Valuation Lessons, Investing, & Life w/ Aswath Damodaran

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  • เผยแพร่เมื่อ 23 พ.ย. 2024

ความคิดเห็น • 210

  • @TheInvestorsPodcastNetwork
    @TheInvestorsPodcastNetwork  2 ปีที่แล้ว +22

    It was an absolute delight speaking with Aswath Damodaran on the #RicherWiserHappier podcast. We talked about valuing stocks; his views on Bitcoin, Tesla, Amazon & Alibaba; his skepticism about ESG; and a whole lot more. Hope you enjoy it! - William
    We hope you enjoyed this episode as much as we did. Please let us know your thoughts in the comments section!
    IMPORTANT: Please beware of cyber scams & phishing attacks. We have received reports of fake accounts claiming to be affiliated with The Investor's Podcast Network or posing as one of our hosts. Please help us report those suspicious accounts. We will never reach out to you for any business or investment opportunity. Stay vigilant!

    • @Meditationmiamibeach
      @Meditationmiamibeach 2 ปีที่แล้ว

      As I mentioned in Omaha, I am sure there are many, many people like me that had their life changed by Prof. Damodaran’s generosity. This is also the best interview I have heard of Prof. Damodaran (and I have heard many). Thanks!

    • @SuperLocotaco
      @SuperLocotaco 2 ปีที่แล้ว

      0

  • @urmihossain
    @urmihossain 2 ปีที่แล้ว +102

    you brought the best guest ever!

  • @HomoOeconomicus999
    @HomoOeconomicus999 2 ปีที่แล้ว +42

    It amazes me how humble he is; he basically takes all youtuber requests and he talks for hours; he shares every kind of data and study materials on his webpage/TH-cam Chanel, my finance professor had a huge arrogance and ego.

  • @TooAjit2Quit
    @TooAjit2Quit 2 ปีที่แล้ว +48

    I went into this interview expecting a dry lesson on stock valuations and came out with a masterclass on living life with purpose and intention. Tremendous wisdom, thank you for sharing.

  • @robbarnett6530
    @robbarnett6530 2 ปีที่แล้ว +10

    Professor Damodaran is a gift to the investing world. I am very grateful for having had the opportunity to attend his course at NYU. I attribute all of my investing success to him. Thank you for this very thoughtful interview with this legendary educator.
    Best regards, Rob.

  • @conw_y
    @conw_y 2 ปีที่แล้ว +5

    Aswath is like a Zen master!

  • @VanNguyen2010
    @VanNguyen2010 2 ปีที่แล้ว +7

    I consider myself being extremely lucky as I came across this interview. There are so much that I can relate including the joy (and the luxury) to be alone and keep myself away from all the noise. This interview is filled with wisdom, humility and lessons for life. I actually downloaded this as I know I would want to listen to it again. Thank you, an awesome interviewer who is extremely good at listening. Thank you, professor. You are the gift to humanity!

  • @heygodthisside
    @heygodthisside 2 ปีที่แล้ว +3

    Can someone value the impact this gem of a teacher have had on investing education world?

  • @santomenon3689
    @santomenon3689 2 ปีที่แล้ว +3

    Thoroughly enjoyed it. He plays the devils advocate to the hilt. If i were to be the CEO, i will make him the Chief Conscience Officer.

  • @ghalibkhan80
    @ghalibkhan80 2 ปีที่แล้ว +35

    this is an excellent series of interviews. William Green has clearly done a lot of research for each interview

    • @TheInvestorsPodcastNetwork
      @TheInvestorsPodcastNetwork  2 ปีที่แล้ว

      So happy to hear you're loving the episodes!

    • @RicherWiserHappier
      @RicherWiserHappier 2 ปีที่แล้ว +5

      Many thanks, ghalibkhan80! So glad you're enjoying these interviews. It's true -- I do a pretty crazy amount of research before these conversations! Warm wishes, William

    • @ghalibkhan80
      @ghalibkhan80 2 ปีที่แล้ว +1

      i agree dude

    • @agarwaltaron
      @agarwaltaron 2 ปีที่แล้ว +3

      @@RicherWiserHappier - Thanks you so much for spreading all this wisdom. This is perhaps the most effective conversation I heard ever !!!

