
TIP577: Valuation Masterclass w/ Aswath Damodaran
We Study Billionaires - The Investor’s Podcast Network
Focus on Company Value, not Macro Forecasting
Macro forecasting is unreliable and accomplishes little in terms of substance, only providing a false sense of control. The key to successful investing lies in finding companies where there is a disconnect between your assessment and the market consensus. By focusing on companies with a valuation mismatch and selecting those with potential for growth or improvement, investors can gain an edge in picking stocks and performing well in the market.
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