TV & social
Aswath Damodaran
Original posts from this author’s public feed. Commentary does not establish a trade or a personal holding.
Source last checked 2026-10-12 01:32 UTC. Reporting dates appear with the records.
Stock growth & value
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Public posts & programme episodes
Headlines and links from the original publisher. Episodes may include guests; their views are not automatically attributed to the host. These items do not establish trades or holdings.
Musings on Markets · Published 2026-10-08
Stock Prices, Earnings and Cashflows: The AI Effect plays through! ↗First collected 2026-10-10
Musings on Markets · Published 2026-09-10
Interest Rates and Stock Prices: An Old Debate Flares up! ↗First collected 2026-09-23
Musings on Markets · Published 2026-09-02
The Scaling and Profitability Trade off: Venture Capital's Weakest Link! ↗First collected 2026-09-23
Musings on Markets · Published 2026-08-20
AI's Bar Mitzvah Moment: From Hype & Hope to Business Questions! ↗First collected 2026-09-23
Musings on Markets · Published 2026-08-11
The Situational Awareness Blow-up: The Collateral Damage from Investing Conviction! ↗First collected 2026-09-23
Musings on Markets · Published 2026-07-29
Information Timing and Release: The Gaming of Guidance! ↗First collected 2026-09-23
Musings on Markets · Published 2026-07-15
Country Risk: Drivers, Measures and Investment Implications - The 2026 Edition! ↗First collected 2026-09-23
Musings on Markets · Published 2026-06-18
SpaceX, OpenAI and Anthropic: The S&P 500 Inclusion Question and Investment Consequences! ↗First collected 2026-09-23
Musings on Markets · Published 2026-06-04
Revisiting the SpaceX Valuation: A Post-Prospectus Update! ↗First collected 2026-09-23
Musings on Markets · Published 2026-05-06
An Ode to Restraint: Lessons from the Tim Cook Legacy ↗First collected 2026-09-23
Musings on Markets · Published 2026-04-23
To a Trillion(s) Dollars and beyond: A SpaceX IPO Odyssey! ↗First collected 2026-09-23
Musings on Markets · Published 2026-04-01
Oil, War and the Global Economy: The Market's Narrative in March 2026 ↗First collected 2026-09-23
Musings on Markets · Published 2026-03-24
Finding your investing lodestar: In Search of an Investment Philosophy ↗First collected 2026-09-23
Musings on Markets · Published 2026-03-15
The Price of Risk: An Equity Risk Premium Monologue! ↗First collected 2026-09-23
Musings on Markets · Published 2026-03-04
AI Scenarios: From Doomsday Destruction to Do-Nothing Bots! ↗First collected 2026-09-23
Musings on Markets · Published 2026-02-24
Data Update 8 for 2026: Time for Harvesting - Dividends and Buybacks ↗First collected 2026-09-23
Musings on Markets · Published 2026-02-20
Data Update 7 for 2026: Debt and Taxes ↗First collected 2026-09-23
Musings on Markets · Published 2026-02-16
Data Update 6 for 2026: In Search of Profitability! ↗First collected 2026-09-23
Musings on Markets · Published 2026-02-05
Data Update 5 for 2026: Risk and Hurdle Rates ↗First collected 2026-09-23
Musings on Markets · Published 2026-02-02
Data Update 4 for 2026: The Global Perspective! ↗First collected 2026-09-23
Musings on Markets · Published 2026-01-28
Data Update 3 for 2026: The Trust Deficit - Bonds, Currencies, Gold and Bitcoin! ↗First collected 2026-09-23
Musings on Markets · Published 2026-01-23
Data Update 2 for 2026: Equities get tested, and pass again! ↗First collected 2026-09-23
Musings on Markets · Published 2026-01-09
Data Update 1 for 2026: The Push and Pull of Data! ↗First collected 2026-09-23
Musings on Markets · Published 2025-12-03
Trillion Dollar Market Caps: Fairy Tale Pricing or Business Marvels? ↗First collected 2026-09-23
Musings on Markets · Published 2025-11-06
A Golden Year (2025): Gold's Price Surge - The Signal in the Noise! ↗First collected 2026-09-23
Musings on Markets · Published 2025-10-06
A “Fairly Highly Valued” Market: A Fed Chair Opines on Stocks, but should we listen? ↗First collected 2026-09-23
Original sources
- Original publisher ↗commentary