Damodaran 专题更新

所有年份的专题更新汇总于此，按发布日期从新到旧排列。“播放列表补充”表示官方播放列表可见、频道视频页未列出的条目。

2026 年 · 2025 年 · 2024 年 · 2023 年 · 2022 年 · 2021 年 · 2020 年 · 2019 年 · 2018 年 · 2017 年 · 2016 年 · 2015 年

2026 年

发布日期	视频原标题	时长	学习笔记
2026-10-22	From Eyeballs to ARR: Buzzy Pricing Metrics and the AI Trade!	45:50	已提炼
2026-10-08	Earnings, Cashflows and Stock Prices: The AI Storm blows through!	32:52	已提炼
2026-09-10	Interest rates and Stock Prices: An Old Market Debate Replayed!	36:48	已提炼
2026-09-02	The Scaling and Profitability Trade-off: Venture Capital's weakest link!	48:55	已提炼
2026-08-20	AI's Bar Mitzvah Moment? From Hype & Hope to Business Questions!	44:36	待整理
2026-08-10	Lessons from Leo: The Dark Side of Investment Conviction!	36:20	待整理
2026-07-29	Information Timing and Release: The Debate over Quarterly Reporting and Fed Guidance!	31:41	待整理
2026-07-15	Country Risk: Determinants, Measures and Implications - The 2026 Edition	37:00	待整理
2026-06-18	The Indexing Question: Should SpaceX, OpenAI and Anthropic be in the S&P 500?	46:03	待整理
2026-06-04	The Numbers are in: A Post-Prospectus SpaceX Valuation!	45:19	待整理
2026-05-06	An Ode to Restraint: Lessons from the Tim Cook Legacy!	36:09	待整理
2026-04-23	To Trillion(s) and Beyond: The SpaceX IPO Odyssey	31:52	待整理
2026-04-01	The Market's Narrative: How Investors are pricing in the Iran War!	19:30	待整理
2026-03-24	Finding your Investing Lodestar: In Search of an Investment Philosophy!	43:45	待整理
2026-03-04	AI Disruption: Doomsday Scenario or Fizzle?	28:51	待整理
2026-02-24	Data Update 8 for 2026: Dividends and Buybacks - The Investing Harvest!	36:35	待整理
2026-02-20	Data Update 7 for 2026: Debt and Taxes	32:00	待整理
2026-02-16	Data Update 6 for 2026: In Search of Profitability and Value!	36:17	待整理
2026-02-05	Data Update 5 for 2026: Risk and Hurdle Rates - The 2026 Edition!	32:13	待整理
2026-02-01	Data Update 4 for 2026: A Tumultuous Year (2025) for Global Markets!	28:05	待整理
2026-01-27	Data Update 3 for 2026: The Trust Deficit - From Bonds to Gold to Bitcoin!	23:41	待整理
2026-01-23	Data Update 2 for 2026: A Test for US Equities	27:53	待整理
2026-01-09	Data Update 1 for 2026: The Push and Pull of Data	29:34	待整理

