Invest Like the Best with Patrick O'Shaughnessy cover image

Invest Like the Best with Patrick O'Shaughnessy

Aswath Damodaran - Making Sense of the Market Pt. 2 - [Invest Like the Best, EP.349]

Oct 24, 2023
01:21:26
Snipd AI
Aswath Damodaran, Professor of Finance at NYU's Stern School of Business and the Dean of Valuation, discusses a wide range of topics including adjusting cost of capital, cash management, valuing non-traditional assets like sports franchises, and the changing perspective on financial infrastructure.
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Podcast summary created with Snipd AI

Quick takeaways

  • The entertainment industry is undergoing significant disruption, particularly in the music, movie, and broadcasting sectors, and companies must adapt to the changing landscape to succeed.
  • Active investing is facing challenges with the rise of passive and mechanical investing, requiring investors to have a core philosophy that aligns with their personality and remain adaptable to market conditions.

Deep dives

The Reshaping of the Entertainment Industry

The entertainment industry is undergoing significant disruption, particularly in the music, movie, and broadcasting sectors. Streaming platforms like Netflix and Disney+ have changed the ways content is produced, and traditional models like movie theaters and networks are being replaced by streaming services. However, there is still uncertainty about how to run a successful streaming business, and the entire structure of the industry is in flux. The future remains uncertain, and the success of entertainment companies will depend on their adaptability and ability to navigate this changing landscape.

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