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Episode 77: Aswath Damodaran, the Dean of Equity Valuation from the Stern School of Business, host Rick Ferri

Bogleheads On Investing Podcast

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Navigating Factor Investing and Valuation Challenges

This chapter examines the intricacies of factor investing, discussing its evolution and the misinterpretations regarding its effectiveness in modern markets. It highlights the importance of qualitative insights alongside quantitative analysis in business valuations and the challenges in assessing non-cash flow generating assets. The discussion also emphasizes the dynamic nature of market strategies and offers a balanced investment philosophy focusing on risk management and informed decision-making.

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