Hey Adam, Can you do your intrinsic value calculation for NVDA after the earnings ?
@rodrigownpereira709Ай бұрын
This is a really nice example Adam, which proves that even with a great analysis you can still be wrong. At the time of this comment 6 months after the video, Hood is standing at 36.4 dollars, or 100% more than at the time of the valuation and Meta is 573.5, or 81.4% more, a 18.6% downside if you picked Meta, but still a good investment. I still like to follow your leads, because like you pointed out Meta has a strong potential, while HOOD may be moved by speculation and could be 50% less in 6 months, let the time be the judge, I will come back here mid 2025 to see how we stand.
@jorgerodrigues12358 ай бұрын
a must see video, for every beginners investors. 1,put on your watchlist, only wide moat stocks, growing in the past 15% a year. 2, define it's intrinsic value and update it every 6 moths. 3, buy that's stocks when undervalued by - 30% or more. repeat the process 20,30 years and you will be very rich
@MrSifaperdire8 ай бұрын
spot on example...i chose intc instead of nvda :) i ended up averaging down and closing the position at a small loss. Now i understood things are cheap for a reason most of the time
@tradingwithwill72148 ай бұрын
Many assumptions made with 'intrinsic value' such as the interest rate to use (for discounting) and you are also trying to project 10 years of earnings growth in the future. These can greatly affect the value you come up with.
@digital_06308 ай бұрын
This might be the best video in terms of explaining how to value a company. Great video! Thanks, Adam! The guys from Everything money could learn a thing or two from you about how to explain these things!!! 🙌🏼
@Foxxey0Ай бұрын
this taught me a bit! thank you
@garypardo49008 ай бұрын
Regarding the in-the-money META covered calls, you can roll them out to another expiration date so you don't have the shares called away. Just an idea if you want to keep the low cost basis of your META shares. Thanks.
@50Kvful8 ай бұрын
I often use this Formulae : - PV=FV/(1+r)^t Present Value = Future Value / (1 + R Rate of Return ) ^ Time.
@50Kvful8 ай бұрын
Formulae says as such - If its not Working (3 Month) then get out and redeploy your Cash. Also means if at a Loss - then also redeploy. Losses can grow!
@DeepValue198 ай бұрын
Too complicated for me man, keep it simple, good business I buy
@alexreyes72377 ай бұрын
Rate of return🤣 you’re using highschool economics and treating a variable interest rate as fixed
@RustyRia738 ай бұрын
Hi Adam, thank you for the video. I'm little confused here. Meta's long term debt as of 3/31/2024 is $18,387 millions and the total debt is $37,633 millions according to the Yahoo Finance. It seems to me you did not add the short term debt to your calculation? If so, what is the amount of the short term debt of Meta. Also what is the reason you did not input $37,633 millions as the total debt.
@epi98205 ай бұрын
I agree, his data is not correct
@tamnguyen-bu8ei8 ай бұрын
Thank you Mr. Adam for another wonderful video. By the way, I am currently learning how to trade effectively. While using the trading app, I've come across a feature called a "trailing stop" order which functions similarly to a cut-loss order but without a fixed position. I would greatly appreciate your insights on which type of cut-loss order is more efficient. Thank you in advance for your valuable guidance. ❤❤❤
@tonycardazzi63018 ай бұрын
LOVE your tutorials! Keep them coming as you make it easy to follow thanks again 👍
@Its_emit7 ай бұрын
Wow! Great video Adam and your timing is spot on! Time to cash out and invest based on intrinsic value and not hype.
@jr08128 ай бұрын
How about PLTR?
@DoseBoi3036 ай бұрын
Such generosity with your knowledge, thanks so much!
@tomcwu8 ай бұрын
We all know that the growth rates and discount rates used can have a significant impact on the resulting calculation of the Intrinsic Value. I noticed that you have used 6.6% as the discount rate for META. Compared to the current 10 year treasury rate of 4.5%, the total equity risk premium of META is only 2.1% which seems quite low. Since META's Beta is 1.2, that means you consider that the current market risk premium for all Stocks is only 1.75% compared to the historical premium of 5.7%. If you use the higher historical Risk Premium of 5.7%, your discount rate would increase to 11.34%. Under this higher discount rate, what would the intrinsic value for META be? Would it still be undervalued?
