How Much is Snowflake Stock Really Worth? | SNOW Stock Analysis | SNOW Stock Price Prediction

[@MrMikeoglee]

i should've sold last year at 239 when I had the chance!

[@syedarmaghanhassan4652]

another option is, sell that, buy NVIDIA! Great fundamentals, great company, and under-valued!

[@MrMikeoglee]

@@syedarmaghanhassan4652 I just can't push that button right now.

[@SebaTarth]

Thanks for doing this one! Looks like this one is just getting raided for the stock based comp. Can't believe Buffett once owned this company!

[@ryanc682]

Fiver stock is up35% thank you

[@parkevtatevosiancfa9544]

Excellent

[@mark-pg4mm]

Hi Parkev, what is happening with SMCI ? It is buy ? Thanks for your work

[@FrustratedTraveler878]

Snowflake is Undervalued as per Morning star and yahoo finance as per their calculations

[@RomanZarco]

Thanks Parkev! Very informative

[@parkevtatevosiancfa9544]

My pleasure!

[@familialopezericksen933]

Ordered your book. Thank you

[@parkevtatevosiancfa9544]

Hope you like it!

[@18428Rango]

Really appreciate what you share and how you share it. Thank you!

[@BMiteva]

Thank you, 🙏 , i buy on 108, you give me all i need to make inform decision ! Ps: ❤ God bless you and your family ❣️

[@marijusasemberg8199]

We need your video on SMCI AGAIN 😅

[@parkevtatevosiancfa9544]

Coming soon.

[@LuvKhush-xv2hh]

@@parkevtatevosiancfa9544 IMHO, SMCI is avoid. They were late on 10F. Apparently there have been issues on internal practices. And now E&Y, their accounting firm, has decided to move away. Could be okay to buy the dip, but in general seems like a company rife with ethical and accounting issues. Keen on Parkev's take.

[@Maxwells_demon_0031]

Prof. I'll reiterate my question on long term growth rate. Why 5% ? Will the company grow faster than the economy? What thought goes into this assumption?

[@parkevtatevosiancfa9544]

The growth rate of nominal GDP I am estimating at 5%. This excludes the impact of inflation. That means I estimate the company will grow at the rate of GDP.

[@Maxwells_demon_0031]

@parkevtatevosiancfa9544 aha, this comment helps a lot. Makes sense since your forecasted cash flows are also not inflation adjusted. Thanks prof. Although this does mean that the valuations I simulated (thanks to your videos) would be higher. I have been using 2.5% as default.

[@syedarmaghanhassan4652]

4:23 Can you please explain the point, that SNOWFLAKE does NOT have any Debt. The company is yet to see any dollar of profit. Where are the operating expenses coming from then? From private equity?

[@parkevtatevosiancfa9544]

Expenses to pay people, rent for headquarters, utilities, etc.

[@syedarmaghanhassan4652]

@parkevtatevosiancfa9544 thanks Parkev! I meant where is the money coming from to pay for such operating expenses? How are they raising or getting the money? How are they financing their business operstions if they don't have any profit, and they don't take a loan?

[@gaurisrivastava3856]

Please review Eli Lilly, thank you!

[@baumulrich]

interesting to hear your view. the long term growth rate is something that doesnt quite make sense to me. You're forecasting it like a massive conglomerate, but it's a high velocity software stock with currently only >5% of their TAM. I expect them to reaccelerate growth, just like multiple high growth saas businesses have done since the 2023 recession. Over the next ten years, a growth rate over 15% is easily achievable, given that they currently are growing at 28% and are likely re-accelerating for the next couple years.

[@Alexishernandez1998]

Can you do TDOC before earnings today ?

[@romanvedze4479]

Google!

[@ryanc682]

Can u do another video on celsius

[@mathiasrasmussen4745]

Pls do Novo Nordisk

[@Chris-wb7wf]

Hey Parkev, just want to say I’ve learned so much since Subscribing earlier this week. So glad you use your channel to just deliver the facts. Can I request you do an analysis on either of these (I hold all 4) ACMR, CTAS, CAVA & or ANET. Will let you know when I get your book.

[@parkevtatevosiancfa9544]

Welcome aboard!

[@MrSimp75]

ASML down, RDDT up

[@LOGLISCICRISTIANO]

SMCI Is dropping !!!