I feel investors should be focusing on under-the-radar stocks, and considering the current rollercoaster nature of the stock market, Because 35% of my $270k portfolio comprises of plummeting stocks which were once revered and i don't know where to go here out of devastation.
I think the next big thing will be A.I. For enduring growth akin to META, it's vital to avoid impulsive decisions driven by short-term fluctuations. Prioritize patience and a long-term perspective consider financial advisory for informed buying and selling decisions.
A lot of folks downplay the role of advlsors until being burnt by their own emotions. I remember couple summers back, after my lengthy divorce, I needed a good boost to help my business stay afloat, hence I researched for licensed advisors and came across someone of utmost qualifications. She's helped grow my reserve notwithstanding inflation, from $275k to $850k.
MARINA CAROLINA NICE is the licensed fiduciary I use. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment..
I did my homework on which stocks and ETFs I like for the long run, made a plan for dollar cost averaging for a year and I'm sticking to it, trying not to panic... after all, I can't see if my plan works or not unless i stick to it.
Thats when you hire someone to manage your money. You need a (CFP) straight up! personally, I would invest in ETF's and also love investing in individual stocks.
I took charge of my portfolio but faced losses in 2022. Realizing the need for a change, I sought advice from a fiduciary advisor. Through restructuring and diversification with dividend stocks, ETFs, Mutual funds, and REITs, my $1.2M portfolio surged, yielding an annualized gain of 28%.
I don't comfortably throw recommendations around on the internet, but I've been working with 'Natalie Marie Tuttle'. God, she's brilliant! I'm sure there are others who are good.
Thanks for sharing. I curiously searched for her full name and her website popped up after scrolling a bit. I looked through her credentials and did my due diligence before contacting her. Once again many thanks.
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 $2M portfolios or maybe even consider some defensive investments.
Consider diversifying your portfolio with a mix of stocks and stable assets. Seeking professional advice now could provide valuable insights and strategies to navigate market uncertainties and protect your investments.
Accurate asset allocation is crucial, and some individuals use hedging strategies or allocate part of their 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.
It gladdens my heart that this is all happening now. Some months ago, I made sizable purchase of about $180k worth. Now that we are in a bull run, I know i'll gain all i lost.
Agreed, learning from a well experienced advisor is invaluable, my $480k portfolio is well-matched for every season of the market and recently hit 100% rise from early last year. I and my CFP are working on a 7 figure ballpark goal this year.
Investors sent stocks soaring on Tuesday, cheering the October Consumer Price Index report that showed inflation slowed more than expected last month.What is the greatest strategy to take advantage of the current bull market while I'm still deciding whether to sell my $300k worth of stocks?
Quite true! You don't necessarily need to be a flawless investor; all you need to do is seek advice from an expert. I began investing in 2020 and pulled a profit of roughly $900k that same year despite having no prior investment knowledge.
Bought this at 120 pre split all the way back in 2018. It ran up to 700+ split and is back to almost 700. People always say this stock is overpriced. This stock wont be cheap based on its future prospects.
I think the problem with google is the management. If it was still sergey brin and larry page, perhaps it'd be a lot higher but sense they stepped down, the company kinda ossified and no longer has that courage to really always be at the very edge of innovation.
Boy how market preferences change! I remember back in 2010-2012, when dividends were all the rage. Every talking head on CNBC, etc., at the end of their spiel on an individual stock ended by giving the yield. With Meta just initiating a dividend, now four of the Mag 7 pay a dividend. The highest yielder is MSFT at 0.74% and NVDA pays a 0.02% yielding dividend. To collect $1,000 from NVDA in a single year, you would need a $5 million position.
imagine doing all the math in the world. all the different models just to miss out on immense gains. Some of these guys are just too wise for their own good
It’s quite simple - look at the forward PEG for Nvidia , it’s even lower than chevron - great company , great management , great order book , has the proverbial best shovels in this gold rush .if it is adding billions of dollars of revenue every year . Tesla - where is the next phase of growth going to come from ? Apple is now a good strong company - but waiting for the next game changer. Nvidia has the game changer which may have another 3x to go over the next year
I remember amazon with 100 PE decade ago was too expensive. It kept going up ever since. Far better to sell once the trend changes, because guessing peak is not v different from shorting the stock.
