I am such a Aswath Damodaran fan boy. This man is so smart and so clear.
@martyhen10 ай бұрын
And spoke strongly against Nvidia stock a year ago haha
@wm654910 ай бұрын
Damodaran coming on the show a couple of times a year is the only reason I listen to this loudmouth.
@wallysan3110 ай бұрын
@@martyhenHe's still holding half his NVDA stake.... which he bought in 2018 lol
@mfblosangeles10 ай бұрын
HE IS THE G O A T.
@imzan365010 ай бұрын
Still holds NVDA but sold half of it in 23. He holds the 50% because of his weak emotional bias. As he admitted. He knows his limits @@martyhen
@mostok999910 ай бұрын
Aswath is the best recurring guest you’ve had on the show. Thanks for bringing him and his insights back!
@jet4tv10 ай бұрын
Love this podcast, Great wisdom and integrity
@MrShwinner10 ай бұрын
I did Professor Damodaran's valuation course a few years ago, and it helped me immeasurably. I hope he keeps coming on to great platforms like this one
@IrnBruNYC10 ай бұрын
The occasional factoids your producer inserts as you are speaking (e.g. "US Homes Subscribed to Cable or Satellite, 2014 v 2024") are really helpful. Give that person a raise.
@-Gramps10 ай бұрын
I always look forward to Prof Damodaran’s comment moments & analysis! Thank you & your pajamas!
@jim89479 ай бұрын
Each of these guys is straight-up brilliant. Great podcast!
@jadzniber370310 ай бұрын
Aswath analysis are WONDERFUL !!! This guy is awesome !
@lukeyd1310 ай бұрын
Love this guest, please get him on again
@LaszloMag10 ай бұрын
When Ashwath speaks, I listen. Surprised to hear him mention Palantir. I agree with him that it's hard to get a clear sense of what exactly they are up to, but it feels like one of those opportunities where the risk to reward ratio is too big to pass up on.
@sdk5810 ай бұрын
Where has Aswath been all my life. You too, Prof G.
@svendnelson10 ай бұрын
Very useful comments on TESLA by Aswath. Given the current negative sentiment around the company and the support level it is trading at, I am a buyer here.
@AnakinBartos10 ай бұрын
Your strategy really works! Thank you for teaching me so much!
@zooq-ai10 ай бұрын
Aswath is a rock star and the only one who gets the full picture of valuation. Even though I'm a huge fan of Buffett, he never invested in Amazon, Google, Microsoft, Meta, Tesla, NVidia and got into Apple very late. I understand the "circle of competence" argument, but he should have identified a Tech investing prodigy and added him to the team to broaden his perspective. BRK with it's cash should have been at $3T market
@highestranked10 ай бұрын
Great all around
@mathieujasinski23839 ай бұрын
One of the top expert on valuation misses Netflix and recommend Index funds.. puzzled.. Great content guys, just subscribed. Cheers
@kevintal10 ай бұрын
Professor Aswath, if I may ask, how do you manage to live in San Diego while working at NYU? Additionally, how does your wife balance her teaching position in NYC? It's truly inspiring, and I hope to achieve a similar work-life balance in the future.
@louiseobrien201010 ай бұрын
What Aswath refers to as a middle aged company is what marketers call a mature product market
As legendary baseball player and philosopher Yogi Berra said: "It is difficult to make predictions, especially about the future."
@henrybuonaparte10 ай бұрын
Amazing guest! Thank you for a great episode. 👍🏻
@swphilosophy304010 ай бұрын
Damodaran is brilliant. Watching him talk to Galloway on valuation is like watching an average human trying to train an exceptionally stupid dog.
@soundminedd10 ай бұрын
prof D!
@federicohan145810 ай бұрын
"There's never been a furnace of capital like Adam Neumann" . 🤣
@ehlava10 ай бұрын
GLP1's are going to be huge.... for better or worse. Just getting started. That is the most important buried side-item in here.
@morganreese890410 ай бұрын
Seems like it would be hard to hype renting condos. Every condo is a “luxury” condo so theres little room for premium pricing. Their free cash flow is basically mechanical. Hyping a business that rents condos is like trying to hype a business that invests in municipal bonds.
@arpanahujaАй бұрын
Taylor Swift always picks the wrong guy - that joke proved to be prophetic.
@renzheng10 ай бұрын
Maybe without the index funds, the 7 dwarfs could have been 7 giants.
@Qwairy10 ай бұрын
I heard palantir...did he read my mind?
@irenelye570610 ай бұрын
at which timing?
@louiseobrien201010 ай бұрын
I know we would all like to believe that the US economy is outgrowing everyone else but according to Bloomberg: The Russian economy in 2023 outpaced both the United States and Europe in terms of growth, increasing in size by 3.6% despite being subject to a wide array of powerful economic sanctions and being cut off from major global markets.
@maxmeier53210 ай бұрын
Imagine any CEO taking out almost 10% of the market cap of his company as personal payment, an amount that is about 2/3 of Tesla's all time earnings...that shouldnt bumbed tesla back by 3%, it should have ruined the stock. There is the CEO who doesnt seem to care about the financial future of his company at all, mind you he sold tesla stock to finance his twitter shopping.
@robc622010 ай бұрын
8:47 Lol Snapchat is where people buy drugs and nudes.
@sundaarSOA10 ай бұрын
Rise of passive killed valuations and active funds already moved to small caps, look at green light capital and other hedge funds. What’s use of talking about valuations?
@albertovillarreal443210 ай бұрын
MEXICO MEXICO MEXICO 🇲🇽
@tealion10 ай бұрын
LoL. Said everything about Mexico but the elephant in the room.
@altfiwithleighlommen31010 ай бұрын
Scott, the West Coast is allot better. Tulum, es ridiculoso...
@M0SA1C_10 ай бұрын
Interesting he talks about google needing to hype KZbin…. Then superbowl lol
@jackiechan884010 ай бұрын
Swift collects boyfriends like Pokemon
@TheLiverpoolDelta10 ай бұрын
Prof G gives the most dumb usless takes; Gets asked a question about geopolitical ramifications of manufacturing moving from China to Mexico and says "Durrrrrr I like to vacation in Mexico Durrrrrr".
@MaxPaint-c8m10 ай бұрын
His predictions are consistently wrong, he is like Jim Cramer, so wrong about everything.
@iGaryTheSnail10 ай бұрын
Aswath talks a lot of fancy talk but doesn’t make any money 😂
@maxmeier53210 ай бұрын
how you figure that. seems unlikely.
@duluthdjs258810 ай бұрын
He’s wearing a Vicuña turtleneck and a Lotus Silk vest. Dudes rolling in tendies.
@Plankton_Doctor10 ай бұрын
meanwhile ur freeloading off a sponge
@BaileyMxX10 ай бұрын
He bought MSFT in 2014, Apple in 2016, Nvidia in 2018 and owns all of the mag 7.... How can you even think he doesn't make any money 😂😂😂😂🤡🤡🤡🤡