Book-review: Narrative and Numbers, Damodaran

We either cater to the story telling or numbers crunching profession. Good valuation requires both.

Book-review: The Little Book of Valuation, Damodaran

I did not expect to learn anything new here, but (re-) reading the very basics can work wonders, sometimes.

What is right for You: Value or Growth Investing? And is value investing dead?

The fight between the two corners has been going on forever and in recent years ‘growth investing’ might have had the upper hand, but I believe discussions mostly miss the point! I believe it is time to classify the two from the view of a value investor in a broader sense. I hope I can provide some clarity on the matter …

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Links🔗: Food for Thought

Below you find the most interesting investment-related content and thought-provoking articels I stumbled about in the recent past.
(includes: FAANG, Microsoft, universal basic income, Intuitive Surgical, Heico, PayPal, Allianz, Bayer, SAP, Multiples)

Links🔗: Food for Thought

Below you find the most interesting investment-related content and thought-provoking articels I stumbled about in the recent past. It’s not a surprise to anyone that most blogs and messages are currently about the corona crisis and related effects to the economy, financial markets and portfolios as well as trading ideas.
Enjoy 🙂 reading , thinking about and getting involved in discussions

Link: Damodaran updated his datasets

Damodaran updates his useful datasets for valuation purposes about

• Risk free rates in currencies
• Equity risk premiums (ERPs)
• Corporate default spreads
• Corporate tax rates
• Country risk premiums
• and more

Valuation at its best: IPO of Saudi Aramco

As a value investor it is always important to remind oneself of what is valuation vs pricing. This is even more true during times