Aswath Damodaran On The ‘Dark Side Of Valuation’

The ‘Yoda’ Aswath Damodaran talks about the ‘Dark Side Of Valuation’. #BQLive
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Пікірлер: 74

  • @shreshthbabbar3726
    @shreshthbabbar37264 жыл бұрын

    Damodaran for President!!!!

  • @happymemories_videography

    @happymemories_videography

    3 жыл бұрын

    seconded

  • @16westman
    @16westman4 жыл бұрын

    A breath of fresh air. valuation that makes sense!

  • @petersalazar1790
    @petersalazar17904 жыл бұрын

    Brilliant !!. An Eye Opener for all of us

  • @VNnimbs
    @VNnimbs3 жыл бұрын

    What a session....!!! Thnx prof.

  • @happymemories_videography
    @happymemories_videography3 жыл бұрын

    Yes, Star Wars Fan here! Thank you master teaching us master!

  • @ramjiYahoo
    @ramjiYahoo4 жыл бұрын

    very useful and informative video, thanks for uploading

  • @mindcache5650
    @mindcache56508 ай бұрын

    So enlightening

  • @natasharathi7643
    @natasharathi76433 жыл бұрын

    The video iss too good and informative..!!

  • @gitmlife10
    @gitmlife103 жыл бұрын

    The clarity of thoughts is amazing...

  • @amitinder11
    @amitinder112 жыл бұрын

    The genius of Aswath Damodaran !

  • @sayanlahiri7381
    @sayanlahiri73812 жыл бұрын

    God of valuation on earth!!! Every time you think this gentleman has impressed you as much as you ever could be, wait it out for his next talk.

  • @mikhaillindan9091
    @mikhaillindan90913 жыл бұрын

    Outstanding!

  • @theotherpankaj
    @theotherpankaj4 жыл бұрын

    That's a mind blowing video I had seen today.

  • @bentonreese8841

    @bentonreese8841

    2 жыл бұрын

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  • @messiahroy8729

    @messiahroy8729

    2 жыл бұрын

    @Benton Reese Instablaster :)

  • @bentonreese8841

    @bentonreese8841

    2 жыл бұрын

    @Messiah Roy i really appreciate your reply. I got to the site thru google and I'm waiting for the hacking stuff atm. Looks like it's gonna take a while so I will reply here later when my account password hopefully is recovered.

  • @bentonreese8841

    @bentonreese8841

    2 жыл бұрын

    @Messiah Roy it did the trick and I finally got access to my account again. I'm so happy! Thanks so much, you saved my account :D

  • @messiahroy8729

    @messiahroy8729

    2 жыл бұрын

    @Benton Reese no problem :)

  • @thisoldman99
    @thisoldman993 жыл бұрын

    Great presentation especially given that the crowd was dead

  • @honeyjain6655

    @honeyjain6655

    2 жыл бұрын

    Coz, the croud is filled with accountants😂😂

  • @herotiramisu
    @herotiramisu2 жыл бұрын

    The master of the master in valuation in modern century

  • @ayushkesarwani0
    @ayushkesarwani04 жыл бұрын

    Still Learning

  • @jordisabateabad2624
    @jordisabateabad26242 жыл бұрын

    Aswath is a gift of the gods of finance

  • @prakash.srn.17
    @prakash.srn.17 Жыл бұрын

    Wow Around 35:42 - nicely done, sir!

  • @nikeshkumar9167
    @nikeshkumar91674 жыл бұрын

    Where can I find the recording of day2 in which professor values ITC. Thanks in Advance :)

  • @zanjeerz937
    @zanjeerz9372 жыл бұрын

    Just one word ! Brilliant !!

  • @hurrse
    @hurrse3 жыл бұрын

    "If it does not affect the cash flow, if it does not affect the risk, it cannot affect the valuation"

  • @DavidSmith-do6ji
    @DavidSmith-do6ji9 ай бұрын

    Wow! What a guy! Thank you mr Damodaran.

  • @TheKama972
    @TheKama9723 жыл бұрын

    Can somebody point to the spredsheets please ?

  • @moniquefrench
    @moniquefrench4 жыл бұрын

    Love the comment on Goodwill 😶

  • @nickmhc

    @nickmhc

    3 жыл бұрын

    Fresh take on the Goodwill Hunting theme party in college: still hunt for awesome thrift costumes at Goodwill but then hunt for overvalued companies to buy puts against

  • @avinashdoshi3007
    @avinashdoshi30073 жыл бұрын

    its the same as what he did google 2015"word to word"

  • @asanisimasablasta
    @asanisimasablasta3 жыл бұрын

    Interesting contempo perspective on discounted cash flowing your way to pricing and valuations of a thing. What are people willing to pay, which gets very volatile when an economy embraces change and disruption, vs. a slowbro, American 1950s version of rational "common sense" continuity. Borrowing from Biology-- when a "cropper species" is introduced into an industry, leading to consolidations and windfall profits, if not profiteering, what happens to the price of land next to the best Ski mountain with the highest peak in X-land? Massive concentrations of wealth with lottery style returns, widely perceived perverse incentives and unjust rewards lead to values and prices based on the golden rule-- the new changing price things set by the guy with the gold, making all the new rules, in his flip flops, hoodie, and tricked out SAV. Civilizations becomes an Amusement park with more comedy and more tragedy than one can bare. As I'd imagine Fibonacci saying to Freud, "it would appear that 'man's discomfort in civilization' has gone parabolic, Sig". It's one thing to say, "well, okay all you Jedi CFA candidates from Cambridge to Jedda, if you want to good job counting these beans for Wall Street, you can't beat them, so just join them-- price discovery is the market price of everything-- the cynic's refrain-- the SPX every morning, with all the momentum set by mood, stories, private gains and public losses". It's another thing to say the replacement value of a thing-- the discount you should pay to a company's NAV with no catalyst or broad market decline in sight, or say an offshore oil rig in the ocean that cost $89 million to build 10 years ago, is just $400 dollar, because nobody wants to foot the bill with $40 dollar/barrel oil right now. Buffet got rich when he bought things, not when he sold.

