May will be a month that determines how returns for the year will look: NYU's Aswath Damodaran
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- Опубликовано: 10 июн 2024
- Aswath Damodaran, NYU professor of finance, joins 'Closing Bell' to discuss whether big tech is overvalued, his market outlook, and more.
"thank u for having me"
"I'm going to get to that in a second"
lol - comment of the year
Recently bought some recommended stocks few months back and now they are just penny stocks. There seems to be more negative portfolios in the last 3rd half of 2023 with markets tumbling, soaring inflation, and banks going out of business. My concern is how can the rapid interest-rate hike be of favor to a value investor, or is it better avoiding stocks for a while?
Just ''buy the dip'' man. In the long term it will payoff. High interest rates usually mean lower stock prices, however investors should be cautious of the bull run, its best you connect with a well-qualified adviser to meet your growth goals and avoid blunder.
The truth is that this is really not as difficult as many people presume it to be. It requires a certain level of diligence, no doubt, which is something ordinary investors lack, and so a financial advisor often comes in very handy. My friend just pulled in more than $84k last month alone from his investment with his advisor. That is how people are able to make such huge profits in the market.
nice! once you hit a big milestone, the next comes easier.. who is your advisor please, if you don't mind me asking?
Actually its a Lady. Yes my go to person is a ‘MICHELE KATHERINE SINGH '. So easy and compassionate Lady. You should take a look at her work.
Thank you for this amazing tip. I just looked the name up and wrote her
up, to schedule a call. many thanks
If companies are earning boatload of money, then how are they overvalued? Just look at how much money these companies are making.
Think of it this way, would you buy a company for a billion dollars if you would make a million dollars a year for the rest of your life? If the company only generates a million dollars a year in cash flow, it cannot be worth a billion dollars. It would take you 1000 years just to break even on your investment. That’s why. Aswath factors in all scenarios when valuing a company.
@VeliThaDon is right. You have to look at earnings relative to stock price. If a company is earning every quarter or year that's great but if the markets are pricing their stock to be way too expensive you have to look at their future growth and earnings potential to see if they can measure up to the high stock price. You can get a rough idea by doing a quick discounted cash flow analysis or you can look at earnings multiples like PE ratios. Just a couple things to look at
@@Dakid015 That's the idea they are discounting the FCF of future AI growth. If you find that too risky invest somewhere else. That is why I only own AMZN based on this.
The value of a company is seven years profits
@@VeliThaDonbut these are stocks that have growths above 20%. They are monopolist cash making machines. In 4 years of growth they cost you Zero. Even if they are "expensive" today.
Look i get you, and thats why i till 2018 i allways invested in utilities and staples. Allways had dividends/interest around 5% with near zero growth. Now i prefer microsoft 1% dividend but with growth capacity
Finally some clarity
yes
Finally someone say the truth
Yep! Dividends are a sign of a slowing down matured company.
Great to listen to Aswath! 🎉 Thx!
buyback window opening back up in a week. FED is anxious to cut rates. NVDA earnings coming up (that kept market ripping higher for 3-4 weeks last quarter). and finally market seems to be sniffing a trump victory in November.
if trump gets elected the money printer will go non stop, it's going to make 2021 look like value investing
So are they overvalued?
He said yes but you can still trade them. Investing and trading are NOT the same thing
Some are some are not. PEG ratio of mature companies can give you a good starting point.
It’s complicated
It really doesn’t make any difference. We don’t pay any attention about what people say about Coca Cola stock or Gillette stock or any of those things
On any given day 2 muillion shares of Coca Cola may trade that’s a lot of people selling a lot of people buying
If you talk to one person and Charlie talk to another person I mean You really should not make any decisions in securities based in what other people think , if you are doing that you should think about doing something else because a public opinion will not get you rich in Wall Street
So you really should stick with businesses that you feel you can somehow evaluate yourself. Charlie and I , we don’t read anything about what the economy is going to do , what the market is going to do
Any time I read an article that says something this analyst said about this is and that , it doesn’t mean anything to us
Love this guy, the most realistic and honest opinion on the market.
Yes
This is THE END of first time home ownership and the slow death of the middle class in a generation.
77 bids over 4 years for our first home as native Tennesseans ALL OUTBID by cash investors. Wonder why we Millenials & Gen Z are doom spending? Why we aren't having kids, getting married? We CAN'T afford a home, car, kids, retirement... Child care costs 1/3 of the average income PER CHILD. At 35 y/o kids and a first home passed us by. Don't be surprised that these younger generations want to see it all burn.
This economy isn't for us, it never has been. We've been checked out, not by choice
Boom!
But, you know, I’ve not earned any stars for my past economic predictions. And the good thing about my economic predictions, even if I do make them, is that I pay no attention to them myself, so. (Laughter)
I really - and the way we pick our investments is we just don’t get into the macro factors. I can’t recall a time when Charlie and I have looked at a business, either buying it in its entirety or buying pieces of it through the stock market.
I just - macro conclusions are - just never enter into the discussion. I mean, I’ll pick up the phone. We’ve had these two in recent months. And I’ll tell Charlie about it. And, you know, we talk about a few things. But we don’t talk about anything remotely macro. And that’s really the way it’ll stay.
All Nio Fans Are Saying The Same Thing
🎆Incredible Week!
🚨New Partnerships
😲Solid-State Battery
⚠Expanded Infrastructure
💵Huge May Development.... And the Holy Grail of EV.
💥Is Morgan Stanley very clear now?
Prof A.D. andTom Lee always good for a reality check
Dean of valuation. Can’t make this up.
Why?
4:21 Those numbers are totally wrong lol
Overvalued! Crash inbounds
So many make the market a casino.
Buy the DIP
Value can they bring? lol. Alphabet having a 21 forward P/E and bringing in billions, YTube growing, the whole ecosystem, his old valuation methods simply aren't relevant. Nvidia being a provider of processing units with a software system that is the pinnacle, unmatched and desired by the worlds businesses. He does not understand these products, only numbers on a page.
Right... The man bought NVDA and Google in 2007... Right, are you his colleague in NYU?
You are late by a year , it was over valued even a year back .
oh really? becos you stayed in the sidelines for last couple of years and missed out on everything?
@@audioplatform6299does it change the fact that valuations are completely ridiculous?
@@niklas4031 what understanding do you have on businesses like meta, nvda, for example? What are their revenue streams and numbers present and future from each? Please elaborate and we can talk how you arrived at the valuation
Trying to slowing down the crash. Proffessor no nothing
Spelling & grammar my guy. You are projecting
The Professor is correct, at these ultra low prices, they are practically giving away Tesla Shares. Buy buy buy you fools 🎉
Tesla isn't spending enough on R&D and are at risk of lagging behind other including legacy car makers in the EV market.
Anything higher than 10 bucks a share is over valued. Anything over 100 bucks a share is extrmely overvalued. None of these stocks are worth buying
That is not at all how it works. If it did than the stock market wouldn’t work.
@@JimMcNutty ok than go spend 1k dollars on a share and wait 30 years to make 50 dollars profit. Not everyone is an idiot
@@starship519dude you high as a kite or what?😂
@@francescopaolocarlucci1870 not as high as these overvalued stocks
Please tell me you are a troll because that would be the dumbest take I've heard in a long time.