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October 16, 2018

RSS Aswath Damodaran’s Musings on Markets

  • Amazon and Apple at a Trillion $: A Follow-up on Uncertainty and Catalysts! September 21, 2018
    In my last post, I looked at Apple and Amazon, as their market caps exceeded a trillion dollars, tracing the journey that they took over the last two decades to get to that threshold and valuing them  given their current standing. While you can check out the stories that I told and the details of […]
  • Apple and Amazon at a Trillion $: Looking Back and Looking Forward! September 19, 2018
    For most of us, even envisioning a trillion dollars is difficult to do, a few more zeros than we are used to seeing in numbers. Thus, when Apple’s market capitalization exceeded a trillion on August 2, 2018, it was greeted with commentary, and when Amazon’s market capitalization also exceeded a trillion just over a month […]
  • Trillion Dollar Toppers: Market Triggers, Value Drivers and Pricing Catalysts! September 10, 2018
    In the last few weeks, the market capitalization of Apple and Amazon each hit a trillion dollars, a threshold not seen before in public markets. Predictably, that has drawn press attention and commentary about what this moment means for markets, investors and the companies themselves. As readers of this blog know, I have followed both […]
  • Deja Vu In Turkey: Currency Crisis and Corporate Insanity! August 15, 2018
    This has been a year of rolling crises, some originating in developed markets and some in emerging markets, and the market has been remarkably resilient through all of them. It is now Turkey's turn to be in the limelight, though not in a way it hoped to be, as the Turkish Lira enters what seems […]
  • The Privatization of Tesla: Stray Tweet or Game Changing News August 10, 2018
    After my last two posts in Tesla, I was planning to take a break from the company, since I had said everything that I had to say about the company. In short, I argued that Tesla, notwithstanding its growth potential, was over valued and that to deliver on this potential, it would need to raise […]
  • Country Risk: A Midyear Update for 2018 August 7, 2018
    While political and trade wars are brewing around the world, centered on globalization, the enduring truth is that the globalization genie is out of the bottle, and no political force can put it back. Encouraged to spread their bets around the world, investors have shed some of the home bias in their investing and added […]
  • Share Count Confusion: Dilution, Employee Options and Multiple Share Classes! July 26, 2018
    In my last post, just about four weeks ago, I valued Tesla, and as with all of my Tesla valuations, I got feedback, much of it heated. My valuation of Tesla was $186, in what I termed my base case, and there were many who disputed that value, from both directions. There were some who […]
  • Twists and Turns in the Tesla Story : A Boring, Boneheaded Update! June 28, 2018
    There are lots of complaints that you can have about Tesla, but being boring is not one of them. It helps to have a CEO who seems to find new ways to make himself newsworthy, in good and bad ways. In fact, if Tesla were a reality show, the twists and turns in its fate […]
  • 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 […]

RSS Dr David Kass commentary

  • How To Fix General Electric October 6, 2018
    I am quoted in a Washington Post article: “Larry Culp’s Long To-Do List To Fix GE“. “Culp will need to decide whether to fix GE’s power division or scrap it. David Kass, a finance professor at the University of Maryland, thinks he should sell it because of its “substantial” underperformance. “The remainder of GE can […]
  • Highlights of Jeff Bezos Interview at Economic Club of Washington on September 13, 2018 September 15, 2018
    In this Jeff Bezos interview (1 hour and 9 minutes) the Amazon CEO quotes from Warren Buffett and explains why he bought the Washington Post which is now profitable and hiring additional staff by becoming a national and global newspaper via the Internet.  Amazon located in Seattle, Washington so they could draw from the talent […]
  • Berkshire Hathaway Bought Back Its Shares at $310,000 – $315,000 Per Share in August, 2018 September 4, 2018
    In a Berkshire Hathaway news release on July 17, 2018, Berkshire’s Board of Directors announced an amendment to its share repurchase program.  The earlier share repurchase program provided that the price paid for repurchases would not exceed a 20% premium over the then-current book value of such shares.  Under the amended plan, share repurchases can […]
  • 5 Highlights of Warren Buffett Interview on CNBC August 30, 2018 August 31, 2018
    Warren Buffett was interviewed on CNBC on August 30, 2018, his 88th birthday. The 5 highlights were: (1) Stocks are currently more attractive than fixed income or real estate.   Berkshire Hathaway is buying stocks every day including today. (2) Buffett recently purchased additional shares of Apple.  The value of an iPhone to the user far […]
  • Happy 88th Birthday, Warren Buffett! August 30, 2018
    Today is Warren Buffett’s 88th birthday.  Happy Birthday, Mr. Buffett! This blog was launched 8 years ago today on the occasion of Warren Buffett’s 80th birthday.  I hope it has been helpful to all who have visited this site. (Note: Warren Buffett will be interviewed on CNBC from 11:00 – 11:15 a.m. EST today.)  
  • Paytm Confirms Berkshire Investment, Todd Combs to Join its Board of Directors August 28, 2018
    According to the Economic Times, Paytm has confirmed Berkshire’s investment (about $300 million).  Todd Combs will be joining its board of directors.
  • Berkshire Hathaway in Talks to Acquire $300 Million Stake in India’s Paytm August 27, 2018
    According to The Economic Times, Berkshire Hathaway is in talks to acquire a $300 million stake (3-4%) in India’s Paytm.  Todd Combs is leading the transaction for Berkshire. If this deal is closed, it would represent Berkshire’s first direct investment in India.
  • Major Changes to Berkshire Hathaway’s Portfolio During 2018 Second Quarter August 14, 2018
    In an SEC 13F filing after the market closed today, Berkshire Hathaway revealed major changes to its portfolio as of June 30, 2018. The largest additions to its current holdings in its portfolio were: (1) Apple (AAPL):  + $2.5 billion (14 million shares or 5.2%) (2) Delta Airlines (DAL) : + $500 million (10 million […]
  • Warren Buffett Will No Longer Host College Students In Omaha August 14, 2018
    Warren Buffett, who will observe his 88th birthday on August 30, will no longer meet with college students in Omaha. On behalf of the University of Maryland, I wish to express my gratitude for having the opportunity to accompany our undergraduate and graduate students on trips to Omaha for private meetings with Warren Buffett on […]