  • @christopherarmstrong2710
    @christopherarmstrong27102 жыл бұрын

    55:00 65% of Coca-Cola's revenues comes from emerging markets. 1:11:00 Tesla is a 'story stock' with a storyteller (Elon Musk) behind it.

  • @manishkumavat8831
    @manishkumavat88312 жыл бұрын

    1:15:00 must watch

  • @patrickalegria7620
    @patrickalegria76203 жыл бұрын

    This guy’s goooood.

  • @KimetsuNoYaiba100
    @KimetsuNoYaiba100 Жыл бұрын

    All fiat currencies are in some sense derivatives of the dollar. Argentinian stock market goes up significantly higher every year doesn't mean their corporations are healthy on a global scale. The cash-flows and the valuation needs to be done in dollar because it is the reserve currency.

  • @gplayer3006
    @gplayer30062 жыл бұрын

    53:12 - 54:22 Discount rate and risk-free premium

  • @petersalazar1790
    @petersalazar17904 жыл бұрын

    Is it possible to get the ppt / pdf of the presentation?

  • @yashashvijain8924

    @yashashvijain8924

    3 жыл бұрын

    Check his website, its a gold mine.

  • @leungsam500

    @leungsam500

    3 жыл бұрын

    @@yashashvijain8924 Agree

  • @RajdeepParihar
    @RajdeepParihar2 жыл бұрын

    One thing for sure his students are lucky

  • @gplayer3006
    @gplayer30062 жыл бұрын

    49:39 50:03 risk-free premium

  • @user-vi3sz3fg2r
    @user-vi3sz3fg2r Жыл бұрын

    8 30

  • @prakashrajput5332
    @prakashrajput5332 Жыл бұрын

    i feel like everything i have learnt till date was wrong

  • @iceyred6668
    @iceyred66682 жыл бұрын

    The Insensitivity of Investment to Interst Rates - Finance and ...

  • @CapitalWorksPro
    @CapitalWorksPro2 жыл бұрын

    I'm not gonna get into details: 1 hour and 29 minutes later... Huh, I wonder what the long version sounds like...

  • @tejasseth
    @tejasseth2 жыл бұрын

    So the Jedi of Valutaions is Luck

  • @maryyu4010
    @maryyu40103 жыл бұрын

    Why is it necessary to include the running ticker at the bottom of the screen? Extremely distracting!

  • @ATK251

    @ATK251

    2 жыл бұрын

    Yeah man

  • @emerwen
    @emerwen3 жыл бұрын

    LOL Lebanon

  • @arjalanarayan
    @arjalanarayan2 жыл бұрын

    PhD,no,Work.

  • @rishabhpatel1767
    @rishabhpatel17672 жыл бұрын

    video editor is foolish, he did'nt bothered to capture the presentation neither he did not put the link of presentation in the description

  • @mariooliver4051
    @mariooliver40513 жыл бұрын

    j j

  • @user-kc3vy4ge8h
    @user-kc3vy4ge8h3 жыл бұрын

    The political town pathophysiologically squeal because gemini alternately groan circa a shallow bladder. agonizing, alcoholic tanzania

  • @billykriaris3096
    @billykriaris30963 жыл бұрын

    is this guy even creditable? i cant find his net worth anywhere?

  • @meson2439

    @meson2439

    2 жыл бұрын

    He is a professor doing valuation for the sake of valuation only. Highly regarded by most value investors.

  • @ritik1857

    @ritik1857

    2 жыл бұрын

    He is the god of valuation

  • @KimetsuNoYaiba100

    @KimetsuNoYaiba100

    Жыл бұрын

    It's around 300 million $

  • @Michael_NV

    @Michael_NV

    Жыл бұрын

    He's driving Honda Civic 2010. He is a value guy. 😀

  • @Eline_Meijer
    @Eline_Meijer Жыл бұрын

    He talks big but what are his yoy returns? If his thesis dont make good returns, whats the point?

  • @iceyred6668
    @iceyred66682 жыл бұрын

    Table of Contents - Duke CFO Global Business Outlook //?/,./Nd.D

  • @iceyred6668
    @iceyred66682 жыл бұрын

    Past Results - Duke CFO Global Business Outlook ,

  • @iceyred6668
    @iceyred66682 жыл бұрын

    Table of Contents. 1a. Are you more or less optimistic about your ... Duke, FGV, CFO magazine Global Business Outlook survey - Brazil - Fourth Quarter, 2019. .,//Nd.D

  • @judymorris6031
    @judymorris60313 жыл бұрын

    That's a mind blowing video I had seen today.