Aswath Damodaran

General

22 April, 2013

The Golden rule? Thoughts on gold as an investment

Paraphrasing Winston Churchill, gold is a "riddle, wrapped up in a mystery inside an enigma", at least as far as ......

General

20 March, 2013

Michael Dell's Conflicted Buyout

Let’s say that you are interested in selling your house and hire a realtor, and that the realtor comes back ......

General

12 March, 2013

Marty Lipton: Shareholder champion, stakeholder protector or management tool?

I do not personally know Marty Lipton, nor have I met him. Based on what I have read about him ......

General

26 February, 2013

Hundred dollar bills are hard to come by!

It looks like I just I cannot stay away from the Apple story, with Tim Cook making a splash (or ......

Others

13 February, 2013

Michael Dell's Conflicted Buyout

Let’s say that you are interested in selling your house and hire a realtor, and that the realtor comes back ......

TMT

28 December, 2012

The year in review: Apple's universe?

As the year winds to a close, I don't think that there can be much debate that this was Apple's ......

Others

17 December, 2012

Goodwill, more plug than asset

There is no asset on a company’s balance sheet that wreaks more havoc on valuation and good sense than goodwill. ......

General

10 December, 2012

Accretive (Dilutive) Deals can be bad (good) deals

Analysts, investors and journalists who follow stocks have an obsessive focus on earnings per share, what it is now and ......

General

31 July, 2012

Earnings surprises, price reaction and value

The earnings season is upon us and each company’s earnings announcement is eagerly awaited, traded upon and talked about. For ......

General

04 June, 2012

How much is growth worth?

In my last post, I looked at the price being paid for growth by valuing the assets in place in ......