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June 20, 2018

RSS Aswath Damodaran’s Musings on Markets

  • User and Subscriber Businesses: The Good, the Bad and the Ugly! May 29, 2018
    In a series of posts over the course of the last year, I argued that you can value users and subscribers at businesses, using first principles in valuation, and have used the approach to value Uber riders, Amazon Prime members and Spotify & Netflix subscribers. With each iteration, I have learned a few things about user value and ways of distinguishing […]
  • Walmart's India (Flipkart) Gambit: Growth Rebirth or Costly Facelift? May 22, 2018
    On May 9, 2018, Walmart confirmed officially what had been rumored for weeks, and announced that it would pay $16 billion to acquire a 77% stake in Flipkart, an Indian online retail firm, translating into a valuation of more than $21 billion for a firm founded just over ten years ago, with about $10,000 in […]
  • Amazon: Glimpses of Shoeless Joe? April 26, 2018
    It was just over two weeks ago that I started my posts on the FANG stocks, starting with Facebook, which I decided to buy, because I felt that notwithstanding its current pariah status, its user base was too valuable to pass by, at the prevailing market price. I then looked at Netflix, a company that […]
  • Alphabet Soup: Google is Alpha, but where are the Bets? April 19, 2018
    In my last two posts, I looked first at the turn in the market against the FANG stocks, largely precipitated by the Facebook user data fiasco and then at the effect of the blowback on Facebook's value. I concluded that notwithstanding the likely negative consequences for the company, which include more muted revenue growth, higher […]
  • Netflix: The Future of Entertainment or House of Cards? April 16, 2018
    For better or worse, Netflix has changed not just the entertainment business, but also the way that we (the audience) watch television. In the process, it has also enriched its investors, as its market capitalization climbed to $139 billion in March 2018 and even after the market correction for the FANG stocks, its value is […]
  • The Facebook Feeding Frenzy: Time for a Pause! April 10, 2018
    In my last post, I noted that the FANG stocks have been in the spotlight, as tech has taken a beating in the market, but it is Facebook that is at the center of the storm. It was the news story on Cambridge Analytica's misuse of Facebook user data,  in mid-March of 2018, that started […]
  • Come easy, go easy: The Tech Takedown! April 7, 2018
    If there is one thing that I have learned about markets over the years, it is that they have a way of leveling egos and cutting companies and investors down to size. The last three weeks have been humbling ones for tech companies, especially the big four (Facebook, Amazon, Netflix and Alphabet or FANG) which […]
  • Spotify Loose Ends: Pricing, User Value and Big Data! March 23, 2018
    In my last post, I valued Spotify, using information from its prospectus, and promised to come back to cover three loose ends: (1) a pricing of the company to contrast with my intrinsic valuation, (2) a valuation of a Spotify subscriber and, by extension, a subscriber-based valuation of the company, and (3) the value of […]
  • Stream On: An IPO Valuation of Spotify! March 17, 2018
    In the last few weeks, we have seen two high profile unicorns file for initial public offerings. The first out of the gate was Dropbox, a storage solution for a world where gigabyte files are the rule rather than the exception, with a filing on February 23. Following close after, on February 28, Spotify, positioning […]

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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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