Joseph Carlson: a call under review

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company should be trading right now at above a 25 Ford PE ratio and the company currently trades at a 19 so I think the company's fair value is around 105 overvalues in the range of 135 and right now where it's currently trading I think it's undervalued now moving on from Texas Roadhouse we have to talk about Microsoft this is a company that many people had a lot of push back saying that my Fair Value Estimate is wildly optimistic and that I'm accepting a lower return When investing in Microsoft my Microsoft fair value analysis is $350 and I stand by that currently the company trades at 239 which means I believe there's around 40 6% upside in this stock before it gets to where it should be valued so let's go ahead and look at Microsoft here the big problem with Microsoft is it trades at that 23.5 Ford PE ratio and again the S&P 500 trades at a 16 on average that means that based on the PE Ratio Microsoft is 40% more expensive that's how much more you're paying for Microsoft in relation to the S&P 500 based on a price to earnings multiple but again Microsoft also has differences in the economics of their business for example if we look at that very important returns they're getting on the

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