The Minutes of Gavin Baker on valuation https://minutesof.com/gavin-baker/on/valuation/ Everything Gavin Baker has said on valuation: 2 verbatim quotes between November 2019 and August 2026, each with a timestamp and a link to the recording… en Sun, 30 Aug 2026 16:21:42 +0000 Baker notes NVIDIA trades at its lowest forward PE in ten years. https://minutesof.com/q/064c931f-9092-4e67-90c0-a4902bd8eba2/ https://minutesof.com/q/064c931f-9092-4e67-90c0-a4902bd8eba2/ “NVIDIA is actually, as we record this, at its lowest forward PE of the last ten years.” — Invest Like the Best Tue, 04 Aug 2026 08:00:00 +0000 valuation Baker says valuation spreads within sectors reached 4.5 standard deviations, now at 3.5 standard deviations. https://minutesof.com/q/97066165-c35e-45f0-b4eb-65d90edcb697/ https://minutesof.com/q/97066165-c35e-45f0-b4eb-65d90edcb697/ “Valuation spreads within a sector between individual stocks are at all time highs. It was a 4.5 standard deviation relative to the norm only a few days ago.” — Invest Like the Best Thu, 02 Apr 2020 09:30:00 +0000 valuation