TibiT's Discussions - Simply Wall St

TI

TibiT

Community Contributor

Member since 2022

Views

9.5k

Fair Values Set

92

Comments

4

Followers

0

No bio added yet

No link added

COST·5 months agoInvestment Thesis: Costco Wholesale (COST)

Welcome, glad that it helped you

0

|

0

INVE A·about 1 year agoThe "Boring" Money Printer

Hi, thanks a lot for your narrative and I like the brief summary of the Investor AB portfolio. However I do miss your calculation on the intrinsic value of this company.

1

|

0

AMZN·about 1 year agoThe #1 Go-To Business for Retail

Ok I agree that Amazon is the no1 business for retail, but more importantly how do you come up with your numbers and the valuation of the company? You didn't even mention the profitable cloud business.

0

|

0

NVDA·over 1 year agoPriced for AI perfection - cracks are emerging

Thank you for your analysis. I won't argue with your rationales, but with your calculations: you assume a ~16% Revenue growth and a 60% profit margin - if that would come to reality - how could you possibly further calculate with only 18.4 PE Ratio?

4

|

0