Practical analysis for investment professionals

Aswath Damodaran


Aswath Damodaran: Reliable Investment Valuations Balance Numbers and Narratives

When it comes to valuing stocks, the most reliable valuations come from imaginative number crunchers and disciplined storytellers, says Aswath Damodaran.

Weekend Reads for Investors: Howard Marks on Risk and the “Zone of Imprudence”

Equity fund managers are underperforming their benchmarks again this year, continuing a trend that started sometime shortly after the Big Bang.

Weekend Reads for Investors: Five Years and Counting

In a recent speech, Federal Reserve Bank of Dallas president Richard Fisher aptly remarked, “Stock market metrics such as price to projected forward earnings, price-to-sales ratios and market capitalization as a percentage of GDP are at eye-popping levels not seen since the dot-com boom of the late 1990s.”

Weekend Reads for Investors: Themes to Watch, MOOCs, and Olympic Predictions

Goldman Sachs recently released its “S&P 500 Beige Book,” a quarterly survey of corporate conference calls which similarly collects “anecdotal evidence of fundamental and thematic trends” from which they highlight major themes.

Tougher Times for Securities Analysts

Increased scrutiny of securities analysts typically follows in the wake of widespread financial turbulence. This time, it seems, is no different.



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