I am so glad they talked to Aswath instead of Jeremy Seagal. Since a couple years ago CNBC brought on Seagall regularly too much and I don't care for him. I like Aswath more.
Yes, professor. You are indeed missing something: knowledge about parallel processing and its eco system. Stick to what you know so that you make less of a fool yourself. Complexity of parallel systems are orders of magnitude higher than Von Neumann. Alphabet designed its TPU 8 years ago, Amazon's Trainium at least 4 years or earlier. Why are both buying loads of Nvidia systems now?
Being a value investor must be painful. I respect Damodaran but his price predictions were completely off regarding tech companies over the past 10 years. Accroding to him, these stocks were overpriced a year ago, before they doubled in price. He valued Nvidia at 245 half a year ago, now it is at 680. Sure thats overpriced but I am not willing to play the valuation game in public markets. Stockpicking seems to be as bad as ever.
underneath all of this , there is algorithmic trading that goes out of way and betting to the upside every day again and again and again - based of what?
I bought 7000 shares of FEMY at $.90 share and holding as analyst price targets go as high as $12.50. Should it hit this target. I'll profit about $73k..not bad !
This dude said NVDA was overpriced when it was $200! At the end of the road stocks present risk. People like him should buy CDs and stop advising people.
Well he doesnt know what he is talking about, because there is no any exact measure what is the right price for a a particular stock. This is a fact that this guy cant understand. The price is ordered buy the market, not by mathematics, people sell and people buy, this is a game, not mathematics.
I keep telling both friends and family; Now is the perfect time to own a Tech Stock, With everything going on and seeing how the world is been run by AI and all Tech is here to stay and you don’t want to miss it
Reality is the trading market is constantly evolving with new features, trading opportunities, financial swings with sudden surprises around every corner. The best thing is to stay in shape and don’t let anything catch you on the wrong foot
On my end I stopped listening and taking financial advise from these UA-camrs, because at the end of the day, I end up with a bunch of confusing stocks without knowing when to take profit, In reality, all I needed was guidance from an expert who truly understood the market.
Interesting, I’ve actually been looking into advisors lately, the news I've been seeing in the market hasn't been so encouraging honestly. If you don't mind me asking who's the person guiding you?
Wendy Birkett is the licensed expert I use. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment.
Just look at forward PE. The scariest price is Tesla. Nvidia is priced very reasonably. But what do I know, I'm not a professor sitting in an ivory tower
He knows about forward P/E you doofus. He has written on the fundamental implications to the P/E ratio, you can read it for yourself with a simple google search. Forward P/E alone doesn't tell you much of anything until you tie it with fundamental assumptions for growth
In the land of Marketville, under skies so blue, Came an election year, with a hullabaloo. The leaders all gathered, with a scheme in their sights, "To keep the market soaring to delightful heights!" With a huff and a puff, they blew up the stocks, Ignoring the ticking of debt-ridden clocks. Credit cards clinked in every hand, As debts piled up like mountains of sand. 1.13 trillion, oh what a number! It lurked in the shadows, disturbing their slumber. But the leaders just smiled, wearing their hats, Saying, "Don't worry, don't fuss, forget about stats!" Balloon-like, the market floated on air, Built on dreams, without a care. "Folks, keep spending! Enjoy the boom!" Echoed loudly in every room. Yet wise old Owl, with a hoot, said in fear, "Be wary, my friends, of the election year. For when the votes are counted and all is done, We might just find our balloon weighs a ton." So Marketville danced, unaware of their fate, In a bubble of joy, they couldn't deflate. But as every Seuss tale has told us before, There's always a lesson at the core. Spend with care, and watch the sky, For balloons too big, must eventually fly. And when they do, remember this tale, Of Marketville's market, and its artificial gale.
The dean of valuation?? Seriously? How can you model the earnings potential of this company considering the fact the company is releasing conservative guidance and somewhat sandbagging??
