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@patricks55755 ай бұрын
Fantastic info, great work
@TheIntelligentInvestor5 ай бұрын
Thanks for watching!
@mash89655 ай бұрын
Your videos are top class. Please keep them coming!
@johnmcquaid7524Ай бұрын
Thank-you for the video!
@user-ov8sv9ns5l3 ай бұрын
Alphabet is amongst the best stock in Nasdaq but it is at an unbelievable low price. Not sure why (probably accumulation phase). Probably an impulsive big upward move is just around the corner.
@blackphillip23935 ай бұрын
Been in and out of Google and am back in. It's back on an uptrend at least for now. And i do believe in the Company without question. Also, beginning to look at Apple though I've never invested in Apple before. Please make a similar vid on Apple if you are so inclined. Thanks for the good work. Anytime such a company's valuation is reasonable, as you say. It's a good time to start nibbling.
@amidi395 ай бұрын
Great info. Honest and very useful. Thanks.
@TheIntelligentInvestor5 ай бұрын
Thanks for watching!
@lassmirandadennsiewillja75375 ай бұрын
Very interesting watch. PE under 20 with this growth, this strong buybacks and 111B in the bank - it's dirt cheap. Will probabely buy the youtube premium to get rid of the adds.
@TheIntelligentInvestor5 ай бұрын
Yeah, it’s the most undervalued one compared to the magnificent seven stocks. Gotta be greedy when others are fearful. I believe the market is just overreacting to Google Gemini’s issues and Google being behind in AI vs OpenAI and Microsoft. Btw, I cancelled Netflix and I just keep KZbin Premium:)
@peterg1725 ай бұрын
great video, can you also do it for costco and walmart
@kimchong41695 ай бұрын
Could u do a analysis on Brookfield Coporation BN
@BoloboTrader5 ай бұрын
I like it - Google is clearly undervalued on the surface. One potential bear case that may weigh down on valuations is potential anti-trust lawsuits being brought aganst Google for anti-competitive practices with Google search.
@TheIntelligentInvestor5 ай бұрын
Yeah I think that’s why they’re holding a lot of cash.
@juyqe5 ай бұрын
Never underestimate the ability of multi-trillion dollar companies who understand their issues to fight for their survival.
@TheIntelligentInvestor5 ай бұрын
Yeah, same applies to Apple too.
@jLn60445 ай бұрын
Thanks
@lovellesg67905 ай бұрын
Hi does your Patreon teach us how to value/assess companies?
@TheIntelligentInvestor5 ай бұрын
Yup you’ll learn about how to value stocks, how to calculate their intrinsic values, and other investing tutorial videos.
@MARKXHWANG5 ай бұрын
google and youtube leader are the wirst in human history. incompletes has no bound
@isaacb31515 ай бұрын
What's the rationale of calculating the intrinsic value with P/S method? How does it work? Using historic avg?
@TheIntelligentInvestor5 ай бұрын
Good question. I used two valuation models (a simplified DCF model and a forward PS model) to calculate Google’s intrinsic value, so not just the forward PS valuation model. For the forward PS model, I looked around Google’s PS multiple over the past 5 to 7 years. I used the “median function” instead of the average function to calculate a reasonable PS multiple. Then I used Google’s forward revenue to estimate its fair value.
@isaacb31515 ай бұрын
@@TheIntelligentInvestor Great thanks. Why do you prefer the P/S multiple? Why not the P/E? Just asking, thanks
@Cleisthenes6075 ай бұрын
Victor, my $WSM position is now up over 140% in almost a year. I'd love to get your opinion on the long term prospects of the company. I have no desire to sell even though its above my intrinsic value calculation as I think it can grow into it long term but it would be good to see more companies outside large cap tech analysed on this channel. Other companies include $UFPI and Aktore.
@FinancewithXibaobao5 ай бұрын
Do intel!!
@TheIntelligentInvestor5 ай бұрын
No my friend:)
@user-py7or7zi5k5 ай бұрын
AI hallucinations are fascinating. Do the creators of these models know how they arise?
@TheIntelligentInvestor5 ай бұрын
I’m not sure…
@wread19825 ай бұрын
You might as well buy a turtle and watch it crawl, same growth as google 😂😂😂
@frkkful5 ай бұрын
Will buy GOOGL once this CEO is fired. He is out of his depth.
@chibble35915 ай бұрын
And so will millions of others. Google will be up 10% by the time you wake up on that faithful day.
@TheIntelligentInvestor5 ай бұрын
Who knows, but Sergey Brin (one of the Google co-founders) is back working at Google again.
@horadrim39035 ай бұрын
this is your opportunity to buy because these blunders are creating opportunities for you
@rajshetty80515 ай бұрын
buying after that will be missing the boat my friend, shouldn't you buy when everyone else is fearful and holding/ selling when the greed is high. just my 2 cents
@WorldWideWeasel5 ай бұрын
@@rajshetty8051exactly my friend.
@KenjiEspresso5 ай бұрын
NFLX>KZbin 😂
@TheIntelligentInvestor5 ай бұрын
lol I totally forgot about Netflix, but I prefer KZbin more!