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The week's question
In March 2025, in the thread "Re: OT, out", Umm asked the members: "Do you think it is because America is made up of magical soil that makes businesses based in America magically profitable?" This week it is put to everyone again. The button below opens the small thread re-asking it - read what others have said so far, then give your own answer as an ordinary reply.
Answer this questionContinue to Shrewd'mThis note won't appear again
Stocks A to Z / Stocks G / Alphabet (GOOG)
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Author: rnam ✭☼  😊 😞
Number: of 446 
Subject: Valuation by Damodaran
Date: 02/09/24 7:31 PM
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No. of Recommendations: 8
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.

aswathdamodaran.blogspot.com - The seven samurai how big tech rescued
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Members reply directly to rnam here — and replies get answered. Reading is free; so is joining the conversation. Join Shrewd'm »
This community has written 446 posts about Alphabet. The article-length ones it recommended most:
Judge's Ruling · 24 recs · 2025
Alphabet's Century Long Bet · 23 recs · 2026
Will the Sexy Six Strut or Stumble? · 19 recs · 2025
2Q Summary 2026 · 18 recs · 2026
Up about 50% this year · 17 recs · 2023
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