  • @ergun_unutmaz
    @ergun_unutmaz 2 ปีที่แล้ว +15

    I follow Prof. Damodaran's teachings with a deep interest and I am happy to have so many overlapping ideas with him, on investment philosophy and on life in general. Today I had plenty of things to do, but the length of the video didn't intimidate me. I rescheduled my agenda and I enjoyed every moment of it. Very inspiring. Thanks for the conversation.

  • @AnandSinghVentures
    @AnandSinghVentures 2 ปีที่แล้ว +7

    I remember watching his each of his class on youtube for 3 - 4 times. Thanks professor I owe a lot to you. Great interview.

  • @rahulgoyal9445
    @rahulgoyal9445 2 ปีที่แล้ว +2

    Aswath damodaran bring me to this page and I am really happy that I can find rich content on this channel as well

  • @jkj1459
    @jkj1459 ปีที่แล้ว +1

    IT IS FIRST TIME THAT I SPEND OVER ONE AND HALF HOUR WITHOUT BORING . THANK YOU . I LOVE THAT STRATEGY OF INCRIMENTAL PROCESS THAT HE KEEPS DOING .

  • @evancoles
    @evancoles 2 ปีที่แล้ว +12

    Aswath is a legend.

    • @TheInvestorsPodcastNetwork
      @TheInvestorsPodcastNetwork  2 ปีที่แล้ว +1

      Thanks for watching, Evan!

    • @evancoles
      @evancoles 2 ปีที่แล้ว

      @@TheInvestorsPodcastNetwork Thank you for doing these interviews. I get so much out of all of them.

  • @yotshel
    @yotshel 2 ปีที่แล้ว +6

    Legendary Aswath, was lucky to listen to his podcasts and TH-cams

  • @mohanvalrani
    @mohanvalrani 2 ปีที่แล้ว +3

    Aswath, you are a great human being; sharing knowledge is the best method of giving. Compliments from a 80 year old.

  • @lucianosoar
    @lucianosoar 2 ปีที่แล้ว +4

    Great Interview. The option of abandon at the end is a golden rule for life. This man deserve a Nobel! He does in life in everyday teaching, spreading his knowledge for free making a world better....exactly what ESG companies say they do mostly for marketing than a true core value.

  • @roym1444
    @roym1444 2 ปีที่แล้ว +2

    Interviewers questions were top-notch

    • @tricktreat7941
      @tricktreat7941 8 หลายเดือนก่อน

      Yes, one of the best interviewers on TH-cam

  • @grant_ford
    @grant_ford 2 ปีที่แล้ว +4

    This interview is pure gold, thanks for adding the personal dimension. Mr. Damodaran is a karmic billionaire, whether he believes it or not 😃

  • @richardowen8152
    @richardowen8152 2 ปีที่แล้ว +2

    Damodaran is the best!

  • @smilingstar99
    @smilingstar99 2 ปีที่แล้ว +4

    Every minute was worth its weight in gold/bitcoin or whatever it is. Aswath shares so many useful & enduring investing insights & most importantly humility!!!

  • @havrenne
    @havrenne 2 ปีที่แล้ว +2

    Just wow ! I knew Damodaran a little bit already through some of his classes, but Green here completed the picture and insisted on very core questions. After this interview I would say Damodaran is now my favorite investor. The process, attitude and philosophy are just impeccable.

  • @miguelpujante
    @miguelpujante 2 ปีที่แล้ว +4

    What a masterpiece of a podcast with an amazing guest. Keep bringing this type of content. Thank you so much.

  • @decanioandres
    @decanioandres 2 ปีที่แล้ว +7

    Excelent and beautifull interview, we need more TEACHERS like him in the world . thanks Prof Damodaran

  • @backpackly
    @backpackly 2 ปีที่แล้ว +3

    William Green delivers consistently amazing interviews. Love to see a real emphasis on the value investing community.

  • @charudatt
    @charudatt 2 ปีที่แล้ว +3

    The most candid interaction of professor on the internet! Thanks for this one

  • @shubhambisht8007
    @shubhambisht8007 2 ปีที่แล้ว +5

    what an amazing interviewer

  • @sukhbirkapoor309
    @sukhbirkapoor309 2 ปีที่แล้ว +7

    Thank you for the enlightening podcast. Aswath is amazing and a big motivator . God’s gift to the world !

