$NVDA

NVDA is either too expensive or too difficult to predict: with a 4 trillion market value and 300 billion annual earnings, the speaker cannot predict when shareholders would get that 4 trillion back—it could be within five years, 20 years, or never.

BearishHe framed it in years
“Buffett's 7-Step Investing Strategy that Made Mohnish Pabrai Rich.”
New MoneyPublished Oct 25 · 1 passage

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Um, if I look at a company like Nvidia, for example, Nvidia currently has, let 's say, I'm not entirely up to date, but let's say, a market value of 4 trillion dollars. So the question I have is: in how many years will they generate 4 billion dollars that they can send to the shareholders, if they want to?

4 trillion dollars, sorry. And let's say Nvidia earns 300 million, 300 billion a year, okay? Then the question arises: what is the growth rate? Right? So for me, Nvidia is either too expensive or too difficult to predict.

Because I cannot predict when that 4 trillion will come back. It would be in six or...seven years. Maybe it doubles every year or something, and comes back within five years . Or it could take 20 years. It can never come back, right?

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