
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 his latest article, Michael Mauboussin presents a collection of their most interesting and controversial charts and insights from their reseach. These findings challenge conventional wisdom in areas like valuation metrics, capital allocation trends, and corporate performance while offering data-driven insights into evolving economic and investment dynamics.
Here are 5 key takeaways:
Some [charts] were a challenge to conventional wisdom, including the capital intensity for energy versus technology companies, the ROIC-to-WACC spread by company age, and the time horizons for mutual funds. Others addressed empirical observations that remain unexplained, among them the charts on scaling laws.
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