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May 23, 2018

RSS Aswath Damodaran’s Musings on Markets

  • 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 […]
  • Damodaran Online: There is an App for that! March 5, 2018
    My posts over the last two months have been heavy, dealing first with my data update from January 2018, and with the market and its volatility in the last few weeks. I felt like taking a break and talking about something lighter and more personal, and giving you an update on my teaching, writing and […]

RSS Dr David Kass commentary

  • Major Portfolio Changes at Berkshire Hathaway in First Quarter 2018 May 15, 2018
    In its SEC Form 13F filed after the market closed today, Berkshire Hathaway revealed the following major portfolio changes that were not previously reported: (1) Teva Pharmaceuticals (TEVA) – a $400 million or 115% increase in its stake.  (Likely purchase of Todd Combs or Ted Weschler) (2) Monsanto (MON) – a $800 million or 62% […]
  • University of Maryland Finance Students Watch Live Stream of Berkshire Hathaway Annual Meeting May 15, 2018
    FINANCE STUDENTS WATCH AND LEARN WITH BERKSHIRE SHAREHOLDERS   May 15, 2018 World Class Faculty & Research Since 2006, finance professor David Kass has led students from the University of Maryland’s Robert H. Smith School of Business on an annual trek to Omaha, Nebraska, to partake in the Berkshire Hathaway Annual Shareholders Meeting. This year he and […]
  • David Kass Debate – CFA Society of Washington DC – June 6, 2018 May 7, 2018
    The Great Debate U.S. Equities: Boom or Bust? Wednesday, June 6th, 2018 12pm – 2pm Current investment trends in the United States shift almost daily and present contrasting arguments as to whether U.S. Equities are a bubble ready to implode or a great buying opportunity that still offers the best long-term investment available. CFAW has […]
  • David Kass Interview on SINA Finance (China) April 30, 2018 May 7, 2018
    This is the link to the article and video clip published by SINA Finance (China).
  • 10 Highlights of Warren Buffett, Charlie Munger, Bill Gates on CNBC – May 7, 2018 May 7, 2018
    Buffett: Bonds will fall a lot from current prices (as interest rates rise). Investors should buy S&P 500 Index instead. We are not in a stock market bubble. There has never been a good time to buy U.S. Treasury bonds. Buffett: Wells Fargo will outperform its rivals in the future.  Berkshire owns 10% and will […]
  • 18 Highlights of the 2018 Berkshire Hathaway Annual Meeting – May 5, 2018 May 6, 2018
    These are the highlights of the May 5, 2018 Berkshire Hathaway annual meeting.  Warren Buffett (87) and Charlie Munger (94) responded to shareholder questions during the five hour meeting.  A record number of about 42,000 shareholders attended. In opening comments, Warren Buffett mentioned that $10,000 invested in the S&P 500 in March 1942 would be […]
  • Berkshire Hathaway Bought 75 Million Shares of Apple During First Quarter May 4, 2018
    Warren Buffett’s Berkshire Hathaway increased its stake in Apple (NASDAQ:AAPL) by 45 percent or about $13 billion during the first quarter of 2018.  As of March 31, Berkshire owns about 5 percent of Apple or 240.3 million shares valued at $42.5 billion.  As of December 31, Berkshire had $116 billion in cash.
  • David Kass Chapter from “The Warren Buffett Shareholder” May 2, 2018
    I am one of the 43 contributors to the “Warren Buffett Shareholder” edited by Lawrence Cunningham and Stephanie Cuba. My chapter is linked below: https://files.acrobat.com/a/preview/4c5bce2a-9872-4d3f-8ced-e4274abb9d41
  • Pictorial History of Warren Buffett – Age 1 to 87 April 28, 2018
    In “Warren Buffett / Transformation From 1 to 87 Years Old /  Warren Buffett Best Quotes” , I am in picture 81 along with MBA and MS Finance students from the University of Maryland. Slide 77 — Buffett and Hillary Clinton Slide 78 — Buffett and Bill Gates Slide 79 — Buffett and Wife (Susan Buffett) […]

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warren buffett swimming naked quote

When financial institutions swim naked

December 4, 2014

“You only learn who has been swimming naked when the tide goes out…” This quote comes from Warren Buffett in his letter (February 2008) to Berkshire Hathaway shareholders for Year 2007. Mr Buffet was commenting on the woes facing financial institutions. Here is an excerpt: “Some major financial institutions have, however, experienced staggering problems because

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