Blog Posts
283 videos • 159,718 views • by Aswath Damodaran
These are webcasts that supplement the blog posts that I make at
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1
Ratings Redux: The Moody's US Ratings Downgrade and Aftermath
Aswath Damodaran
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2
The Greed & Fear Tango: The Markets in April 2025!
Aswath Damodaran
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3
Buy the Dip? The Allure and Dangers of Contrarian Investing
Aswath Damodaran
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4
The Anatomy of a Crisis: Tariff Talk and Market Reaction!
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5
Investing Politics: Making Sense of Trump, Tariffs and Tesla!
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6
Data Update 9 for 2025: Dividends and Buybacks - Inertia and Me-tooism!
Aswath Damodaran
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7
Data Update 8 for 2025: The Draw and Drawbacks of Debt
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8
ROE, Returns to Shareholders, Good/Bad Companies and Efficient Markets: Back to Basics
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9
Data Update 6 for 2025: From Macro to Micro - The Hurdle Rate Question
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10
Data Update 5 for 2025: It is a small world after all!
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11
DeepSeek crashes the AI Party: Story break, change or shift?
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12
Data Update 4 for 2025: Interest Rates, Inflation and the Fed!
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13
Data Update 3 for 2025: The times they are a'changin...
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14
Data Update 2 for 2025: The Party Continued for US Equities
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15
Data Update 1 for 2025: The Draw (and Dangers) of Data!
Aswath Damodaran
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16
For the fun of it: An Open House for my Spring 2025 Classes
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17
The Siren Song of Sustainability: The Theocratic Trifecta's Third Leg!
Aswath Damodaran
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18
The Wisdom (and Madness) of Crowds: Political Markets as Election Predictors!
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19
The Sugar Daddy Effect? Corporate Venture Capital, Sovereign Wealth Funds and Green Investing!
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20
A Big Tech Breakup: Cui Bono?
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21
Just do it! Brand Name Lessons from Nike's Troubles!
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22
Fed up with Fed Talk: Central Banking Fairy Tales and Facts!
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23
Dealing with Decline: Intel, Walgreens and Starbucks put to the test!
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24
The Power of Expectations: Nvidia's Earnings Report and Market Reaction
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25
Beat you Bot: Building your moat against AI!
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26
The Corporate Life Cycle: The Key Ideas
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27
Country Risk: The 2024 Update
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28
Too Big a Risk? Catastrophic Risks in Business and Investing
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29
The Mag(nificent) Seven: The Seven Stocks that Saved the Market in 2023!
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30
Data Update 5 for 2024: Profitability - The End Game for Business?
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31
Data Update 4 for 2024: Danger plus Opportunity - Risk enters the Equation!
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32
Data Update 3 for 2024: A Rule Breaking Year for Interest Rates
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33
Data Update 2 for 2024: A Comeback Year for Stocks!
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34
The School bell rings: Time for class!
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35
Data Update 1 for 2024: The data speaks, but what is it saying?
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36
The Difference Makers: Key Person(s) Value
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37
A Tesla Revisit: Story Twists and Turns with Value Consequences
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38
Good Intentions, Perverse Outcomes: The Impact of Impact Investing
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39
Invisible, but Invaluable: Valuing Intangibles - The Birkenstock IPO
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40
Market Bipolarity: Exuberance versus Exhaustion!
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41
Putting the (Insta)cart before the (Grocery)horse: A COVID Favorite's Reality Check!
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42
A Business Upended: Streaming and the Future of The Entertainment Business
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43
Toys for Billionaires: Sports Franchises as Trophy Assets
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44
In Search of Safe Havens: The Trust Deficit and Risk-free Investments!
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45
The Price of Risk: With Equity Risk Premiums, Caveat Emptor!
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46
Country Risk: A 2023 Mid-year Update
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47
Investor Resilience or In Denial: A Look Back at the First Half of 2023
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48
AI Winners, Losers and Wannabes: Valuing AI's Boost to NVIDIA's Value!
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49
Good (Bad) Banks and Good (Bad) Investments: At the right price...
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50
Breach of Trust: Decoding the 2023 Banking Crisis
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51
Data Update 7 for 2023: Dividends, Buybacks and Cashflows
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52
Data Update 6 for 2023: The Upside and Downside of Debt
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53
Data Update 5 for 2023: Profitability, Returns and Value
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54
Data Update 4 for 2023: Country Risk
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55
The Theocratic Trifecta: The Allure and False Promise of ESG, Sustainability and Stakeholder Wealth
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56
India Rising hits a Roadblock: The Short Selling Threat to the Adani Group!
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57
Dissent and Debate: Pushback on my Tesla Valuation!
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58
Data Update 3 for 2023: Interest Rates and Bond Returns in 2022
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59
Revisiting Tesla in January 2023: The Great Unraveling or a Return to Normalcy?
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60
JavierIntro
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61
Data Update 1 for 2023: Setting the table
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62
A Return to Teaching: The Spring 2023 Edition
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63
Facebook (Meta) Lesson 3: Tell me a story!
