Post #89 by rnam on the US Policy board

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Aswath Damodaran has valued the Seven Samurai or the Magnificent Seven stocks. He values Alphabet at $138 or about 5% overvalued. Five of the seven are slightly overvalued. By his assessment Nvidia and Microsoft are overvalued, likely driven by the perception that they will be big winners from AI.

His Alphabet valuation is very close to what tecmo has estimated.

I thought this was an excellent article with lots of data and clearly presented his ideas and stated his assumptions and biases.

https://aswathdamodaran.blogspot.com/2024/02/the-s...

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