Avsnitt
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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.
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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.
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Saknas det avsnitt?
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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
Super 'Big Short’ Investor Steve Eisman Now Bullish!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.
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I react to Fundstrat’s Tom Lee, who says buying stocks at new highs has had a better win ratio over time than trying to buy at the lows.
Related episodes:
Tom Lee: Nvidia, Tesla, Apple Should Be Core Portfolio Stocks
https://youtu.be/ECEmBqaLw1A
Tom Lee: Bullish New Stock Market Prediction
https://youtu.be/ocLm3eHGdAk
Tom Lee: Dip Will Be Bought + Margin Loans All Time High!
https://youtu.be/zBxm9IH6z0Q
Stocks Today With JJ channel:
https://www.youtube.com/@jjstockstoday
Referenced video:
CNBC: Buying at new highs has a better win ratio than attempting to buy at lows, says Fundstrat's Tom Lee https://youtu.be/jLaecOXwK-w
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.
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I react to part of a recent Mohnish Pabrai investing talk, in which Pabrai discusses the importance of owners’ intrinsic value in relation to Starbucks, Home Depot, and the company founders.
Related episodes:
Mohnish Pabrai: Why Great Stock Ideas Are Rare
https://youtu.be/cIasDBIkoM0
Mohnish Pabrai: Key Investing Lessons from "Circling the Wagons”
https://youtu.be/TqC_m7-DPfM
Referenced video:
Mohnish Pabrai's Session at The University of Nebraska, Omaha on May 3, 2024
https://youtu.be/FFxUSADENrc
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
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.
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Nvidia Stock has become the largest market cap company in the world, after a meteoric stock price rise. Are AI related stocks like Nvidia in a euphoric bubble, like the EV sector and Tesla stock back in 2021?
Related episodes:
Will Nvidia Stock Crash 50% Like Tesla Stock?
https://youtu.be/2XO2NLEkX5o
Tesla Will Be The Next Enron! | TSLA Stock
https://youtu.be/89dLB4VwaJA
Today With JJ channel:
https://www.youtube.com/@jjstockstoday
Referenced videos:
Risks of Nvidia becoming the next Nortel
https://youtu.be/ns334iyQMdM
US Tech Stocks 'Euphoria' Can Break One or Two Ways, Vanguard Says
https://youtu.be/JcEW42ZpK0Y
Referenced post:
Christopher Bloomstran on the current market capitalisation of the Magnificent 7 companies:
https://x.com/ChrisBloomstran/status/1803477281479766446?t=gMP7OicOY_9QAJcTzrejrA&s=08
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.
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I react to a recent video by value investor Sven Carlin, in which he lays out the case that Nvidia stock and other AI-related stocks, are in a bubble like Tesla was, and that NVDA stock will decline like Tesla stock has, over 50% since its peak.
Related episodes:
Still Early for Nvidia Stock or AI Stock Bubble?
https://youtu.be/HXIgS0CvDWA
Tesla Will Be The Next Enron! | TSLA Stock
https://youtu.be/89dLB4VwaJA
Referenced video:
Sven Carlin: NVIDIA the next TESLA? (50% DOWN)
https://youtu.be/_WiP1RivzLk
Stocks Today With JJ - reaction 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
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.
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Famed “Big Short” investor Steve Eisman explains why he’s currently so bullish on both the US economy and stock market, particularly AI and infrastructure-related stocks.
Related episode:
Big Short Investor Just Predicted This For Stocks https://youtu.be/e0Uo4aCQAzY
Stocks Today With JJ channel:
https://www.youtube.com/@jjstockstoday
Referenced video:
‘Big Short' investor Steve Eisman: The U.S. economy is more dynamic than its ever been in history https://youtu.be/S01fC2TEoqk
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.
- Visa fler
