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March 5, 2021

RSS Aswath Damodaran’s Musings on Markets

  • Data Update 4 for 2021: The Hurdle Rate Question! February 10, 2021
    What is a hurdle rate for a business? There are multiple definitions that you will see offered, from it being the cost of raising capital for that business to an opportunity cost, i.e., a return that you can make investing elsewhere, to a required return for investors in that business. In a sense, each of […]
  • The Price-Value Feedback Loop: A Look at GME and AMC! February 3, 2021
    There are three topics that you can write or talk about that are almost guaranteed to draw a audience, stocks (because greed drives us all), sex (no reason needed) and salvation. I am not an expert on the latter two, and I am not sure that I have that much that is original to say […]
  • The Storming of the Bastille: The Reddit Crowd targets the Hedge Funds! January 29, 2021
    I generally try to stay out of fights, especially when they become mud-wrestling contests, but the battle between the hedge funds and Reddit investors just too juicy to ignore. As you undoubtedly know, the last few days have been filled with news stories of how small investors, brought together on online forums, have not only […]
  • Data Update 3 for 2021: Currencies, Commodities, Collectibles and Cryptos January 28, 2021
    In my last post, I described the wild ride that the price of risk took in 2020, with equity risk premiums and default spreads initially sky rocketing, as the virus led to global economic shutdowns, and then just as abruptly dropping back to pre-crisis levels over the course of the year. As stock and bond […]
  • 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 […]

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how warren buffett picks stocks

How Warren Buffett picks stocks

February 27, 2017

“Excellent business results by corporations will translate over the long term into correspondingly excellent market value and dividend results for owners, minority as well as majority,” Warren Buffett once said. How true this is even today although Mr Buffett said this as far back as 1978 in a letter to Berkshire Hathaway shareholders for FY1977.

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Warren Buffett’s Rip Van Winkle approach

December 17, 2014

In his letter (dated February 28, 1992 for FY1991) to Berkshire Hathaway shareholders, Warren Buffett gave an insight into his Rip Van Winkle approach to investing. Referring to a list of Berkshire Hathaway’s common stock holdings – comprising Capital Cities/ABC Inc, The Coca-Cola Company, Federal Home Loan Mortgage Corp, GEICO Corp, The Gillette Company, Guinness PLC,  The Washington

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Warren Buffett goes for the long haul

December 3, 2014

Warren Buffett goes for the long haul when it comes to marketable equity securities. As far back as March 14, 1978, he said in his FY1977 letter to stockholders of Berkshire Hathaway: “When prices are appropriate, we are willing to take very large positions in selected companies, not with any intention of taking control and

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