@richardgshields8 ай бұрын
Thanks Adam, you demystified valuation into understandable, useful terms. Extremely helpful!
@wiliyantowijaya51698 ай бұрын
thanks you Adam.. you explanation is very clear..
@dacrowster8 ай бұрын
a belated congratulations on your 1 million milestone sir!
@lawrence49658 ай бұрын
Thank you, Adam. Really appreciate your sharing 👍
@paulorio50988 ай бұрын
Thanks a lot for another value lesson! Always very produtive! keep the excllent job
@dianabenjamin1788 ай бұрын
Very good Adam, you are so knowledgeable, I like to listen to you.
@zemiguel25508 ай бұрын
I was just thinking about this, this morning. thanks Adam!
@Ran_G8 ай бұрын
Thank you Adam
@DeepValue198 ай бұрын
I agree with you about the meme stocks and how they are lousy companies, but I would add that a meme rally could alter the intrinsic value if the company sells shares at a high price. They can then pay off debt and try to find new ways to reinvent themselves but if the meme rally never happens then it will likely go bankrupt due to debt. I have mainly great companies but with a little extra cash am buying shares of companies that could have a short squeeze since those can be 10 baggers
@hanselk197 ай бұрын
Yeah especially if kitty meows
@landisk35308 ай бұрын
Thank you very much for the sharing!
@dbanka4718 ай бұрын
Clear and cogent explanation-
@bakhytbaitokanov30368 ай бұрын
Great and informative video! thank you!
@SakataSamig7 ай бұрын
Great video, I made some mistakes with these
@jiazhenpang80348 ай бұрын
Should I sell my NVDA or is good to hold for stock split?
@jamesmarshall33118 ай бұрын
Hold !!!
@Mind-Development-AB8 ай бұрын
Thank you, Adam 😊
@tranxxaction4 ай бұрын
Do PLTR
@evoxpress7 ай бұрын
Any thoughts on the dip for Salesforce after earnings?
@سارةوونغ8 ай бұрын
Your video is great always
@javiesdamon6114 ай бұрын
Market highs can sometimes be followed by corrections, but predicting the timing and extent of it is challenging. I've heard some analysts talk about a 'massive' correction. It makes me wonder if it's time to adjust my €1M portfolios or maybe even consider some defensive investments.
@memevn_927 ай бұрын
hi Adam, great way to analysis a share May I know it can be applied to the crypto market? it would be great if you can share the calcutalor for crypto also.
@vasilisfotakis80738 ай бұрын
thank you Adam
@DeepValue198 ай бұрын
Adam can you do a video on big lots and how it can have a short squeeze due to high short interest, thanks man
@elyogiachiАй бұрын
Hi, does anyone know if in the Cash and Short term investmens should be ALL Current Assets from Yahoo Finance or just Cash and Cash equivalents (= without Inventories, etc) and in the Total Debt should be Total Liabilities Net Minority Interest or just Current Debt and LongTerm Debt?
@irenelo36608 ай бұрын
Mr Adam may i know the intrinsic value of Nvidia after it's latest 1st Q 2024 excellent performance yesterday should I hold or should I sell after its price appreciated to USD1037?
@hayden7088 ай бұрын
What would META's intrinsic value be if the calculation is based on 10 yrs worth of earnings? Assuming you only want to hold the shares for only 10 years?
@catherinefrancis58278 ай бұрын
Thanks for great info
@StephenGriffith-j1d8 ай бұрын
He mentioned the Roaring Kitty :) 18:17
@DeepValue198 ай бұрын
Adam khoo is awesome but he’s second to the great roaring kitty
@AdamReynolds828 ай бұрын
This year is clearly going to be more difficult. Reflecting on the past twelve months, my financial decisions proved to be expensive, due to my excessive concern over my portfolio. I battled to decide whether to invest more or become a homeowner. Finally, I decided to sell my investments, only to discover that the house I bought needed more modifications than imagined. It is becoming increasingly unclear how much longer I can navigate these circumstances.
