Motley Fool Money Aswath Damodaran, Investing in Uncertainty
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Apr 12, 2025 
Aswath Damodaran, a renowned professor at NYU's Stern School of Business and expert in corporate finance, shares his insights on navigating today’s turbulent market. He discusses the intertwining of politics and investment, particularly how political climate impacts valuations like those of major tech firms. Damodaran also emphasizes the importance of fundamental analysis in a globally uncertain environment, advocating for diversification and adaptable dividend policies to ensure resilience in investment strategies.
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US Market Stability
- The US market's stability is relative and was unusually predictable in the 20th century.
- Now, increased global uncertainty and political choices are making the US market less predictable.
Navigating Uncertainty
- When feeling unsettled about markets, step back and gain perspective on the larger forces at play.
- Go back to valuation basics: cash flows, growth, and risk.
Politics and Valuation
- Political connections are becoming relevant for company valuations, especially in the US.
- Consider how political factors influence revenue growth, margins, reinvestment, and risk.