• The Deal Room: Unpacking the Valuation of Nvidia (Financial Model Explained)

  • Sep 2 2024
  • Duração: 22 minutos
  • Podcast

The Deal Room: Unpacking the Valuation of Nvidia (Financial Model Explained)

  • Sumário

  • In this episode of The Deal Room, Anthony and Stephen Barnett dive deep into the valuation of Nvidia, comparing it with Intel.


    They explore various valuation methods, including market-based, absolute, and relative approaches, and unpack the assumptions and subjectivity that shape these models.


    The discussion also covers Nvidia's growth potential and current valuation, contrasted with Intel's decline and strategic missteps.


    Is Nvidia's valuation too high or too low? Tune in to find out!


    *****


    00:00 Introduction and Overview

    02:14 Valuation of Nvidia

    09:01 The Subjectivity of Valuation

    15:45 Nvidia's Growth and Valuation

    16:31 Strategic Missteps of Intel


    Hosted on Acast. See acast.com/privacy for more information.

    Exibir mais Exibir menos
activate_samplebutton_t1

O que os ouvintes dizem sobre The Deal Room: Unpacking the Valuation of Nvidia (Financial Model Explained)

Nota média dos ouvintes. Apenas ouvintes que tiverem escutado o título podem escrever avaliações.

Avaliações - Selecione as abas abaixo para mudar a fonte das avaliações.