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check please nvidia as a company has been doing great over the past four quarters they have earnings we're going to prepare you for what happens and what can what you can do if the stock price skyrockets or drops we're going to show you the financials behind nvidia and paul a guy who owns 100 million dollars in assets will teach us the concept of investing in this company and what you should be looking for or possibly avoiding we'll use our 8-pillar system we'll show you our amazing software all this and more stay tuned paul give me give me your thoughts on a video baby so guys before we go forward i want you to do two things for me yes i want you if you like this video like it subscribe to our channel and hit the bell and reminder bell what's it called notification notification bell do that and i really appreciate it because you helped me out a lot go on so eight pillars software right here let's pull up nvidia nvidia has been a hot stock baby they have beat all the last four quarters they've beat earnings per share they've beat revenue they're doing great but the question is have they beat their mate the real question that's the second question the real question is when earnings come out trader mo tells us to stay away from these if you're trading because the stock can go anywhere so if it does sky up or down paul where do we go with this company so i'm going to talk to you guys about the value perspective not the trading perspective so let's first off look at this company this is a company that in the last five years let's say we deleted all of this yes that's from october november this is the last five years hit a peak of 346.
if i told you it was going to be at 2 40 a few months from now you'd been like you're an idiot paul look how stupid you are some idiot russian who has a youtube channel would have said look how dumb this idiot is then when it crashes he'd sell it and say oh you know what my bags i changed my position on it i changed my position on it yeah you responded to a stock price that's uh information and i'm the va and he's the value investor so this thing hit a low what's the low in the last month or so oh yeah 233 219 oh boy it closed at 219 on january 27th so from 3 45 to 219 in a matter of two or three months i mean guys this happens go look at any stock out there the fluctuations on a yearly basis are 20 30 40 i mean huge fluctuations that's going to happen that's why the emotional fortitude that you have to get through watching this channel and basically brainwashing yourself into is how you're going to make a lot of money now does this mean the stocks have buy now you might be the other idiots out there who go oh my god look it's down 40 it's a buyer it's a it's it's a deal buy the dip okay here's our eight pillars 137 times five-year earnings all right 142 times five-year free cash that's good right yeah and they've issued 12.5 extra shares not only are they selling for a premium they're proving to you it's selling for premium by saying hey look at these idiots out there paying so much for our stock let's issue them more crack they're the crack dealer on the corner selling you crack because you're addicted to this stock and it's proven right here this is the proof that you're addicted and this is the crack dealer selling you more crack and guess what they're not selling to a discount they're charging you more for it so if you want to keep doing that by all means keep doing it however if you want to sit there and look at the company independent and not look not underst and not be the idiot who says oh because it's cheaper less dollars per share it's on sale if that's the case come by my house in ohio it's for sale for 10 million you know what i'll give you a deal it's 5 million spoiler alert it's not even worth close to 5 million that's the point i'm trying to make hey guys seth here jumping in real quick we'll get right back to the video but i want to let you know you can join our software you can get access to this financial data and the new everything money chat right in your phone paul will tell you how to get it right now so guys their own stocks that having to wait for us so we put hundreds of thousand dollars made the software and i eight pillar analysis the stock analyzer tool the retirement calculator and you get everything on this main page that is coming soon this is all included and if you look right here these are all the things you get you get everything on a mobile phone everything we're talking about here is ready available on your mobile app one app for everything but most importantly guys you get our discord our community of now it's off of discord it's right in our app you get a community of over 6 000 people you can talk to every single day about your investment ideas if you're like them you felt alone having these ideas about investing that weren't reciprocated by others but now you find the community here and this is all if this can make you one or two percent or save you one or two percent of losses every year it wine dollars per day don't we're not large enough yet to charge sales tax so you won't be charged sales tax quite yet and look at this guys you get all of this our competitors are a lot more money and don't provide as much one dollar per day go sign up now so let's go to our stock analyzer tool and determine what we think nvidia is worth and what it has to do in the next 10 years to even get to the value debt to even be worth the value debt today so guys these processors revenue is up 64 why we've had a lot of chip shortage lately but it's a large company it's gonna be harder and harder for the company to grow at big rates of of growth but let's start with because i'm gonna get i don't believe in these numbers i wouldn't put these numbers in normally let's go 10 13 and 16 revenue growth margin let's go 25 28 and 31 free cash flow 25 20 27 and 27 and a half sorry and 30.
