The Joseph Carlson Show
Episode 356 - Is Big Tech Overvalued?
Nov 14, 2023
Analyzing the valuation of Big Tech companies and their potential for growth through AI integration. Exploring the caution needed due to expensive prices surpassing intrinsic value. Discussion about a demo of a new device and its features. The United States credit rating outlook being changed to negative by Moody's. The lower than expected opening weekend box office earnings for a movie and the implications for Disney.
19:10
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Quick takeaways
- Despite their recent stock price increases, big tech companies like Apple, Microsoft, Google, Meta, and Amazon still offer value and are likely to benefit from the growth of the AI industry.
- While acknowledging the quality and long-term growth potential of big tech companies, caution is advised as their valuations have become inflated compared to their intrinsic values, indicating a need to hold back on buying more shares at current prices.
Deep dives
Big Tech Value and Growth Potential
The podcast discusses the valuation and growth potential of big tech companies, including Apple, Microsoft, Google, Meta, and Amazon. The speaker highlights that these companies have strong fundamentals, dominant market positions, and long-term growth prospects. Despite their recent stock price increases, the speaker believes that they still offer value and are likely to benefit from the AI industry's growth, given their massive install base and commercial client relationships.
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