Tech Stocks Valuation

In this post I will share my personal opinion of the real intrinsic worth of some of the hottest technology stocks of the last 5 to 10 years.

Intrinsic value, as far as I am concerned:

Apple: 30 % lower than the current market capitalisation

Facebook: 25 % lower than the current market capitalisation

Alphabet, Google owner: 27 % lower than the current market capitalisation

Microsoft: 30 % lower than the current market capitalisation

Amazon: 30 % lower than the current market capitalisation

AMD: 50 % lower than the current market capitalisation

Twitter: 17 % lower than the current market capitalisation

Pinterest: 20 % lower than the current market capitalisation

Robinhood Markets: 20 % lower than the current market capitalisation

Palantir: 15 % lower than the current market capitalisation

Arista Networks: 20 % lower than the current market capitalisation

These are  intrinsic values for the short-term, 3 to 5 years out as I am of the opinion the Nasdaq Composite will fall 25 % to 35 % more from current levels on both the Federal Reserve raising rates and the current crisis, which will most likely cause a new recession and stagflation.

In 7 to 10 years the market capitalisation of firms like Palantir and Arista Networks and Robinhood Markets could rise several times from the low points their market capitalisations will touch in the short-term.

Because, I believe they have a durable competitive advantage, as arguably the greatest investor of all time Warren Buffett likes to describe his investment edge.

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