Musings on Markets

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Big Risks: Catastrophic Risk in Investing and Business
Rare, but consequential!
 • 
Aswath Damodaran
2
The Seven Samurai: Big Tech to the Rescue!
FANG -> FANGAM -> MAG SEVEN
 • 
Aswath Damodaran
4

January 2024

Data Update 5 for 2025: Profitability - The End Game for Business?
Show me the money!
 • 
Aswath Damodaran
2
Data Update 4 for 2024: Risk enters the Equation
Danger plus Opportunity = Risk
 • 
Aswath Damodaran
Data Update 3 for 2024: A Rule-breaking Year for Interest Rates
The Fed does not set rates...
 • 
Aswath Damodaran
5
Data Update 2: A Stock Comeback - Winning the expectations game!
Everything is relative (to expectations)
 • 
Aswath Damodaran
The School Bell Rings: Time for Class
The Joy and Work of Learning!
 • 
Aswath Damodaran
4
Data Update 1 for 2024: The Data Speaks, but what is it saying?
In January 1993, I was valuing a retail company, and I found myself wondering what a reasonable margin was for a firm operating in the retail business…
 • 
Aswath Damodaran
1

December 2023

The Difference Makers: Key Person(s) Value!
The Value of People!
 • 
Aswath Damodaran
1

November 2023

Tesla in November 2023: Story twists & turns, with value consequences!
Growing pains!
 • 
Aswath Damodaran
6

October 2023

Good Intentions, Perverse Outcomes: The Impact of Impact Investing
Is doing something better than doing nothing?
 • 
Aswath Damodaran
6
Invisible, yet Invaluable: Valuing Intangibles - The Birkenstock IPO
Valuing what you cannot see!
 • 
Aswath Damodaran
6
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