2025 年

发布日期	视频原标题	时长	学习笔记
2025-12-03	Trillion dollar Market Caps: Fairy Tale Pricing or Great Businesses?	34:55	待整理
2025-11-06	A Golden Year: Gold's Price Surge in 2025 - Macro Signal or Pricing Noise?	32:54	待整理
2025-10-06	A "Fairly Highly Valued" (Stock) Market: The Fed Chair Opines but should anyone listen?	32:16	待整理
2025-08-05	The Imitation Game: Defending against AI's Dark Side!	25:12	待整理
2025-07-31	Country Risk 2025: The Story behind the Numbers!	31:15	待整理
2025-07-18	To Bitcoin or not to Bitcoin: The Corporate Cash Question	25:50	待整理
2025-06-17	Alternative Investing: Promise and Performance!	29:17	待整理
2025-06-02	Ratings Redux: The Moody's US Ratings Downgrade and Aftermath	30:40	待整理
2025-05-03	The Greed & Fear Tango: The Markets in April 2025!	29:33	待整理
2025-04-20	Buy the Dip? The Allure and Dangers of Contrarian Investing	28:07	待整理
2025-04-07	The Anatomy of a Crisis: Tariff Talk and Market Reaction!	41:06	待整理
2025-03-14	Investing Politics: Making Sense of Trump, Tariffs and Tesla!	32:58	待整理
2025-03-05	Data Update 9 for 2025: Dividends and Buybacks - Inertia and Me-tooism!	29:28	待整理
2025-02-23	Data Update 8 for 2025: The Draw and Drawbacks of Debt	34:36	待整理
2025-02-18	ROE, Returns to Shareholders, Good/Bad Companies and Efficient Markets: Back to Basics	22:24	待整理
2025-02-11	Data Update 7 for 2025: The End Game in Business	35:05	待整理
2025-02-08	Data Update 6 for 2025: From Macro to Micro - The Hurdle Rate Question	29:41	待整理
2025-02-06	Data Update 5 for 2025: It is a small world after all!	30:37	待整理
2025-01-31	DeepSeek crashes the AI Party: Story break, change or shift?	38:27	待整理
2025-01-28	Data Update 4 for 2025: Interest Rates, Inflation and the Fed!	26:54	待整理
2025-01-26	Data Update 3 for 2025: The times they are a'changin...	29:23	待整理
2025-01-17	Data Update 2 for 2025: The Party Continued for US Equities	26:14	待整理
2025-01-10	Data Update 1 for 2025: The Draw (and Dangers) of Data!	19:50	待整理

2024 年

发布日期	视频原标题	时长	学习笔记
2024-12-11	For the fun of it: An Open House for my Spring 2025 Classes	31:39	待整理
2024-11-14	The Siren Song of Sustainability: The Theocratic Trifecta's Third Leg!	27:17	待整理
2024-11-07	The Wisdom (and Madness) of Crowds: Political Markets as Election Predictors!	25:55	待整理
2024-10-28	The Sugar Daddy Effect? Corporate Venture Capital, Sovereign Wealth Funds and Green Investing!	32:46	待整理
2024-10-18	A Big Tech Breakup: Cui Bono?	43:40	待整理
2024-10-01	Just do it! Brand Name Lessons from Nike's Troubles!	37:09	待整理
2024-09-20	Fed up with Fed Talk: Central Banking Fairy Tales and Facts!	27:07	待整理
2024-09-09	Dealing with Decline: Intel, Walgreens and Starbucks put to the test!	33:51	待整理
2024-09-05	The Power of Expectations: Nvidia's Earnings Report and Market Reaction	32:34	待整理
2024-08-28	Beat you Bot: Building your moat against AI!	32:38	待整理
2024-08-18	The Corporate Life Cycle: The Key Ideas	35:12	待整理
2024-07-24	Country Risk: The 2024 Update	36:53	待整理
2024-02-16	Too Big a Risk? Catastrophic Risks in Business and Investing	28:50	待整理
2024-02-08	The Mag(nificent) Seven: The Seven Stocks that Saved the Market in 2023!	30:43	待整理
2024-01-31	Data Update 5 for 2024: Profitability - The End Game for Business?	29:11	待整理
2024-01-28	Data Update 4 for 2024: Danger plus Opportunity - Risk enters the Equation!	37:51	待整理
2024-01-24	Data Update 3 for 2024: A Rule Breaking Year for Interest Rates	17:25	待整理
2024-01-17	Data Update 2 for 2024: A Comeback Year for Stocks!	24:57	待整理
2024-01-11	The School bell rings: Time for class!	23:46	待整理
2024-01-05	Data Update 1 for 2024: The data speaks, but what is it saying?	22:45	待整理