  • @2007spandya
    @2007spandya 2 ปีที่แล้ว +9

    What an amazing interview. Respect to professor! 🙏🙏. Great questions by interviewer as well.

  • @thegrumpydeveloper
    @thegrumpydeveloper 2 ปีที่แล้ว +3

    Important metrics are Revenue growth, margins, reinvestment.

  • @shubhamchugh4480
    @shubhamchugh4480 2 ปีที่แล้ว +5

    This was one of the most interesting and knowledgeable interview. Thankyou so much. I have followed the works of Mr aswath damodaran over the years and it was the first I got to know the person he is. My respect for hime increased tremendously. Thankyou Mr william for asking such great questions.

  • @chrisesterhuysen1459
    @chrisesterhuysen1459 2 ปีที่แล้ว +3

    Thank you Prof. Damodaran!!!

  • @shriekinggalah8644
    @shriekinggalah8644 2 ปีที่แล้ว +4

    What a fantastic interview! Thank you to Prof. Damodaran and to Mr Green!

  • @saleminreza
    @saleminreza 2 ปีที่แล้ว +3

    One of the best interviews on TIPN. Thanks for sharing the wisdom with us.

  • @cool3884
    @cool3884 2 ปีที่แล้ว +2

    What a wonderful video. So much wisodm.thanks.

  • @sridharsrigiriraju4583
    @sridharsrigiriraju4583 2 ปีที่แล้ว +2

    1:35:11 : Great inspiration.

  • @albertopaganoni3388
    @albertopaganoni3388 8 หลายเดือนก่อน

    if we were all like this man the world would be a better place

  • @brianbirnbaum9760
    @brianbirnbaum9760 ปีที่แล้ว

    Totall relate to trying to be more agreeable. It’s very difficult to be a rational, logical person and remain agreeable in the face of frequent irrational thought and behavior. But once in a while people like us are actually wrong so it’s important to remain calm and dispassionate to the extent possible.

  • @jkj1459
    @jkj1459 ปีที่แล้ว +1

    ONLY ONE NEED TO SPEND SOME TIME WITH HIS TEACHING FREE OF COST , WHICH OTHERS SELL AND ENCASH .

  • @scottiebumich
    @scottiebumich 2 ปีที่แล้ว +4

    Great article. And love that so much of Aswath's lifestyle is influenced by eastern spirituality. My time in India, Nepal, and SE Asia has taught me many similar values! Much appreciated.

  • @agarwaltaron
    @agarwaltaron 2 ปีที่แล้ว +2

    I dont have words which are effective enough to convey how impactful this talk was !! Thank You so much !!

  • @DRVAMS
    @DRVAMS 2 ปีที่แล้ว +3

    Very stimulating talk.Great job by host and of course the best guest ...

  • @althafyoosuf7945
    @althafyoosuf7945 2 ปีที่แล้ว +3

    Wonderful… truly amazing. Thank you Aswath 🌷

  • @cpshah111
    @cpshah111 2 ปีที่แล้ว +5

    Two hours well spent…terrific episode.

  • @jkj1459
    @jkj1459 ปีที่แล้ว +1

    THANK YOU WILLIAMS . GREAT JOB .❤🧡💛💚

  • @wm6549
    @wm6549 2 ปีที่แล้ว +2

    Excellent interview! The interviewer really did his homework.

  • @amar6847
    @amar6847 11 หลายเดือนก่อน

    He is such a pleasure to hear ..Such great calmness

  • @fadibataineh2379
    @fadibataineh2379 2 ปีที่แล้ว +4

    Always bringing great guest speakers

  • @JoeAnand
    @JoeAnand ปีที่แล้ว

    Great discussion and I learnt a lot from Aswath's answers.

  • @goldsilvercryptos5963
    @goldsilvercryptos5963 2 ปีที่แล้ว +2

    What a wonderful interview! Thanks for bringing out the person behind the books. What a joy it was to listen - too many things to take away and imbibe. You have a unique way of asking questions and the interview just flows smoothly like magic! Loved it... ALOT!

