Numbers and Narratives

NYU Stern valuation expert Aswath Damodaran talks about Numbers and Narratives in a Continuing Education presentation to CFA Switzerland on 7 November 2018 in Zürich. The first 2 or so minutes are MIA - sorry!

[@Sol1ta1re]

My left ear really enjoyed this.

[@avimantala5340]

Correct, hahahahaha

[@dineshssairam]

255 views? This gem is available on the internet for free and only 255 people cared enough to listen to the lecture? No wonder we have people saying "The stock market is a casino."

[@dineshreddy5037]

I am here after reading your answer on Quora.

[@narayanamallesh9369]

hi Dinesh , have you applied his teachings in real life and made money ?

[@C_R_O_M________]

narayana mallesh it’s not that easy. It’s a full time job. I suggest reading a lot and practice a lot. Make some virtual portfolios or buy small number of stocks (low cost ofc) to practice. A stock you actually own is one you monitor better.

[@narayanamallesh9369]

@@C_R_O_M________ thank you

[@C_R_O_M________]

narayana mallesh no problem. Moreover read conference call transcripts every quarter to check how things are going for the company in hand. These are crucial to fill in the story part that Mr Aswath is talking about here. Most of the times you can find those in the investor relations tab at the corporate site or in sites like Seeking Alpha, Bloomberg, etc. Moreover there are key companies (and certain fund managers that suit your style - mine is deep value) to follow worldwide so as to get a glimpse on how things are going. One of them is FedEx which is a key company for global commerce. Another is Schlumberger to be able to sense where the oil industry is going. Funds like that of David iben’s Kopernick are deep value oriented. Kinetic Horizons has great info for crypto currencies (which could be used for hedging). The sky is the limit.

[@sougatadaschakraborty7203]

Absolutely fascinating 🙏 Music to the ears (or should I say 'ear'? 😀) It brings tears to my eyes that knowledge is really free!

[@gaganahuja07]

Those who contextualise knowledge are, to my mind, the real teachers! Kudos Professor!

[@hectordehoyos6175]

Si usted realmente quiere aprender a valorar empresas con fundamentos financieros sustentables, Aswath Damodaran es la persona indicada. Tiene muchos videos y cuanta con mucha información financiera actualizada, una base de datos enorme.

[@SenthilmaniThuvarakan]

LOVE = Listening to Professor Aswath Damodaran teaching :)

[@killerdoggy72]

Absolutely Amazing Lecture ! Thank you so much for sharing this. Hats off to the Prof, for making this topic so interesting and providing his perspective on valuation, and hearing his story !

[@vitorvms5777]

Watching this class after completing Aswath Damodaran Valuation course online. Fantastic, the Narrative bridging the numbers makes everything very very clear. Thanks so much for sharing this rich content. Amazing!!!

[@countryboy4369]

Absolutely gem! Watching during lockdown.

[@killerinstinct1054]

I love this guy. Some of the stuff he says really cracks me up.

[@kambizraoufi]

As always his talks are phenomenal. Thank you for explaining complex subjects in so simple and easy to understand language.

[@dimitarmihaylov2145]

Interesting and thoughtful as usual. Thank you professor!

[@Sarat7697]

I bow down to professor. So much to learn. thank you so much

[@chandrannatarajan6616]

What a session Professor. Thank you. I am not a finance guy or an Investor, but I loved your session. Be blessed always. It was a great eye opener for a small time entrepreneur like me. Cannot thank you enough Professor. 🙏

[@shraddhanjalisoni1161]

love your lecture professor

[@prateektripathi3951]

A brilliant brain and an even more brilliant personality.

[@kamalthakur1341]

Too good Aswath Sir...thanks a lot 🙏

[@sachinaher51]

Ashwath Sir, I learned most of the things of valuation because of your lectures. Thanks.

[@pratikdatta1928]

Amazing talk prof!

[@bptch1]

Amazingly informative lecture.

[@rakeshk2631]

Awesome lecture for young ones in Valuation

[@cpshah111]

This is brilliance at its best.

[@darshans8147]

I bow down my dear professor sahib, regards

[@krupamehta8705]

Enjoyed the lecture like watching a movie Not a single second was boring!!

[@keypointprep]

Great lecture.

[@obakengmmusinyane6540]

Absolutely brilliant wowwwwww!!!! I learned so much

[@bossssss]

He has mastered how to tell that story over and over. It's disruptive

[@mindcache5650]

Excellent. Down to earth. Shoots from the hip. He’s absolutely right about A. I. Google’s Bard can already program in 20 languages and do all data analytics . I fear the CFA is well meaning to change its curriculum but python + spreadsheets + valuation is………too late I’m afraid . This is bread and butter for machines because it’s data and filling cells .

[@C_R_O_M________]

Aswath is digging a hole for himself with the stories of his mother in law.

[@reykii]

Lol

[@worldisone1975]

I'm watching this video in sep 2021and the UBER price is almost stagnant in 5 years... Wow

[@pradeepshashidharankumar92]

Insightful and engaging

[@ruchir7831]

47:34 yes they are

[@roberttornqvist7593]

47:30 Nice prediction!

[@mail2ak]

Love the approach!!

[@mahomedseedat]

Damn! What a brain!

[@sandipsumal]

What happens when the story outpaces the numbers #tslas

[@stockbro1997]

That analyst who gave Tesla’s valuation would have become an MD of equity research

[@KimetsuNoYaiba100]

After 5 years since this talk, Uber valuation is still 40 billion $

[@rahulsharmaoo7]

😍🥰

[@kriegerdeslichts7481]

and 69 has 50 million views...luckily I am me

[@yaminis.m831]

#262 😀

[@makk3480]

Please take an online valuation class!

[@makk3480]

Just found the one series! Here is link: kzbin.info/www/bejne/sJ_Qgmqlgs6EqK8&list=PLUkh9m2BorqnKWu0g5ZUps_CbQ-JGtbI9

[@samace8979]

At 29:28 he says when I was drunk Lmao He thinking about his son on those Friday and Saturday nights taking Uber.

[@arsenyturin]

He is so funny and intelligent

[@JASHVEER22]

#21660

[@JASHVEER22]

#35736

[@amanyabouzeid]

Story telling all the way through

[@nio9697]

theranos got demolished

[@kobykilimnik4442]

after 5 minutes into the lecture that he speaks about himself as not a story teller, i cant help myself but think... thats a mighty long exposition for a "not story teller"

[@edgarquismorio8464]

This video won’t age well with his Tesla story. The Oompa Loompa is real! 🤣😜

[@pseudorealityisreal]

I think that's the whole point, isn't it? Things change, value changes. People work with information on what we have at the moment. This video is nearly 5 years old.