2023 年

发布日期	视频原标题	时长	学习笔记
2023-12-10	The Difference Makers: Key Person(s) Value	41:27	待整理
2023-11-01	A Tesla Revisit: Story Twists and Turns with Value Consequences	40:21	待整理
2023-10-12	Good Intentions, Perverse Outcomes: The Impact of Impact Investing	33:45	待整理
2023-10-06	Invisible, but Invaluable: Valuing Intangibles - The Birkenstock IPO	52:21	待整理
2023-10-04	Market Bipolarity: Exuberance versus Exhaustion!	21:54	待整理
2023-09-19	Putting the (Insta)cart before the (Grocery)horse: A COVID Favorite's Reality Check!	41:29	待整理
2023-09-11	A Business Upended: Streaming and the Future of The Entertainment Business	43:12	待整理
2023-08-25	Toys for Billionaires: Sports Franchises as Trophy Assets	32:00	待整理
2023-08-15	In Search of Safe Havens: The Trust Deficit and Risk-free Investments!	30:29	待整理
2023-08-04	The Price of Risk: With Equity Risk Premiums, Caveat Emptor!	42:07	待整理
2023-07-25	Country Risk: A 2023 Mid-year Update	31:36	待整理
2023-07-17	Investor Resilience or In Denial: A Look Back at the First Half of 2023	23:33	待整理
2023-06-23	AI Winners, Losers and Wannabes: Valuing AI's Boost to NVIDIA's Value!	45:16	待整理
2023-05-07	Good (Bad) Banks and Good (Bad) Investments: At the right price...	35:34	待整理
2023-05-05	Breach of Trust: Decoding the 2023 Banking Crisis	32:53	待整理
2023-03-07	Data Update 7 for 2023: Dividends, Buybacks and Cashflows	35:59	待整理
2023-02-26	Data Update 6 for 2023: The Upside and Downside of Debt	31:47	待整理
2023-02-15	Data Update 5 for 2023: Profitability, Returns and Value	19:45	待整理
2023-02-11	Data Update 4 for 2023: Country Risk	29:36	待整理
2023-02-10	The Theocratic Trifecta: The Allure and False Promise of ESG, Sustainability and Stakeholder Wealth	3:13:42	待整理
2023-02-04	India Rising hits a Roadblock: The Short Selling Threat to the Adani Group!	37:45	待整理
2023-02-02	Dissent and Debate: Pushback on my Tesla Valuation!	25:55	待整理
2023-01-30	Data Update 3 for 2023: Interest Rates and Bond Returns in 2022	18:31	待整理
2023-01-26	Revisiting Tesla in January 2023: The Great Unraveling or a Return to Normalcy?	27:40	待整理
2023-01-21	Data Update 2 for 2023: A Rocky Year for Equities!	26:11	待整理
2023-01-16	JavierIntro（播放列表补充）	1:22	待整理
2023-01-06	Data Update 1 for 2023: Setting the table	23:30	待整理

2022 年

发布日期	视频原标题	时长	学习笔记
2022-12-21	A Return to Teaching: The Spring 2023 Edition	24:57	待整理
2022-11-15	Facebook (Meta) Lesson 3: Tell me a story!	40:52	待整理
2022-11-10	Facebook (Meta) Lesson 2: Accounting Inconsistencies and Consequences	41:50	待整理
2022-11-04	Facebook (Meta) Lesson 1: Corporate Governance - The What, Why and What now?	46:44	待整理
2022-10-25	Free Cash Flow: Back to Basics	38:48	待整理
2022-10-24	Uncertainty in Investing and Valuation: What if questions, Scenario Analysis and Simulations	1:53:51	待整理
2022-09-26	Sow the wind, Reap the whirlwind: An Inflation Update (September 23, 2022)	30:25	待整理
2022-07-27	A 2022 Zomato Update: Price, Value and the Gap!	18:22	待整理
2022-07-13	Country Risk: A Mid-year Update for 2022	20:05	待整理
2022-06-30	Risk Capital and Markets: A Temporary Retreat or Long term Retrenchment?	23:41	待整理
2022-05-20	An Inflation Follow Up: Company Exposure to Inflation's Effects	21:11	待整理
2022-05-06	In Search of a Steady State: Inflation, Interest Rates and Value	28:07	待整理
2022-04-21	Elon's Twitter Play: Valuation Question or Political Rorschach Test?	25:24	待整理
2022-03-28	ESG's Russia Test: Trial by Fire or Crash and Burn?	24:48	待整理
2022-03-19	Russia in Ukraine: Let Loose the Dogs of War!	21:26	待整理
2022-02-26	Data Update 5: The Bottom Line!	30:50	待整理
2022-02-12	End of an Era or Temporary Setback: Revisiting the FANGAM Stocks	28:44	待整理
2022-02-08	Data Update 4: Risk = Danger + Opportunity	26:53	待整理
2022-01-27	Data Update 3 for 2022: The Inflation Effect on Investing	26:27	待整理
2022-01-19	Data Update 2 for 2022: A Winning Year for US stocks, but....	25:53	待整理
2022-01-08	Data Update 1 for 2022: It's Moneyball Time!	27:59	待整理

