In this conversation, Aswath Damodaran shares insights into his early life in India, his passion for teaching, and his pragmatic approach to valuation. He discusses the importance of learning from mistakes through case studies, the impact of AI on investing, and the balance between qualitative and quantitative analysis in valuation. The conversation also touches on the differences between passive and active investing, the future of work in an AI-driven world, and the significance of personal philosophy in investment decisions.
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Chapters
00:00 Introduction and Early Influences
05:42 The Pragmatic Nature of Valuation
11:56 Case Studies: Successes and Failures
17:56 Navigating Lofty Valuations
23:31 Investment Philosophy and Personal Growth
34:11 Undiscovered Investment Opportunities
40:58 The Role of Passive Investing
49:27 Qualitative Factors in Valuation
55:31 Reflections on Performance and Market Truths
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