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July 7, 2020

RSS Aswath Damodaran’s Musings on Markets

  • A Viral Market Update XI: The Flexibility Premium July 2, 2020
    I must confess that when I started these updates in February, I did not expect to be doing them in July, but a crisis is as good a time as any, to learn new lessons and relearn old ones. As the virus makes a comeback, particularly in the United States, it is not surprising that […]
  • A Viral Market Update X: A Corporate Life Cycle Perspective June 19, 2020
    Fear and greed are dueling forces in financial markers at all times, but especially so in periods of uncertainty, when they pull in opposite directions, causing wild market swings and momentum shifts. I think that no matter what your market views are right now, you would agree that we are in a period of intense […]
  • A Viral Market Update IX: A Do-it-Yourself S&P 500 Valuation June 4, 2020
    It has been close to four weeks since my last viral market update, and I could come up with a whole host of excuses for the delay, but the truth is that I have not had much to say that is original, and I am naturally lazy. That said, markets have settled in, mostly with […]
  • A Viral Market Update VIII: A Crisis Test - Value vs Growth, Active vs Passive, Small Cap vs Large! May 13, 2020
    In the weeks since my first update on the crisis on February 26, 2020, the markets have been on a roller coaster ride, as equity markets around the world collectively lost $30 trillion in market cap between February 14, 2020 and March 20, 2020, and then clawed back more than half of the loss in […]
  • A Viral Market Update VII: Mayhem with Multiples April 24, 2020
    I get a sense that I am approaching the end of this series of weekly posts, or perhaps I am just hoping that it is true, as the COVID crisis continued to play out in markets in the last two weeks, albeit on a more subdued scale and with a more positive twist. In this […]
  • A Viral Market Meltdown VI: The Price of Risk April 8, 2020
    It is a sign of how volatile the last few weeks have been,  that a week like the last one, where index levels move only 2-3% a day, high by historic standards, felt stable. As in prior weeks, I will start this one by looking at how the market action last week played out across […]
  • A Viral Market Meltdown V: Back to Basics! March 31, 2020
    My first post on this blog was on September 17, 2008, a week into the 2008 crisis, and I honestly did not expect to be posting for long, anticipating that after a few posts, that crisis would be behind us, and that we could go back to our lives. That of course turned out not […]
  • A Viral Market Meltdown IV: Investing for a post-virus Economy March 23, 2020
    At the end of each of the weeks leading into the last one, I have done a market update, reflecting the changes that occurred in the week, not just to market values, but also to investor psyches, and each week, I have hoped that it would be the last one needed for this crisis. That […]
  • Data Update 7 for 2020: Debt Delusions and Reality March 21, 2020
    In the midst of a crisis, it is very difficult to think about life in its aftermath, but there will come a time, when investors and companies will shift their focus. To be able to do so, they have to survive the crisis, and for many companies, that has become the immediate challenge. In the […]

