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Nvidia DCF

🕑 Added 2021-07-24 13:37:30 +0000 UTC

Comments

JimBoto

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!

Moe M

Is 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

This community doesn’t offer any advice or support. Whatever it is you need go figure it out on your own.

Adrien

I 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?

Christopher Kim

I 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.

Clement Pimenta

Hi! 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

Ahmed Zahid

Hey 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…

Moe M

Does 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

ketan darbastwar

Just 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 🙂👍

Tom Deschenes

Where 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