.be/vZJHQrGS7PE

Recommended Howard Marks book:

Mastering the Market Cycle: Getting the Odds on Your Side, by Howard Marks https://amzn.to/3KYub7x

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 part of a recent interview with super investor Howard Marks, who discusses what he thinks is the biggest and most common investor mistake. Marks also discusses the importance of market cycles, and where he thinks we are in the current cycle. 

Related episodes:

Howard Marks: An Investing Sea Change is Happening!

https://youtu.be/f67HRNCTXBY

How Howard Marks Predicts Each Stock Market Crash & Recovery

https://youtu.be/zTpYzCcMkls

Referenced video:

Howard Marks - Co-founder of Oaktree | Podcast | In Good Company | Norges Bank Investment Management

https://youtu.be/vZJHQrGS7PE

Recommended Howard Marks book:

Mastering the Market Cycle: Getting the Odds on Your Side, by Howard Marks https://amzn.to/3KYub7x

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 a brief interview with Tim Pagliara, CapWealth founder and chief investment officer, and a value investor. He cautions that Nvidia stock (NVDA) may not be a good long term bet at current levels, after the recent huge stock price run-up, like other similar stock situations of the past. He outlines what sectors might be better bets.

Related episodes:

Will Nvidia Stock Crash 50% Like Tesla?

https://youtu.be/2XO2NLEkX5o

https://youtu.be/x9RB9N-2a8M

Stocks Today With JJ channel:

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

Referenced video:

Yahoo Finance: Nvidia is not a 'good bet' long term: Analyst

https://youtu.be/Z9TprRTYuUE

Join The Art of Value Patreon community for exclusive content I don’t share anywhere else: https://www.patreon.com/TheArtofValue

AeroPress - Be your Own Barista. A new kind of coffee press for daily use (referral link): https://amzn.to/3WqsNBS

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.