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Value Investing in a Changing World with Aswath Damodaran
Manage episode 436827058 series 2581243
In this episode of Excess Returns, we sat down with NYU professor Aswath Damodaran to discuss his new book on the corporate life cycle and get his insights on a wide range of investing topics. We cover: - How companies age and why they struggle to act their age - The importance of storytelling in valuation - Aswath's thoughts on factor investing and its limitations - The rise of passive investing and its impact on markets - Market concentration and the dominance of big tech companies - How Aswath approaches his own investing decisions - The potential impact of AI on investing and valuation - Why Aswath has never attended the Berkshire Hathaway annual meeting Aswath shares his unique perspectives on these 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. Whether you're a seasoned investor or just getting started, this wide-ranging conversation offers valuable food for thought on navigating today's complex markets.
SEE LATEST EPISODES https://excessreturnspod.com
FIND OUT MORE ABOUT VALIDEA https://www.validea.com
FIND OUT MORE ABOUT VALIDEA CAPITAL https://www.valideacapital.com
FOLLOW JACK Twitter: https://twitter.com/practicalquant LinkedIn: https://www.linkedin.com/in/jack-forehand-8015094
FOLLOW JUSTIN Twitter: https://twitter.com/jjcarbonneau LinkedIn: https://www.linkedin.com/in/jcarbonneau
299 episodes
Manage episode 436827058 series 2581243
In this episode of Excess Returns, we sat down with NYU professor Aswath Damodaran to discuss his new book on the corporate life cycle and get his insights on a wide range of investing topics. We cover: - How companies age and why they struggle to act their age - The importance of storytelling in valuation - Aswath's thoughts on factor investing and its limitations - The rise of passive investing and its impact on markets - Market concentration and the dominance of big tech companies - How Aswath approaches his own investing decisions - The potential impact of AI on investing and valuation - Why Aswath has never attended the Berkshire Hathaway annual meeting Aswath shares his unique perspectives on these 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. Whether you're a seasoned investor or just getting started, this wide-ranging conversation offers valuable food for thought on navigating today's complex markets.
SEE LATEST EPISODES https://excessreturnspod.com
FIND OUT MORE ABOUT VALIDEA https://www.validea.com
FIND OUT MORE ABOUT VALIDEA CAPITAL https://www.valideacapital.com
FOLLOW JACK Twitter: https://twitter.com/practicalquant LinkedIn: https://www.linkedin.com/in/jack-forehand-8015094
FOLLOW JUSTIN Twitter: https://twitter.com/jjcarbonneau LinkedIn: https://www.linkedin.com/in/jcarbonneau
299 episodes
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