Aswath Damodaran on Sugar Daddies, The Magnificent Seven & The Art of Selling Stocks | #558

The Meb Faber Show - Better Investing

The Idea Farm

Business, Investing, Management

4.7 • 938 Ratings

🗓️ 15 November 2024

⏱️ 60 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Today’s returning guest is Aswath Damodaran, a professor at NYU, where he teaches corporate finance and equity valuation. In today’s episode, Professor Damodaran delves into the intricacies of investing and the lifecycle of companies. He also covers the challenges of valuation in a changing economy, the trend of buybacks versus dividends, and the evolving role of AI in finance. Be sure to stick around to hear him critique ESG investing and share insights on the broken media landscape. (1:55) Mag7 stocks (7:28) Corporate life cycle (9:47) Factors influencing startup success & characteristics of mature companies (24:41) Capital allocation (26:52) The IPO landscape (34:05) AI in the investment process (39:12) OpenAI's corporate structure (45:48) ESG & the media landscape (50:24) Sports economics ----- Follow Meb on X, LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com ----- Today's episode is sponsored by YCharts. YCharts enables financial advisors to make smarter investment decisions and better communicate with clients. Get 20% off your initial YCharts Professional subscription when you start your free trial Follow The Idea Farm: X | LinkedIn | Instagram | TikTok ----- Interested in sponsoring the show? Email us at [email protected] ----- Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more. ----- Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here! Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Welcome to the Medfavor show, where the focus is on helping you grow and preserve your wealth.
0:10.9	Join us as we discuss the craft of investing and uncover new and profitable ideas, all to help you grow wealthier and wiser.
0:16.9	Better investing starts here.
0:19.5	Metfabor is the co-founder and chief investment officer at Cambria Investment Management.
0:22.5	Did it industry regulations, he will not discuss any of Cambria's funds on this podcast.
0:25.8	All opinions expressed by podcast participants are solely their own opinions and do not reflect the opinion of Cambria investment management or its affiliates.
0:31.2	For more information, visit cambrain investments.com.
0:34.7	This episode is sponsored by our friends at Whitecharts.
0:37.6	If you're a financial advisor, you know that time is one of your most valuable assets.
0:41.8	Between prepping for client meetings, creating proposals, staying on top of market trends,
0:45.9	and managing portfolios, your days are packed.
0:48.7	That's why the tools you rely on have to work seamlessly in YChart's new Quick Extract
0:52.8	does exactly that.
0:54.7	Quick Extract is the ultimate time saver for portfolio analysis.
0:58.5	It lets you upload client portfolios in nearly any format, PDF, screenshots, spreadsheets,
1:03.6	so you can skip the hours of manual data entry and dive straight into analysis.
1:08.1	In just seconds, Quick Extract sets you up to focus on what matters most,
1:12.1	high-impact tasks, building client relationships, and driving AEM growth. If you're ready to see
1:17.6	how quick extract can transform your practice, click on the link in the show notes to learn more,
1:21.9	get 20% off your initial Y-charts professional subscription when you start your free Y-charts
1:27.1	trial and tell them that
1:28.1	Meb sends you new customers only. You can go to go.w.witrarts.com forward slash meb-dash-favor.
	...

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