A month ago you did a video where $85.75 was acceptable buy price for nike and intrinsic value was 100$. Your thesis should not change so drastically month over month
Hi, I understand what you are saying, so let me explain. The 4 models I am using in both analysis are mainly based on the growth percentages plugged in or on the annalists ratings. As over the past month and a half some annalists changed their views on the return of NKE, and quiet some not so positive news came out regarding the company, I dive into NKE again, and do the analysis once more. In the case of this video, i used much lower growth rates for the DCF model, Grahams formula and the DDM, which lead a lower intrinsic value. regarding the Multiples valuation model, the companies I am comparing NKE to, lowered their PE ratios, while NKE's stayed the same, so that again lowered the intrinsic value. Also NKE went up in price a lot, quiet irrationally, again, that has a big effect of the valuations as well. I hope this makes sense (:
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A month ago you did a video where $85.75 was acceptable buy price for nike and intrinsic value was 100$. Your thesis should not change so drastically month over month
Hi, I understand what you are saying, so let me explain. The 4 models I am using in both analysis are mainly based on the growth percentages plugged in or on the annalists ratings. As over the past month and a half some annalists changed their views on the return of NKE, and quiet some not so positive news came out regarding the company, I dive into NKE again, and do the analysis once more. In the case of this video, i used much lower growth rates for the DCF model, Grahams formula and the DDM, which lead a lower intrinsic value. regarding the Multiples valuation model, the companies I am comparing NKE to, lowered their PE ratios, while NKE's stayed the same, so that again lowered the intrinsic value. Also NKE went up in price a lot, quiet irrationally, again, that has a big effect of the valuations as well. I hope this makes sense (: