I Learned More About Uber by Talking to Uber Drivers Than Anyone at Uber

The value of a company has a lot to do with the stories it tells about itself. Aswath Damodaran joins Vasant Dhar in episode 33 of Brave New World to discuss how narratives and numbers are related. Useful Resources: 1. Aswath Damodaran on YouTube, Blogspot, Twitter, Amazon and NYU Stern. 2. Narrative and Numbers: The Value of Stories in Business -- Aswath Damodaran. 3. The Innovator's Dilemma -- Clayton M Christensen. 4. A Disruptive Cab Ride to Riches: The Uber Payoff -- Aswath Damodaran. 5. How to Miss By a Mile: An Alternative Look at Uber’s Potential Market Size -- Bill Gurley. 6. Possible, Plausible and Probable: Big markets and Networking effects -- Aswath Damodaran. 7. Up, up and away! A crowd-valuation of Uber! -- Aswath Damodaran. 8. The Success Equation -- Michael J Mauboussin. 9. Superforecasting: The Art and Science of Prediction — Philip Tetlock and Dan Gardner. 10. Philip Tetlock on the Art of Forecasting -- Episode 31 of Brave New World. 11. The Zomato IPO: A Bet on Big Markets and Platforms! -- Aswath Damodaran. 12. Reciprocal Scoring: A Method for Forecasting Unanswerable Questions — Ezra Karger, Joshua Monrad, Barb Mellers and Philip Tetlock. 13. Trafalgar Polls. 14. The Hedgehog and the Fox -- Isaiah Berlin. 15. The Big Market Delusion: Valuation and Investment Implications -- Bradford Cornell and Aswath Damodaran. 16. The Market is Huge! Revisiting the Big Market Delusion -- Aswath Damodaran.