Great job! Now it is 720 and will break 1000 by February 21st. Please note that Nvidia has way more in the pipeline than any other company in the sector
AMS55K YES!!! My biggest bag is AMS55K.... I can see $5 to $7 in the next Bull Run, more if it is a strong run this cycle $8 to $9 💰💰💰💰 ... great video..
Ten years ago, guess which stocks were called overpriced: Amazon, Apple, Facebook, etc. Yet they are still soaring today. Lesson: Headlines repeat themselves. My market profits cover all my expenses-- we're talking five figures per month-- simply because I shut the noise out.
I agree. But you know not everybody has that expertise to choose the right stocks, so except you have the skill, the news does give some insight. Most ordinary people may not choose good stocks, except of course they hire a good financial advisor.
Then hire a financial advisor? The logic is literally self explanatory. How do I make five figures from the market monthly passively? You think I have a PhD in economics or whatever degree you need to invest? You're saying same thing as @gregorywhem.
Yes, but you do agree the amount of information on the internet can be overwhelming? Now we are talking about that, maybe you could recommend who you work with? I've put that off for too long.
Yes, it feels overwhelming when you are starting out, but with time you'll find your foot. I suggest sticking with one who understands your goals. I'll personally recommend *Sharon Louise Count* because I work with her and you could check her website out, but I'm sure there are other good ones, too.
@@briantep458 those companies don’t innovate anything new. AAPL dominate the world in iPhone sales, iWatch, now is the vision pro. In 2030 they’ll have iCar.
Permabear and Damodaran? The guy bought pretty much every big tech company back in 2022 when everyone was panic selling and has been invested in NVIDIA since 2018. He still owns half his stake in NVIDIA. Just because somebody is being cautious about valuations after a pretty significant rally does not make them a permabear.
He lost me when he said Tesla was a good buy, not with the interest rates and price cuts and inflation still going up and up, people just aren't buying cars. Plus there is a gap fill at $145 and double bottom retest at $100, he will be in alot of pain or have a margin call if he bought at $180.
Nope TSLA is a sell here not a buy. NVDA is going to get repriced in the summer. So is Apple (which I love by the way). This repricing that has held the stock market up for the last 2 years all by itself with everything else being flat or down is going to shock the hell out of everyone. Because if these companies (are mag 5, 6, or 7 stocks) can't do well then what does that say for other companies that do not have their monopolies or pricing power? If you said they are going to crash too... I would agree. When that happens? I think maybe the summer of 2026 when even the folks that can't do math figure out that the math doesn't work anymore. Big money ... rich folks. They are not buying here, they are selling.
PEOPLE IN THE KNOW, KNOW NVIDIA'S VALUATION IS TOTALLY DEPENDENT UPON THEIR PRICING POWER, AND INVESTORS THINK THEY CAN KNOW WHEN NVIDIA WOULD BE FACING COMPETITION WHICH WILL AFFECT THEIR PRICING POWER... SO THEY ARE READY TO RIDE THE TIDE...
i been looking at the fair value. They are mostly overpriced since 15 years ago. Thats why Charlie Munger says its better to buy a wonderful company at fair price than a so so company at a cheap price.
Damodaran doesn't really look at p/e ratios. Those ratios aren't that useful. He performs a DCF valuation. A stock can be undervalued with a very high p/e if the cash flows are expected to increase dramatically in the future.
Scott can not take any criticism or opposite opinions from anyone who isn't perma bull on any of mag 7. He becomes extremely agitated when someone addresses their opinion. Then why invites them? Bulls, bears, they make the market.
I feel investors should be focusing on under-the-radar stocks, and considering the current rollercoaster nature of the stock market, Because 35% of my $270k portfolio comprises of plummeting stocks which were once revered and i don't know where to go here out of devastation.
I think the next big thing will be A.I. For enduring growth akin to META, it's vital to avoid impulsive decisions driven by short-term fluctuations. Prioritize patience and a long-term perspective consider financial advisory for informed buying and selling decisions.
