Nvidia DCF
Added 2021-07-24 13:37:30 +0000 UTCHey Patreons, this is the NVIDIA DCF I used in my latest video.
Comments
Tom, can you do a video about this and the rumor that they may try to acquire ARM for $40B & what that would do to this stock & what competitors like TSLA would fare thru this? Love your videos BTW, glad I subscribed to you. Gonna pay for the batter membership!
JimBoto
2021-09-01 10:39:32 +0000 UTCIs it possible to use this DCF template on a company that doesn't report profit like TWLO? if so, can someone please explain how to use a negative EBITDA. Thank you
Moe M
2021-08-03 15:25:42 +0000 UTCThis community doesn’t offer any advice or support. Whatever it is you need go figure it out on your own.
Moe M
2021-07-28 22:36:30 +0000 UTCI get update from this spreadsheet all the time but can't find what has been modified. It makes it hard for me to track and compare my portfolio VS the spreadsheet. Any advice?
Adrien
2021-07-27 03:04:36 +0000 UTCI think it would be for the case of keeping your investments accountable and reallocating your resources for better opportunities should you need to. So if there were material changes in NVDA but you just never sell, then your investments will needlessly go down with it. I don't mean that we should have a short-term focus but companies do change and what was once a golden nugget can become a turd.
Christopher Kim
2021-07-26 18:22:50 +0000 UTCHi! I have similar comments as Moe M. I especially would like to know where you find CAPEX and NWC figures and how you define the evolutions of these. Thank you for you work
Clement Pimenta
2021-07-26 11:24:16 +0000 UTCHey on tom’s youtube community he mentioned we can see his update on the google stock price target or whether he is selling out of his position. I don’t see any posts regarding that…
Ahmed Zahid
2021-07-26 11:18:35 +0000 UTCDoes anyone understand where these numbers come from? I really wish I can use this DCF to analyze other companies that I'm interested in but it's hard to get a reply in this forum. Where do you get the EBITDA (7,650,000) and the earnings after DA (5,200,000). Tom, you have other videos that says you get it from seeking alpha's financials but I can't find any numbers that match. Also, where do you get the starting values for CAPEX and NWC? Thank you
Moe M
2021-07-25 15:45:33 +0000 UTCJust a question.. do we really need to have an exit strategy for a company which is fundamentally strong.. I mean companies like NVIDIA will remain for a de cade or so.. so wouldn’t it make sense to go long. N just keep the position active without adding anything into it. Please share your thoughts. Thanks for sharing 🙂👍
ketan darbastwar
2021-07-25 05:57:15 +0000 UTCWhere does your long-term growth rate of 4% come from? How can I alter growth on a YoY basis as I see historically a 40% YoY Revenue Increase over the past 4 Years? However if I plug this into the sheet, it decreases the value
Tom Deschenes
2021-07-25 05:25:03 +0000 UTC
