Is Aswath Damodoran Right About These 7 Stocks?
ฝัง
- เผยแพร่เมื่อ 6 ก.ย. 2024
- Is Aswath Damodoran Right About the magnificent seven stocks? Recently Aswath Damodoran stated that he belives AAPL Stock, AMZN stock, TSLA stock, NVDA stock, MSFT stock, META stock, and Google Stock might be the value stocks of this current market. Is he right? Paul Gabrial analyzes these 7 companies and the price targets on a few of these may surprise you.
🚨 ALL-ACCESS TRIAL TO EM COMMUNITY & SOFTWARE TOOLS ($7 for 7 days)
➡ everythingmone...
or Join EM through Patreon ➡ / everythingmoney
👕SECURE THE BAG (maybe even an AUTOGRAPHED one)! Buy Everything Money merchandise here: everythingmone...
👀 Watch our Stock Market for Beginners Series. This series is your complete guide to getting started investing in the stock market correctly so you can avoid 99% of investor mistakes. We will teach you the basics of investing, setting up your brokerage account, and buying your 1st stock.
📈Watch Here: • START HERE: Stock Mark...
_____________________________________________________
⚠️ By watching videos posted on Everything Money’s TH-cam channel and/or using EverythingMoney.com, you acknowledge that you have read, understand, and agree to the following:
Everything Money is Not an Investment Advisor: Everything Money (including Paul, Mo, and Any other person including, but not limited to, other staff members, guests, personalities, etc.) is not an investment adviser, and it is not registered as such with the U.S. Securities & Exchange Commission or any other state or federal authority under the Investment Advisers Act of 1940 or any other law. The investments and strategies discussed in Everything Money’s TH-cam videos and on Everythingmoney.com are not and should not be considered investment advice and may not be suitable for you. They do not take into account your particular investment objectives, financial situation, needs, or personal circumstances and are not intended to be specific to you. Before acting on any investment or strategy discussed, you should always do your own research and make your own independent decision about whether it is suitable for your particular circumstances. You should also consider seeking advice from your own legal, financial, tax, accounting, or investment advisers. Everything Money does not provide such advice.
READ THE FULL DISCLAIMER HERE: everythingmone...
I lost over $70k when everything started to tank. Not because I was in an exchange that went belly up. I was just stupid to hold and because that's what everyone said. I'm still responsible. It just taught me to be a better investor now that I understand more of what could go wrong. It took me over two years of being in the market, I'm really grateful I found one source to recover my money, at least $10k profits weekly. Thanks Charlotte Miller.
Woah for real? I'm so excited. Charlotte Miller strategy has normalised winning trades for me also. and it's a huge milestone for me looking back to how it all started
I'm surprised that you just mentioned and recommended Charlotte Miller, I met her at a conference in 2018 and we have been working together ever since.
The very first time we tried, we invested $1000 and after a week, we received $5500. That really helped us a lot to pay up our bills.
I'm new at this, please how can I reach her?
I just withdrew my profits a week ago, To be honest it was an amazing feeling when the profits hits my wallet I wish I could reinvest but, too much bills
Love Google and Amazon both for long term! Amazing Moat heavy businesses that will be around for decades to come
Nice one - GC
I’ve made two major mistakes since I started investing ~4 years ago. I bought stocks from the recommendations of the TH-camr Jeremy in 2022. I lost 100k. I thought I would be a smarter investor and learn from you, a “Value” investor. Last year when the S&P was ~4000 you said it was overvalued and a fair value was ~2500. I have had 1.2M in the money market and I’ve missed out on 40% growth or 480k. Well, I made 60k in the money market so 420k. What I’ve learned during my investing journey is that no one has a clue, especially you. Please don’t tell your viewers to dollar cost average in the S&P followed by the stock market will be lower in 10 years than it is today like you did in a recent video. You have no idea what the S&P will look like in 10 years.
Nope...but you can look at the last 100 years of the total morket and make an educated assumption of where the S&P will be in the next 10 years 😉.... Thanks for following us - GC
It’s your fault, this is obviously a sales pitch for their Software every video they make.
I have a similar story. When i first start investing in 2018, I also started following Jeremy. I bought Tesla and Facebook. I was lucky to made a lot of money. Then I follow him into small cap stocks and start buying Tattoo chef. I also lost a lot of money.
Then I turned to value investing from Everything Money. They made a lot of sense especially during the downturn. They were saying how overvalue Nvidia and Tesla is. At that time, I had a position in Nvidia and after listening to them I sold them at $180 (pre-split). Man, was that a stupid move.
Moral of the story, no one knows the future. Just buy and hold and dont look at them everyday. If you have conviction on your stocks then hang on to them. Dont let anyone influence your decision.
