Amazon was included in an on-screen table showing the international revenue percentages of Big Tech companies to illustrate a limitation of the Buffett Indicator.
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A Stock a Day Until I Can Quit My Job: Day 87
Sep 15, 2025
The creator explains the Buffett Indicator (US Stock Market Value / GDP), noting it currently signals that stocks are significantly overvalued. He discusses caveats, such as the forward-looking nature of markets and how GDP doesn't capture all international revenue from tech giants, but concludes he is becoming more cautious as stocks still appear to be on the rich side.
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Meta was mentioned as an exception among Big Tech whose international revenue percentage has changed, used as an example in a macro discussion.
Microsoft was included in an on-screen table showing the international revenue percentages of Big Tech companies to illustrate a limitation of the Buffett Indicator.
Apple was included in an on-screen table showing the international revenue percentages of Big Tech companies to illustrate a limitation of the Buffett Indicator.
Tesla was included in an on-screen table showing the international revenue percentages of Big Tech companies to illustrate a limitation of the Buffett Indicator.
Alphabet was included in an on-screen table showing the international revenue percentages of Big Tech companies to illustrate a limitation of the Buffett Indicator.
Nvidia was used as an example of a company with significant international revenue and manufacturing that is not fully captured by US GDP, a limitation of the Buffett Indicator.
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