  • @AlessandroOrlandi83
    @AlessandroOrlandi83 2 ปีที่แล้ว +3

    A very interesting conversation. Thank you very much.

  • @Sage16226
    @Sage16226 2 ปีที่แล้ว +1

    Great episode

  • @VedJoshi..
    @VedJoshi.. 2 ปีที่แล้ว +2

    these are some of the best questions

  • @Christian-cu8eo
    @Christian-cu8eo 7 หลายเดือนก่อน

    So Great this attitude about sharing knowledge in teaching 🙏🏻

  • @Meditationmiamibeach
    @Meditationmiamibeach 2 ปีที่แล้ว +4

    Thank you professor for all you do for us!

  • @bertrandmoura-melhorespagi5717
    @bertrandmoura-melhorespagi5717 ปีที่แล้ว

    Thank you very much! It was a memorable interview.

  • @FedtTony
    @FedtTony 2 ปีที่แล้ว +2

    Brilliant interview. Thank you for this

  • @sujoydalal9147
    @sujoydalal9147 2 ปีที่แล้ว +2

    Aswath Sir something to learn whenever I hear you..

  • @pjs3493
    @pjs3493 ปีที่แล้ว

    This podcast is filled with gems of wisdom! Thank you for so many great and practical lessons.

  • @helengrives1546
    @helengrives1546 10 หลายเดือนก่อน

    If you want companies to behave differently then you must change the game. The first thing is hold your ow power and do the work.

  • @amitagarwal2
    @amitagarwal2 2 ปีที่แล้ว +1

    Golden nuggets of wisdom!

  • @leonhead8413
    @leonhead8413 2 ปีที่แล้ว +2

    Great interview, William and Aswath were on 🔥

  • @sebfox2194
    @sebfox2194 2 ปีที่แล้ว +2

    Thanks again to everyone involved for another great investing interview.

  • @babrdwod7464
    @babrdwod7464 2 ปีที่แล้ว +1

    Absolutely love this gentlemen!

  • @Question-Research-wj5wr
    @Question-Research-wj5wr 11 หลายเดือนก่อน

    Absolutely no words ❤

  • @qaisurrehman
    @qaisurrehman ปีที่แล้ว

    your questions and interview are very in depth and extraordinary i love its excellent job William

  • @Raysliquidity
    @Raysliquidity 2 ปีที่แล้ว +2

    Amazing discussion and great, in-depth questions. So much to learn from this man.

  • @gauravdwivedi2808
    @gauravdwivedi2808 2 ปีที่แล้ว +2

    Loved the talk

  • @roni41
    @roni41 2 ปีที่แล้ว +3

    So much wisdom

  • @qaisurrehman
    @qaisurrehman ปีที่แล้ว

    this is really a master peice

  • @amaetfacquodvis2450
    @amaetfacquodvis2450 2 ปีที่แล้ว +2

    high quality interview, thank you both!

  • @Sueni
    @Sueni ปีที่แล้ว

    This guy is brilliant

  • @tekst3r
    @tekst3r ปีที่แล้ว

    every minute full of deep and meaningful thoughts! spectacular time i've had pouring through this video.

  • @EducationistK
    @EducationistK 9 หลายเดือนก่อน

    I truly enjoy your lectures on valuation. A foolish question prof Damodaran. Methods that many use to evaluate the attractiveness of
    industrial stocks include traditional ratios such as price-
    to-earnings (P/E) and price-to-sales (P/S), both on
    an absolute and relative basis, PEGY ratios (P/E vs.
    estimated growth and dividend yield), and discounted
    cash flow (DCF) analysis. Which is the best or if there is not one then what would you recommend.

  • @ganapathysubramanian6389
    @ganapathysubramanian6389 2 ปีที่แล้ว +1

    Amazing ..Thanks much

  • @skipkapur1
    @skipkapur1 2 ปีที่แล้ว +2

    Thank you for this wonderful interview. Both participants did a great job, and Aswath has certainy influenced me when it comes to life and investing. Perhaps, because I've had similar beliefs. Great podcast.

  • @manishpugalia8559
    @manishpugalia8559 ปีที่แล้ว

    All qualities r of god, n anything wrong is human n needs to b rectified as we all are part of one almighty. We r no one else than a fragment of almighty

  • @bedantabordoloi
    @bedantabordoloi 2 ปีที่แล้ว +2

    Loved this !

