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January 24, 2021

RSS Aswath Damodaran’s Musings on Markets

  • Data Update 2 for 2021: The Price of Risk! January 20, 2021
    Investors are constantly in search of a single metric that will tell them whether a market is under or over valued, and consequently whether they should buying or selling holdings in that market. With equities, the metric that has been in use the longest is the PE ratio, modified in recent years to the CAPE, […]
  • Marking Time: A new year, a fresh semester and its class time! January 12, 2021
    As we approach the turn of the calendar year, I have my own set of rituals that prepare me for the new year. Last week, was my data week, where I download and analyze data on all publicly traded companies, listed anywhere in the world, and I will post extensively on what the numbers look […]
  • Data Update 1 for 2021: A (Data) Look Back at a Most Forgettable Year (2020)! January 9, 2021
    I spent the first week of 2021 in the same way that I have spent the first week of every year since 1995, collecting data on publicly traded companies and analyzing how they navigated the cross currents of the prior year, both in operating and market value terms. I knew that this year would be […]
  • The Sharing Economy come home: The IPO of Airbnb! December 2, 2020
    On Monday, November 16, Airbnb filed it’s preliminary prospectus with the SEC, starting the clock on its long awaited initial public offering. On the same day, rising COVID cases caused more shut downs and restrictions around the world, creating a clear disconnect. Why would a company that derives its value from short term rentals by […]
  • A Viral Market Update XIV: A Wrap on the COVID market, premature or not! November 5, 2020
    Over the last eight months, I have written a series of posts on the market and how it has adapted and adjusted to COVID. The very first of these posts, on February 26, 2020, was about two weeks into the meltdown and it is indicative of how little we knew about the virus then, and […]
  • Value Investing III: Requiem, Rebirth or Reinvention? October 23, 2020
    If you have had the endurance to make your way through my first two posts on value investing, I compliment you on your staying power, but I am sure that, if you are a value investor, you have found my take on it to be unduly negative. In this, my third post, I want to […]
  • Value Investing II: Tough times for Value Investing - Passing Phase or a Changed World? October 23, 2020
    In the last post, I noted the strong backing for value investing for much of the last century, where a combination of investing success stories and numbers that back those stories allowed it to acquire its lead position among investment philosophies. In this post, I plan to look at the underbelly of value investing, by […]
  • Value Investing I: The Back Story October 23, 2020
    One of the classes that I teach is on investment philosophies, where I begin by describing an investment philosophy as a set of beliefs about how markets work (and sometimes don't) which lead to investment strategies designed to take advantage of market mistakes. Unlike some, I don't believe that there is a  single "best" philosophy, […]
  • Sounding good or Doing good? A Skeptical Look at ESG September 21, 2020
    In my time in corporate finance and valuation, I have seen many "new and revolutionary" ideas emerge, each one marketed as the solution to all of the problems that businesses face. Most of the time, these ideas start by repackaging an existing concept or measure and adding a couple of proprietary tweaks that are less […]

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