Today’s guest is Aswath Damodaran, who is joining us for a second time on Invest Like the Best. Aswath is a Professor of Finance at NYU’s Stern School of Business and is often referred to as the Dean of Valuation for his clarity of thought on the subject. This conversation picks up where we left off 18 months ago and covers a wide range of topics from macro ... Show More
Today
Zach Reitano - Building Ro and Why Healthcare Should Be 50% of GDP - [Invest Like the Best, EP.500]
My guest today is Zach Reitano, the co-founder and CEO of Ro, the country’s leading provider of GLP-1s. In four years, Ro has grown from a $250 million run rate to over $3 billion, with fewer people than it had in 2021. The heart of our conversation is what he sees as the central ... Show More
1h 16m
Nov 6
Ramtin Naimi - The State of Venture - [Invest Like the Best, EP.499]
My guest today is Ramtin Naimi, the founder of Abstract Ventures, back for our second conversation. Few people see as many companies as Ramtin and his firm, so this time we zoom in on what they’re seeing right now. The question he keeps coming back to is whether this is 2019 or 2 ... Show More
46m 24s
Nov 4
Martin Casado on Frontier Model Economics, AI's Slowdown, and the Cursor Deal - [Invest Like the Best, EP.498]
My guest today is Martin Casado, General Partner at Andreessen Horowitz. Martin has spent three decades building and investing in technology infrastructure. We discuss why traditional approaches to investing often fail to capture disruptive technologies, how AI is reshaping the e ... Show More
1h 5m
Aug 2023
Prof G Markets: NVIDIA’s Valuation and AI’s Negative Sum Game — with Aswath Damodaran
This week on Prof G Markets, Scott speaks with Aswath Damodaran, professor of finance at NYU’s Stern School of Business, about his valuation for NVIDIA, tech’s rally this year, the implications of AI when every company has it, and opportunities in the markets right now. Follow As ... Show More
35m 4s
Dec 2022
Tech Valuations and The State of The Market — with Aswath Damodaran
Aswath Damodaran, a professor of finance at NYU Stern, joins Scott to discuss Twitter and Meta, his outlook on the economy and valuations. He also shares his thoughts on the state of the crypto market. Follow Aswath on Twitter, @AswathDamodaran.
Scott opens with his thoughts on z ... Show More
58m 19s
Dec 2022
Aswath Damodaran on the Fed, Inflation, and Valuation
If you're impatient, then value investing's probably not for you. But for those interested, there's probably no one better to listen to than Aswath Damodaran, professor of corporate finance and valuation at the Stern School of Business at New York University.
Motley Fool CEO Tom ... Show More
27 m
Sep 2022
Aswath Damodaran on Valuation, Inflation, Bezos, and Musk
If you know you’re impatient, then value investing isn’t for you. Aswath Damodaran teaches corporate finance and valuation at the Stern School of Business at New York University. Motley Fool CEO Tom Gardner caught up with the “Dean of Valuation” for a discussion on: - Inflation’s ... Show More
35m 34s