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Yeah, I definitely think long term the company has serious growth concerns, and Amazon is not helping them.

Haha I came to check this video out after seeing that too

@@WalterNulled They got absolutely nuked lol

@ hahah crazy, same as jet blue, both beat expected earnings and still got hammered

@@WalterNulled Yeah, I just don't think either are quality.

@@dalec2407 yeah i definitely think that’s part of the business, since these pipelines are so initially costly.

@@buddy_love I believe it is taxed at the rate of whatever your current tax bracket is. I’m not a tax professional, and I’m also not personally at the point where I’m making a huge amount in dividends yet so I don’t really see very much taxation personally. I think the federal maximum is 20%, but i think you also need to factor in state income tax.

@Hellocali1 Can I have that job 🤣 I want the same pay too LOL!

I think that part of that high valuation was also due to the fact that microsoft had so much money and it made sense for them to buy. I was mostly just evaluating by the cash flows, but I suspect there are certain advantages and disadvantages to the fact that Nintendo is a Japanese company. I think they are very different but I would need to look at old cash flows to decide which one is better. My gut says that Nintendo is probably more valuable, but I also think that the actual games being made are probably worth more than consoles. Very interesting comment to think about though, thank you I appreciate it.

​@@Dividend_Enjoyer Thanks for the reply. If Microsoft is willing to pay 95B for ATVI, I'm sure they would have giddily spent that to acquire NTDOY, seeing as they have referred to it as the "crown jewel" of acquisitions. I think individual value investors should feel confident that they are not overpaying based on their financials and buoyed by MSFT giving us a recent comp for a large, and less diversified game developer with much less valuable IP. NTDOY does have the risk of another wiiU flop, but if that's excluded then the risk:reward ratio and NTDOY's future looks bright. Thanks for the video.

@@fredericjanelle you’re welcome my friend 🔥🫡

@@raw480 I can take a look, but it does look like something that would maybe be very difficult to value. I can definitely make a video on it though!

I kind of feel the same way, I actually think there might be some synergy with the new demand for energy for ai training but that’s an optimistic assumption.

5 year graph is negative still.

I don't know a lot about the specifics of $ACI but it looks like the market cap is lower thank Kroger. I personally don't care for big retailers overall, but I think there's a chance it could be under or overvalued! I think there are definitely some other companies out there with better balance sheets and chances for growth.

@@AlphaMaverick82 That makes sense, I tend to like always being extremely conservative and risk that my fair price is too low, because I think that takes away a lot of risk on my end. I understand how good the business itself is but I don’t know how they can consistently grow these fcfs reliably. I completely understand I’m not an expert in the field, so I could be under valuing them.

​@@Dividend_Enjoyer From your video i can sort of extract your way of viewing stocks. The problem with DCF models: The terminal value often represents a significant portion of the DCF valuation (sometimes 50-70%). If the assumptions about perpetual growth rates or exit multiples are inaccurate, the overall valuation may be misleading. Semis are cyclical: Cyclicality: Companies in cyclical industries (e.g., energy, materials) may have fluctuating cash flows, making long-term forecasting challenging. One-Size-Fits-All Approach: DCF assumes a stable, linear growth pattern for cash flows, which doesn’t account for real-world business volatility, competitive pressures, or economic cycles. Ignores Intangibles: Factors like brand strength, market dynamics, or management quality are difficult to quantify in a DCF model, yet they may significantly affect value.

​@@Dividend_Enjoyer a DCF model is biased towards No debt - high free cash flow on hand and high growth within the measurement period. But a healthy Company reinvests their cash in the business and gets Great Returns on capital. So imho, we should look for businesses with manageable debt (lower end), good and stable margins or expanding margins, and Great Returns on invested capital. You reward stability and cash yes, but efficiency of Capital employed is more important. Monopoly situations make for extreme premiums. ASML will never get bought out, you are misunderstanding. These guys deliver equipment to Nvidia,. So that overvalued company depends on this undervalued Company.

@@Dividend_Enjoyer ive also looked at statistics which suggest that pricing has much closer links to growth and profitability of the company and thus DCF by itself is sort of irrelevant. Its definitely a factor, but its like looking at P/E and P/B.. Yeah the Great stocks are highly valued to these ratios but that doesnt mean they dont go higher. The truth is actually counterintuitive.

Sorry i kept writing here but i love the topic 😂💥

Good

@@AjaySensei I just want them to keep paying me more money to hold it lol.

@@Outlawedstranger thank you so much! I try to give mostly just my personal opinion and my thoughts on the companies, I’m glad you liked the video and i seriously appreciate the support!

Happy to hear it, I bought 3.375 shares after making this video and now I’m up 5% already 🔥

@@kennyredjo505 Thank you so much, I’m hoping I can bring some coverage to some lower market cap stocks, because companies like $CAKE definitely lack coverage for their valuations etc.

@@foresighttrades I’ve got 3.25 shares now after making this lol 😂

I think that makes it even harder to analyze too. I definitely think I could do a lot better job researching semi stocks, but I just find the sector very difficult to know what will actually make a ton of money and what is being overhyped. It sounds like the expectations are very high for good reasons.