I understand I recently started investing after covid I think the GVT gave me a total of 10k during covid. I manage an independent convenient store and never worked so much in my life, I didn't need any of the covid funds so I bought a computer and invested the remaining funds. I gad a blast buying my favorite companies that made things I liked. Then read about value investing watched this channel. I never purchased the software only because I don't have the time. I find the research to invest hard work. The channel recommends ETFs for that reason. I really just wanted to sayiappreciate this channel cause it helped me gain away to understand HOW TO MAKE MY OWN DECISIONS irregardless to investing. We all have bought a car and either got it way cheaperormoreexpensive than another person. At the end of the day you have to be okay with the decision to buy or sell and the price points you decide to buy or sell.
I like the channel and although I'm not up yet although sometimes I am. I believe I will do well un the long run. Better than when I said I have a vizio tv I should buy vizio stock. I appreciate the losses I've madetheyrehelping me learn more! Keep up the good work
Here’s a great tip for me. Rather than pay for their subscription.
I’m going to use that money and put it into the S&P 500. I’m gonna have a look back in the next 10 years and see how I am
I am looking into joining the everything money software. I see you guys have a lot of different tools, I understand a few of them, but when I click on one it just takes me to the subscribe page. I can’t see any information about what each tool does before I subscribe. Do you guys have a video going over each tool? I just want to understand before I commit to the subscription. Thanks!
It seems like investable companies in your system are companies in the penalty box like Nike. I think Marty Zweig would like the market as we transition into a lower interest rate environment. Do your pillars take into account the AI revolution as accelerated computing and data center build out ramps. I do like your channel though, you remind me not to become over exuberant.
Man!! Paul used to be too conservative and Mo being close to reasonable. Now Paul has become reasonable and Mo has turned to ARKK invest strategy! His numbers are insane! How can a 3.5T company grow at double digits? lol. Love the channel, specifically Paul always saying "built the software selfishly for myself". The words in that phrase never change!
Thanks for following us - GC
Yes, I agree with you. They have woked out big time since their more humble days of 2021-2023. Next thing we will see from them they will invite Cathy and meetkevin on the show. 🙌🏾👍😂
what you guys think of SFM? have earned a good amount, about 150% in the last year, and just wanted to hear your guys opinion
Tx for the suggestion - GC
Amazon was at $3000 not to long ago, before latest stock split
Thanks for sharing .AP
I really enjoy your content and i like the software. But could you please add more metrics for the stock screener? I would love to use fcf (ttm), peg ratio, forward pe and revenue growth, fcf growth and net income growth in percentages. Thanks in advance.
Great breakdown gave you guys a like. Out those 7 bug cap which two are your highest conviction stock that will have best growth over the longterm?
Thanks for the support . We will have to do a deeper dive in order to know more about it .AP
I understand where you guys are coming from. And looking at balance sheets and earning etc the magnificent 7 are definitely over valued.
But I’m planning to hold these shares for a MINIMUM of 26 years through a global index fund.
Who knows what the market will do but I’m confident that with dollar cost averaging it’ll be worth more in 2050 than they are today.
What’s the alternative with my money? Spend it in the bar and restaurants
Fair enough!If that's your strategy go for it ! AP
Big fan of Amazon at my largest position. I believe they are fairly to undervalued right now, price to operating cash flow looks well under average historic metrics around 18-19 and growing rapidly due to better margined sides of the business such as cloud, third party sellers and advertisement.
Thanks for sharing the info you looked into , and hope you do great .AP
Where are references for oldest best channel friends: ala Mike Wilson and Marko Kolanovic? Are they still the best friends of the channel? Even if they are out of service? How you keep monitoring them today after following every their step with respect? As regular channel members are worried when Wilson and Kollanovic suddenly disappeared with no comments what happened with Channel HAPPY FRIENDS .... "FRIENDS Will BE FRIENDS - RIGHT TILL THE END" ...
Good stuff - GC
I'm already investing in stocks by watchiing youtube videos, but my portfolio of around $120k is not getting much yield. what strategy should I ue at this point to make gains?
diversify into different asset classes but DYOR before investing. If you lack extensive market knowledge, consult a financial advisor to help you.
Accurate asset allocation is crucial, I used hedging strategies to allocate part of my portfOlio to defensive assets for market downturns. Expert guidance is vital for achieving this. This approach has helped me stay finan-cially secure for over five years, yielding nearly $1 million in returns on invest-ments.
pls how can I reach this expert, I need someone to help me manage my portfolio
Monica Shawn Marti is the licensed advisor I use. Just search the name. You’d find necessary details to work with to set up an appointment.
Thank you for the lead. I searched her site up and filled the form. I hope she gets back to me soon.
