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Ep 33: Aswath Damodaran on Investing
Brave New World -- hosted by Vasant Dhar
The Big Market Delusion
Every company you look at that approaches or every every item that that is a big market use the big market argument to justify by. Nothing deeper this is shit storytelling at the shallowest part of the reason I don't like what Kathy is doing with companies. It's a story telling because when you ask why did you buy Spotify it's like everybody's it's so it's it's a story about streaming music and how everybody's going to be. That's not enough for me tell me then why Spotify is going to be the winner in that space, he says. He thinks there's also a cultural phenomenon going on here which is a lot of people who are in these markets are young.
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