2021 年

发布日期	视频原标题	时长	学习笔记
2021-12-15	Back in the Classroom: Time to Teach!	22:09	待整理
2021-12-10	The "Right" CEO: A Corporate Life Cycle Perspective	36:15	待整理
2021-11-05	Tesla at a Trillion-Dollar Market Cap: Revisiting its Valuation	30:41	待整理
2021-10-25	The Billionaire Tax Proposal: A No-good, Awful, Terrible Idea!	28:54	待整理
2021-10-19	Triggered Disclosures: A Way out of the Disclosure Dilemma!	26:32	待整理
2021-10-04	The Indian Smartphone Revolution: Paytm's "Coming of Age" IPO	27:24	待整理
2021-09-14	An ESG Follow up: The Gravy Train (or circle) rolls on!	30:55	待整理
2021-09-01	Velvet Glove, Meet Iron Fist: The China Tech Crackdown	40:05	待整理
2021-08-02	Zomato.. Zomato... A DIY Valuation of Zomato	29:39	待整理
2021-07-22	The Zomato IPO: A Bet on Big Markets and User Platforms!	34:51	待整理
2021-07-14	The Disclosure Dilemma: When More (Data) is Less (Information)!	29:32	待整理
2021-06-09	The SPAC Revolution: IPO Disruptor or Blank Check Distortion?	32:51	待整理
2021-05-24	Inflation and Investing: False Alarm or Fair Warning?	27:42	待整理
2021-05-11	Investors Taxes and Value: Capital Gains, Dividends and Value	18:58	待整理
2021-04-20	The Corporate Tax Question: Facts and Fiction	23:24	待整理
2021-03-25	Interest Rates and Stock Prices: More than meets the eye!	21:33	待整理
2021-02-09	Data Update 4 for 2021: The Hurdle Rate	29:19	待整理
2021-02-03	The Price/Value Feedback Loop: Revisiting AMC and GME!	18:25	待整理
2021-01-29	Pitchforks and Torches at GameStop: The Reddit Raid on Hedge Funds!	29:46	待整理
2021-01-27	Data Update 3 for 2021: The Rest of the (Market) Story	34:48	待整理
2021-01-20	Data Update 2 for 2021: The Price of Risk!	23:01	待整理
2021-01-12	Marking Time: Another year, a new semester and fresh classes!	13:05	待整理
2021-01-09	Data Update 1 for 2021: A (Data) Look back at a Most Forgettable Year!	26:11	待整理

