Acquisitions are exciting and fun to be part of but they are not great value creators and in this sessions, I tried to look at some of the reasons. While the mechanical reasons, using the wrong discount rate or valuing […]
Author: Aswath Damodaran
Aswath Revisits On His 1998 Valuation Of Amazon.com (AMZN)
It was just over two weeks ago that I started my posts on the FANG stocks, starting with Facebook, which I decided to buy, because I felt that notwithstanding its current pariah status, its user base was too valuable to […]
Aswath Damodaran – Alphabet Soup: Google Is Alpha, But Where Are The Bets?
In my last two posts, I looked first at the turn in the market against the FANG stocks, largely precipitated by the Facebook user data fiasco and then at the effect of the blowback on Facebook’s value. I concluded that […]
Aswath Damodaran Analysis On Netflix (NFLX): The Future of Entertainment or House of Cards?
For better or worse, Netflix (NASDAQ:NFLX) has changed not just the entertainment business, but also the way that we (the audience) watch television. In the process, it has also enriched its investors, as its market capitalization climbed to $139 billion […]
The Facebook Feeding Frenzy: Time For A Pause!
In my last post, I noted that the FANG stocks have been in the spotlight, as tech has taken a beating in the market, but it is Facebook that is at the center of the storm. It was the news […]
Aswath Damodaran On The Past And Future Of Facebook, Amazon, Google And Other Tech Giants
If there is one thing that I have learned about markets over the years, it is that they have a way of leveling egos and cutting companies and investors down to size. The last three weeks have been humbling ones […]
Spotify Loose Ends: Pricing, User Value And Big Data!
In my last post, I valued Spotify, using information from its prospectus, and promised to come back to cover three loose ends: (1) a pricing of the company to contrast with my intrinsic valuation, (2) a valuation of a Spotify […]
Damodaran Online: There Is An App For That!
My posts over the last two months have been heavy, dealing first with my data update from January 2018, and with the market and its volatility in the last few weeks. I felt like taking a break and talking about […]
The New Aswath Damodaran Mobile App
Much of what I do ends up on my website, damodaran.com, where I post my classes (regular, executive or online), my writing (book support, practitioner papers), my data (updated once a year) and the tools that I use. That website […]
Aswath Damodaran – Interest Rates Correlation With Equity Prices? Its Complicated!
Jerome Powell, the new Fed Chair, was on Capitol Hill on February 27, and his testimony was, for the most part, predictable and uncontroversial. He told Congress that he believed that the economy had strengthened over the course of the […]
