The John Johnston Lounge

We take a look at which super-investors have been buying China stocks, including Alibaba stock (BABA), JD stock, Baidu (BIDU), PDD and others during the past quarter. The 13F filings of these fund managers have recently been reported, including from famed “Big Short” investor Michael Burry, so we can see the stocks have been been bought and sold in the quarter. Related videos: Alibaba Stock Earnin...

This episode includes a summary and discussion on the latest Alibaba Earnings results, along with my thoughts on BABA Stock, in the context of the current China economic backdrop, and the massive drop Alibaba stock has had since its peak in late 2020.  Related videos: Alibaba Stock: Chair Joe Tsai on BABA’s Big AI Future https://youtu.be/71WRq1Ca4ew Alibaba Stock: Is The Bottom In? Chairman Joe Ts...

I react to the big news in the fast food and beverage sector that Starbucks (SBUX) CEO Laxman Narasimhan has been replaced by Chipotle Mexican Grill (CNG) star CEO Brian Niccol. Can he improve the performance of Starbucks and SBUX stock in the years ahead? Related video: Starbucks Stock Crash: Disaster Quarter & CEO Interview https://youtu.be/SlNlbjm6tNM  Referenced videos: CNBC: Starbucks rep...

Super investor Mohnish Pabrai discusses his investing strategy of looking at hated and unloved companies, sectors, and countries, that can provide great investment opportunities for value investors willing to go off the beaten track to look where others are  not. Related videos: Super Investor Warren Buffett Just Sold These Stocks https://youtu.be/t-d60o6IZwA Mohnish Pabrai: The Importance of Owne...

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...

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...

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 Plunge...

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 port...

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://w...

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 N...

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...

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 Refere...

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 th...

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/@jjsto...

I react to Permabull Tom Lee from Fundstrat, who is predicting that the small caps Russell 2000 index will rally 40% by the end of the summer. We also look at another bull case thesis for small-caps. Related videos: Early Innings of Small Caps Rally? https://youtu.be/xswk_rmNM7k The Stock Market ‘Great Rotation’ To Small Caps! https://youtu.be/Blev9SyBfVI The Bull Case For Small Caps: Tom Lee + Go...

I react to Dan Ives, senior equity analyst from Wedbush, who has a new bull case for Palantir stock (PLTR), raising the stock price target significantly. Ives says Palantir is the “Messi of AI”, and it’s going to be the “golden child of AI” in the future. He thinks Palantir stock has a massive move ahead of it, and he states his Palantir bull case.   Related videos: Is The Bull Market Just Getting...

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/HUkIPYrLDqw The Stock Market ‘Great Rotation’ To Small Caps! https://youtu.b...

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/Blev9SyBfVI The Bull Case For Small Caps: Tom Lee + Goldman Sachs https://youtu....

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 Sachs https:/...

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 I...

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: F...

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 Va...

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...

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: htt...

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: http...