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Damodaran 专题 · 2023 ​

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。

发布日期视频原标题时长学习笔记
2023-12-10The Difference Makers: Key Person(s) Value41:27待整理
2023-11-01A Tesla Revisit: Story Twists and Turns with Value Consequences40:21待整理
2023-10-12Good Intentions, Perverse Outcomes: The Impact of Impact Investing33:45待整理
2023-10-06Invisible, but Invaluable: Valuing Intangibles - The Birkenstock IPO52:21待整理
2023-10-04Market Bipolarity: Exuberance versus Exhaustion!21:54待整理
2023-09-19Putting the (Insta)cart before the (Grocery)horse: A COVID Favorite's Reality Check!41:29待整理
2023-09-11A Business Upended: Streaming and the Future of The Entertainment Business43:12待整理
2023-08-25Toys for Billionaires: Sports Franchises as Trophy Assets32:00待整理
2023-08-15In Search of Safe Havens: The Trust Deficit and Risk-free Investments!30:29待整理
2023-08-04The Price of Risk: With Equity Risk Premiums, Caveat Emptor!42:07待整理
2023-07-25Country Risk: A 2023 Mid-year Update31:36待整理
2023-07-17Investor Resilience or In Denial: A Look Back at the First Half of 202323:33待整理
2023-06-23AI Winners, Losers and Wannabes: Valuing AI's Boost to NVIDIA's Value!45:16待整理
2023-05-07Good (Bad) Banks and Good (Bad) Investments: At the right price...35:34待整理
2023-05-05Breach of Trust: Decoding the 2023 Banking Crisis32:53待整理
2023-03-07Data Update 7 for 2023: Dividends, Buybacks and Cashflows35:59待整理
2023-02-26Data Update 6 for 2023: The Upside and Downside of Debt31:47待整理
2023-02-15Data Update 5 for 2023: Profitability, Returns and Value19:45待整理
2023-02-11Data Update 4 for 2023: Country Risk29:36待整理
2023-02-10The Theocratic Trifecta: The Allure and False Promise of ESG, Sustainability and Stakeholder Wealth3:13:42待整理
2023-02-04India Rising hits a Roadblock: The Short Selling Threat to the Adani Group!37:45待整理
2023-02-02Dissent and Debate: Pushback on my Tesla Valuation!25:55待整理
2023-01-30Data Update 3 for 2023: Interest Rates and Bond Returns in 202218:31待整理
2023-01-26Revisiting Tesla in January 2023: The Great Unraveling or a Return to Normalcy?27:40待整理
2023-01-21Data Update 2 for 2023: A Rocky Year for Equities!26:11待整理
2023-01-16JavierIntro(播放列表补充)1:22待整理
2023-01-06Data Update 1 for 2023: Setting the table23:30待整理

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