
Aswath Damodaran: Globalization Backlash
In his recent article, NYU professor Aswath Damodaran shares his thoughts on how politics, globalization, and disruption has changed the investing landscape.
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In this article, Matthew McLennan and Kimball Brooker from First Eagle describe how they build resilience into their portfolios and why they think that’s particularly important today. They also share their thoughts on why they tend to be slow to trade and what they think the market is missing today in some of their portfolio companies: Haleon, Shimano, Itaúsa, Douglas Emmett and ONEOK.
Here are the key takeaways
Our gold-related assets and cash provide liquidity that allows us to be a beneficiary rather than victim of volatility.
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In his recent article, NYU professor Aswath Damodaran shares his thoughts on how politics, globalization, and disruption has changed the investing landscape.
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