The Prof G Pod with Scott Galloway Prof G Markets: Fourth Quarter Review — with Aswath Damodaran
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Feb 12, 2024 
Aswath Damodaran, a finance professor at NYU Stern, joins the conversation alongside Ed Elson, a media analyst, to dive into the intricacies of the financial landscape. They discuss the Magnificent Seven and hint at emerging companies worth watching. Aswath shares insights on the competitive streaming industry and explains his decision to finally include Tesla in his portfolio, likening it to a "corporate teenager." He also offers strategic advice for navigating the challenging Chinese market, making this a must-listen for finance enthusiasts.
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Meta's Success
- Meta's stock price increase reflects its pricing power and essential services.
- This also showcases users' reliance on big tech platforms.
Dividend Strategy
- Paying dividends signifies a mature company, not necessarily one in crisis.
- Meta's dividend signals a shift towards slower growth and a changing investor base.
VR Ventures
- Meta and Apple's VR ventures are niche products, not central to their business.
- These products are similar to Apple+, aimed at ecosystem retention, not profit.