I react to a recent interview with Prof. Aswath Damodaran from NYU, Wall Street’s “Dean of Valuation", who discusses his Nvidia stock (NVDA) valuation, and which Mag 7 stock might be a better buy than Nvidia. Damodaran also offers his outlook for small cap stocks, and what he thinks of sector rotation plays. 

Related episodes:

Aswath Damodaran: Nvidia Stock “Priced To The Point of Insanity” https://youtu.be/DCI9iQC_hvs

Aswath Damodaran: ‘I’m Letting These Stocks Ride’ https://youtu.be/QAt_OrfbpbM

Aswath Damodaran: Why The Stock Market Is Now Overpriced https://youtu.be/IM-F4YVQ3jk

Referenced video:

Nvidia is overvalued, says NYU Professor of Finance Aswath Damodaran

https://youtu.be/ASA4W-larRQ

Sharesight is my recommended portfolio tracking and reporting tool. See the special offer (referral link): https://sharesightlimited.cmail20.com/t/r-l-tdjhzjk-niuxvol-i/

Join The Art of Value Patreon community for exclusive content I don’t share anywhere else: https://www.patreon.com/TheArtofValue

Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.