255 views? This gem is available on the internet for free and only 255 people cared enough to listen to the lecture? No wonder we have people saying "The stock market is a casino."
narayana mallesh it’s not that easy. It’s a full time job. I suggest reading a lot and practice a lot. Make some virtual portfolios or buy small number of stocks (low cost ofc) to practice. A stock you actually own is one you monitor better.
narayana mallesh no problem. Moreover read conference call transcripts every quarter to check how things are going for the company in hand. These are crucial to fill in the story part that Mr Aswath is talking about here. Most of the times you can find those in the investor relations tab at the corporate site or in sites like Seeking Alpha, Bloomberg, etc. Moreover there are key companies (and certain fund managers that suit your style - mine is deep value) to follow worldwide so as to get a glimpse on how things are going. One of them is FedEx which is a key company for global commerce. Another is Schlumberger to be able to sense where the oil industry is going. Funds like that of David iben’s Kopernick are deep value oriented. Kinetic Horizons has great info for crypto currencies (which could be used for hedging). The sky is the limit.
Watching this class after completing Aswath Damodaran Valuation course online. Fantastic, the Narrative bridging the numbers makes everything very very clear. Thanks so much for sharing this rich content. Amazing!!!
Absolutely Amazing Lecture ! Thank you so much for sharing this. Hats off to the Prof, for making this topic so interesting and providing his perspective on valuation, and hearing his story !
Si usted realmente quiere aprender a valorar empresas con fundamentos financieros sustentables, Aswath Damodaran es la persona indicada. Tiene muchos videos y cuanta con mucha información financiera actualizada, una base de datos enorme.
What a session Professor. Thank you. I am not a finance guy or an Investor, but I loved your session. Be blessed always. It was a great eye opener for a small time entrepreneur like me. Cannot thank you enough Professor. 🙏
Excellent. Down to earth. Shoots from the hip. He’s absolutely right about A. I. Google’s Bard can already program in 20 languages and do all data analytics . I fear the CFA is well meaning to change its curriculum but python + spreadsheets + valuation is………too late I’m afraid . This is bread and butter for machines because it’s data and filling cells .
after 5 minutes into the lecture that he speaks about himself as not a story teller, i cant help myself but think... thats a mighty long exposition for a "not story teller"
I think that's the whole point, isn't it? Things change, value changes. People work with information on what we have at the moment. This video is nearly 5 years old.
My left ear really enjoyed this.
Correct, hahahahaha
255 views? This gem is available on the internet for free and only 255 people cared enough to listen to the lecture? No wonder we have people saying "The stock market is a casino."
I am here after reading your answer on Quora.
hi Dinesh , have you applied his teachings in real life and made money ?
narayana mallesh it’s not that easy. It’s a full time job. I suggest reading a lot and practice a lot. Make some virtual portfolios or buy small number of stocks (low cost ofc) to practice. A stock you actually own is one you monitor better.
@@C_R_O_M________ thank you
narayana mallesh no problem. Moreover read conference call transcripts every quarter to check how things are going for the company in hand. These are crucial to fill in the story part that Mr Aswath is talking about here. Most of the times you can find those in the investor relations tab at the corporate site or in sites like Seeking Alpha, Bloomberg, etc.
Moreover there are key companies (and certain fund managers that suit your style - mine is deep value) to follow worldwide so as to get a glimpse on how things are going.
One of them is FedEx which is a key company for global commerce. Another is Schlumberger to be able to sense where the oil industry is going. Funds like that of David iben’s Kopernick are deep value oriented. Kinetic Horizons has great info for crypto currencies (which could be used for hedging). The sky is the limit.
Those who contextualise knowledge are, to my mind, the real teachers! Kudos Professor!
Absolutely fascinating 🙏
Music to the ears (or should I say 'ear'? 😀)
It brings tears to my eyes that knowledge is really free!
I love this guy. Some of the stuff he says really cracks me up.
Watching this class after completing Aswath Damodaran Valuation course online. Fantastic, the Narrative bridging the numbers makes everything very very clear. Thanks so much for sharing this rich content. Amazing!!!
Absolutely Amazing Lecture ! Thank you so much for sharing this. Hats off to the Prof, for making this topic so interesting and providing his perspective on valuation, and hearing his story !
LOVE = Listening to Professor Aswath Damodaran teaching :)
As always his talks are phenomenal. Thank you for explaining complex subjects in so simple and easy to understand language.
Absolutely gem! Watching during lockdown.
Si usted realmente quiere aprender a valorar empresas con fundamentos financieros sustentables, Aswath Damodaran es la persona indicada. Tiene muchos videos y cuanta con mucha información financiera actualizada, una base de datos enorme.
⁰
What a session Professor. Thank you. I am not a finance guy or an Investor, but I loved your session. Be blessed always. It was a great eye opener for a small time entrepreneur like me. Cannot thank you enough Professor. 🙏
I bow down to professor. So much to learn. thank you so much
Interesting and thoughtful as usual. Thank you professor!
I bow down my dear professor sahib, regards
Ashwath Sir, I learned most of the things of valuation because of your lectures. Thanks.
love your lecture professor
This is brilliance at its best.
What happens when the story outpaces the numbers #tslas
Absolutely brilliant wowwwwww!!!! I learned so much
Too good Aswath Sir...thanks a lot 🙏
Enjoyed the lecture like watching a movie
Not a single second was boring!!
A brilliant brain and an even more brilliant personality.
47:34 yes they are
Excellent. Down to earth. Shoots from the hip. He’s absolutely right about A. I. Google’s Bard can already program in 20 languages and do all data analytics . I fear the CFA is well meaning to change its curriculum but python + spreadsheets + valuation is………too late I’m afraid . This is bread and butter for machines because it’s data and filling cells .
Zomato Prof valued at Rs 40 now it is flying in India
Valuation at times beyond numbers
I'm watching this video in sep 2021and the UBER price is almost stagnant in 5 years... Wow
47:30 Nice prediction!
He has mastered how to tell that story over and over. It's disruptive
Amazingly informative lecture.
Amazing talk prof!
Awesome lecture for young ones in Valuation
Insightful and engaging
After 5 years since this talk, Uber valuation is still 40 billion $
That analyst who gave Tesla’s valuation would have become an MD of equity research
Please take an online valuation class!
Just found the one series! Here is link:
th-cam.com/video/znmQ7oMiQrM/w-d-xo.html&list=PLUkh9m2BorqnKWu0g5ZUps_CbQ-JGtbI9
Great lecture.
Aswath is digging a hole for himself with the stories of his mother in law.
Lol
At 29:28 he says when I was drunk Lmao He thinking about his son on those Friday and Saturday nights taking Uber.
and 69 has 50 million views...luckily I am me
Damn! What a brain!
😍🥰
#262 😀
theranos got demolished
Story telling all the way through
#21660
#35736
after 5 minutes into the lecture that he speaks about himself as not a story teller, i cant help myself but think... thats a mighty long exposition for a "not story teller"
He is so funny and intelligent
This video won’t age well with his Tesla story. The Oompa
Loompa is real! 🤣😜
I think that's the whole point, isn't it? Things change, value changes. People work with information on what we have at the moment. This video is nearly 5 years old.