“NVDA is an attractive value over the next 2 years with earnings growth far outpacing the stock price, a cheap forward PE, and massive free cash flow.”
Why he says it — point by point
FAVORABLE & AGAINST · BOTH KEPTWhy
their earnings per share, it's up 83% year-over-year. analysts are projecting continued earnings per share growth in the coming years, 91% next year.
the earnings growth is far outpacing the stock price growth at this time. on a forwardlooking PE ratio, it's 22.5. And this is a company that is growing at a very high rate. they generated $119 billion of free cash flow over the trailing 12 months, up 65% year-over-year.
Nvidia is trading 47% below that median multiple.
I bought three shares of Nvidia at $196.70.
The structured call
The receipt
Publish-day price $$202.81 · the claim is anchored to the moment it was said.