#136 - ASWATH DAMODARAN

Published: July 13, 2023, 11 a.m.

Aswath is a Professor of Finance at the Stern School of Business at NYU where he teaches corporate finance and equity valuation. He is the author of several books on both subjects and is widely known as “The Dean of Valuation”. Follow Aswath on Twitter @AswathDamodaran.

[1:41] - Aswath’s interest in finance and passion for teaching

[5:53] - Why valuations are a part of every day life, not just finance

[11:04] - The outsized impact of luck on investing outcomes

[13:49] - Using stories of the future to determine valuations in the present

[17:14] - Managing one's own biases in investing

[19:21] - How to think about various valuation frameworks

[21:45] - Why large swings in a company's stock price can be good times to re-asses your valuation

[26:56] - How social media and modern communications impact trading volatility and what that means for investing

[33:56] - The role of diversification in modern portfolios

[40:01] - Aswath’s perspective on Bitcoin and Amazon


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Thanks to Chase Devens for the show notes and Yiction for the music.


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