Prof. Damodaran Reveals His Magnificent Seven Investment Approach

The Meb Faber Show November 15, 2024
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Welcome to The Meb Faber Show, where the focus is on helping you grow and preserve your wealth. Join us as we discuss the craft of investing and uncover new and profitable ideas, all to help you grow wealthier and wiser. Better investing starts here. https://pod.link/1128955736 Meb is a co-founder and the Chief Investment Officer of Cambria Investment Management. He has authored thousands of investing articles, numerous white papers, and five books. He is a frequent speaker on financial networks including CNBC, Bloomberg TV, and Fox Business, and has been featured in Barron’s, The New York Times, and The New Yorker.

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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. To see links or read the transcript of the episode, visit us at https://www.themebfabershow.com/episodes/PChg7JNXzoV (00:00) Intro (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 ----- Sponsor: 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. https://go.ycharts.com/meb-faber ---- Follow Meb: X: https://x.com/MebFaber LinkedIn: https://www.linkedin.com/in/mebanefaber/ Website: http://mebfaber.com/ To learn more about our products and follow us, subscribe to our mailing list: https://theideafarm.us1.list-manage.com/subscribe/post?u=6750faf5c6091bc898da154ff&id=7249739cdb Listen and subscribe on the platform of your choice: Apple: https://podcasts.apple.com/us/podcast/the-meb-faber-show/id1128955736 Spotify: https://open.spotify.com/show/6gEEIpE2eu1yndaFra4Cgb Follow The Idea Farm: Subscribe (FREE!): www.theideafarm.com X: https://x.com/TheIdeaFarm LinkedIn: https://www.linkedin.com/company/theideafarm-co TikTok: https://www.tiktok.com/@mebfabershow Instagram: https://www.instagram.com/mebfabershow/reels/

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