Third Quarter 2024 Review - ft. Aswath Damodaran | Prof G Markets

[@kathleencrandall5821]

The NYU professor could teach middle schoolers he is so clear, articulate, interesting and calming.

[@michaelm8370]

"I own a 2010 Honda Civic that basically nobody would steal." Pure CFO energy. Big fan. Also appreciate the ending sentiment... "The bottom line is - stay the course and also recognize, for your own mental health, whatever happens here, America will endure." Well said.

[@mikeh7515]

Seriously lol at that comment. Love the energy

[@HKS-Digital]

Great episode! As always Aswath Damodaran delivers great insight

[@jonnagap87]

Pure gold! As usual, Aswath stays away from hyping and helps look at things objectively!

[@jtrealfunny]

Nike; I turned off the brand years ago when they started making lots of shoes that didn't last; I got burned enough times that I started buying other brands. Boeing turned their front towards money and their back on their workers and community when they moved out of Seattle. The current state of the company is the unsurprising result. Credit to the hosts for getting good guests, asking good questions and then letting the guests speak. The lighter side is nice and taking the serious stuff seriously is also nice. Please continue.

[@dragoaus]

I switched to Asics years ago. you get great quality shoes for fraction of Nike price. I honestly dont understand people who still buy Nike

[@yamuiemata]

Always a pleasure hearing prof Aswath

[@patrickmcgowan7826]

I think that the Daimler purchase of Chrysler is the best example of the danger of acquiring large public companies.

[@AbhishekDwivedi-pv5vv]

Only if Prof. Damodaran is a stock, I'll buy everyday, such an objective and trustworthy narrative on valuation as always !

[@Drunkwithsuccess]

Ask yourself Scott why has moviemaking turned away from Los Angeles in the first place? They did it to themselves and they don’t deserve a subsidy from everybody else. But I appreciate your thoughts as always.

[@califomia]

I love Ed's new eye shadow. What shade is this?

[@Nashadelicable]

Ed, how could you not get they joke? How have you spent this much time with G and still maintain a pure, uncorrupted heart?

[@wholeNwon]

I don't know about the "pure and uncorrupted heart" but he should know that the "joke" is usually something that one would not be surprised to hear from a youth-fixated, viagra-enhanced older man with sexual delusions...in my opinion.

[@abhisheksamanta1]

Ed: so glad to know that your sister is at Darden. I went there - 2014 class. Wish her all the best. Prof. G. I live in Europe now - but would not mind visiting C'ville and say hello to you. You should totally consider to teach there - seriously. It is a fantastic school with an awesome student body.

[@jonathanswink2682]

These two are the most unlikely couple for a podcast but it's absolutely fantastic 😂😂😂

[@tigreytigrey8537]

Scott= uses emotions to analyze companies ED= logical and reason Lol

[@jonathanswink2682]

@tigreytigrey8537 Ed really has come into his own. Is a real asset to the Podcast. They really work great with each other

[@stevechance150]

Ed is like a "mini me" version of Scott. I can see a day where Scott gets bored with this, and Ed will take over the podcast without missing a beat. They're like Batman and Robin.

[@future62]

It's like a sitcom. Perfect strangers

[@susymay7831]

Excellent interview and excellent timestamps! Please keep making nice timestamps! ❤

[@ignaciofleming2401]

Thank you very, very much for inviting the great Aswath Damodaran. It is a pleasure to listen to all three of you.

[@marcialabrahantes3369]

He's been on before

[@shivamgairola5958]

Love the episodes and insights.

[@whoami1980]

Ed is very impressive for a 25 year old. Wise beyond his years without trying to overcompensate

[@wm6549]

He thinks Trump really is in the lead. Not that wise to me.

[@MrSlideT]

@@wm6549 wiser than you expected i guess

[@HKS-Digital]

Day 43: Please bring on Gary Stevenson (Garys Economics)! Thanks!

[@RevanthMatha]

lol that cold open

[@lokingbob]

😂

[@gordonsteen8415]

Great questions as always.

[@RVMKrishna]

amazing, quality content ✌

[@patrickmcgowan7826]

Scott, how much did Boeing spend buying back its stock with operating cashflow?

[@majohns2nc]

Happy Diwali!

