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 …
Continue reading “What is right for You: Value or Growth Investing? And is value investing dead?”Tag: Damodaran
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
Continue reading “Valuation at its best: IPO of Saudi Aramco”