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Aswath Damodaran on Sugar Daddies, The Magnificent Seven & The Art of Selling Stocks | #558

The Meb Faber Show - Better Investing

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Political Dynamics in Corporate Valuation

This chapter examines the intricate relationship between politics and corporate valuation, using the Adani Group and major Chinese tech firms as key examples. It highlights how political connections can significantly impact company valuations, overshadowing traditional metrics, and raises concerns about the unpredictability of government influence on investments. The discussion further explores challenges in corporate governance, particularly in the context of OpenAI's transition and the role of ESG criteria in measuring accountability.

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