[@PsychomikeIV]

Good guest. honest

[@corruptsociety9146]

Ed looks like a young Scott

[@wholeNwon]

There is that and probably a major factor in his having been hired by the old(er) guy. Psych 101.

[@pornstarpat]

He looks like the kid next door from toy story that was strapping fire crackers to the toys.

[@Drunkwithsuccess]

The chicken… Scott, you are so good that’s why tune in no matter what thanks

[@voicification]

Oct 31 Damodaran reveals position in INTC Nov 1 - INTC up 8% Damodaran = GOAT

[@andrewhart6200]

The point on Disney(if you use his point on GAP) is very correlative.....in light of their shortcomings with things like Star Wars and other spots too!

[@gerryfitzsimmons6316]

Was in BUX this week a train wreck took 20 min for plain coffee

[@wm6549]

Should have asked him what were the four stocks he invested in recently. I know INTC was one of them. What about the other three? He has mentioned looking PAYP and WBD previously. DIS the last one?

[@chiefenumclaw7960]

I'm voting for the reform candidate, the time for change is now.

[@wholeNwon]

Elections are ALWAYS about "change".

[@FighterFlash]

Me too Libertarians rock!

[@marcialabrahantes3369]

😂 ​@@FighterFlash You need to change the system before wasting your vote

[@archbyccb]

Long time listener and fan of Prof G. The Nike discussion needs more insight. I cover the sneaker industry on my channel. I don't want to leave a link here, but there is a lot of content for everyone to check out for a more detailed analysis. Thanks for the hard work and informative and entertaining podcast/videos and hit me with any questions you might have on this topic.

[@stathisath]

Based car owner. Respect!

[@Joey-fs7ro]

Ed may have intelligence, but Scott has the wisdom. 😏

[@tigerrx7]

You need both to progress on your mission

[@jpgsf1978]

Scott a man with serious like to hear myself talking attitude.

[@derrickgraham9276]

This was last year's Halloween joke, but slightly modified. Oldie but goodie, I guess.

[@peteydyer]

Went to go buy intel after this and it’s up 8% in after hours 😅

[@jruss609]

Oof, all the Princeton hate. Definitely glad I didn’t take Prof. G’s class in spring 2021. He probably would have chirped me every class! 😂

[@PsychomikeIV]

Oh my god the guest drives the same car as me

[@anand13]

UCLA??? Every Prof G opinion from here on out, goes out the window

[@shamilranasinghe6247]

Why does Ed have red eyes ? Jesus, Scott is paying him too much. 😄😄😄😄😄😄😄

[@paulaallen4106]

The volume on this is too low

[@YamiSohard]

The chicken ... good one🤣

[@LesterDoodis]

I've wondered if the robots being controlled by people was more of a saftey issue. To me I was just impressed with the hands that has to be incredibly difficult to design and manufacture.

[@SamHoustonSF]

Did not agree with Ed's take on California supporting the film industry with tax incentives. Californians are losing a lot work to Georgia, Nevada, Canada, etc - places that subsidize these industries aggressively. I'd rather Gavin keep the work and workers in California.

[@hdaviator9181]

California was already subsidizing the industry, they just increased it. But I don't think it will make much difference. There are other costs that make California increasingly less competitive.

[@tigreytigrey8537]

Its probably because ED uses logic to analyze the circumstance. If you use emotions like Scott it makes zero sense.

[@SamHoustonSF]

@@tigreytigrey8537 Scott pointed out that it pencils out to be basically budget neutral. It's basically an investment in keeping jobs and people in California, rather than those people moving or having to get new careers

[@SolaceEasy]

Thesis: Nike's demise follows the decline in athleticism in the population. Just Let Someone Else Do It - A.I., maybe.

[@สหรัตศรีวิเศษ-ฃ2ฉ]

😊🎉🎉

[@BinocularRivalry]

Great opening joke. Of course Ed doesn't get it.

[@SolaceEasy]

Ed needs a pass - British, young, Econ focus. He'd have trouble with lots of science jokes.