A lot of folks downplay the role of advlsors until being burnt by their own emotions. I remember couple summers back, after my lengthy divorce, I needed a good boost to help my business stay afloat, hence I researched for licensed advisors and came across someone of utmost qualifications. She's helped grow my reserve notwithstanding inflation, from $275k to $850k.
Glad to have stumbled on this comment, Please who is the consultant that assist you and if you don't mind, how do I get in touch with them?
MARINA CAROLINA NICE is the licensed fiduciary I use. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment..
She appears to be well-educated and well-read. I ran an online search on her name and came across her website; thank you for sharing.
I did my homework on which stocks and ETFs I like for the long run, made a plan for dollar cost averaging for a year and I'm sticking to it, trying not to panic... after all, I can't see if my plan works or not unless i stick to it.
Thats when you hire someone to manage your money. You need a (CFP) straight up! personally, I would invest in ETF's and also love investing in individual stocks.
I took charge of my portfolio but faced losses in 2022. Realizing the need for a change, I sought advice from a fiduciary advisor. Through restructuring and diversification with dividend stocks, ETFs, Mutual funds, and REITs, my $1.2M portfolio surged, yielding an annualized gain of 28%.
Your advisor must be really good, how I can get in touch with them as my porfolio isnt doing well.
I don't comfortably throw recommendations around on the internet, but I've been working with 'Natalie Marie Tuttle'. God, she's brilliant! I'm sure there are others who are good.
Thanks for sharing. I curiously searched for her full name and her website popped up after scrolling a bit. I looked through her credentials and did my due diligence before contacting her. Once again many thanks.
Im fully into AMS55K and ADA, simply huge potential and the technology became better
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 $2M portfolios or maybe even consider some defensive investments.
Consider diversifying your portfolio with a mix of stocks and stable assets. Seeking professional advice now could provide valuable insights and strategies to navigate market uncertainties and protect your investments.
Accurate asset allocation is crucial, and some individuals use hedging strategies or allocate part of their 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.
Please can you leave the info of your lnvestment advsor here? I’m in dire need for one
*Natalie Marie Gentry* is the licensed advisor I use. Just search the name. You’d find necessary details to work with to set up an appointment.
I looked up her name online and found her page. I emailed and made an appointment to talk with her. Thanks for the tip.
It gladdens my heart that this is all happening now. Some months ago, I made sizable purchase of about $180k worth. Now that we are in a bull run, I know i'll gain all i lost.
This is why it is advisable to connect with a true market strategist in order to avoid missing such opportunity and maintain steady gains.
Agreed, learning from a well experienced advisor is invaluable, my $480k portfolio is well-matched for every season of the market and recently hit 100% rise from early last year. I and my CFP are working on a 7 figure ballpark goal this year.
@georgeh Please how can I participate in this? In dire need as it stands
"Heather Lee Larioni" is her name. She maintains an online presence. Just make a simple search for her name online.
Thanks for this. Found her and looked through her credentials before contacting her. Once again many thanks.
Investors sent stocks soaring on Tuesday, cheering the October Consumer Price Index report that showed inflation slowed more than expected last month.What is the greatest strategy to take advantage of the current bull market while I'm still deciding whether to sell my $300k worth of stocks?
Quite true! You don't necessarily need to be a flawless investor; all you need to do is seek advice from an expert. I began investing in 2020 and pulled a profit of roughly $900k that same year despite having no prior investment knowledge.
Due to the significant falls, I need advice on how to rebuild my portfolio and develop more successful tactics. Where can I find this coach?
who is your advisor please, if you don't mind me asking?
Her name is “Aileen Gertrude Tippy” can't divulge much. Most likely, the internet should have her basic info, you can research if you like
Thank you for this Pointer. It was easy to find your handler, She seems very proficient and flexible. I booked a call session with her.
All these experts if they had crystal balls they would be making millions in secret.
I remember Josh Brown sold 20% of NVDA when it was $380.
He also sold AMD at $150.
