I like your videos, but I think your valuation model is flawed. You are using EPS growth to calculate FCF growth which might not be true. I think it would be better if you forecast all the individual components of CF like revenue, capex, etc. Anyways, thanks for your videos. There are always something to learn.
*My friend. I appreciate the time you spend on keeping us informed about the economy. As of today. I count on $15,000 what do you suggest me to invest in?*
Hi, thank you very much for your video. I have a question regarding the indicator you are using, what's the name of the P/E indicator you are using? Thanks
Mr. Adam can you please make a video how to choose a best broker for investing and trading ❤ And also about which broker you use for trade and investment.❤ It will be helpful for many people whom follow your guideline . ☺️ And also Thank you soo much for sharing with us your precious knowledge and experience 💖💖💝
CRM doesn’t grow organically anymore .. they only grow by acquiring companies so their amortization cost might never go away as they keep acquiring… they don’t have the same growth with higher interest rate .. CRM will trade better if interest rates are low .. I would rather bet on VEEVA or SHOPIFY ..
Hi Adam, thanks, good video. I though disagree on the free cash flow calculation, as you should take out stock based compensation while calculating FCF as that would be a genuine expense to shareholders.
Great video. The one thing I would like to ask is that in the above example the PEG ratio is still quite high at 22 for CRM. Ideally, I think you mentioned in an earlier video you should not have a PEG greater than 2
Adam, you do an amazing job in your explanations. Even veterans of the market like myself enjoy hearing you explain concepts that took a long time to really understand or had to learn the hard way. Thank you for your time and effort.
Salesforce makes frequent acquisitions in order to obtain their high growth rate. The average for the past 10 years is almost $5 billion a year. Should this acquisition cost be normalized and treated as part of Capital Expenditures cost? You added back its amortization, but never accounted for the acquisition costs. Is that the right way to estimate the Free Cash Flow for the future?
The stock market values the stocks based on the PE ratio never based on accounts.) If used PE of 10, the co make $ 1 the mkt values the profit as $ 10. So you can see the market value of $ 10 is just a guessing figure. If we used PE of 20 the mkt value become ,$ 20. The market value of stocks is actually a scam. Unlike commodities or currencies.
Thank for you sharing. I'm your reader from Taiwan, I have a question is that whether leveraged ETFs are better choice than normal ETFs? There are so many discussion talking about this like s&p500 2x is better than s&p500 ,and I thought leveraged ETFs are not good choice but I cannot actually explain why. In Taiwan,0050 and 00631L is a example as well. Many people think leveraged etf 00631L definitely better than 0050,and thought it can be a long term invest. They think the disadvantages of leveraged etf can be ignore or cancel by some reason so that leveraged etf is better than normal etf.
I like your videos as they are not only informative but also entertaining. In last 5-10 years if one has invested in FAANG, he doesn’t need a brain to make money. Or if you invest in top 1%, one also don’t need to learn anything. Coming to CRM in last 2-3 years it has gone up then down and up again like several other companies. If i see it fundamental it is least profit making company in last 7 years. If you want to lock people to attend your courses then it is a good video 😂
1:35 in basic finance school p/e isnt even discussed, it’s all beta and all that bs 😂. I think using all the stock Which later justified that p/e is a bit biased. But it’s true what you say, buying based only on p/e is a suicide, however once you checked everything is good, p/e is important to check too.
I usually like your videos but i think this is advertisement for people to buy into this rally at extreme prices. everything is overvalued right now, to anyone considering jumping in.
I like your videos, but I think your valuation model is flawed. You are using EPS growth to calculate FCF growth which might not be true. I think it would be better if you forecast all the individual components of CF like revenue, capex, etc.
Anyways, thanks for your videos. There are always something to learn.
*My friend. I appreciate the time you spend on keeping us informed about the economy. As of today. I count on $15,000 what do you suggest me to invest in?*
Hi, thank you very much for your video.
I have a question regarding the indicator you are using, what's the name of the P/E indicator you are using?
Thanks
Mr. Adam can you please make a video how to choose a best broker for investing and trading ❤ And also about which broker you use for trade and investment.❤ It will be helpful for many people whom follow your guideline . ☺️ And also Thank you soo much for sharing with us your precious knowledge and experience 💖💖💝
There's always something to learn from Adam. I find his perspectives have great value.
CRM doesn’t grow organically anymore .. they only grow by acquiring companies so their amortization cost might never go away as they keep acquiring… they don’t have the same growth with higher interest rate .. CRM will trade better if interest rates are low .. I would rather bet on VEEVA or SHOPIFY ..
