Aswath Damodaran on Sugar Daddies, The Magnificent Seven & The Art of Selling Stocks | #558
The Meb Faber Show - Better Investing
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.
00:00
Transcript
Play full episode
Remember Everything You Learn from Podcasts
Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