Josh Brown ain't too bright
And I bet his position is still larger than yours in it 😂
well, he still made more money than average fund manager
I bet people got ridiculed for getting out of enron too soon also.
Bought this at 120 pre split all the way back in 2018. It ran up to 700+ split and is back to almost 700. People always say this stock is overpriced. This stock wont be cheap based on its future prospects.
They have been overpriced since I bought them 14 years ago. Now I am laughing all the way to the bank.
@@Ryan-jc7qh 🤣🤣🤣
@@Ryan-jc7qh VGT and SOXX.....Get Some! LOL
Buying a right company is more important than buying at the “right” price. One has to believe the market is ALWAYS right in reflecting price.
Any thoughts on the hateful 8?
Why not Alphabet ? It's forward PE is only 21 much less than the rest of the Mag 7.
Good question. Why not?
shhh people dont realize how underrated and underpriced the stock is right now compared to the rest
I think the problem with google is the management. If it was still sergey brin and larry page, perhaps it'd be a lot higher but sense they stepped down, the company kinda ossified and no longer has that courage to really always be at the very edge of innovation.
i feel people are worried about google's potential loss of their search business
@@ran160it's trash.
I remember him saying how Nvidia was overpriced when it was around $400.
Exactly.
These cornballs have been wrong time after time again. Next thing you look up and the S&P is at 5300
When people will learn, true investment dont go up in a straight line within weeks?
and all of them will continue to go up
How did it go prof. Learn this metric called forward PE, and PEG ratio please…
Yes, their growth will go perpetually, that is because Jensen Huang build his ecosystem 15 years ahead of the whole world
And AI is not a buzz world, you apparently are missing a lot
Boom
Boy how market preferences change! I remember back in 2010-2012, when dividends were all the rage. Every talking head on CNBC, etc., at the end of their spiel on an individual stock ended by giving the yield. With Meta just initiating a dividend, now four of the Mag 7 pay a dividend. The highest yielder is MSFT at 0.74% and NVDA pays a 0.02% yielding dividend. To collect $1,000 from NVDA in a single year, you would need a $5 million position.
What a great one! Thanks! 👍
This is what they were saying 6 months ago.
Aswath and T Lee are your best analytical professionals
He could'nt beleive it was @ 682 ....4 months back ?? the stock hit 1200 before the 10-to-1 stock split on june 7th 2024.
That’s insider talk for you
imagine doing all the math in the world. all the different models just to miss out on immense gains. Some of these guys are just too wise for their own good
This is Aswath Damodaran. Look him up. He also holds Apple and Nvidia in his own portfolio, with long running positions....
Imagine just holding. Its time to sell
@@wallysan31sounds like another poor egghead academic to me. I couldn't care less if he's a Nobel Prize winner.
@@method341Good luck. Sounds like you’ll need it
It’s quite simple - look at the forward PEG for Nvidia , it’s even lower than chevron - great company , great management , great order book , has the proverbial best shovels in this gold rush .if it is adding billions of dollars of revenue every year . Tesla - where is the next phase of growth going to come from ? Apple is now a good strong company - but waiting for the next game changer. Nvidia has the game changer which may have another 3x to go over the next year
Aswath said he has stop loss orders on most of his stocks. A 7% stop seems reasonable on Nvda.
Pretty sure he said the same thing last year when it started to touch $400. He said it was a $140 stock.
Things changing over time so your valuation dose change to!
Stocks are often over and undervalued in markets and regression to the mean can take a while.
I remember amazon with 100 PE decade ago was too expensive. It kept going up ever since.
Far better to sell once the trend changes, because guessing peak is not v different from shorting the stock.
3 Months from now: All "Mag 7" stocks have increased in price. Thanks CNBC for the ongoing advice.
Dude has been saying the market is overpriced since 2021, what a clown lol 😂
He said the same thing when NVDA around $300ish.
I just wonder what teaches at the college?
Agree, I felt that too last year and now I regret I did not buy.
since 2009
Great guest
THEY WILL HAVE SPLIT, NVDA and a big price correction like as TSLA NOW in the land sliding correction time
Wait, he meant 30% rather than 70%, or did I hear it wrong?
