A Big Tech Breakup: Cui Bono?
43:40
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@迪利特里
@迪利特里 Күн бұрын
谢谢达摩大师。上一节关于投资哲学中抄作业的见解真是深刻,每个人的品质/资金来源都不尽相同,无法简单复制
@迪利特里
@迪利特里 Күн бұрын
便宜货要和便宜货比较
@apexmemator7239
@apexmemator7239 Күн бұрын
You justify using Bottom up beta because of "Law of large numbers" and the implicit statistical error in the regression but the same statistical error persist in bottom up beta as well. And if you want to stick to law of large number then why have a beta in the first place?? In that case why not just use beta=1 i.e., use the ERP of the market index itself instead of [beta * ERP] in the CAPM equation.
@timesaver4475
@timesaver4475 2 күн бұрын
Hi sir, is there anything that I can try out to check the beta ? As I don't have access to bloomberg terminal, is there a way I can get that ?
@迪利特里
@迪利特里 2 күн бұрын
谢谢达摩大师
@kurosawa1120
@kurosawa1120 3 күн бұрын
starts 1:08
@迪利特里
@迪利特里 3 күн бұрын
谢谢达摩大师
@迪利特里
@迪利特里 3 күн бұрын
谢谢达摩法师
@Dummy-h4v
@Dummy-h4v 3 күн бұрын
Thank you sir
@rowanwood5397
@rowanwood5397 3 күн бұрын
shouldn't we forecast cash flows out until the company is mature? then we can put the terminal rate on it that is close to GDP, which is suitable for a mature company? also, shouldn't a company, with good management, always be able to beat the GDP, seeing a company has many advantages for earning better than the growth of the economy--GDP, which calculates good and bad without bias?
@ibrahimKonuralp
@ibrahimKonuralp 3 күн бұрын
Alemio’s AI tools are going to change the game for DeFi projects. It’s amazing to be part of something so forward-thinking.
@OzenGulsah
@OzenGulsah 3 күн бұрын
Guys, Alemio’s presale is picking up speed. Locked in my $ALM tokens to see how it plays out.
@CansuGulsah
@CansuGulsah 3 күн бұрын
The Alemio team seems to really know what they’re doing. Their updates are detailed, and they actually listen to feedback. Refreshing to see!
@UlkuhanAhmet
@UlkuhanAhmet 3 күн бұрын
I rarely feel this confident about a presale. Alemio has a roadmap that actually makes sense and tech that feels innovative.
@EsraHaci-q3o
@EsraHaci-q3o 3 күн бұрын
Honestly, I was on the fence about this presale, but the more I read about Alemio, the more convinced I became. The AI integration is brilliant!
@HayriRefaettin
@HayriRefaettin 3 күн бұрын
Hey folks, Alemio’s focus on AI and DeFi scalability makes it one to watch. Got in today while it’s still early.
@ArifeYusuf-m5v
@ArifeYusuf-m5v 3 күн бұрын
Just got my $ALM tokens, and honestly, the presale process was smoother than I expected. Can’t wait to see Alemio launch!
@EminMustafa-g9p
@EminMustafa-g9p 3 күн бұрын
Hey everyone, Alemio Network’s bonuses for presale participants are solid. Locked in my tokens earlier today.
@RICHARDRosen-b6g
@RICHARDRosen-b6g 3 күн бұрын
I’ve been researching Alemio for weeks, and everything checks out-solid team, real-world use cases, and crazy potential.
@RALEIGHGonsalves
@RALEIGHGonsalves 3 күн бұрын
Folks, Alemio’s team has a clear vision for AI in blockchain. Definitely worth checking out if you’re into tech.
@AhmetHalil-qu6ks
@AhmetHalil-qu6ks 3 күн бұрын
Alemio’s tokenomics are what impressed me the most. The balance between development and community incentives is spot on.
@TulaySedat-i6t
@TulaySedat-i6t 3 күн бұрын
I’ve seen plenty of presales over the years, but Alemio stands out for its professionalism and vision. Looking forward to seeing this project grow!
@FrediaFuqua
@FrediaFuqua 3 күн бұрын
I wasn’t sure about presales until I came across Alemio. The level of transparency and their roadmap completely changed my mind. Excited to see where this goes!
@yasemindeniz3067
@yasemindeniz3067 3 күн бұрын
Just joined the Alemio community, and I’m already impressed by how active and supportive everyone is. This project feels special.