I also think if you know which chip stocks will have the most growth, you will make ridiculous money.

@@WalterNulled I can probably oblige! Working on an Amazon video atm 🤣

@ Hahaa, don’t make it on my behalf, but if you’re thinking of it like you said in the video, I would love to watch. I’d love to see your Amazon one too! Good luck!

@ Thank you so much, this Amazon video is more just a rant not much basis on it, but I wanted to put it on the record that I currently think Amazon will be the best stock looking back on it.

Btw just loaded up on some shares, I used to have this a while back but offloaded it, you’re right, perfect time to get back in at these lower prices!!

@@WalterNulled Thank you so much, I really appreciate the support! I’m glad you like the videos, they’re really fun for me to make!

@@WalterNulled I think so too, but I have so much money in vici, I think this is very safe because of the large portfolio of real estate you’re getting. Seems way undervalued for what it is unless I’m missing something major lol.

@ what do you think about the outstanding shares growing? Doing some more research. Either they fund via Debt or issuing more shares and interest rates aren’t dropping, could they issue more shares?? Either way, still a buy for me, haha.

@ it’s definitely not good, but it makes more sense for them to get more money by issuing more shares, because the debt would probably be more costly with rates as high as they are. As long as they can collect rent reliably and buy more properties I think they’ll be okay in the long term. If you’re buying more I would also maybe research if there’s any risk in their tenant base but on first glance it seems like the panic and overselling is too much on the stock.

@@Wayytooez 3 BIG BOOMS

@@Wayytooez BOOM BOOM BOOM

I’ll do it today thank you for the suggestion, I had no idea they were public.

Completed, thank you for the suggestion!

@@hereyougo1500 unless they can build robot workers 🤣😭

I think there’s more potential opportunity for growth since the market caps are lower, but I don’t think the quality is nearly good enough to justify the risk. I try to find a top notch business first then I tend to worry about the valuation, so I avoid all penny stocks to be honest with you even though I’m sure there’s some rare potential opportunities. I think there’s too much junk.

@@Hotdog.Burglar other than 2008 bears have been pretty much starved to death…

@@buddy_love I think they design them that way so they can sell them to someone else and people won’t know it was a McDonald’s etc before. I definitely think they have bad future growth prospects.

@@Wayytooez I could definitely offer my perspective on it in a video, but I definitely think we’re in an AI bubble. Expectations are so high and I haven’t seen any proof of concept

@@OnivertInHouston no I was born with it lol

@Dividend_Enjoyer lol, Ok sorry and thanks. Great take on Tyson.

@ thank you, I know I seem monotone

@@Dividend_Enjoyer haha, just when you make jokes. Keep up the good work.

@ thank you!

The dividend is essentially irrelevant, but I definitely think if the stock was cheaper I would still be willing to own it. I personally want to own whatever stocks can make me the most over the long term, but I do really like a bigger dividend when it makes sense!

@@Wayytooez dude it’s up like 11.64% rn lmao that’s crazy

Thank you Again for the suggestion btw! I hope you made some $$$

@@Dividend_EnjoyerI feel emotionally tormented by this stock this morning

@ in my non financial advice, I would chicken out and take some profits 🤣 this is ridiculous

@@Dividend_Enjoyerchickened out with 21.5%. What a rush

Thank you so much, I’m glad you like the videos!

Thank you so much for the comment, it actually means a lot to hear that people value the videos. I seriously appreciate it so much and I'm glad you enjoyed my perspective on the company!

@@bebopobama4686 Thanks for the suggestion!!

Yeah, I think they have some growth in the future, but they're definitely harder to predict than some others.

I'm going to try to make two a day, but I think I'm going to make more stock analysis rather than rants unless they do better lol.

@@WileECoyoteYM True, but I still think it is more likely that Walgreens falls to $0 than Tesla falls significantly. I don’t like Tesla’s valuation either and I value the shares at $43 right now.

@@bebopobama4686 I can definitely give them a look, I think they definitely operate in a different ecosystem from Sony and Microsoft. I also think they’re probably close to developing their next great console and I think that would probably be a great video, thank you for the idea!

@@Blogdoff the company I currently have the most invested in is energy transfer, but I’ve been holding it for a little over 3 years now. I did sell about half after the stock doubled during me holding it and now I just collect the dividend. My second largest holding is vici properties, they own the physical real estate in Las Vegas.

In case you’re interested, here’s the link to my video where I talk more about my portfolio: th-cam.com/video/WhrKCT1oa7Q/w-d-xo.htmlsi=s2DxG6BOO8RCu3Oa

@@Dividend_Enjoyer thank

@@Wayytooez I’ll definitely look into it, and plan an analysis, thank you for the suggestion.

That business is 5+ years away from being even an option. And even once implemented it would take years to bring actual revenue. Tesla’s growth is based on feelings, not on facts.

I agree with @jjose252 but it could go either way I think it’s a 90% chance Tesla does not make expectations, but never underestimate a guy who over estimates himself tbh. I would never buy puts but I would also never buy Tesla stock