MI249: Stock Valuation Masterclass w/ Aswath Damodaran
Ajayshrees
Description
<p><strong>IN THIS EPISODE, YOU’LL LEARN: </strong></p><p><br></p><p>00:00 - Intro</p><p>03:53 - The importance of having an investment philosophy and how to figure out what your investment philosophy is. </p><p>The difference between having an investment philosophy and strategy. </p><p>03:53 - An example of what a growth investor’s investment philosophy may be, such as the famous growth investor Peter Lynch. </p><p>08:22 - Why Aswath believes it’s better to be a generalist than a specialist in one area of investing. </p><p>15:00 - What are value drivers and how to apply them in our valuation process? </p><p>15:00 - The 5 basic variables we need to value any business. </p><p>24:27 - How to convert these value drivers into a DCF or intrinsic value model. </p><p>26:23 - The most common mistakes investors make when valuing a company and how to avoid these. </p><p>26:23 - Aswath’s test on how to figure out if your growth rate is reasonable. </p><p>29:23 - How to figure out what discount rate we should use? </p><p>36:11 - Why Aswath doesn’t believe in a “hold forever mentality” of stocks in a value investing approach. </p><p>37:24 - How often we should revisit our valuations for companies? </p><p>56:53 - How do companies get on Aswath’s radar? </p><p>And much, much more!</p><p><br></p><p><em>*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.</em></p><p><br></p><p><strong>BOOKS AND RESOURCES</strong></p><ul><li>Check out Aswath's<strong> </strong><a href="https://pages.stern.nyu.edu/~adamodar/New_Home_Page/home.htm" rel="noopener noreferrer" target="_blank"><strong>Website</strong></a><strong>. </strong></li><li>Check out Aswath’s <a href="https://www.youtube.com/@AswathDamodaranonValuation" rel="noopener noreferrer" target="_blank"><strong>YouTube Channel</strong></a>.</li><li>Related Episode: Listen to <a href="https://link.chtbl.com/MI226" rel="noopener noreferrer
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MI249: Stock Valuation Masterclass w/ Aswath Damodaran
Ajayshrees