@BaverMustafa
@BaverMustafa 3 күн бұрын
Just a few weeks ago, I didn’t even know Alemio existed, and now I’m all in. This presale has been a wild ride!
@LorenWinn
@LorenWinn 3 күн бұрын
This isn’t just another crypto project. Alemio is solving real problems with AI and DeFi. That’s what drew me in.
@JOSUESimmons-w1r
@JOSUESimmons-w1r 3 күн бұрын
Just got my $ALM tokens, and the presale process was incredibly smooth. Kudos to the Alemio team for getting it right!
@SerpilYasemin-r9p
@SerpilYasemin-r9p 3 күн бұрын
Alemio’s focus on scalability and practical AI applications is what caught my attention. This isn’t just hype-it’s substance.
@FundaBurcu
@FundaBurcu 3 күн бұрын
Secured my $ALM tokens today. I can’t believe how fast the presale is filling up-clearly, people are seeing the same potential I am.
@MAURICEGallo-w6g
@MAURICEGallo-w6g 3 күн бұрын
Hey guys, Alemio’s roadmap looks promising, and the presale process was smooth. Took a small position today.
@RobbiCoronado
@RobbiCoronado 3 күн бұрын
I don’t usually jump into presales, but Alemio’s approach to combining AI with DeFi sold me. Feels like the next big thing!
@EbruNevin
@EbruNevin 3 күн бұрын
The bonus structure for early investors is what pushed me to act fast. Alemio is rewarding the community in all the right ways.
@HasanMahmut-s4w
@HasanMahmut-s4w 3 күн бұрын
Alemio’s combination of AI and DeFi feels like a no-brainer. Can’t wait to see how this ecosystem evolves in the coming months.
@bhagyashrithakkar4847
@bhagyashrithakkar4847 3 күн бұрын
WhatsApp link for corporate finance is not working
@naaga_dhosham007
@naaga_dhosham007 4 күн бұрын
Thank you for making this content free sir
@kurosawa1120
@kurosawa1120 4 күн бұрын
Starts 2:15
@kurosawa1120
@kurosawa1120 4 күн бұрын
I actually learned the ERP concept. Very nice lecture!!!
@kolawoleolaniyan8407
@kolawoleolaniyan8407 4 күн бұрын
"Are you running the model, or is the model running you?" lol😅😂
@kk22001
@kk22001 5 күн бұрын
So ultimately, do you short the NKE? I bet not. Here is the thing about theoretical school, they teach something that is irrelevant and can't be use. School is the biggest scam of all.
@icutoo2699
@icutoo2699 6 күн бұрын
incredibly poor video. The CEOs probably took the same management style as Kamala . Ever hear the saying, “the fish stinks first from the head” <-- Note you will never find this in the footnotes of the financial statements.
@kurosawa1120
@kurosawa1120 6 күн бұрын
enlightening as always!
@worknsleepeveryday
@worknsleepeveryday 6 күн бұрын
This looks intellectually fun. Thank you for the free classes. I will give it a try and hopefully finish some classes in 2025.
@cutiepieakanksha5671
@cutiepieakanksha5671 7 күн бұрын
Hello Sir, Please help me how can i take bulk screenprints from Bloomberg terminal
@deinbleiz
@deinbleiz 7 күн бұрын
“Nuclear waste …” lol
@jainammehta6015
@jainammehta6015 8 күн бұрын
Sir has a good chance to get into standup comedy
@shwetakudavakkalagi1933
@shwetakudavakkalagi1933 8 күн бұрын
Thank you so much sir
@danielmitin1874
@danielmitin1874 8 күн бұрын
First of all thank you very much Professor Damodaran! Can someone explain how to get to the value of 169,938 at the book value of debt of amazon 2023 10k. Iv'e tried probably not everything but i just cant manage to get to this value from the the report. Thanks
@VictorJimenez-ut5cy
@VictorJimenez-ut5cy 9 күн бұрын
First of all, thank you very much, this information is really helpful for me. it might be a stupid question for you, but what do you use as a proxy of the market for carrying out the regressions (S&P500, Rusell 2,000, other)?. I have always considered this as the most difficult choice for me.
@amrendra.kushwaha
@amrendra.kushwaha 9 күн бұрын
Thank you!
@Loi_VietViet
@Loi_VietViet 9 күн бұрын
Not that fast!!! Shouldn't the present value of the FCFFs be calculated at the cost of capital as derived????😇😇😇