
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 recent article, NYU professor Aswath Damodaran shares his thoughts on how politics, globalization, and disruption has changed the investing landscape.
In his recent article, NYU professor Aswath Damodaran discusses the disruptive entry of DeepSeek, a Chinese AI company, into the artificial intelligence (AI) landscape and its implications for the broader AI narrative.
In this interview, NYU professor Aswath Damodaran highlights that both life and investing are inherently uncertain, making it impossible to predict or control everything. This uncertainty often makes people uncomfortable, leading them to either ignore it or seek answers from others.
In his recent blog post “The Siren Song of Sustainability,” NYU professor Aswath Damodaran critiques the concept of sustainability, particularly its connection to ESG (Environmental, Social, and Governance) practices. He describes ESG as an empty acronym, filled with hypocrisy and marketed with misleading promises.
In his latest article, NYU professor Aswath Damodaran explores the common challenges faced by three types of entities that have access to assured funding: corporate venture capital, sovereign wealth funds, and green energy investments.
In this video and accompanying article, NYU professor Aswath Damodaran discuss the possibility of the US Department of Justice breaking up the big US tech companies. Other antitrust remedies include operating restraints and regulated monopolies.
In this with NYU professor Aswath Damodaran, Aswath shares his unique perspectives on several interesting investment topics, blending academic rigor with practical insights. He also offers his advice for the average investor, emphasizing the importance of focusing on preserving and growing wealth rather than chasing outsized returns.
In this article and video, NYU professor Aswath Damodaran makes the data-driven case that the Federal Reserve’s influence over interest rates, the economy, and financial markets is far more limited than conventional wisdom suggests.
In this article, Aswath Damodaran, follow up on his latest book on corporate lifecycle by examining three companies: Intel, Walgreens, and Starbucks. Companies that all face challenges as they age, and their growth slows. As Aswath puts is – Aging is inevitable for companies, and we need to better recognize CEOs who manage decline or shrinkage well, rather than just celebrating high growth.
In this article, Aswath Damodaran delves into the complex interplay between corporate earnings reports, market expectations, and stock price movements, using Nvidia’s recent earnings announcement as a case study.
For the last decade, NYU professor Aswath Damodaran has been incorporating the idea that companies age, just like human beings do. Over the years, it has become his unifying construct that he uses to explain or at least talk about almost every phenomenon in business. In this video, Aswath shares his thoughts on the lifecycle that every company eventually goes through.
In this article and video, Aswath provides an update to his country risk premium, starting with the drivers of country risk, moving on to measures (sovereign ratings, country risk scores, equity risk premiums) and closing with an explanation of how country risk plays out in business and investing decisions.
Aswath Damodaran, Professor of Finance at New York University, visits the podcast ‘Equity Mates’ to discuss everything valuation.
In this article, Aswath Damodaran, Professor at NYU, discusses how we as investors can factor in the risk of catastrophic events for the companies we own or are considering adding to our portfolio.
NYU professor Aswath Damodaran assesses the reasons for the success of ‘The Magnificent Seven’ and provides a valuation of all seven companies.
Aswath Damodaran discusses the extent to which one person can make a difference in a fundamental valuation of a company.
Aswath Damodaran discusses the impact of ESG and Impact investing and tries to address some of the challenges the field faces.
NYU professor Aswath Damodaran discusses a range of investment topics, including Damodaran’s personal investment in Nvidia.
A few days before the IPO of Birkenstock Holding plc, Professor Damodaran wrote a blog post with his valuation of the company.
Professor Aswath Damodaran discusses the hard truths about investing and discusses the few things that can give an investor their edge.
In this podcast, Aswath Damodaran talks about the art of keeping our stock analysis simple – but not too simple.
Aswath Damodaran analyzes the country-specific risks of investing across the globe and gives each country a “country risk premium”.
Aswath Damodaran analyzes the development of the stock market over the past six months and what it tells us about where we are today.
Aswath Damodaran talks about the classic value factors and how today they are often replaced by other but similar price-based metrics.
In this article, Aswath Damodaran, professor at NY University and dubbed ‘the dean of valuation’ by many on Wall Street, gives his assessment of the AI landscape with a focus on his own investment in NVIDIA.