Aswath Damodaran: My Karmic View In Investing

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In his recent interview with Poli Finance, Aswath Damodaran discussed his karmic view in investing. Here’s an excerpt from the interview: Damodaran: I’ll be quite honest. I think every market, every group of investors thinks they’re special. They think you value tech companies you think you need a special valuation … Read More

Aswath Damodaran: Greater Disclosure Is Hurting Investors

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In his latest piece titled – Disclosure Dilemma: When more (data) leads to less (information)!, Aswath Damodaran explains why greater disclosure is actually hurting investors rather than helping them saying: As companies disclose more and more, investors should be becoming more informed and valuing/pricing companies should be getting easier, right? In … Read More

Aswath Damodaran: A Warning For Investors That Are Considering Joining The ‘If You Can’t Beat Them, Join Them’ Crowd

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In his latest interview on CNBC, Aswath Damodaran provides a warning to investors who may be considering joining the ‘If you can’t beat them, join them crowd’. Here’s an excerpt from the interview: Question: More broadly Cuban’s point, and I’m sure he’ll accuse me of oversimplifying, but I think his … Read More

Aswath Damodaran: The Venetian Glassmaker – Dumbing-Down Valuation Techniques

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In a recent interview with Barron’s, Aswath Damodaran discussed glamour stocks, gig-economy companies, buying Tesla, and valuation techniques including how investors can dumb-down their valuation process to the bare minimum. Here’s an excerpt from the interview: Barron’s: Tell us about teaching stock valuation. Aswath Damodaran: Everything I know about valuation I’ve … Read More

Aswath Damodaran: When So Called Pros Bet And Make Money It’s Skill, When Robinhood Investors Make Money It’s Speculation. Why?

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In this interview with CNBC, Aswath Damodaran highlighted the hypocrisy of commentary coming from so called professional investors and market commentators towards Robinhood investors, some of which have been generating outsized returns. Here’s an excerpt from the interview: Q: Robinhood often gets the focus here especially because they’re part of … Read More

Aswath Damodaran: Is Your Urge To Remain The Only ‘Sane’ Investor Costing You Outsized Returns

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In his latest piece titled – A Viral Market Update IX: A Do-it-Yourself S&P 500 Valuation, Aswath Damodaran discusses the disconnect between US Equities, which are climbing back towards pre-crisis levels, and an economy where  consumer confidence and spending are plummeting, the ranks of the unemployed rising, and professional economists are … Read More

Aswath Damodaran: “If You Are A Believer In Value, As I Am, Good Value Investing Requires Creativity And Out-Of-The-Box Thinking”

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Aswath Damodaran has just released his latest data update titled – Data Update 2 for 2020: Retrospective on a Disruptive Decade, in which he provides some extensive analysis on the last decade, and some advice for value investors saying: I believe that good value investing requires creativity and out-of-the-box thinking, … Read More

Aswath Damodaran: Do Not Invest In Companies That Try To Achieve Growth Through Acquisition

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Here’s a great article by Aswath Damodaran in which he warns investors who are considering investing in companies that use acquisitions as part of their growth strategy, saying: “If you look at the collective evidence across acquisitions, this is the most value destructive action a company can take.” Here’s an … Read More