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McKinsey’s Koller: Valuation Isn’t Broken—Expectations Are

Global Finance

Global Finance : To what extent does geography play a role in affecting a company’s valuation? There’s no inherent valuation. From a corporate valuation perspective, they’re not particularly interesting. GF: Are there certain basic mistakes that happen at a company that hurts valuation or leads to their failure?

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For the fun of it: An Open House for my Spring 2025 Classes

Musings on Markets

I like to make a difference : I do not expect my students to agree with all or even much of what I have to say, but I would like to think that I sometimes change the way they think about finance, and perhaps even affect their choice of professions. to the transactional (how much of my business should I give up for a capital infusion?)

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The Corporate Life Cycle: Corporate Finance, Valuation and Investing Implications!

Musings on Markets

In fact, the business life cycle has become an integral part of the corporate finance, valuation and investing classes that I teach, and in many of the posts that I have written on this blog. In 2022, I decided that I had hit critical mass, in terms of corporate life cycle content, and that the material could be organized as a book.

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MiB: Aswath Damodaran: Valuations, Narratives & Academia

Barry Ritholtz

 This week, we speak 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 valuation to MBA students.

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ATM: Valuation is an Exercise in Faith with Aswath Damodaran

Barry Ritholtz

 ATM: Valuation is an exercise in faith with Aswath Damodaran. Full transcript below. ~~~ About this week’s guest: Professor Aswath Damodaran of NYU Stern School of Business is known as the Dean of Valuation. . ~~~ About this week’s guest: Professor Aswath Damodaran of NYU Stern School of Business is known as the Dean of Valuation.

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Data Update 1 for 2025: The Draw (and Danger) of Data

Musings on Markets

In corporate finance and investing, which are areas that I work in, I find myself doing double takes as I listen to politicians, market experts and economists making statements about company and market behavior that are fairy tales, and data is often my weapon for discerning the truth. Financing Flows 5. Aggregate operating numbers 3.

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DeepSeek crashes the AI Party: Story Break, Change or Shift?

Musings on Markets

Nvidia market share: In my valuation, I assumed that Nvidia's lead in the AI chip business would give the company a head start, as the business grew, and to the extent that demand is sticky (i.e., The AI Story, after DeepSeek I teach valuation, and have done so for close to forty years.

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