The Long View: Aswath Damodaran - A Valuation Expert’s Take on Inflation, Stock Buybacks, and More

The distinguished NYU professor expounds on whether stocks look cheap or dear, market efficiency, and the rise of AI.

[@wm6549]

Please try to have him on more often!

[@rocking1313]

You just have to be less wrong than others to make money on a security - Prof. Damodaran

[@ovieembu]

Wonderful talk. Aswath keeping it real!

[@shivamshringi4551]

The more active you are as an investor, the less successful you will be as an investor- Prof. Damodaran. Active fund manager were anyway trying way too hard to make money, AI will make their job more harder.

[@nebojsascepanovic7277]

The best proof how right prof. Damodaran is about not concentrating portfolio too much is Charlie Munger's blunder with Alibaba. He bought 600.000 shares of Alibaba at price at more than twice as high as it is today, then sold half of it in just fee months. Now he said it is one of his biggest mistakes. He could afford it, but how about rest of us? I would much rather have Damodaran as my money manager than Munger.

[@george6977]

I'd rather buy a low cost broadly diversified index fund than have a fund manager.

[@blackbeardpapa9547]

what a good guest! Speaking the truth! Sing it brother , sing it!