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64
Facebook (Meta) Lesson 2: Accounting Inconsistencies and Consequences
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65
Facebook (Meta) Lesson 1: Corporate Governance - The What, Why and What now?
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66
Free Cash Flow: Back to Basics
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67
Uncertainty in Investing and Valuation: What if questions, Scenario Analysis and Simulations
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68
Sow the wind, Reap the whirlwind: An Inflation Update (September 23, 2022)
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69
A 2022 Zomato Update: Price, Value and the Gap!
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70
Country Risk: A Mid-year Update for 2022
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71
Risk Capital and Markets: A Temporary Retreat or Long term Retrenchment?
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72
An Inflation Follow Up: Company Exposure to Inflation's Effects
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73
In Search of a Steady State: Inflation, Interest Rates and Value
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74
Elon's Twitter Play: Valuation Question or Political Rorschach Test?
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75
ESG's Russia Test: Trial by Fire or Crash and Burn?
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76
Russia in Ukraine: Let Loose the Dogs of War!
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77
Data Update 5: The Bottom Line!
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78
End of an Era or Temporary Setback: Revisiting the FANGAM Stocks
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79
Data Update 4: Risk = Danger + Opportunity
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80
Data Update 3 for 2022: The Inflation Effect on Investing
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81
Data Update 2 for 2022: A Winning Year for US stocks, but....
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82
Data Update 1 for 2022: It's Moneyball Time!
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83
Back in the Classroom: Time to Teach!
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84
The "Right" CEO: A Corporate Life Cycle Perspective
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85
Tesla at a Trillion-Dollar Market Cap: Revisiting its Valuation
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86
The Billionaire Tax Proposal: A No-good, Awful, Terrible Idea!
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87
Triggered Disclosures: A Way out of the Disclosure Dilemma!
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88
The Indian Smartphone Revolution: Paytm's "Coming of Age" IPO
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89
An ESG Follow up: The Gravy Train (or circle) rolls on!
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90
Velvet Glove, Meet Iron Fist: The China Tech Crackdown
Aswath Damodaran
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91
Zomato.. Zomato... A DIY Valuation of Zomato
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92
The Zomato IPO: A Bet on Big Markets and User Platforms!
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93
The Disclosure Dilemma: When More (Data) is Less (Information)!
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94
The SPAC Revolution: IPO Disruptor or Blank Check Distortion?
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95
Inflation and Investing: False Alarm or Fair Warning?
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96
Investors Taxes and Value: Capital Gains, Dividends and Value
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97
The Corporate Tax Question: Facts and Fiction
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98
Interest Rates and Stock Prices: More than meets the eye!
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99
Data Update 4 for 2021: The Hurdle Rate
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100
The Price/Value Feedback Loop: Revisiting AMC and GME!
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101
Pitchforks and Torches at GameStop: The Reddit Raid on Hedge Funds!
Aswath Damodaran
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102
Data Update 3 for 2021: The Rest of the (Market) Story
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103
Data Update 2 for 2021: The Price of Risk!
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104
Marking Time: Another year, a new semester and fresh classes!
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105
Data Update 1 for 2021: A (Data) Look back at a Most Forgettable Year!
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106
The Sharing Economy comes home! The Airbnb IPO (at long last)!
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107
A Viral Market Update XIV: A Wrap on the COVID market, premature or not!
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108
Narrative and Numbers: Light in the Darkness
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109
Value Investing III: Rebirth, Reincarnation or Requiem?
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110
Value Investing II: A Lost Decade!
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111
Value Investing I: The Back Story!
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112
Doing good or Sounding Good: A Skeptical Look at ESG!
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113
Perception, Illusion and Reality: Stock Splits and Index Inclusions (Exclusions)
Aswath Damodaran
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114
A Viral Market Update XIII: The Strong (FANGAM) get stronger
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115
From Class Room to Class Zoom: Teaching in COVID Times!
Aswath Damodaran
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116
Viral Market Update XII: The Resilience of Risk Capital
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117
A Viral Market Update XI: An Ode to Flexibility
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118
A Viral Market Update X: A Corporate Life Cycle Perspective
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119
A Viral Market Update IX: Making Sense of the Market, A DIY Valuation of the S&P 500
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120
Postcards from the edge: Lessons from the COVID crisis
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121
A Viral Market Update VIII: A Crisis test of Value vs Growth, Active vs Passive, Small vs Large!
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122
A Viral Market Update VIII: A Crisis test of Value vs Growth, Active vs Passive, Small vs Large!
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123
A Viral Market Update VII: Mayhem with Mulltiples
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124
A Viral Market Update VII: Mayhem with Mulltiples
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125
A Viral Market Update VI: Updating the Price of Risk (Equity Risk Premiums & Default Spreads)
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126
A Viral Market Meltdown V: Back to Basics?
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127
A Viral Market Meltdown IV: Preparing for a post-virus World
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128
Data Update 7 for 2020: The Dark Side of Debt
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129
Data Update 6 for 2020: Growth, Profitability and Reinvestment
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130
A Viral Market Update III: Price vs Value, Investing vs Trading!
