Aswath Damodaran: Bottom up betas for Disney, Vale, Tata Motors, Baidu, Deutsche Bank

0
2
Aswath Damodaran - Price And Value
Aswath Damodaran
Aswath Damodaran - Price And Value
Published on Mar 4, 2015

In this session, I look at how to estimate growth from fundamentals and how reinvestment and return on investment drive growth in the long term.
Quiz in the first 30 minutes of class
Slides: http://www.stern.nyu.edu/~adamodar/po…
Post class test: http://www.stern.nyu.edu/~adamodar/pd…
Post class test solution:
http://www.stern.nyu.edu/~adamodar/pd…

Published on Mar 4, 2015

In this session, I go through the process of estimating bottom up betas for Disney, Vale, Tata Motors, Baidu, Deutsche Bank and a private business.
Slides: http://www.stern.nyu.edu/~adamodara/p…
http://www.stern.nyu.edu/~adamodar/po…
Post class test: http://www.stern.nyu.edu/~adamodar/pd…
Post class test solution: http://www.stern.nyu.edu/~adamodar/pd..

DX2 Capital LP: Working From Home Trend Won’t Last

New York-based long/short equity fund DX2 Capital LP added 4.8% in the month of April according to a copy of its April investor update, which ValueWalk has been able to review. Q1 2020 hedge fund letters, conferences and more Following this performance, for the year to the end of April, the fund was down -5.7% Read More