The YouTuber identifies EOG Resources as potentially undervalued, with a fair value of $133 per share against a current price of $125, offering a 7% margin of safety via discounted cash flow. Price-to-earnings and Enterprise Value to EBITDA multiples also suggest undervaluation, particularly when considering 10 and 20-year averages, and the company pays a 4% dividend.
“using discount of free cash flow that right now the fair value for this stocks at about 133 bucks a share and the current price is about $125 per share that gives us a margin of safety about 7% now that's a bit low for me on a margin of safety perspective but depending what our research tells us this could be an interesting one to at least add to the bullpen” — ▶ 11:45