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RSS The Business Times – Companies & Markets

  • Does board size matter? October 15, 2018
    SINGAPORE's corporate boards are shrinking. Forget Thai Beverage, which by far has the biggest board in Singapore with 20 directors and quite clearly, is the exception.
  • SPH FY18 profit down in absence of one-off gains October 15, 2018
    SINGAPORE Press Holdings' (SPH) net profit for FY18 fell 19.7 per cent to S$281.11 million in the absence of one-off gains, as FY17 had benefited from a gain on divestment of the group's stake in an online classifieds business.
  • Bond bears see gains in shorting Netflix debt October 15, 2018
    IN MARCH, noted shortseller Andrew Left took a swipe at Netflix Inc's stock, calling the online video company's aggressive spending on content acquisition "unsustainable". The stock took a brief dive on the Citron Research chief's assertion, but the volume of bets against it has since dropped to the lowest in at least half a decade.
  • Hi-P down 8.7% after flagging lower Q3 profit October 15, 2018
    SHARES of Hi-P International fell 8.74 per cent or 8 Singapore cents to close at 83.5 Singapore cents on Monday, with 6.18 million shares changing hands, upon the news that the company lowered its earning guidance for the second time this year.
  • Rex International unit to divest interest in Barents Sea licence October 15, 2018
    A 90 per cent-owned unit of Rex International Holding will divest its 20 per cent participating interest in the Barents Sea licence PL850 to an external third party, as part of a bid by the oilfield services firm to focus on its core assets and areas close to infrastructure in the Norwegian North Sea.

RSS The Business Times – Stocks

  • STI down 0.8% amid sea of red in Asia October 15, 2018
    HOPES that last Friday's US stock rebound would provide a fresh start to the trading week were dashed in the Asia session on Monday. Singapore was not spared. This came as investors were still gloomy after warnings from finance chiefs at the annual IMF meeting held over the weekend.
  • Hi-P down 8.7% after flagging lower Q3 profit October 15, 2018
    SHARES of Hi-P International fell 8.74 per cent or 8 Singapore cents to close at 83.5 Singapore cents on Monday, with 6.18 million shares changing hands, upon the news that the company lowered its earning guidance for the second time this year.
  • SGX plans to hard-code due diligence banking guidelines into listing rules October 15, 2018
    SINGAPORE Exchange Regulation (SGX RegCo) plans to incorporate the due diligence guidelines issued by the Association of Banks in Singapore (ABS) under its Listing Rules, following a public consultation that will take place by the year end.
  • Singapore shares close 0.8% lower on Monday October 15, 2018
    SINGAPORE stocks ended lower on Monday, with the Straits Times Index shedding 23.2 points or 0.8 per cent to 3,045.97. 
  • Singapore stocks: STI resumes Monday afternoon trading at 3,056.5, down 0.4% on day October 15, 2018
    SINGAPORE stocks resumed Monday afternoon trading in negative territory, with the Straits Times Index falling 12.67 points, or 0.4 per cent to 3,056.5 as at 1.11pm. 

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