2020 年

发布日期	视频原标题	时长	学习笔记
2020-12-02	The Sharing Economy comes home! The Airbnb IPO (at long last)!	35:24	待整理
2020-11-05	A Viral Market Update XIV: A Wrap on the COVID market, premature or not!	23:29	待整理
2020-10-29	Narrative and Numbers: Light in the Darkness	31:11	待整理
2020-10-23	Value Investing III: Rebirth, Reincarnation or Requiem?	17:01	待整理
2020-10-23	Value Investing II: A Lost Decade!	18:34	待整理
2020-10-23	Value Investing I: The Back Story!	19:52	待整理
2020-09-21	Doing good or Sounding Good: A Skeptical Look at ESG!	28:08	待整理
2020-09-01	Perception, Illusion and Reality: Stock Splits and Index Inclusions (Exclusions)	28:30	待整理
2020-08-20	A Viral Market Update XIII: The Strong (FANGAM) get stronger	27:13	待整理
2020-08-05	From Class Room to Class Zoom: Teaching in COVID Times!	23:52	待整理
2020-07-29	Postcards from the edge: Lessons from the COVID crisis	40:42	待整理
2020-07-23	Viral Market Update XII: The Resilience of Risk Capital	26:11	待整理
2020-07-02	A Viral Market Update XI: An Ode to Flexibility	25:59	待整理
2020-06-19	A Viral Market Update X: A Corporate Life Cycle Perspective	20:55	待整理
2020-06-04	A Viral Market Update IX: Making Sense of the Market, A DIY Valuation of the S&P 500	25:05	待整理
2020-05-13	A Viral Market Update VIII: A Crisis test of Value vs Growth, Active vs Passive, Small vs Large!	27:58	待整理
2020-04-24	A Viral Market Update VII: Mayhem with Mulltiples	20:19	待整理
2020-04-08	A Viral Market Update VI: Updating the Price of Risk (Equity Risk Premiums & Default Spreads)	18:02	待整理
2020-03-31	A Viral Market Meltdown V: Back to Basics?	19:50	待整理
2020-03-23	A Viral Market Meltdown IV: Preparing for a post-virus World	15:32	待整理
2020-03-20	Data Update 7 for 2020: The Dark Side of Debt	13:55	待整理
2020-03-20	Data Update 6 for 2020: Growth, Profitability and Reinvestment	20:29	待整理
2020-03-15	A Viral Market Update III: Price vs Value, Investing vs Trading!	23:35	待整理
2020-03-08	A Viral Market Meltdown II: Clues in the Market Debris?	18:53	待整理
2020-02-27	Data Update 5 for 2020: Costs of debt, equity and capital	20:20	待整理
2020-02-25	A Viral Market Meltdown: Fear or Fundamentals?	15:52	待整理
2020-02-19	Data Update 4 for 2020: Country Risk and Currency Questions	23:35	待整理
2020-02-10	Data Update 3 for 2020: The Price of Risk	13:02	待整理
2020-02-06	A Do-it-Yourself (DIY) Valuation of Tesla: Of Investment Regret and Disagreement!	19:51	待整理
2020-01-30	An Ode to Luck: Revisiting Tesla in January 2020	17:57	待整理
2020-01-27	Data Update 2 for 2020: A Retrospective on a Disruptive Decade (2010-19)	28:04	待整理
2020-01-13	Data Update 1 for 2020: Setting the table	15:49	待整理

2019 年

发布日期	视频原标题	时长	学习笔记
2019-12-19	A Teaching Manifesto: An Invitation to my Spring 2020 Classes!	24:17	待整理
2019-11-19	Regime Changes and Value: An Aramco Valuation Follow up!	19:14	待整理
2019-11-18	A Coming-out party for an Oil Colossus: Pricing and Valuing Aramco's IPO!	31:32	待整理
2019-11-15	Softbank's WeWork Rescue: Savior Economics or Sunk Cost Problem?	20:57	待整理
2019-10-18	Disrupting the IPO Process: Challenging the Banker-run Model!	28:23	待整理
2019-10-11	IPO Lessons for Public Market Investors	28:14	待整理
2019-10-01	US Equities: Market Bubble or Groundhog Day?	23:13	待整理
2019-09-17	What do VCs prize and price? Lessons from Peloton, Uber and WeWork IPOs	26:22	待整理
2019-09-09	Runaway Story to Meltdown in Motion: The Unraveling of the WeWork IPO	32:28	待整理
2019-08-28	Shareholder Value to Stakeholder Interests: CEO Capitulation or Empty Doublespeak?	32:59	待整理
2019-08-12	Country Risk: A 2019 mid-year update	18:32	待整理
2019-06-12	Macro Bet or Micro Delusion? The Marketing of Beyond Meat	18:50	待整理
2019-06-03	Curfew for a Corporate Teenager? Tesla in June 2019	28:20	待整理
2019-04-14	The Uber Launch: Personal Mobility Revolution or Car Service Overreach?	23:35	待整理
2019-03-07	Lyfting Off? The Lyft IPO	24:33	待整理
2019-02-27	Investing Idol Worship: The Kraft Heinz Lesson	18:17	待整理
2019-02-22	January 2019 Data Update 9: Playing the Pricing Game	20:50	待整理
2019-02-08	January 2019 Data Update 8: Buybacks - Fact and Fiction	29:59	待整理
2019-02-04	January 2019 Data Update 7: Debt - Neither Poison nor Nectar!	21:42	待整理
2019-01-30	Bias: The Achilles heel of Valuation Practice!	11:48	待整理
2019-01-27	January 2019 Data Update 6: Profitability, Growth and Value	17:12	待整理
2019-01-24	January 2019 Data Update 5: Of Hurdle Rates and Funding Costs	25:57	待整理
2019-01-21	January 2019 Data Update 4: The Many Faces of Risk!	25:51	待整理
2019-01-11	Back to Class: A Teaching Manifesto!	11:55	待整理
2019-01-09	January 2019 Data Update 3: Playing the Numbers Game	12:27	待整理
2019-01-07	January 2019 Data Update 2: The Bond Market Message	10:58	待整理
2019-01-02	Data Update 1 for 2019: Stocks are risky (in case we had forgotten)!	12:49	待整理