Yes, he misspoke about the overall market cap weight.
If you look at it through an antique lens 😂
I am so glad they talked to Aswath instead of Jeremy Seagal. Since a couple years ago CNBC brought on Seagall regularly too much and I don't care for him. I like Aswath more.
Yes, professor. You are indeed missing something: knowledge about parallel processing and its eco system. Stick to what you know so that you make less of a fool yourself. Complexity of parallel systems are orders of magnitude higher than Von Neumann. Alphabet designed its TPU 8 years ago, Amazon's Trainium at least 4 years or earlier. Why are both buying loads of Nvidia systems now?
As Computer Engineer and AI programmer i aprove this Post.
Why? Does Nvidia have some technology that nobody else has?
@@nikitamcconnell8027 yes
Flashbacks to '99. "It's different this time..."
its 97, not 99, thats the difference
@@briantep458 nice
@@briantep458 that's what people said in 2007.
@@KP-by4eu but you do understand my point? We had MASSIVE bull run before the bubble popped, there is still money to be made
Being a value investor must be painful. I respect Damodaran but his price predictions were completely off regarding tech companies over the past 10 years. Accroding to him, these stocks were overpriced a year ago, before they doubled in price.
He valued Nvidia at 245 half a year ago, now it is at 680. Sure thats overpriced but I am not willing to play the valuation game in public markets. Stockpicking seems to be as bad as ever.
Ya. This statement won’t end well. 😂😂😂
underneath all of this , there is algorithmic trading that goes out of way and betting to the upside every day again and again and again - based of what?
I bought 7000 shares of FEMY at $.90 share and holding as analyst price targets go as high as $12.50. Should it hit this target. I'll profit about $73k..not bad !
I raised the hammer high when your first pick was AMS55K.. Been collecting this bear cycle.
This dude said NVDA was overpriced when it was $200! At the end of the road stocks present risk. People like him should buy CDs and stop advising people.
But he still owned it then and owns it now so he obviously doesn't think it's totally crazy
When are stocks every fairly valued?
He keeps saying it’s overvalued (insert name of almost any rising stock u want) until it goes up more. Then he says it’s really overvalued. ?!?
Well he doesnt know what he is talking about, because there is no any exact measure what is the right price for a a particular stock. This is a fact that this guy cant understand. The price is ordered buy the market, not by mathematics, people sell and people buy, this is a game, not mathematics.
@@PaulJohnBeatlesAgree ☝🏾
If that s not overpriced, i dont know what is overpriced 😂, but i will still hold on as long as this craziness continues ✌️💪
Query: If everyone else is ignoring fundamentals, when do we start to question the value that they provide as a prediction tool?
Wild. He says they're all over priced and then picks the 2 of the stocks with the highest P/E and not Google and Meta?
I keep telling both friends and family; Now is the perfect time to own a Tech Stock, With everything going on and seeing how the world is been run by AI and all Tech is here to stay and you don’t want to miss it
Reality is the trading market is constantly evolving with new features, trading opportunities, financial swings with sudden surprises around every corner. The best thing is to stay in shape and don’t let anything catch you on the wrong foot
On my end I stopped listening and taking financial advise from these UA-camrs, because at the end of the day, I end up with a bunch of confusing stocks without knowing when to take profit, In reality, all I needed was guidance from an expert who truly understood the market.
Interesting, I’ve actually been looking into advisors lately, the news I've been seeing in the market hasn't been so encouraging honestly. If you don't mind me asking who's the person guiding you?
Wendy Birkett is the licensed expert I use. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment.
thanks for putting this out, it has truly rekindled the fire to my goal...
This guy is a value investing guru? His tsla call is already down close to 10%. 🧐
Never have I ever heard Aswath saying XYZ is underpriced. Nerdy valuation on excel doesnt make a successful investor.
They said that in 2016, they were wrong
Just look at forward PE. The scariest price is Tesla. Nvidia is priced very reasonably. But what do I know, I'm not a professor sitting in an ivory tower
yeah that professor really rocks me, lol. he dont even know this thing called forward PE and PEG ratio, and claim his is the valuation king
Listen to the Professor- he's using feelings not Forward P/E logic.