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131
A Viral Market Meltdown II: Clues in the Market Debris?
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132
Data Update 5 for 2020: Costs of debt, equity and capital
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133
A Viral Market Meltdown: Fear or Fundamentals?
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134
Data Update 4 for 2020: Country Risk and Currency Questions
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135
Data Update 3 for 2020: The Price of Risk
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136
A Do-it-Yourself (DIY) Valuation of Tesla: Of Investment Regret and Disagreement!
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137
An Ode to Luck: Revisiting Tesla in January 2020
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138
Data Update 2 for 2020: A Retrospective on a Disruptive Decade (2010-19)
Aswath Damodaran
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139
Data Update 1 for 2020: Setting the table
Aswath Damodaran
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140
A Teaching Manifesto: An Invitation to my Spring 2020 Classes!
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141
Regime Changes and Value: An Aramco Valuation Follow up!
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142
A Coming-out party for an Oil Colossus: Pricing and Valuing Aramco's IPO!
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143
Softbank's WeWork Rescue: Savior Economics or Sunk Cost Problem?
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144
Disrupting the IPO Process: Challenging the Banker-run Model!
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145
IPO Lessons for Public Market Investors
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146
US Equities: Market Bubble or Groundhog Day?
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147
What do VCs prize and price? Lessons from Peloton, Uber and WeWork IPOs
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148
Runaway Story to Meltdown in Motion: The Unraveling of the WeWork IPO
Aswath Damodaran
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149
Shareholder Value to Stakeholder Interests: CEO Capitulation or Empty Doublespeak?
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150
Country Risk: A 2019 mid-year update
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151
Macro Bet or Micro Delusion? The Marketing of Beyond Meat
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152
Curfew for a Corporate Teenager? Tesla in June 2019
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153
The Uber Launch: Personal Mobility Revolution or Car Service Overreach?
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154
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155
Lyfting Off? The Lyft IPO
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156
Investing Idol Worship: The Kraft Heinz Lesson
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157
January 2019 Data Update 9: Playing the Pricing Game
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158
January 2019 Data Update 8: Buybacks - Fact and Fiction
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159
January 2019 Data Update 7: Debt - Neither Poison nor Nectar!
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160
January 2019 Data Update 6: Profitability, Growth and Value
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161
January 2019 Data Update 5: Of Hurdle Rates and Funding Costs
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162
January 2019 Data Update 4: The Many Faces of Risk!
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163
Back to Class: A Teaching Manifesto!
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164
January 2019 Data Update 3: Playing the Numbers Game
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165
January 2019 Data Update 2: The Bond Market Message
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166
Data Update 1 for 2019: Stocks are risky (in case we had forgotten)!
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167
Signal or Noise? Yield Curves, Economic Growth and Stock Prices
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168
Investment Whiplash: Better lucky than good?
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169
The GE End Game: The Bataan Death March or Resurrection?
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170
An October Surprise: Making Sense of Market Mayhem!
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171
High and Higher: The Money in Marijuana
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172
Apple and Amazon at a Trillion $: A Follow up on Uncertainty and Catalysts
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173
Trillion Dollar Duo: An Apple and Amazon Retake!
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174
Trillion Dollar Toppers: Market Triggers, Value Drivers and Pricing Catalysts!
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175
Deja Vu in Turkey: Currency Crisis and Corporate Insanity!
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176
Tesla's Going Private? Stray Tweet or Game Changing News?
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177
Country Risk 2018: A Mid-Year Update
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178
Share Count Confusion: Dilution, Employee Options and Multiple Share Classes!
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179
Twists and Turns in the Tesla Story: A Boring, Boneheaded Update!
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180
User Based Companies: The Good, the Bad and the Ugly!
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181
Amazon: Glimpses of Shoeless Joe!
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182
Alphabet Soup: All Alpha (Google), No Bets?
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183
Netflix: The Future of Entertainment or House of Cards?
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184
Facebook: Friendless, but still formidable!
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185
Come Easy, Go Easy: The Takedown of the FANG Stocks
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186
Spotify Loose Ends: Pricing, Subscriber Value and Big Data!
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187
Stream On: An IPO Valuation of Spotify!
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188
Damodaran Online: There is an app for that!
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189
Interest Rates and Stock Prices: Looking Under the Hood!
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190
Testing Times: Market Turmoil and Investment Serenity
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191
January 2018 Data Update 10: The Price is right!
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192
DataUpdate 9 for 2018: Dividends, Buybacks & Cash Balances
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193
Data Update 8 for 2018: Debt and Taxes
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194
Data Update 7 for 2018: Profits, Excess Returns and Value
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195
Data Update 6 for 2018: The Cost of Capital
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196
January 2018 Data Post 5: Country Risk Update
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197
January 2018 Data Update 4: The Currency Conundrum
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198
Data Update 3: Taxing Questions
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199
Data Update 2 for 2018: The (Continued) Resilience of US Equities
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200
Data Update 1 for 2018: The Numbers don't lie, or do they?
Aswath Damodaran
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201
Bitcoin Blowback: Back to the Drawing Board?
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