RSS Dr David Kass commentary

  • Berkshire’s $9.7 Billion Purchase of Dominion Energy’s Natural Gas Assets July 6, 2020
    I am quoted in this Bloomberg article: His Berkshire Hathaway Inc., which has stayed relatively quiet during the tumult of the coronavirus pandemic, broke its silence at the end of a holiday weekend with its biggest acquisition in more than four years. The agreement for Dominion Energy Inc.’s natural gas pipeline and storage assets signaled to the […]
  • 10 Stocks For Midyear 2020 July 3, 2020
    DAVID KASS’ PICKS OFTEN OUTPERFORM THE MARKET. HERE ARE HIS LATEST PICKS. Jul 01, 2020 Finance SMITH BRAIN TRUST – If you follow David Kass’ stocks to watch, it’s time to update your holdings. Kass, clinical professor of finance at the University of Maryland’s Robert H. Smith School of Business, is holding onto some longtime favorites (Berkshire […]
  • Year-To-Date Performance of 5 Largest Stocks (Weekly Update – July 2, 2020) July 3, 2020
    The largest 5 stocks by market capitalization are substantially outperforming the S&P 500 and the Dow Jones Industrial Average (DJIA) Year-To-Date (YTD) as of July 2, 2020.  The total market capitalization of these 5 technology stocks equals $6.2 trillion, about 22% of the total capitalization of the S&P 500 ($28 trillion). (1) Apple ($1.58 trillion) […]
  • Wall Street Journal Letter to the Editor on Federal Reserve Policy July 1, 2020
    The Wall Street Journal published my Letter to the Editor on Federal Reserve policy: Regarding James Grant’s “Powell Has Become the Fed’s Dr. Feelgood” (op-ed, June 29): It seems that the author is suggesting that the Federal Reserve should abandon its congressional mandate of conducting monetary policy to achieve the dual objective of maximum employment […]
  • Year-To-Date Performance of 5 Largest Companies (Weekly Update – June 26, 2020) June 27, 2020
    The largest 5 stocks by market capitalization are substantially outperforming the S&P 500 and the Dow Jones Industrial Average (DJIA) Year-To-Date (YTD) as of June 26, 2020.  The total market capitalization of these 5 technology stocks equals $5.9 trillion, about 22% of the total capitalization of the S&P 500 ($27 trillion). (1) Apple ($1.53 trillion) […]
  • Year-To-Date Performance of 5 Largest Companies in U.S. (Weekly Update – June 19, 2020) June 21, 2020
    The largest 5 stocks by market capitalization are substantially outperforming the S&P 500 and the Dow Jones Industrial Average (DJIA) Year-To-Date (YTD) as of June 19, 2020.  The total market capitalization of these 5 technology stocks equals $6.0 trillion, approximately 20% of the total capitalization of the S&P 500 ($27 trillion). (1) Apple ($1.52 trillion) […]
  • Flattening the Unemployment Curve June 20, 2020
    Barron’s published my Letter to the Editor (June 19): Fed Reassurance To the Editor: The article “The Fed Is Optimistic About the Recovery—If Congress Does More Now” (The Economy, June 12) mentions that the Federal Reserve’s latest projections are optimistic about the postcrisis “longer run” prospects for the U.S. economy. I would add that their […]
  • 3 Dow Jones Companies to Buy When Profit-Taking Kicks In June 18, 2020
    I am quoted in this InvestorPlace article: When asked about the impact on the economy, Clinical Professor of Finance David Kass at the University of Maryland’s Robert H. Smith School of Business said in an email to InvestorPlace, “To prevent the recession from becoming a depression, the Federal Government will have to plug the hole in […]
  • Year-To Date Performance of Largest 5 Companies in U.S. (Weekly Update – June 12, 2020) June 13, 2020
    The largest 5 stocks by market capitalization are substantially outperforming the S&P 500 and the Dow Jones Industrial Average (DJIA) Year-To-Date (YTD) as of June 12, 2020.  The total market capitalization of these 5 technology stocks equals $5.8 trillion, approximately 20% of the total capitalization of the S&P 500 ($26 trillion). (1) Apple ($1.47 trillion) […]

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Warren Buffett lessons

A climate of fear is your friend

April 12, 2018

“A climate of fear is your friend when investing; a euphoric world is your enemy.” – Warren Buffett (2013 letter to Berkshire Hathaway shareholders)

Margin of safety

April 11, 2018

“You don’t try and buy businesses worth $83 million for $80 million. You leave yourself an enormous margin (of safety). When you build a bridge, you insist it can carry 30,000 pounds, but you only drive 10,000-pound trucks across it. And that same principle works in investing. ” – Warren Buffett on what Benjamin Graham,

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A bull market is like sex

April 10, 2018

“A bull market is like sex. It feels best just before it ends.” – Barton Biggs. (Note: Warren Buffett, in his 2013 letter to Berkshire Hathaway shareholders, was quoting the late Barton Biggs.) P/S Barton Biggs (November 26, 1932 – July 14, 2012) was a money manager said to be best known for accurately predicting

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Warren Buffett on investment success

April 8, 2018

“In my opinion, investment success will not be produced by arcane formulae, computer programs or signals flashed by the price behavior of stocks and markets. Rather an investor will succeed by coupling good business judgment with an ability to insulate his thoughts and behavior from the super-contagious emotions that swirl about the marketplace.” – Warren

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Two things to remember amid panic over possible US-China trade war

April 5, 2018

Global markets are in a turmoil as the USA and China poise themselves for a possible trade war. This brings to mind what legendary investor Warren Buffett said in his FY2016 letter to Berkshire Hathaway shareholders. “The years ahead will occasionally deliver major market declines – even panics – that will affect virtually all stocks,”

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Warren Buffett wins bet and charity gets US$2.2m instead of US$1m

March 12, 2018

Back in December 2007, Warren Buffett made a ten-year US$1  million prize bet (background reading: Warren Buffett is set to win this US$500,000 wager) with asset manager Protégé Partners. Essentially, Warren Buffett wanted to prove a point:  that his pick – a virtually cost-free investment in an unmanaged S&P 500 index fund – would, over

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Warren Buffett: Two things to remember during scary periods

May 12, 2017

“The years ahead will occasionally deliver major market declines – even panics – that will affect virtually all stocks,” Warren Buffett said in his FY2016 letter to Berkshire Hathaway shareholders. “No one can tell you when these traumas will occur – not me, not Charlie, not economists, not the media. Meg McConnell of the New

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The Fourth Law of Motion that Sir Isaac Newton failed to discover

April 19, 2017

“Long ago, Sir Isaac Newton gave us three laws of motion, which were the work of genius,” Warren Buffett  said in a comment in Berkshire Hathaway’s FY2016 annual report. ” But Sir Isaac’s talents didn’t extend to investing: He lost a bundle in the South Sea Bubble, explaining later, “I can calculate the movement of the

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