2018 年

发布日期	视频原标题	时长	学习笔记
2018-12-07	Signal or Noise? Yield Curves, Economic Growth and Stock Prices	16:18	待整理
2018-12-03	Investment Whiplash: Better lucky than good?	16:07	待整理
2018-11-14	The GE End Game: The Bataan Death March or Resurrection?	24:59	待整理
2018-10-28	An October Surprise: Making Sense of Market Mayhem!	22:25	待整理
2018-10-16	High and Higher: The Money in Marijuana	14:05	待整理
2018-09-21	Apple and Amazon at a Trillion $: A Follow up on Uncertainty and Catalysts	26:23	待整理
2018-09-19	Trillion Dollar Duo: An Apple and Amazon Retake!	16:04	待整理
2018-09-10	Trillion Dollar Toppers: Market Triggers, Value Drivers and Pricing Catalysts!	18:53	待整理
2018-08-15	Deja Vu in Turkey: Currency Crisis and Corporate Insanity!	19:26	待整理
2018-08-10	Tesla's Going Private? Stray Tweet or Game Changing News?	19:23	待整理
2018-08-06	Country Risk 2018: A Mid-Year Update	17:21	待整理
2018-07-25	Share Count Confusion: Dilution, Employee Options and Multiple Share Classes!	23:21	待整理
2018-06-28	Twists and Turns in the Tesla Story: A Boring, Boneheaded Update!	21:40	待整理
2018-05-29	User Based Companies: The Good, the Bad and the Ugly!	16:58	待整理
2018-05-22	Walmart's Flipkart Gambit: Growth Rebirth or Costly Facelift?	12:39	待整理
2018-04-26	Amazon: Glimpses of Shoeless Joe!	22:18	待整理
2018-04-19	Alphabet Soup: All Alpha (Google), No Bets?	13:35	待整理
2018-04-16	Netflix: The Future of Entertainment or House of Cards?	21:28	待整理
2018-04-10	Facebook: Friendless, but still formidable!	17:15	待整理
2018-04-07	Come Easy, Go Easy: The Takedown of the FANG Stocks	15:28	待整理
2018-03-23	Spotify Loose Ends: Pricing, Subscriber Value and Big Data!	16:54	待整理
2018-03-16	Stream On: An IPO Valuation of Spotify!	20:36	待整理
2018-03-04	Damodaran Online: There is an app for that!	11:26	待整理
2018-03-02	Interest Rates and Stock Prices: Looking Under the Hood!	14:02	待整理
2018-02-10	Testing Times: Market Turmoil and Investment Serenity	16:12	待整理
2018-02-05	January 2018 Data Update 10: The Price is right!	16:39	待整理
2018-02-04	DataUpdate 9 for 2018: Dividends, Buybacks & Cash Balances	21:41	待整理
2018-01-30	Data Update 8 for 2018: Debt and Taxes	21:45	待整理
2018-01-27	Data Update 7 for 2018: Profits, Excess Returns and Value	24:39	待整理
2018-01-26	Data Update 6 for 2018: The Cost of Capital	25:30	待整理
2018-01-25	January 2018 Data Post 5: Country Risk Update	20:18	待整理
2018-01-24	January 2018 Data Update 4: The Currency Conundrum	14:48	待整理
2018-01-12	Data Update 3: Taxing Questions	22:00	待整理
2018-01-09	Data Update 2 for 2018: The (Continued) Resilience of US Equities	16:52	待整理
2018-01-05	Data Update 1 for 2018: The Numbers don't lie, or do they?	14:49	待整理

