Được nói ngày 08/11/2023, tại 16:45 trong video.
“so for right now I'll consider it a hold and look for other opportunities”Không thể xác định chắc chắn hướng của dự đoán này, nên không tính vào điểm số.
Giá đóng cửa của MSFT, đã điều chỉnh theo chia tách cổ phiếu. Vùng tô là khung 1 năm: bắt đầu từ phiên đóng cửa đầu tiên sau khi video được đăng và kết thúc ở phiên đóng cửa cuối cùng không muộn hơn một năm sau ngày video được đăng.
Không thể xác định chắc chắn hướng của dự đoán này, nên không tính vào điểm số.
the time trading at 230 that seemed improbable it seemed a little crazy but I believe strongly that it was an incredibly strong fundamental company at a dislocation so if we're looking for dhqs dislocated highquality stocks Microsoft really isn't one right now it's a high quality stock but it's not dislocated from its valuation it's trading at a very low free cash flow yield which means that it's at a high valuation it's trading at a very high PE ratio again trading at a high multiple it's a high quality company but I don't see any dislocation with the price so for right now I'll consider it a hold and look for other opportunities now moving on we have some news about vich vich of course being my only real estate holding it's a great holding it just pays out a dividend every quarter a really big dividend and they own a lot of real estate on the Vegas Strip as we know Vegas is undergoing construction to make way for the Formula 1 race this is a highly anticipated race and conceptually this seems really cool it's advertised as basically the Formula 1 cars racing down the street of the Vegas Strip so you see all these iconic incredible buildings behind the cars racing down the street and
Lời của người nói được giữ nguyên văn và không bao giờ được dịch. Đường dẫn mở đúng giây đó trong video.
Joseph CarlsonMSFTsẽ tăng
“I believe on the long-term future this will likely mean a better future for them than had Sam stayed directly at open AI because now he is part of the Microsoft team with literally unlimited resources”
20/11/2023 · sau 1 năm
Coin BureauMSFTsẽ giảm
“it's safe to assume that Microsoft will trade lower today”
20/11/2023 · sau 1 năm
Joseph Carlsonmột nhận định đang được xem xét lại
“that means that the stock price in 2030 would be 662 dollars it would be a double from where it is today a double in seven years is about a ten percent return so that seems very reasonable”
27/06/2023
Joseph CarlsonMSFTsẽ vượt trội hơn
“so if I'm looking at this specific battle I think Microsoft has one now this isn't to say that I'm bearish on Google I think the company has a lot going for them and I do think that they'll put up a very strong defense of their Market share”
08/02/2023 · sau 1 năm
Joseph Carlsonmột nhận định không rõ hướng
“so when I look at the risk reward here I look at Microsoft as a company that can only benefit in this situation all they can do is grow a market share it's unlikely they're going to lose market share they're 3.4 percent”
08/02/2023
Joseph CarlsonMSFTsẽ tăng
“I think that Microsoft is undervalued and I think right now basically all of big Tech is undervalued”
05/01/2023
