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Dan Niles on Big Tech Stocks and the AI Revolution | #485

The Meb Faber Show - Better Investing

CHAPTER

The Importance of Valuation

In the 1990s, Dell stock was up something like 89,000 percent. The valuation then went from 40 times to 80 times. And that was a really good lesson in a big cap, liquid name where you go, valuation just doesn't matter. Facebook also was a great one because when it went public, there was a lot of hype around it.

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