He knows about forward P/E you doofus. He has written on the fundamental implications to the P/E ratio, you can read it for yourself with a simple google search. Forward P/E alone doesn't tell you much of anything until you tie it with fundamental assumptions for growth
The professor said this a year ago. He straight up missed out on the rally.
He wants to knock Nvidia down so he can buy more.
No. He never bought.
@@RajDeelish he bought at
Selling blue chips is like selling your organs because the price is good
In the land of Marketville, under skies so blue,
Came an election year, with a hullabaloo.
The leaders all gathered, with a scheme in their sights,
"To keep the market soaring to delightful heights!"
With a huff and a puff, they blew up the stocks,
Ignoring the ticking of debt-ridden clocks.
Credit cards clinked in every hand,
As debts piled up like mountains of sand.
1.13 trillion, oh what a number!
It lurked in the shadows, disturbing their slumber.
But the leaders just smiled, wearing their hats,
Saying, "Don't worry, don't fuss, forget about stats!"
Balloon-like, the market floated on air,
Built on dreams, without a care.
"Folks, keep spending! Enjoy the boom!"
Echoed loudly in every room.
Yet wise old Owl, with a hoot, said in fear,
"Be wary, my friends, of the election year.
For when the votes are counted and all is done,
We might just find our balloon weighs a ton."
So Marketville danced, unaware of their fate,
In a bubble of joy, they couldn't deflate.
But as every Seuss tale has told us before,
There's always a lesson at the core.
Spend with care, and watch the sky,
For balloons too big, must eventually fly.
And when they do, remember this tale,
Of Marketville's market, and its artificial gale.
I’m about to buy some AMS55K to hedge my Cardana but I’m pretty sure both will make me wealthy.
I read his book, way over my head
anything is better cash losing value to inflation
Im glad professor bought back TSLA @180.
This guy said NVIDIA was overvalued at 400 dollars a share
The dean of valuation?? Seriously? How can you model the earnings potential of this company considering the fact the company is releasing conservative guidance and somewhat sandbagging??
Great job! Now it is 720 and will break 1000 by February 21st. Please note that Nvidia has way more in the pipeline than any other company in the sector
4 more days, let’s see!!!
I believe AMS55K will conservatively hit $5.00 by 2025. That's a 20x return from it's current price with very little downside. I'm buying all I can.
Amazon , Alphabet, Apple, nvidia are not overpriced. Im not selling
AMS55K YES!!! My biggest bag is AMS55K.... I can see $5 to $7 in the next Bull Run, more if it is a strong run this cycle $8 to $9 💰💰💰💰 ... great video..
Except for Tesla
He bought tesla 2 weeks ago and is telling us what's overpriced 😂😂😂
Ten years ago, guess which stocks were called overpriced: Amazon, Apple, Facebook, etc. Yet they are still soaring today. Lesson: Headlines repeat themselves. My market profits cover all my expenses-- we're talking five figures per month-- simply because I shut the noise out.
I agree. But you know not everybody has that expertise to choose the right stocks, so except you have the skill, the news does give some insight. Most ordinary people may not choose good stocks, except of course they hire a good financial advisor.
Then hire a financial advisor? The logic is literally self explanatory. How do I make five figures from the market monthly passively? You think I have a PhD in economics or whatever degree you need to invest? You're saying same thing as @gregorywhem.
Yes, but you do agree the amount of information on the internet can be overwhelming? Now we are talking about that, maybe you could recommend who you work with? I've put that off for too long.
Yes, it feels overwhelming when you are starting out, but with time you'll find your foot. I suggest sticking with one who understands your goals. I'll personally recommend *Sharon Louise Count* because I work with her and you could check her website out, but I'm sure there are other good ones, too.
You don’t ever sell AAPL!
IBM went down....what makes you think it wont?
