SALESFORCE STOCK ANALYSIS - Time to Buy? Undervalued Now?
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- čas přidán 16. 07. 2024
- In this in-depth Salesforce (CRM) stock analysis, I will talk about why I think Salesforce is one of the best AI Software-as-a-Service SaaS stocks for the long term. You will learn about Salesforce's business model, how it earns its subscription revenues, Salesforce's biggest risks to consider, Salesforce's long-term growth prospects, and how to calculate Salesforce's intrinsic value, so you'll know when Salesforce stock becomes undervalued, fairly valued or overvalued.
0:00 Intro
2:27 Growth Stock Portfolio Update
6:42 Salesforce's Financial Review and Biggest Risks
12:11 Salesforce's Long-term Growth Prospects
20:20 Salesforce Stock Valuation
22:45 Will I Buy Salesforce Stock?
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Victor, great information. One suggestion: on each page, you may want to put less info at once. I found the information on each page are overwhelming, and difficult to absorb, and lost focus. I feel my brain over-flow after the video, and unable to remember a few main takeaways. Thanks.
Thanks for the suggestion I’ll try to put less info on each page.
@@TheIntelligentInvestor I watched the video again today. It seems not so overwhelming this time. In fact, I found many of the charts and graphs are very useful. Maybe I was tired yesterday and my brain couldn't absorb so many good information first time I watched. So, sorry if I discouraged you from future deeper dives. Keep up the great work. Slow person like me just needs to watch over the second time then. :)
It’s all good my friend, it happens to me too when I’m tired:) there’s an option to slow down the video to about 0.75.
Thank you for your uploads, many of us are still learning about investing you are definitely helping people more than you understand. Thank you, I will join your patreon
Thank you, I appreciate your kind words and support!
I have had Salesforce in my watchlist for a long time , with today's large dip, I think I will finally open a position tomorrow, but I will wait til to noon to see what happens . good luck Victor
Nice, good luck to you too! I bought back some CRM too early. Good thing I only have about 1% in Salesforce.
@@TheIntelligentInvestor will you be adding to your CRM position?
I love your stock analysis videos
Thx appreciate it!
Thanks, very appreciated. Have to rewatch ADBE, would like to enter both with a small position but the money is bound and there is a lot on the potential buy list.
Thanks for watching! I’m also looking into ServiceNow. I like SaaS businesses, they tend to have very consistent revenue, operating income and FCF growth.
@@TheIntelligentInvestor Thanks a lot Victor. Will look it up
Great analysis
Thanks for watching!
Great video, in agreement on the analysis on this one, I bought it at the $274 mark 👍
Nice that’s a good price you bought it after it dipped. I bought back some shares at $285 today. I’ll buy back more if it dips more.
@@TheIntelligentInvestor I liked your take on Adobe too, very undervalued I bought it in a different portfolio. Look forward to your next videos 👍
I got at $240 and hoping to hold longterm as long as they continue having decent financials
I had learned that they included their stocks in kind as free cash flow and not sure what that means to their evaluation overall.
A slight concern that losing Amazon (who is heavily invested in AI) as a client would drop income by 80 billion which is tremendous.
But from the looks of it they are only expanding their partnership. Seems like a great company
Good video
Do one on crowdstrike my brother
In your analysis, hope to add PE, this will slow down the hype of any stocks, then use projected topline growth to justify any ultra high PEs. The crash on all software stocks this Friday just proves, this yardstick is still the effective way to valuate any stock at first place.
That’s a great idea I’ll try to add that in my future videos.
what do u guys think now? Bought a little first
I just bought CRM and now considering Service Now, your thoughts on NOW? Thanks!
I made a video about NOW a few weeks ago.
Does the weak guidance change your valuation ?
Yup, my valuation is slightly lower now. Expect Salesforce to have lower revenue growth going forward probably around 8% to 9% annually.
@@TheIntelligentInvestor
Is it fair valued now?
Bought some CRM 1 to 2 hours ago =)
Nice very good entry point. I bought the dip too early lol:)
Do you invest or recommend ETFs?
ETFs are great ways to start if you’re starting to invest. But if you’re very good researching and analyzing stocks, then stocks or a combination of both depending on your strategy and your financial situation.
Thanks, I am combining ETFs and Stocks. But selecting promising stocks is always a challenge. Im doing 70/30 split etfs vs stocks
Nice, the important thing is to always invest in what you know, the best businesses you understand the most, and stay away from speculative or any businesses you don’t understand. Then just keep buying the dip if it’s a very good business. ETFs are great for DCAs, and just keep buying the dip.
Should we buy Nvidia before the split?
I’ll be making an updated Nvidia video this week. Not advice, but I always wait for the market to dip before buying.
So I guess Salesforce is a buy after Q1 earnings call?
why would you buy a crashing stock? This could fall to $100
@method341 Buy low (if the business is undervalued), and sell high (when it’s overvalued)! This works as long as it’s not a value trap (not easy to tell).
what a joke!!!! CRM now at $228
Yeah Salesforce gave a soft guidance that’s lower than Wall Street’s expectations. Expect slower growth going forward.