🧮 Stock Valuation Model: www.buymeacoffee.com/dividendtalks/extras ☕️ Feel free to buy me a coffee: www.buymeacoffee.com/DIVIDENDTALKS 📰 Join the FREE weekly Newsletter: dividendtalks.substack.com/subscribe Stock Tools I Use: 🚀 $30 OFF Seeking Alpha Premium: www.sahg6dtr.com/29N4DP9/R74QP 🚀 50% OFF TipRanks: www.tbg2jcftrk.com/262DXM/55M6S/ 💬 Join the community in our Discord: www.patreon.com/DividendTalks 👋 Follow me on X: www.x.com/DividendTalks Investing Platform I Use: 💰 Free shares up to £100 by joining Trading212: www.trading212.com/invite/Gux0x99S 🏆 Become a member to get access to to perks: ua-cam.com/channels/lLyc3C2K3C-RAh7eEJAwyg.htmljoin
5:17 is return on investment capital the same as return on (not of) capital employed? ROnCE not ROfCE? Thanks dividend talks, do some European stocks too like L’Oréal
I am very interested in Grab and I was concerned by Uber, but apparently they signed a deal in 2018, which allowed uber to get a 27,5% stake in the company,under grab leadership
@Marco-qt5nv And what are you doing with the capital which cannot be reinvested by the company to gain more yield as the yield for the capex? Of course you give it to the owners of the company ...trough dividends or share buybacks or both...
Super bullish on Micron as well. I think the positive strongly outweighs the negative, especially with its ramping up of manufacturing investment in the U.S and looks like Samsung will be taking some time to catch up with its tech, making this a 2 player memory chip market in the ai data center segment
Sure, if you ignore the fact that their revenue outlook for next quarter missed analysts expectations by a pretty wide margin (over $1B) without a real explanation. That's why it crashed after the report.
I don't see it either. The DCF model for $MU shows a FCF growth rate of 15% for the next 8 years. However, if you do a simple linear fit for FCF vs year for the last 8 years, $MU's FCF growth has been NEGATIVE. Revenue is the same story. $MU had a great 2018 year, with $31.5Bn in revenue which they have yet to surpass after 6 YEARS. In 2024 they're at $29Bn, but keep in mind that these numbers are NOT inflation adjusted and USD has lost a lot of purchasing power since 2018. IMHO people put unreasonable growth rates in these models. Yes, it is ultimately guess work, but for established companies like $MU rates so much higher from recent historical averages are not realistic for me. I'm not telling people where to put their money. Just to be cautious.
@@TheBooban The $ sign before the symbol signifies a stock. For some companies the symbol alone is obvious, but for others, it is not. Hence, the $ sign. Take Agilent, symbol $A. W/o the $ sign is just A stock. :)
@@lukeearthcrawler896 I see. Wonder who came up with that. Thank you. I’ll say one more thing. US purchasing power. I think one needs to compare it to other currencies to say this. I think the USD may have lost but no where near as much as all other currencies. It will be the king of cash forever.
🧮 Stock Valuation Model: www.buymeacoffee.com/dividendtalks/extras
☕️ Feel free to buy me a coffee: www.buymeacoffee.com/DIVIDENDTALKS
📰 Join the FREE weekly Newsletter: dividendtalks.substack.com/subscribe
Stock Tools I Use:
🚀 $30 OFF Seeking Alpha Premium:
www.sahg6dtr.com/29N4DP9/R74QP
🚀 50% OFF TipRanks:
www.tbg2jcftrk.com/262DXM/55M6S/
💬 Join the community in our Discord: www.patreon.com/DividendTalks
👋 Follow me on X: www.x.com/DividendTalks
Investing Platform I Use:
💰 Free shares up to £100 by joining Trading212:
www.trading212.com/invite/Gux0x99S
🏆 Become a member to get access to to perks:
ua-cam.com/channels/lLyc3C2K3C-RAh7eEJAwyg.htmljoin
Say it along with me…
“Wide moat, strong financial metrics, and good forward looking data…”
Say it with me “add together with the cash, subtract total debt, get to the equity value, divide by the shares outstanding“
5:17 is return on investment capital the same as return on (not of) capital employed? ROnCE not ROfCE? Thanks dividend talks, do some European stocks too like L’Oréal
He just analyzes numbers. For L’Oreal need fashion and make up insights.
I am very interested in Grab and I was concerned by Uber, but apparently they signed a deal in 2018, which allowed uber to get a 27,5% stake in the company,under grab leadership
What? Never heard this.
What is the site that you used?
Hello my friend.
I use Seeking Alpha (discount in pinned comment) and Simply Safe Dividends 😊
Interessting...but no dividends...
It doesnt matter if the stock grows or pays dividends, the net income is the same
@Marco-qt5nv And what are you doing with the capital which cannot be reinvested by the company to gain more yield as the yield for the capex? Of course you give it to the owners of the company ...trough dividends or share buybacks or both...
Super bullish on Micron as well. I think the positive strongly outweighs the negative, especially with its ramping up of manufacturing investment in the U.S and looks like Samsung will be taking some time to catch up with its tech, making this a 2 player memory chip market in the ai data center segment
URI gonna be busy
Sure, if you ignore the fact that their revenue outlook for next quarter missed analysts expectations by a pretty wide margin (over $1B) without a real explanation. That's why it crashed after the report.
👍🏼
Could I ask what sites you are using for all this data? Thanks 🙂
Of course David! I use Seeking Alpha (discount in pinned tweet) and Simply Safe Dividends 😊
@DividendTalks thanks man 😬 I've only just started trading about 2 months ago it's been a bit rocky but hopefully 2025 will be a good one 👍🏻
U might want to update your description if u decline to use all four valuation methods.
Thank you for the feedback my friend 😊
Thank you for looking at grab my British homie
Do you guys think LA fire will have an impact on stock market?
Already has. Look at Edison, PG&e, insurance companies
Short term, not long term. And only certain sectors.
i dont understand why people like $MU, too cyclical, for growth I like more $NU !
I don't see it either. The DCF model for $MU shows a FCF growth rate of 15% for the next 8 years. However, if you do a simple linear fit for FCF vs year for the last 8 years, $MU's FCF growth has been NEGATIVE. Revenue is the same story. $MU had a great 2018 year, with $31.5Bn in revenue which they have yet to surpass after 6 YEARS. In 2024 they're at $29Bn, but keep in mind that these numbers are NOT inflation adjusted and USD has lost a lot of purchasing power since 2018.
IMHO people put unreasonable growth rates in these models. Yes, it is ultimately guess work, but for established companies like $MU rates so much higher from recent historical averages are not realistic for me. I'm not telling people where to put their money. Just to be cautious.
Why do you write $? What is $ for?
@@TheBooban The $ sign before the symbol signifies a stock. For some companies the symbol alone is obvious, but for others, it is not. Hence, the $ sign. Take Agilent, symbol $A. W/o the $ sign is just A stock. :)
@@lukeearthcrawler896 I see. Wonder who came up with that. Thank you.
I’ll say one more thing. US purchasing power. I think one needs to compare it to other currencies to say this. I think the USD may have lost but no where near as much as all other currencies. It will be the king of cash forever.
brokie just buy uber