@enghengjeffreyooi67288 ай бұрын
Hi Adam, How about Lululemon? It was undervalue now base on valuation. ROE, ROIC vs WACC also keep years impove. However due to recent the CPO leave and market post alot negative news about Lulu and Management gv soft forecast cause it share slump from almost $500 to $300. Any opinion or advise for this company? 😉 Thanks in advance
@DeepValue198 ай бұрын
No people will stop buying 100 dollar leggings it will fade like under armor did, the other stocks best of luck to you
@softashutube8 ай бұрын
Can you share how can automate this calculatio via google sheet and what is intrinsiqe value of TCS and Reliance
@jasonffx018 ай бұрын
I didn’t see Pltr in both of your account. Is it in your another account?
@HjbProductions8 ай бұрын
Wouldn't $Hood be considered to be in its growth phase which is why it is showing up as overpriced?
@KARAN72RK5 ай бұрын
I want this calculator.. please guide me
@dodzikwasi8 ай бұрын
Thanks as always Adams.
@rodsaclutihive5968 ай бұрын
How about lululemon Adam?
@ahtan7238 ай бұрын
May I know how often do you update the intrinsic value?
@50Kvful8 ай бұрын
Would like Adam or Viewers thoughts or view on Scalping CVS Health as an Example. i.e. Buy the Dip. then out after a relatively quick +-20%
@inderpalsingh35668 ай бұрын
Plz make a video about pltr
@cabdifataax25878 ай бұрын
you are a genius 👏
@firzendoom128 ай бұрын
Do a video on $SOFI please
@hpmf197802038 ай бұрын
How to buy this calculator?
@Beltreality8 ай бұрын
How can we buy that excel sheet?
@Namhero8 ай бұрын
Từ fb tôi qua đây để ủng hộ anh
@azrielshacham68298 ай бұрын
Very good tutorial. KIS that the way
@bbbelay5 ай бұрын
The figure you were talking about in the calculator is in millions not billions.
@ivantsanov36508 ай бұрын
Buy and hold
@excitationofstereocilia210318 күн бұрын
If I buy a stock by doing it with a call option (since it’s cheaper than market).,, can I hold it ????
@RupanSarkar-m8y8 ай бұрын
Sir please 5 books name.I am learning training
@CC-kl4nh4 ай бұрын
I still can’t wrap my head around the discount rate.
@MannaScript8 ай бұрын
How can we meet when I visit Singapore from the US?
@jle927088 ай бұрын
That’s like asking Warren Buffett for his time ⏰
@2023gainer8 ай бұрын
Load the Dips using patience for Larger Long-term Gains. FSRN.. Fisker.. Ocean Suv EVs Increasing deliveries and dealerships.. Polestar.... Lillium Evtol Jets...Vev . Vicinity Motors ..Lev..Lion Electric... Tata Motors and more. Thumbs Up video/ comments. Thanks
@ChiangXW8 ай бұрын
What about Lululemon?
@hanselk197 ай бұрын
Overvalued
@mann234Ай бұрын
HOOD has done 119% profit from $19 to $41.67 while META had done only 33% profit from $467 to $623. I think we know which stock we would have liked to buy as at 9th Dec. 2024.
@vickclash79558 ай бұрын
Very good lesson.
@joshuakoh12918 ай бұрын
How your shares outstanding is 2600millions when the finviz gave only 2210 millions?
@gelex9117 ай бұрын
So basically you rely on growth rate predictions of people you don't even know 🤔. This is strange, considering that no one can predict the future 🤔🤔
@sandhya234in4 ай бұрын
One beginners how to start,
@nasdaq9008 ай бұрын
Total debt of META in 2023 is 37.92 Billion not 18 Billion.
@cyriln1918 ай бұрын
❤
@Justkevinh8 ай бұрын
From $7K to $45K that's the minimum range of profit return every week I thinks it's not a bad one for me
@Juanacerulli8 ай бұрын
For me trading has not been good well & for me every day I came to watch video's I only see people appreciating how good they trading works
@Oliver-lf9nj8 ай бұрын
Which signal do you guys trade
@ivantsanov36508 ай бұрын
Are you selling drugs or ... ?
@ZenVestIQ7 ай бұрын
Meta has 37 billion debt
@Tinureturn8 ай бұрын
Indian 🇮🇳 viewer ☎️
@ElectricIguana8 ай бұрын
I would never use or invest in HOOD. Criminals.
@MrMrBiggles8 ай бұрын
Wait.....buy low, sell high? What is this dark magic you speak of🤔
@tprealty8 ай бұрын
meta is easily twice its price if it's PEG ratio is more than 2 like it's tech peers lol