2017 年

发布日期	视频原标题	时长	学习笔记
2017-10-27	Bitcoin Blowback: Back to the Drawing Board?	13:29	待整理
2017-10-24	The Bitcoin Boom: Asset, Commodity, Currency or Collectible?	14:50	待整理
2017-10-16	Loss Leader or Value Creator? Breaking down Amazon Prime	18:18	待整理
2017-10-06	Tax Reform: Promise of Plenty or Poisoned Chalice?	28:07	待整理
2017-08-11	Tesla: A Disruptive Force with a Debt Problem?	18:48	待整理
2017-08-01	Crypto Currency: Hope, Hype and Hoopla!	26:21	待整理
2017-07-19	Online Education: Promise, Pitfalls and Potential	9:21	待整理
2017-07-13	The Dark Side of Globalization: An Update on Country Risk	21:24	待整理
2017-07-05	User/Subscriber Economics II: Growth, Costs and Business Models	20:47	待整理
2017-06-28	User and Subscriber Economics/Value: A User-Based Valuation of Uber	27:52	待整理
2017-06-21	Uber's Bad, Awful, Horrible Week: Doomsday Scenario or Business Reset?	25:11	待整理
2017-06-06	A Tale of Two Markets: Risk on or Risk off? The best of times or the worst of times?	15:29	待整理
2017-03-23	Valeant: Damaged Goods or Deeply Discounted Drug Company?	18:40	待整理
2017-03-10	Data 2017 Update 10: The Pricing Game	17:07	待整理
2017-03-09	Good Companies, Good Managers, Good Investments: Deciphering the Divide	10:21	待整理
2017-02-17	Snap, the Perishable Picture Company: Valuing the IPO	20:31	待整理
2017-02-09	The Greatest Cash Machine in History: An Analysis of Apple (February 2017)	16:08	待整理
2017-02-06	Data 2017 Update 9: Dividends, Rodney Dangerfield of Corporate Finance	18:30	待整理
2017-02-01	Data 2017 Update 8: Debt, the Dark and Light Side!	11:51	待整理
2017-01-30	Data 2017 Update 7: Of Good and Bad Businesses!	12:57	待整理
2017-01-26	Data 2017 Update 6: The Cost of Capital	13:58	待整理
2017-01-25	Data 2017 Update 5: A Taxing Year Ahead?	19:15	待整理
2017-01-24	Data 2017 Update 4: Country Risk	15:07	待整理
2017-01-20	Data 2017 Update 3: Cracking the Currency Code	17:20	待整理
2017-01-13	Data 2017 Update 2: The US Markets in 2016	12:54	待整理
2017-01-11	Narrative and Numbers: A number cruncher learns to tell stories!	8:31	待整理
2017-01-09	Data 2017 Update 1: The Promise and Perils of Data	18:10	待整理

