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Category: Big Tech Cash-flow Valuation

Planning Ahead for a “March, 2000” Moment and Top 10 Holdings as of June 30 ’20

July 8, 2020 Brian Gilmartin Leave a comment

As the mainstream business media like CNBC and Bloomberg keep pointing out, the similarities to today’s SP 500 and the…

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Posted in: 2000, Big Tech Cash-flow Valuation, Technology, Top 10 Client Holdings

Cash Flow Valuation of Top 5 SP 500 Names

June 16, 2020 Brian Gilmartin Leave a comment

The Top 5 Technology names in the SP 500 as of tonight are Microsoft, (MSFT), Apple, (AAPL), Amazon (AMZN), Facebook…

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Posted in: Big Tech Cash-flow Valuation, SP 500 Valuation

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