Damodaran 专题 · 2026

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
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	已提炼
2026-08-10	Lessons from Leo: The Dark Side of Investment Conviction!	36:20	已提炼
2026-07-29	Information Timing and Release: The Debate over Quarterly Reporting and Fed Guidance!	31:41	已提炼
2026-07-15	Country Risk: Determinants, Measures and Implications - The 2026 Edition	37:00	已提炼
2026-06-18	The Indexing Question: Should SpaceX, OpenAI and Anthropic be in the S&P 500?	46:03	已提炼
2026-06-04	The Numbers are in: A Post-Prospectus SpaceX Valuation!	45:19	已提炼
2026-05-06	An Ode to Restraint: Lessons from the Tim Cook Legacy!	36:09	已提炼
2026-04-23	To Trillion(s) and Beyond: The SpaceX IPO Odyssey	31:52	已提炼
2026-04-01	The Market's Narrative: How Investors are pricing in the Iran War!	19:30	已提炼
2026-03-24	Finding your Investing Lodestar: In Search of an Investment Philosophy!	43:45	已提炼
2026-03-04	AI Disruption: Doomsday Scenario or Fizzle?	28:51	已提炼
2026-02-24	Data Update 8 for 2026: Dividends and Buybacks - The Investing Harvest!	36:35	已提炼
2026-02-20	Data Update 7 for 2026: Debt and Taxes	32:00	已提炼
2026-02-16	Data Update 6 for 2026: In Search of Profitability and Value!	36:17	已提炼
2026-02-05	Data Update 5 for 2026: Risk and Hurdle Rates - The 2026 Edition!	32:13	已提炼
2026-02-01	Data Update 4 for 2026: A Tumultuous Year (2025) for Global Markets!	28:05	已提炼
2026-01-27	Data Update 3 for 2026: The Trust Deficit - From Bonds to Gold to Bitcoin!	23:41	已提炼
2026-01-23	Data Update 2 for 2026: A Test for US Equities	27:53	已提炼
2026-01-09	Data Update 1 for 2026: The Push and Pull of Data	29:34	已提炼

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