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Arindam Guha's avatar

I listened to and spoke with Prof. Damodaran few months ago at T30 conference. He is brilliant in ideas and electric in presentations - as he showed us with his thoughts on valuation.

I am new to substack. I like to think, and write about data driven technology strategy. My latest post is below. I would love to get feedback from this community.

https://open.substack.com/pub/aringuha/p/broadcom-earnings-vis-a-vis-marvell?r=fuo9&utm_medium=ios

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Sivaganesh's avatar

Hello sir. Are you Aswath Damodaran , the valuation Guru ?

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