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October 28, 2020

RSS Aswath Damodaran’s Musings on Markets

  • 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 […]
  • A Viral Market Update XI: The Flexibility Premium July 2, 2020
    I must confess that when I started these updates in February, I did not expect to be doing them in July, but a crisis is as good a time as any, to learn new lessons and relearn old ones. As the virus makes a comeback, particularly in the United States, it is not surprising that […]

RSS Dr David Kass commentary

  • The Stock Market and the Election October 27, 2020
    I am quoted in this InvestorPlace article: One concern that has been voiced in recent weeks is the possibility of delayed election results. Such a result may cause some investors to reduce exposure until...
  • Year-To-Date Performance of 5 Largest Stocks (Weekly Update – October 23, 2020) October 24, 2020
    The largest 5 stocks by market capitalization are substantially outperforming the S&P 500 and the Dow Jones Industrial Average (DJIA) Year-To-Date (YTD) as of October 23, 2020.  The total market capitalization of these 5...
  • SPACs – Why Investors Should Be Cautious October 23, 2020
    Oct 22, 2020 Finance SMITH BRAIN TRUST – This year, special purpose acquisition companies, or SPACs, seem to be all the rage, as companies seek to go public while bypassing the initial public offering process. But,...
  • Taxing Capital Gains October 17, 2020
    Barron’s published my Letter to the Editor on Joe Biden’s proposal to increase taxes on capital gains for those earning over $1 million. Taxing Capital Gains To the Editor: Concerns about the potential impact...
  • Year-To-Date Performance of the 5 Largest Stocks (Weekly Update – October 16, 2020) October 17, 2020
    The largest 5 stocks by market capitalization are substantially outperforming the S&P 500 and the Dow Jones Industrial Average (DJIA) Year-To-Date (YTD) as of October 16, 2020.  The total market capitalization of these 5...
  • Buffett Inches Toward Wells Fargo Exit October 16, 2020
    I am quoted in a Bloomberg article “Buffett Inches Toward Wells Fargo Exit as Scharf Sets Course”. “Clearly Warren Buffett has less confidence in the future course at Wells Fargo, in the perhaps future...
  • Year-To-Date Performance of 5 Largest Stocks (Weekly Update – October 9, 2020) October 10, 2020
    The largest 5 stocks by market capitalization are substantially outperforming the S&P 500 and the Dow Jones Industrial Average (DJIA) Year-To-Date (YTD) as of October 9, 2020.  The total market capitalization of these 5...
  • Year-To-Date Performance of 5 Largest Stocks (Weekly Update – October 2, 2020) October 3, 2020
    The largest 5 stocks by market capitalization are substantially outperforming the S&P 500 and the Dow Jones Industrial Average (DJIA) Year-To-Date (YTD) as of October 2, 2020.  The total market capitalization of these 5...
  • CFA Society, Washington DC: “Bull vs. Bear” Debate September 27, 2020
    I participated as the “bull” in this CFA Society, Washington, DC “Bull vs. Bear Debate” on September 9, 2020. REVISITING A STOCKS DISCUSSION, IN A VERY DIFFERENT TIME Sep 23, 2020 Finance SMITH BRAIN...

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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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