2016 年

发布日期	视频原标题	时长	学习笔记
2016-12-14	Active Investing: Rest in Peace or Resurgent Force?	21:40	待整理
2016-11-30	Terminal Value Myth 5: The Terminal value ate my DCF!	8:32	待整理
2016-11-30	Terminal Value Myth 4: Negative Growth Rates are impossible	9:01	待整理
2016-11-30	Terminal Value Myth 3: Growth is good, more growth is better!	12:09	待整理
2016-11-30	Terminal Value Myth 2: As g approaches r, it is to Infinity and beyond!	10:23	待整理
2016-11-30	Terminal Value Myth 1: Don't believe in forever? You can't do DCF!	7:42	待整理
2016-11-22	Faith, Fear and Feedback: Ready for the Valeant Test?	16:15	待整理
2016-11-17	All in the family: The Ups and Downs of Family Group Companies	24:04	待整理
2016-11-11	The Election Surprise: The Trump Election's Market Effect	24:56	待整理
2016-11-04	Discount Rate Myth 3: The Discount Rate cannot change in a DCF!	9:40	待整理
2016-11-04	Discount Rate Myth 5: As rates approach zero, value goes to infinity!	13:33	待整理
2016-11-04	Discount Rate Myth 4: The Discount Rate is the receptacle for all your hopes & fears	12:03	待整理
2016-11-04	Discount Rate Myth 2: It's all about D in a DCF	9:41	待整理
2016-11-04	Discount Rate Myth 1: If you don't like betas, you cannot do DCF	13:44	待整理
2016-10-06	Deutsche Bank: A Greek Tragedy at a German Institution?	17:45	待整理
2016-10-03	Venture Capital: It is a pricing, not a value, game!	17:00	待整理
2016-09-20	Inauguration of Association of Israeli Appraisers	2:04	待整理
2016-09-14	Fairness Opinions: Time to fish or cut bait!	18:57	待整理
2016-09-07	The Keystone Kops of Valuation: Lazard, Evercore and the TSLA/SCTY Deal	24:29	待整理
2016-08-31	Mean Reversion: Statistical Fact or Dangerous Delusion?	24:01	待整理
2016-08-24	Superman and Stocks: It's not the cape (CAPE), it's the kryptonite (Cash Flow)	23:43	待整理
2016-08-19	The Bonfire of Venture Capital: The Good, Bad and Ugly side of Cash Burn	21:01	待整理
2016-08-17	The Ride Sharing Business: Is this a Bar Mitzvah Moment?	18:12	待整理
2016-08-15	Brunelleschi's Dome	8:52	待整理
2016-07-19	Tesla: A Story Stock but what's the story?	20:14	待整理
2016-07-06	Brexit: The Signals amidst the Noise	19:10	待整理
2016-06-06	Icahn exits, Buffett enters, Whither Apple? The Big Name Investor Effect	13:49	待整理
2016-06-06	A Preview of my Valuation Seminar	3:23	待整理
2016-05-23	Stare into the Abyss: Facing up to uncertainty with simulations	21:31	待整理
2016-05-03	The Margin of Safety: Tool for Action or Excuse for Inaction	13:13	待整理
2016-05-02	Journeying to the Dark Side: Coping with Uncertainty	15:56	待整理
2016-04-20	Valeant: Information Vacuums, Management Credibility and Investment Value	20:41	待整理
2016-03-11	Negative Interest rates: Impossible, Irrational or Just Unusual	25:09	待整理
2016-02-23	Icarus or Lazarus? The GoPro and LinkedIn Question	13:27	待整理
2016-02-19	Management Matters: Facebook and Twitter	14:21	待整理
2016-02-17	The Disruptive Duo: Amazon and Netflix!	13:31	待整理
2016-02-15	The Race to the top: Apple versus Alphabet	15:08	待整理
2016-02-08	The Violent Earnings Season: Price and Value Perspectives	16:52	待整理
2016-01-06	Data Update 2016	8:30	待整理

2015 年

发布日期	视频原标题	时长	学习笔记
2015-12-29	Intergalactic Finance: Valuing the Star Wars Franchise	14:27	待整理
2015-12-18	The Compressed Tech Life Cycle: The Investor Handbook	15:21	待整理
2015-12-17	The Compressed Tech Life Cycle: The Management Handbook	14:57	待整理
2015-12-09	Aging in Dog Years? The Short & Glorious Life of a Tech Company	10:50	待整理
2015-12-07	Yahoo: The End Game?	11:08	待整理
2015-11-18	Botox, Viagra or Placebo?: The Pfizer Allergan Deal	18:08	待整理
2015-11-13	Divergence: The Changing Drug Business	10:06	待整理
2015-11-13	Runaway Stories and Fairy Tale Endings: The Cautionary Tale of Theranos	10:21	待整理
2015-11-13	Checkmate or Stalemate: Valeant's fall from investing grace	12:13	待整理
2015-10-23	Big Deal but is it a good deal? The ABInBev Acquisition of SABMiller	15:20	待整理
2015-10-21	The Future of the Ride Sharing Business: Playing Pundit!	15:11	待整理
2015-10-20	A Price Premium for the Prancing Horse: The Ferrari IPO	11:14	待整理
2015-10-19	Lyft on or Lyft off? The Other Ride Sharing Companies	11:30	待整理
2015-10-16	The Corporate Life Cycle: Investing, Finance and Management Lessons	11:55	待整理
2015-10-01	The Price of Scandal: Sturm und Drang at Volkswagen	15:13	待整理
2015-09-25	No happy ending? My Vale Journey	9:46	待整理
2015-09-16	The Uber Narrative Rollercoaster: A Wild Ride!	21:45	待整理
2015-09-10	The Naming Game	18:24	待整理
2015-09-08	The Fed did it!	12:03	待整理
2015-08-31	The Macro Delusion and Pricing Bubbles: The Good, Bad and the Ugly!	16:16	待整理

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