This week on Prof G Markets, Aswath Damodaran returns to the present to debate how corporations age and why “development for the sake of development” is usually a drawback for corporations as they become older. He appears at the place Intel stands within the lifecycle and explains the way it can return to a more healthy age. He additionally breaks down how he thinks Starbucks and Lululemon might revamp their companies. Lastly, he explains why being geographically diversified doesn’t essentially shield you from threat.
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Timestamps:
00:00 – In the present day’s quantity
00:16 – In the present day’s episode
05:26 – The Company Lifecycle + The Market’s Fallen Heroes — ft. Aswath Damodaran
05:30 – What’s the company lifecycle, and why is it one thing traders ought to perceive?
06:33 – How will you decide what stage an organization is in its lifecycle?
07:10 – Is being an older firm considered negatively in comparison with youthful, high-growth corporations?
08:05 – How does Intel’s present scenario relate to its place within the company lifecycle?
09:11 – Is Intel a superb purchase proper now?
10:41 – Ought to corporations like Intel and Nike deal with cost-cutting or daring acquisitions to remain aggressive?
12:43 – Has AI offered corporations with a brand new lease on life?
12:45 – Will firm investments in AI lead to losses for traders?
25:45 – Are AI investments making a bubble just like the one seen with Cisco in the course of the dot-com period?
18:39 – Is pleasure outweighing practicality amongst AI traders?
20:13 – The place would you place OpenAI within the company life cycle?
21:06 – Are there corporations the place market notion differs from their precise fundamentals?
23:35 – What are your ideas on Starbucks?
25:24 – What makes a superb company rebirth?
27:40 – What are your ideas on Lululemon’s current decline regardless of its sturdy efficiency in its class?
29:46 – What are your ideas on Tesla?
32:25 – How do you examine the US market to different markets?
33:40 – What’s nation threat and the way does the US slot in nation threat framework?
39:05 – Any ideas on the US election and its impression on the markets?
40:50 – What are your ideas on the state of upper schooling?
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