Hi Adam, thanks, good video. I though disagree on the free cash flow calculation, as you should take out stock based compensation while calculating FCF as that would be a genuine expense to shareholders.
For EPS & PE ratio, what will be the ideal value range to evaluate for the Mag 7?
Great video. The one thing I would like to ask is that in the above example the PEG ratio is still quite high at 22 for CRM. Ideally, I think you mentioned in an earlier video you should not have a PEG greater than 2
Great learning. valuable
Any new videos, we need some more insights for the market direction? A lot of FUD in media, need your insights please
Adam, you do an amazing job in your explanations. Even veterans of the market like myself enjoy hearing you explain concepts that took a long time to really understand or had to learn the hard way. Thank you for your time and effort.
I appreciate that!
Salesforce makes frequent acquisitions in order to obtain their high growth rate. The average for the past 10 years is almost $5 billion a year. Should this acquisition cost be normalized and treated as part of Capital Expenditures cost? You added back its amortization, but never accounted for the acquisition costs. Is that the right way to estimate the Free Cash Flow for the future?
The stock market values the stocks based on the PE ratio never based on accounts.) If used PE of 10, the co make $ 1 the mkt values the profit as $ 10. So you can see the market value of $ 10 is just a guessing figure. If we used PE of 20 the mkt value become ,$ 20. The market value of stocks is actually a scam. Unlike commodities or currencies.
Thank for you sharing. I'm your reader from Taiwan, I have a question is that whether leveraged ETFs are better choice than normal ETFs?
There are so many discussion talking about this like s&p500 2x is better than s&p500 ,and I thought leveraged ETFs are not good choice but I cannot actually explain why.
In Taiwan,0050 and 00631L is a example as well. Many people think leveraged etf 00631L definitely better than 0050,and thought it can be a long term invest.
They think the disadvantages of leveraged etf can be ignore or cancel by some reason so that leveraged etf is better than normal etf.
Hi Adam, been a fan of you and only you since I ever first laid eyes on your video, can you do a video on Cathy Woods Arkg and Arkk?
18:40 "Unrealized profit" Your investing approach is working. Wishing you well in the future.
Hi Adam, great video but I have one question. Why are you using 7% discount rate?
Amazing video. Ty. I never understood these concepts until now. Ty do much
What I do not understand is why do I have to add them all up if I only bought the stocks at one time and let it compound?
PLTR +99%. Thanks to Adam's recommendation.
the 551 e/p ratio that you point, if you look back at the same line s&p 500 not workforce . please correct me if i looked at the wrong line
I like your videos as they are not only informative but also entertaining. In last 5-10 years if one has invested in FAANG, he doesn’t need a brain to make money. Or if you invest in top 1%, one also don’t need to learn anything. Coming to CRM in last 2-3 years it has gone up then down and up again like several other companies. If i see it fundamental it is least profit making company in last 7 years. If you want to lock people to attend your courses then it is a good video 😂
PEG ratio > PE ratio.
That’s what Peter lynch would base his valuation on. PEG ratio is more accurate.
Hey Adam, pls do a video on Estée Lauder! Thank you
How long will this Bull market run Adam?
did you ask followers to buy SPCE?
I will not buy at this prices. Period
Useful information and great sharing as usual! Proud to be in your community
Adam, what are your thoughts on Qualcomm?
sorry my mistake i got confused
1:35 in basic finance school p/e isnt even discussed, it’s all beta and all that bs 😂.
I think using all the stock Which later justified that p/e is a bit biased.
But it’s true what you say, buying based only on p/e is a suicide, however once you checked everything is good, p/e is important to check too.
Can just use PEG ratio?
Basic knowledge.
why he delete and post the same video again?
Dod u read his community post?
Calc error in the original
Dear Adam sir❤
I want to invest in us stock
I m from india
How to invest in us stock please guide me sir
Get an ibkr trading account
sorry i meant sellsforce
nvda all the way to moon
Good fundamentals
Great education
Thank Adam
The P/E ratio is not a good stock value indicator. The MACD is. Why don't you do a video on the MACD?
❤ Adam Khoo
Thank you. Good explain
I usually like your videos but i think this is advertisement for people to buy into this rally at extreme prices. everything is overvalued right now, to anyone considering jumping in.
Everything? Did you do valuations to each companies?
PayPal, Meta, Google
SS&C, MNST are undervalued
@@babyprince84ukplenty. MDT EL
@@babyprince84uk $TSLA
Thanks 🙏 Adam