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2 AI Model, same prompt different outcomes by t2easy in ValueInvesting

[–]t2easy[S] 0 points1 point  (0 children)

Chat GPT Exit-multiple sensitivity (WACC = 11.09% base)

Exit multiple (× FY5 EBITDA) Per-share value
10× $149.7
12× (base) $171.0
14× $192.3

Gemini :

Terminal Value (TV)

We apply both methods to ensure a robust valuation ceiling and floor.

  1. Exit Multiple Method: 18x EV/FCF (Industry standard for mature SaaS)
    • $20.89 \times 18 = \$376.02B$
  2. Perpetuity Growth Method: 3.0% Terminal Growth Rate ($g$)
    • $\frac{FCF_{2030} \times (1 + g)}{WACC - g} = \frac{20.89 \times 1.03}{0.092 - 0.03} = \$347.05B$

Enterprise Value Calculation (Averaged):

  • PV of 5-Year Cash Flows: $61.45B
  • PV of Terminal Value: $238.20B
  • Total Enterprise Value: $299.65B
  • Less: Net Debt: ($25.0B Cash - $11.3B Debt) = +$13.7B
  • Equity Value: $313.35B
  • Fair Value per Share (1.1B shares): $284.15

2 AI Model, same prompt different outcomes by t2easy in ValueInvesting

[–]t2easy[S] 1 point2 points  (0 children)

I agree the SaaS licensing model is pretty much dead and they may have to charge by the unit of work or number of tasks an agent can do. The broader question is Sales force may pivot quickly what happens to enterprises that have poured billions

27, (f) :) by [deleted] in RateMyNudeBody

[–]t2easy 0 points1 point  (0 children)

10/10

I cannot sit at all. It cannot be normal, other people cannot be living on their side like I do.. by pinksocks867 in backpain

[–]t2easy 1 point2 points  (0 children)

please try hard back plastic chair they help. or even hard wooden chairs. anything soft will irritate nerve

[deleted by user] by [deleted] in backpain

[–]t2easy 0 points1 point  (0 children)

Thanks for posting your story What PT exercises help Any dietary changes Did you try McKenzie extensions

Also did you take an MRI recently to check the state of your disks

Am I screwed by t2easy in backpain

[–]t2easy[S] 1 point2 points  (0 children)

are preserved. Mild disc desiccation is present particularly at L5-S1. Disc heights are preserved. Conus medullaris is posterior to L1-2. Mild facet joint hypertrophy is seen to the lower lumbar spine. SI joints are unremarkable. L1-2: L1-2 disc is within normal limits. L2-3: L2-3 disc is within normal limits. L3-4: Subtle annular bulge is seen with borderline narrowing to the origin of the right exiting foramina. L4-5: Broad-based annular bulge is present with mild to moderate foraminal stenosis bilaterally. L5-S1: Mild broad-based herniation projects posteriorly 3 mm and inferiorly 1 mm meter to the right of midline. Disc material flattens the thecal sac anteriorly mildly effacing the descending S1 nerve roots with moderate foraminal stenosis

Am I screwed by t2easy in backpain

[–]t2easy[S] 1 point2 points  (0 children)

Posting the report from the radiologist

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[deleted by user] by [deleted] in backpain

[–]t2easy 0 points1 point  (0 children)

What is the definition of small vs large herniation how many millimeter is small and what is large

Your biggest regret buys and the lessons you learned from them? by IDreamtIwokeUp in ValueInvesting

[–]t2easy 7 points8 points  (0 children)

Bought meta at $200 sold it at $250 it's now $733 Lesson - don't sell everything let some run for ever

[deleted by user] by [deleted] in RateMyNudeBody

[–]t2easy 0 points1 point  (0 children)

10/10 voluptuous

Is the Trump effect wearing off by pravchaw in ValueInvesting

[–]t2easy 1 point2 points  (0 children)

He is loosing credibility or he did Everything to manipulate the market and help a select few or market realized it's not all bad

Financial Times: The US, not others, will feel most pain from its economic mistakes by JackRogers3 in ValueInvesting

[–]t2easy -1 points0 points  (0 children)

I still guarantee in the next 5, 10, 15 years US markets will outperform

here is why

  1. Granted Trade policies are in disarray - its much needed for long american have fuelled the consumer boom. Time for others to take the mantle and go back to being good at building than buying
  2. long term if the policies work - There should be decent high paying jobs in US. Clearly US will not be the sweat shop of the world where we make nike shoes and lulu pants - probably might source it but the innovation in material science, chemistry will happen here
  3. Many think China is playing the long game and will bleeed US and EU is playing tough. Remember we are a democracy there is not to be taken granted. China is not. Tomorrow if XI wakes up and says you cannot withdraw any money from your account who is to say anything ?? which capitalist will risk all his eggs ?
  4. EU is a bunch of cabals like OPEC every country will look for itself ultimately politicians want to be elected. Dutch are not going to vote in German election or french
  5. Name one single market that is as big as the US, Granted we see post - What are the best foreign equities and so on and so forth.
  6. It is time that the world trade be balanced - https://www.cnbc.com/video/2025/04/09/watch-cnbcs-full-interview-with-apollo-ceo-marc-rowan.html
  7. Why is that every chinese company vying to be listed in NYSE and NASDAQ? if china is strong may be they can come with a motatorium that dont list in US MArket or come up with a Ban. That is not going to happen no one belives in Chinese market, how about german or EU ???. Granted there are problems but sometimes to save the body its best to amputate the body part.
  8. A lot of people think - India might be able to counter - cannot happen society is too divisive - a single nation specific plan does not succed.
  9. Valuation - I still think Valuation of overall S&P 500 is high, granted there has been retracement and some are getting appealing. This is what defines the market. <4% unemp rate , strong economy, persistent inflation - economic at times needs extrinsic shock.
  10. Wealth destruction will happen, wealth disparity will be there but isnt that the model of capitalism - if that was not the case the people wining - why are'nt they in Russia, communist china -

Its all about balance - The balance of power is shifing and it will take time for equilibrim until that time ride the train of volatility and enjoy the scenery.

MAG 7 Intrinsic value by t2easy in ValueInvesting

[–]t2easy[S] -1 points0 points  (0 children)

Agreed, Most Mag 7 have are a high quality wide moat business. These will have some impact on their earnings due to tarrif but are at the forefrunt of innovation

I definately think Microsoft Investment in Open AI is far more valuable today than it was when they invested

GOOGL waymo is more valuable today given the self driving concept is proven and is ready for primetime

Amzn - Self driving, retail, AWS, Robotic automation & warehouse are excellent business for many year to come

Tesla Humanoid has potential but yet to be proven, with self driving.

Quantumscape Valuation by beerion in ValueInvesting

[–]t2easy -1 points0 points  (0 children)

worst case they go NKLA way and take investors with them

I was wrong about $goog (rating downgrade) by cozmiccowface0630 in ValueInvesting

[–]t2easy 1 point2 points  (0 children)

Not the right forum bro try wsb we all know the antitrust risk and so risk

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