Category: Intrinsic Value
AI’s Winners, Losers and Wannabes: An NVIDIA Valuation, with the AI Boost!
I will start this post with a couple of confessions. The first is that my portfolio has held up well this year, in a market that has been top-heavy and tech-driven, and one big reason is that it contains both NVIDIA and Microsoft, two companies that ha…
Tesla in 2023: A Return to Reality, The Start of the End or Time to Buy?
I am not much of a car person and view cars primarily as a mode of transportation. I drive a 2010 Honda Civic, a perfectly serviceable vehicle that is never going to get oohs and ahas from onlookers, but I feel no urge to value Honda. I don’t own a Tes…
Back to Earth or Temporary Setback? Revisiting the FANGAM Stocks
This post is by Aswath Damodaran from Musings on Markets It has been a rocky year so far, in 2022, with worries about inflation competing with hopes about recovery for the market’s attention. In the midst of all the action, to no one’s surprise, have been six stocks (Facebook, Amazon, Netflix, Google, Apple and Microsoft…
Back to Earth or Temporary Setback? Revisiting the FANGAM Stocks
This post is by Aswath Damodaran from Musings on Markets It has been a rocky year so far, in 2022, with worries about inflation competing with hopes about recovery for the market’s attention. In the midst of all the action, to no one’s surprise, have been six stocks (Facebook, Amazon, Netflix, Google, Apple and Microsoft…
Sounding good or Doing good? A Skeptical Look at ESG
In my time in corporate finance and valuation, I have seen many “new and revolutionary” ideas emerge, each one marketed as the solution to all of the problems that businesses face. Most of the time, these ideas start by repackaging an existing concept …
Sounding good or Doing good? A Skeptical Look at ESG
This post is by Aswath Damodaran from Musings on Markets In my time in corporate finance and valuation, I have seen many “new and revolutionary” ideas emerge, each one marketed as the solution to all of the problems that businesses face. Most of the time, these ideas start by repackaging an existing concept or measure…
A Viral Market Update IX: A Do-it-Yourself S&P 500 Valuation
It has been close to four weeks since my last viral market update, and I could come up with a whole host of excuses for the delay, but the truth is that I have not had much to say that is original, and I am naturally lazy. That said, markets have settl…
A Viral Market Update IX: A Do-it-Yourself S&P 500 Valuation
This post is by Aswath Damodaran from Musings on Markets It has been close to four weeks since my last viral market update, and I could come up with a whole host of excuses for the delay, but the truth is that I have not had much to say that is original, and I am…