p.e this is what i love let's go 20 25 and 30. not 70 year-to-year yeah this is where people are dumb if you think this company should be selling the way you pay more for pe is because there's a lot of growth potential okay the higher the growth potential the more you should pay in earnings analyze button i put in numbers here that i would never in my right mind ever ever assume on this company high or low you mean you're talking i went high no i went high it's high and look at how bad the numbers are still and these assumptions here i don't even believe those assumptions i think it should be lower a low price of 60 a high price of 156.
so to even justify today in the middle category we need let's do 15 20 25 and let's do 25 30 and 30 times multiple historically oh we're almost there almost there still not there yet guys we're still at 190. so what this says guys is if you believe that nvidia will grow their revenue 20 a year for the next 10 years something in favor what's the revenue last year and they're gonna have 28 margin 27.5 free cash flow margin and sell for 30 times earnings being one of the largest companies in the world and you want a 12.5 return you have to pay 200 for the stock what was the revenue less 24 billion okay so 24 billion 24 billion so we assume 20 revenue growth for 10 years times 24 billion it's gonna be 148 billion dollars in revenue in 10 years 148 billion dollars in revenue in 10 years from 24 not probable keep in mind intel does 75 78 billion so it'd be double the size of intel micron what does micron do let's see what micron does in in revenue 29 billion 29 billion so so far adding nvidia micron and intel it wouldn't be that sad it'd be bigger than that in 10 years is it possible sure anything is possible anything in the world is possible is it probable your job is to do what's it's to make your assessments based on what's probable you wanna hear something scary i'm gonna show you what i think i would underwrite um nvidia ad so let's go back here because then you'll sit there and say because i did this with peloton people were like you're crazy i did with palantir you're crazy then the stock plummets 80 and it's getting closer to the range in a matter of months so nvidia let's do the real numbers that i think let's go with 7 10 and 13.
let's do 25 27 29 i'm gonna keep doing that pe 14 13 15 17 13 15 17 and 12 and a half percent return i'm willing to pay 55 for in for nvidia it's at 240. and you think i'm crazy you probably thought it was crazy when i if i would have said that uh that the stock would be down 40 percent the next 35 the next month next two months yeah yeah they would have said that's right and guess what if it doesn't happen fine i move on 10 000 stocks out there i'll find the ones that hit the criteria you're not going to fall in love with this company and overpaid foreign absolutely not absolutely not that's not it that's not that's not how it works no your job is to keep yourself looking at lots of companies so you never fall i always tell people it's about real estate when you go buy your first piece of real estate you tell this to me do it when you're not ready and go low ball 10 properties that way you're accustomed to being told no and you don't fall in love with any property because i fall in love remember that eight unit in akron i'm falling in love with this thing i'm ready to overpay and you're telling me to pump the brakes go before you're ready to buy anything don't make offers that are so stupidly low people laugh at you get used to it yeah get used to it that's what you need to do you need to get the emotional side of your body working the number of stuff is easy guys the number of stuff actually is easy i should say it's easier it's the emotional side that's hard if you're drawn to these eight pillars looking at the income the profit the revenue shares you can click this card in the upper right hand corner and we'll go in a more in-depth video about these eight pillars and why we use them to screen for our companies we're first going to look at paul nvidia you're right in a lot of our videos in the past three years that i need this to fall in half and sure enough many companies fell far more than that in the past month which has people worried same thing probably goes for nvidia you need this to drop more than half any drop eighty percent for even me be interested that's fine my job is to find companies that have reasonable growth estimates of my belief and to buy them for less than that great if it doesn't happen doesn't happen guess what i've been saying with 93 i've been saying 100 cash for a long time now i'm at like 93 cash i'll wait it out i will that's why you shouldn't mimic my moves because i can afford to wait it out because i have 89 business upstairs hundreds of pieces of real estate all these revenue lines i don't need to worry about that stuff i can do options all that stuff if you find value in this concept in this video make sure you fondle the like subscribe and tickle that bell and we'll see you next video thanks for watching bye
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