Yesterday

TIVP102 (Video): Hermès and LVMH Stock: Time to Buy Luxury? w/ Daniel Mahncke & Shawn O’Malley

Daniel Mahncke and Shawn O'Malley revisit the two luxury houses they passed on last time — Hermès (EPA: RMS), the 189-year-old maker of the Birkin bag, and LVMH (EPA: MC), the 75-brand conglomerate behind Louis Vuitton, Dior, Tiffany, and Hennessy. Both stocks now sit near their ... Show More

1h 15m

Oct 7

TIVP101 (Video): HEICO Vs. TransDigm: Whose Aerospace Monopoly Is Better? w/ Kyle Grieve & Shawn O’Malley

In today’s episode, Kyle Grieve and Shawn O’Malley discuss HEICO and TransDigm, two dominant players in the aerospace components industry known for their pricing power and resiliency. They’ll compare how each company grows through acquisitions and organic expansion, how they appr ... Show More

1h 17m

Oct 4

TIVP100 (Video): Walmart (WMT): From Discount Retailer to eCommerce Powerhouse w/ Kyle Grieve & Shawn O’Malley

In today's episode, Kyle Grieve and Shawn O’Malley discuss Walmart and how it grew from Sam Walton's small-town five-and-dime into a retail giant. Today, it also makes money from e-commerce, a marketplace, advertising and memberships. They cover the scale advantages behind Walmar ... Show More

1h 15m

Aug 2024

TIP654: Investing Across the Life Cycle w/ Aswath Damodaran

On today’s episode, Clay Finck is joined by Aswath Damodaran to discuss his new book, The Corporate Life Cycle. Aswath Damodaran is a professor at NYU of corporate finance and valuation and has taught thousands of students how to value companies and pick stocks. He has written nu ... Show More

1h 2m

Aug 2024

The Corporate Lifecycle + The Market’s Fallen Heroes — ft. Aswath Damodaran

Aswath Damodaran returns to the show to discuss how companies age and why “growth for the sake of growth” can be a problem for companies as they get older. He looks at where Intel stands in the lifecycle and explains how it can return to a healthier age. He also breaks down how h ... Show More

48m 38s

Sep 2023

TIP577: Valuation Masterclass w/ Aswath Damodaran

On today’s episode, Clay Finck is joined by Aswath Damodaran who is widely referred to as the dean of valuation. Aswath Damodaran is a professor at NYU of corporate finance and valuation and has taught thousands of students how to value companies and pick stocks. He has written n ... Show More

55m 59s

May 2022

Aswath Damodaran - Making Sense of the Market - [Invest Like the Best, EP. 279]

My guest today is Aswath Damodaran, a Professor of Finance at NYU’s Stern School of Business. Aswath is one of the clearest teachers of investing and finance in our industry and through his blog, books, and YouTube has open-sourced his wisdom for decades. This conversation is a m ... Show More

1h 57m

Mar 2022

BONUS EPISODE! Live from Pivot MIA: The Life Cycle of a Company with Prof. Aswath Damodaran

In one of the most popular presentations from Pivot MIA, Professor Aswath Damodoran of NYU's Stern School of Business compares the life cycle of a company to the stages of life of an actual human being. It’s the structure he uses to understand why companies do what they do, and m ... Show More

45m 52s

Apr 2023

Aswath Damodaran on the Future of Business Education

Bloomberg Radio host Barry Ritholtz speaks with Aswath Damodaran, who holds the Kerschner Family Chair in Finance Education at New York University's Stern School of Business. A nine-time "Professor of the Year" winner at NYU, Damodaran teaches classes in corporate finance and val ... Show More

1h 59m

Feb 2024

Aswath Damodaran: Read Less. Think More.

Want to follow the great investors? Then good luck beating the market. Aswath Damodaran is a Professor of Finance at the Stern School of Business at New York University. Bill Mann caught up with Damodaran for a conversation about: - Corporate lifecycles, and why investors shou ... Show More

40m 34s

Jan 2023

TIP515: The Little Book of Valuation by Aswath Damodaran

IN THIS EPISODE, YOU'LL LEARN: 00:00 - Intro 05:11 - Aswath’s two primary methods for valuing a company. 05:40 - The general truths about valuations that investors should understand. 12:38 - The four most basic inputs to valuing a company. 19:37 - How to go about setting an appro ... Show More

51m 44s

Apr 2022

RWH005: Meet the Master w/ Aswath Damodaran

IN THIS EPISODE, YOU’LL LEARN 00:09:21 - Why it’s so valuable to build unscheduled “day-dreaming time” into your day. 00:13:17 - Why it’s a competitive advantage to be a generalist in a world of specialists. 00:18:29 - What 42 years as a professor have taught Aswath about how to ... Show More

1h 40m

Oct 2023

Aswath Damodaran - Making Sense of the Market Pt. 2 - [Invest Like the Best, EP.349]

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 ... Show More

1h 22m

MI377: How Aswath Damodaran Invests Acro...