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Putting the (Insta)cart before the Grocery (horse): A COVID Favorite's Reality Check!
After years of rumors of an imminent IPO, Instacart has finally filed for a public offering of it’s shares, aspiring to raise about $600 million from…
Sep 19
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Aswath Damodaran
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Putting the (Insta)cart before the Grocery (horse): A COVID Favorite's Reality Check!
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A Business Upended: The Streaming Disruption of the Movie & Broadcasting Business
From Box Office to Subscriber Numbers
Sep 12
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Aswath Damodaran
31
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A Business Upended: The Streaming Disruption of the Movie & Broadcasting Business
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Toys for Billionaires: Sports Franchises as Trophy Assets!
I have always loved sports, playing tennis and cricket when I was growing up, before transitioning to fan status, cheering for my favored teams from the…
Aug 25
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Aswath Damodaran
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Toys for Billionaires: Sports Franchises as Trophy Assets!
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In Search of Safe Havens: The Trust Deficit and Risk-free Investments!
Without trust, there is risk!
Aug 15
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Aswath Damodaran
29
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In Search of Safe Havens: The Trust Deficit and Risk-free Investments!
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The Price of Risk: With Equity Risk Premiums, Caveat Emptor!
If you have been reading my posts, you know that I have an obsession with equity risk premiums, which I believe lie at the center of almost every…
Aug 5
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Aswath Damodaran
29
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The Price of Risk: With Equity Risk Premiums, Caveat Emptor!
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Country Risk: A July 2023 Update
The Dark Side of Globalization!
Jul 26
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Aswath Damodaran
30
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Country Risk: A July 2023 Update
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Market Resilience or Investors in Denial: The Market at Mid-Year 2023
Fear, greed and confusion!
Jul 18
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Aswath Damodaran
39
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Market Resilience or Investors in Denial: The Market at Mid-Year 2023
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AI's Winners, Losers and Wannabes: Valuing the AI Boost at NVIDIA
ChatGPT almost wrote this!
Jun 23
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Aswath Damodaran
57
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AI's Winners, Losers and Wannabes: Valuing the AI Boost at NVIDIA
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