  • @MrYufu221
    @MrYufu221 2 ปีที่แล้ว +2

    Such a great interview! So good!

  • @tempioxavo
    @tempioxavo 2 ปีที่แล้ว +2

    Thank you

  • @community1854
    @community1854 11 หลายเดือนก่อน +1

    Revenue Growth(business model) Operating Margin or Profitability (manufacturing v software), and Reinvestment (growth requires reinvestment and customer growth, stable customer acquisition)! Pricing metrics as well as business metrics both be accounted in investment decisions!

  • @rodrigoandrade1657
    @rodrigoandrade1657 2 ปีที่แล้ว +2

    Awesome!

  • @sadanandsahasrabuddhe1946
    @sadanandsahasrabuddhe1946 2 ปีที่แล้ว +3

    1:40:00 advise to kids , keep an option to abandon

  • @Blueocean77386
    @Blueocean77386 2 ปีที่แล้ว +2

    wonderful

  • @Be_4ever_curious
    @Be_4ever_curious 2 ปีที่แล้ว +1

    Superb

  • @davidcherve
    @davidcherve ปีที่แล้ว

    This be gold. Gracias

  • @sadanandsahasrabuddhe1946
    @sadanandsahasrabuddhe1946 2 ปีที่แล้ว +2

    14:00 I know just enough to make myself dangerous

  • @rsraman123
    @rsraman123 2 ปีที่แล้ว +2

    Brilliant brilliant point about factor of luck. Could you please feel sorry for Intel as well? They are like the Apple of 1990s minus Steve Jobs though

  • @arrywibisono6792
    @arrywibisono6792 ปีที่แล้ว

    thanks for this great video

  • @naveengoyal9702
    @naveengoyal9702 2 ปีที่แล้ว +1

    Wonderful taking kindly name what is name of your website thanks

  • @josephtuang9775
    @josephtuang9775 2 ปีที่แล้ว +2

    Great interview 🔥🔥

  • @simonroese2596
    @simonroese2596 2 ปีที่แล้ว +3

    God bless you all for this content
    Are you all hiring? Volunteering? Id love to help
    Im so serious

    • @TheInvestorsPodcastNetwork
      @TheInvestorsPodcastNetwork  2 ปีที่แล้ว

      Hi, thank you for the interest, you may check out our careers page here: www.theinvestorspodcast.com/careers/ :)

  • @Question-Research-wj5wr
    @Question-Research-wj5wr 11 หลายเดือนก่อน

    Wonderful ❤

  • @coolsajib
    @coolsajib 2 ปีที่แล้ว

    Valuation of life!

  • @sadanandsahasrabuddhe1946
    @sadanandsahasrabuddhe1946 2 ปีที่แล้ว +1

    36:00 how any score based systems gets gamed .. I have seen this very closely in IBM

  • @sadanandsahasrabuddhe1946
    @sadanandsahasrabuddhe1946 2 ปีที่แล้ว +2

    31:00 being good comes at cost, it's expensive ..

  • @community1854
    @community1854 11 หลายเดือนก่อน +1

    Revenue Growth, reinvestment,

  • @faizakazmi1531
    @faizakazmi1531 2 ปีที่แล้ว +2

    Respects 🙏🙏🙏

  • @samtradder7590
    @samtradder7590 2 ปีที่แล้ว +1

    Aswath, how did you manage to finish Masters in India with 15 years of schooling? A very good Indian friend of mine while at UNC, claimed to have done 11 years of school + 1 year of PUC + 3 years of BA + 2 years of MA = 17 years (MA Economics from Madras Christian College). Was my friend stretching the truth a bit ?

    • @rajeshr75
      @rajeshr75 2 ปีที่แล้ว

      Some of the MBA programs in India are not the typical Masters degree program offered by universities. It's called PGDM or Post Grad Diploma in Mgmt. In India it is considered equivalent to masters. Maybe at the time it was not considered (in the US) as masters equivalent. Prof Damodaran, I believe, did a 11+1+3+2(but that 2 was a PGDM and not counted as masters). I guess that must explain.