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The week's question
In December 2024, in the thread "Re: BRK: Why Not XOM?", BreckHutHigh asked the members: "What about the long road trips with kids?" This week it is put to everyone again. The button below opens the small thread re-asking it - read what others have said so far, then give your own answer as an ordinary reply.
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Investment Strategies / Falling Knives
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Author: Said ✧  😊 😞
Number: of 1165 
Subject: Re: FKA: NVDA
Date: 08/26/23 1:57 AM
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No. of Recommendations: 3
inflation + 6.5%/year..... To manage that in the next five years, Nvidia would have to manage flat margins and sales growth of 19-20%/year and an ending multiple of only about 19-20 times earnings.

Just to add a possible 'bear' case, from the probably most respected poster on Saul's board:

Look at ZM with its PE currently around 15. But that's what happens when growth all but stops. You might reasonably say, but Bear, why would NVDA stop growing? Well, because $100b is a ton of revenue and a ton of product. Is it possible demand goes even higher in future years? Of course. But it's also possible it doesn't'and at some point even drops back to a more historically normal level. Data (and datacenters) will grow year after year, driving NVDA's revenue higher'except in extreme times when it will spike and then fall back ' and I think we're clearly in a spike now.

Source: discussion.fool.com - Nvda q2 earnings
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