[@tigreytigrey8537]

Its a good thing ED balances out the show with logic and reason. Its hard to interpret the actual fundamentals of the companies in question cause scott tends to analyze based off of his emotional opinions vs logic and reason. If there's a negative spin on the company from scott its because the founder supports republican party. If its a positive spin from scott its because they support democrats. Its almost uncomfortable seeing ED have to tip toe his logic into the convo. I feel bad for ED :(. It must be confusing as hell for ed to see Scott's his mentors success in business followed by his seemingly broad lack of critical thinking abilities. It probably makes ed feel like he must be the crazy one given the false positives and seemingly paradoxical success of Scott.

[@Venom-x7t]

Gotta learn young that wealthy ppl find multiple ways to land in an insulated bubble or echo chamber, and more importantly how that handicaps the person. Fine if you're set with career and money, but for someone young, looking to rise, you have to look out for pitfalls to success or pitfalls to gaining education, real world experience, or wisdom needed to make your goals happen

[@Fivehe]

You greatly overestimate Scott’s willingness to choose morals over money. He’s clearly been successful enough he can afford a certain amount of fundraising and generosity, but his heavy investment in things like SHEIN, his use of personal jets, and his glee at money flaunting all prove his politics to be one hobby of many alongside golf or skiing.

[@tigreytigrey8537]

​@Fivehe i mean thats not a bad theory. But if scott WAS that self aware he'd be more subtle when using that tactic. Scott usually goes off on these personal attack tangents about the founders themselves (which may very well be true) that have absolutely NO BEARING on the fundamentals or strategy of these companies (MAYBE theres one here and there that do have an effect but NOT EVERY SINGLE ONE that gets talked about. Theres only a few elons and jack ma's that are the face of the companies) it would do him good to just be transparent about his PERSONAL biases tward the sentiment instead of a weasel about it. instead of pretending like the companies financial models are somehow flawed and that the founders of the companies are bad at business.

[@SnapBackCollector211]

So, using Robinhood to invest automatically makes me a gambler? Interesting assumption, G gotta love it, lol.

[@tigreytigrey8537]

Its cause vladimir has donated to Republicans. Scott tends to inject his bias everywhere. He's lead by it

[@derekmitt23]

Los Vegas odds in 2020 had Biden to win. So I'm not sure your men are the majority betting theory is correct.

[@Poochie1]

DJT stock will end up like the Trump Taj Mahal Casino. But again, a lot of people will lose a lot of money except Mr. Trump.

[@Weenyween]

Galloway and his sidekick's pure contempt to Tesla is hard to listen. The great Prof. Damodaran seems annoyed like "oh again..." Marketing guys never understand true value of tech companies, as has been evidenced by your crap essay "Four." Go back to your private equity investment.

[@intermission1864]

fraud hands down

[@GMDMD]

I truly hate this guy. Sounds super smart and kept saying NVDA was overpriced at 300 and up pre-stock-split. Cost a lot of people $$$ 😭

[@CuriousCrow-mp4cx]

On the fundamentals it is overpriced. And there are plenty of ibstacles in its path, like China's slowing growth, the prospects of further limitations on selling national Securuty tech, and that the other big tech companies are thinking of making their own chips. "Past performance is no guarantee of future return." So pretty soon it won't be a one horse race. And the fact that the whole S & P 500 growth is only attributable to several tech companies is something to take note of. The fundamentals don't change, and you can buy Nvidia, but don't bet the farm on a situation that has the seeds of its own disruption already deeply planted.

[@Venom-x7t]

One year ago he stated half of his NVDA is sold, and approaching 500 the other half is on watch to be sold if it flys up to 500, it's now 1300+ split-adjusted. I'm expecting several more months of ppl looking for bad reasons to stay out of a good company.

[@cryptostreet5601]

How can you support Kamala? Lost a lot of respect for you.

[@and1play5]

most libs dont even live in america lmao

[@spanishflea634]

Perhaps it's because she is not a narcissistic imbecile who paints her face orange...

[@tigreytigrey8537]

He's one of those brainwashed smart people. It's a wonder to see. It's very paradoxical. Thats why they say subconscious conditioning is more powerful than all the IQ points in the world.

[@wholeNwon]

The US economy during the Biden-Harris years has been VERY good for me. Unfortunately the poverty rate is still too high. Trump put less money in my pocket and did so at the expense of those with far fewer resources while expanding the deficit massively.

[@and1play5]

@ it’s all govt jobs, fake money