One thing we disagree on is the valuation, but that’s because of the difference in methodology. I use DCF and I get to a fair value of 166 dollars per share ;-)
Hi Tiago and European DGI - I find both blogs very valuable but since I am new to dividend investing and still learning how to evaluate companies I am quite confused how come that FV difference between both of you is so large it is 166 vs 320. How to interpret this?
A very high quality article my friend!!! 👏👏
One thing we disagree on is the valuation, but that’s because of the difference in methodology. I use DCF and I get to a fair value of 166 dollars per share ;-)
I enjoyed the read, keep them coming!
eDGI
Hi Tiago and European DGI - I find both blogs very valuable but since I am new to dividend investing and still learning how to evaluate companies I am quite confused how come that FV difference between both of you is so large it is 166 vs 320. How to interpret this?
Very good article and analysis, similar to the presentation by European DGI recently. I will also not invest in TXN as i am already exposed to Intel.
Would appreciate an analysis of TROW as I believe they are in BUY territory.
Thanks and keep up the good work.