Aswath Damodaran: Globalization Backlash
April 1, 2025
In his recent article, NYU professor Aswath Damodaran shares his thoughts on how politics, globalization, and disruption has changed the investing landscape.
François Rochon: Why I might add to our Lululemon position
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By Borsgade
- - Published
In a recent interview with The Investor’s Podcast, Francois Rochon discusses a number of interesting topics including his theory about a “missing gene,” suggesting that most people possess a “tribal gene” hardwired from prehistoric times, the value of predicting the market as well as specific company reflections such as Lululemon.
So the problem is not that people are doing the wrong thing, it’s just that most people are doing the same thing. They’re just following the tribe.
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