In this episode of The Deal Room, Anthony and Stephen Barnett dive deep into the valuation of Nvidia, comparing it with Intel.
They explore various valuation methods, including market-based, absolute, and relative approaches, and unpack the assumptions and subjectivity that shape these models.
The discussion also covers Nvidia's growth potential and current valuation, contrasted with Intel's decline and strategic missteps.
Is Nvidia's valuation too high or too low? Tune in to find out!
00:00 Introduction and Overview
02:14 Valuation of Nvidia
09:01 The Subjectivity of Valuation
15:45 Nvidia's Growth and Valuation
16:31 Strategic Missteps of Intel
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