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November 25, 2020

RSS Aswath Damodaran’s Musings on Markets

  • 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 […]
  • Illusion, Perception and Reality: Stock Splits and Index Inclusions September 1, 2020
    After big market movements, we are eager to look for explanations, fundamental reasons why a stock or stocks collectively moved on that day, but the reality is that a great deal of the price movement on a day-to-day basis has nothing to do with earnings, cash flows or risk. On August 31, this reality was […]
  • A Viral Market Update XIII: The Strong (FANGAM) get stronger! August 20, 2020
    When I started these updates on February 26, 2020, about two weeks after the markets went into free fall, my first six posts were titled "Viral Market Meltdowns", reflecting the sell off across the globe. About half way through this series, I changed the title, replacing the word "meltdown" with "update", as markets turned around. […]
  • From Class Rooms to Class Zooms: Teaching during COVID times! August 5, 2020
    As some of you who have visited my website and read my bio know, I describe myself first and foremost as a teacher,  and every semester, for the last decade, I have invited anyone who is interested to join in my classes. In December 2019, when I posted my last invite, I fully expected to be teaching corporate […]
  • A Viral Market Update XII: The Resilience of Private Risk Capital July 23, 2020
    In the midst of chaos and confusion, it is human nature to look for order and for a unifying theory that explains the world. As I have navigated my way through this crisis, I have used data from markets to try to come up with explanations for why markets have rebounded as quickly and as […]

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November 2020
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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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