The Importance of Knowing What You Are

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Best Buy is a retail electronics store where shoppers are slowing down on big ticket purchases. Over the past decade, Best Buy has produced just over $17 billion in cumulative free cash flow. Dividend for share has gone from $0.68 a year to $3.68 ayear and that's a 5.2% yield today. If they could do $1.5 billion a year, the current valuation is 10 times that cash.

The graphics processing maker became $200 billion more valuable in a single day.

(00:21) Jim Gillies and Ricky Mulvey discuss: - Nvidia’s blockbuster quarter and valuation questions to consider. - The history of tech cycles and lessons for investors. - If Best Buy needs sales growth to reward shareholders.

Plus, (16:21) Tim Beyers and Meilin Quinn interview Digital Ocean CEO Yancey Spruill about how the cloud service provider differentiates itself from competitors like Microsoft and Amazon.

Companies discussed: NVDA, BBY, QCOM, CSCO, INTC, MSFT, DOCN, AMZN

Host: Ricky Mulvey Guests: Jim Gillies, Yancey Spruill, Meilin Quinn, Tim Beyers Engineers: Dan Boyd, Heather Horton

Stock Advisor Roundtable podcast: https://open.spotify.com/episode/0RhY5qYNv1l2AyS4g8LV1d?si=ded6d6d1cdda46cb

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