Sony, Dell, Cisco were once dominant Tech companies. Technology changes and evolves, anything can happen
@@briantep458 my man…exactly 👍
@@briantep458 those companies don’t innovate anything new. AAPL dominate the world in iPhone sales, iWatch, now is the vision pro. In 2030 they’ll have iCar.
The professor said its priced to insanity but hes not selling. Hmmmm....interesting
Permabear missed out!!
Permabear and Damodaran? The guy bought pretty much every big tech company back in 2022 when everyone was panic selling and has been invested in NVIDIA since 2018. He still owns half his stake in NVIDIA. Just because somebody is being cautious about valuations after a pretty significant rally does not make them a permabear.
3 weeks ago, he said market is overvalues 😂
Thats why he is just a teacher, Those who can't do teach!
He said he sold some today too.
He lost me when he said Tesla was a good buy, not with the interest rates and price cuts and inflation still going up and up, people just aren't buying cars. Plus there is a gap fill at $145 and double bottom retest at $100, he will be in alot of pain or have a margin call if he bought at $180.
Nope TSLA is a sell here not a buy. NVDA is going to get repriced in the summer. So is Apple (which I love by the way). This repricing that has held the stock market up for the last 2 years all by itself with everything else being flat or down is going to shock the hell out of everyone. Because if these companies (are mag 5, 6, or 7 stocks) can't do well then what does that say for other companies that do not have their monopolies or pricing power? If you said they are going to crash too... I would agree. When that happens? I think maybe the summer of 2026 when even the folks that can't do math figure out that the math doesn't work anymore. Big money ... rich folks. They are not buying here, they are selling.
The guy is right... Fade the mag 7... Especially Nvidia, massive overvalued considering how hyped it is.
their eps jumped 600% yoy and you call that a hype? lol
Chickens. “It’s overpriced but I’m not selling”.
PEOPLE IN THE KNOW, KNOW NVIDIA'S VALUATION IS TOTALLY DEPENDENT UPON THEIR PRICING POWER, AND INVESTORS THINK THEY CAN KNOW WHEN NVIDIA WOULD BE FACING COMPETITION WHICH WILL AFFECT THEIR PRICING POWER... SO THEY ARE READY TO RIDE THE TIDE...
i been looking at the fair value. They are mostly overpriced since 15 years ago. Thats why Charlie Munger says its better to buy a wonderful company at fair price than a so so company at a cheap price.
Was making sense until he recommeded TSLA which is 2x the PE of NVDA.
Damodaran doesn't really look at p/e ratios. Those ratios aren't that useful. He performs a DCF valuation. A stock can be undervalued with a very high p/e if the cash flows are expected to increase dramatically in the future.
@@elvinlee7592DCF is just as dumb as PE ratios. The guy thinks he is smarter than he actually is.
Isn't that what forwards P/E are for then @@elvinlee7592
@@elvinlee7592thanks for the rational response. There’s a lot of hype out there based on very little understanding of valuation …
Wait!!!! The man himself just said he bought tesla!???? Hes always been bearish on tesla
Scott can not take any criticism or opposite opinions from anyone who isn't perma bull on any of mag 7. He becomes extremely agitated when someone addresses their opinion. Then why invites them? Bulls, bears, they make the market.
This guy valued Adani Enterprises at 900 Rs😂
According to his own research the other chip companies are even more overpriced. This dude is never right
So many projects on many Crypto. Only one COIN focus on the main thing is AMS55K used for payment goods 👍.
rates not going down = tech stonks go up
He wants you to sell so he can buy more
nvida invent your matrix and do whatever you want, but not mine
Same thing every week then they go higher
Is this the guy Munger thought was out of his mind?
There is a time to plug-in and then there is time to pull the plug.
Bought $TESLA for the first time…may add more 🎉
I hope the guest talks about multiple expansion over the long term.
Nvidia is priced fairly
MSFT will hit $800 in 3 years...NVDA is cheaper than AAPL
I've been invested in AMS55K since 24hrs. So for me it's not a question of whether to buy.
The comments are filled with this AMS*** EXCREMENT everywhere. It’s impossible to read it.
nvidia will go to 2500 and split 10/1