Amazon, Apple, Google, Meta, Tesla, Nvidia, Microsoft
Thanks for the comment .AP
Irs half part of the video, He raised concerns about overvaluation of these stocks
Il
Yes EM is not showing the full video of Aswath Damodaran. He clearly told its (M7) over valued
Nice one - GC
Great Video Thanks
Glad you enjoyed it.AP
Tesla reporting today 😁 gonna be fun
Oh yeah - GC
What do you know, Tesla dumped after earnings !!!!! Shocker !
They will be back above 250 by Early August
@@austinehasz3907 hoping it goes under 200 so i can start buying again
Does Wall St. know about this DCF Valuation Tool !?!?
Hahaha....they do - GC
About Tesla’s fsd. If I bought a Tesla I would never want to have that in use I prefer to drive on my own.
Good stuff - GC
I was in a friends FSD free month program , it couldn’t even take us to the mall, and once it was in the parking lot, it almost ran into parked trailers that were for sale at Home Depot, it wasn’t worth $0.10 in my opinion
Is that not a too high PE in a car maker in the assumptions? It's not Ferrari, Ferrari is guaranteed that for every car they make with a probably +50% profit margin they've got three buyers knocking the door. They could sell more, but they don't want to.
Tx fir the note - GC
You guys don’t know how to use your own tool. How could answer be so varied . You doing a cardinal sin by stacking all upper in one side and all lower in other side.
Repent... Amen - GC
Paul, you have a great business model, however , the chat group has the least value,
It was a part joke. But think why your estimated stock price ends up $40 lower , $130 middle and $400 higher. Something is fundamentally wrong. And it is because you are putting all lower vale inputs together and all high value inputs together. Hence the errors are exaggerated. Only credible value then is middle one. Please think a better way to solve this problem of providing a range. Talk to you NYU professor friend. . Sorry if I offended you . Was not my intention.
professor is very smart, but i read his book, went over my head, not for beginners, only for experts.
Why not just add a margin of safety as you do it ?
Good point - GC
Can you guys do a review on agricultural machinary manufacturers like john deere, AGCO, cnh industrial? Thanks guys!! 😊
Tx for the suggestion - GC
Stop comparing waymo and google to tesla FSD please. its like comparing apples to oranges.. the scale FSD at tesla has is totally different.and its 24/7 service but ok its car company not an energy company. Not an AI company and so on. But still will give a like .
Nice one - GC
Hey guys, I am a Software Engineer. And you guys keep calling TESLA a "Car Company". The way they are going, its not a car company. Its going to be a top AI and Robotics company in future and can easily be the market leader in AI innovation related to robots at least.
My company sells pet products but I work on computers so one day I might develop skynet so you should definitely make my pet products company $3T also
It is a car company… right now. They have little monetary evidence today to prove otherwise. And like Paul mentioned, Google is already doing FSD in many cities, so FSD will not be created in a vacuum for Tesla; They will have a lot of competition in the future. Same with Robotics. Google “Boston Dynamics robotics” and you will see robotics far more advanced today than Optimus will be in the next five years. The point is, TSLA is highly speculative still. Will they succeed? Possibly. But if you want to speculate/gamble, go to Vegas. True investing isn’t that.
So then Tesla is company that sells all kinds of consumer products.AP
Hello gentlemen, can you guys possibly do a review on some of the home building industries like ticker symbols GRBK and TPH.
Thank you and have a wonderful day of gains.
Noted - GC
They have been called overvalued for Years !!😅
Yes they have , and they are when you do the math , that don't mean you can't buy them some times you have to over pay .AP
Isn’t everyone aware of that!?
You tell me P&G is safer than Microsoft in 10 years from today!!?
One love - GC
“Maybe I’m more conservative than Mo”. Says the most conservative investor on TH-cam. Paul looks at growth above gdp and gets confused.
Great staff....check our channel and link with our members - GC
@@EverythingMoneyhave you tried not sounding like a bot/npc every time you reply?
@@Colluhn If you want a better reply...Try not leading with non sense. Paulk isn't confused by any numbers. - Timo
@@EverythingMoneylol I’m referring to nearly all the replies. It’s like you reply with a gun held to your head.
NVDIA going to $20? 🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣
One love - GC
I thought this was a reaction video..not another mag 7 , software video. Smh🤷🏾♂️🤦🏾
Nice one - GC
🕶
👀
Paul has no idea. Tesla is not just a car company. Turn your brain on
Tesla Inc is an automotive and energy company.Maybe next time they will add Tech , or AI is is known now .Brain off .AP
Congrats for moving on from just an automotive company to a energy company also. I’ll come back next year and see if you wana add any more to it
Haha 12.5 is almost robo ready and these guys talk about Waymo! Your pillars won’t help much if you don’t look at what the foundation is made of. Tesla will be a multi trillion company in a few years.
Paul, your sales pitch is starting to sound like Meet Kevin’s which is embarrassing especially since your information has value- hopefully you don’t use the word “coupon “😂
One love - GC