Data Update 7 for 2020: The Dark Side of Debt

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  • Опубликовано: 29 окт 2024

Комментарии • 40

  • @Chricore
    @Chricore 4 года назад +32

    Dear Mr. Damodaran,
    I write for many of my former colleagues and friends (all majored in Finance/Accounting - working in the fields of IFRS/Consolidation, Managerial Accounting, Corporate Finance). Thank you for your world-class analyses on RUclips. Your content is (as always) exceptional, educational and very interesting. Please keep up your inspiring work and most importantly - stay healthy.
    Best regards from Austria,
    Christian

    • @TheThirdEye122
      @TheThirdEye122 4 года назад

      monsieurmc90 do you teach Finance at uni. In Austria?

    • @Chricore
      @Chricore 4 года назад +1

      ​@@TheThirdEye122 No, but maybe in 10 - or so - years (after gathering more experience as a professional)

  • @thegoodhood
    @thegoodhood 4 года назад +11

    Thank you professor! Waiting eagerly for "A Viral Market Update IV"

  • @richardb7726
    @richardb7726 4 года назад +2

    Enjoyable and timely. One thing we learn from history is, we don’t learn from history. Debt and Cashflow can kill

  • @donkeykong5311
    @donkeykong5311 4 года назад +3

    After initially researching your videos on negative rates, I’ve continued to learn so much from you lately. Thanks much & Cheers!

  • @ThanhTrungNguyen187
    @ThanhTrungNguyen187 4 года назад

    Thank you professor! I learn about corporate finance from your blog more than from lessons at university. Please stay safe professor!

  • @forza-marco
    @forza-marco 4 года назад

    Wonderful display of the benefits and drawbacks of debt. I absolutely agree thay debt should make business managers more astute in funding capital projects. However, many managers forget to backburner their bias and make the right decisions using tools such as NPV. Undoubtedly, the frauds will be exposed in this crisis (as they always are). Thank you for sharing.

  • @prasantdara
    @prasantdara 4 года назад

    Thank you sir. I always wonder how people are confused to whom to follow. Celebrities have millions of followers whereas those followers will never become like those celebrities and will never earn like them. But, if we follow you kind of people, for sure with the knowledge and experience we can earn some money. Thanks again sir providing an opportunity for we kind of people by sharing your knowledge. Stay healthy sir. Thanks Dara, love from
    Norway

  • @PeterXian
    @PeterXian 4 года назад +1

    Much love for you. Stay Safe and Healthy Prof!

  • @F3tcher
    @F3tcher 4 года назад

    I like your RUclips classes better than my professors in person classes... by a lot

  • @romangutin5876
    @romangutin5876 4 года назад +1

    Thank you for preventing the need for me to shell out 60k to NYU to get this content!

  • @matwhet7754
    @matwhet7754 4 года назад +2

    Thank you prof! What do you think of Discovery Communications? Large debt burden, but long maturities, high cash flow and EBITDA. Decent growth prospects given large portfolio of high margin content.

  • @camilov8968
    @camilov8968 4 года назад

    Awesome Aswath, very nice. Making that debt burden analysis of the companies I want to invest in, I know it will be challenging but it will be worth it. I think there is also a big part of what you where telling and it's for what the debt was used to. Also it is interesting to check if the 30% discount in taxes was handled good. Thanks for sharing your knowledge with humbleness.

  • @dgouveiajr
    @dgouveiajr 4 года назад

    Great video Prof Damodaran! You are familiar with the Fleuriet Model? It's also great for liquidity / debt analysis

  • @MrLebron1988
    @MrLebron1988 4 года назад +5

    Thank you professor. I wish I could take your class on NYU . I have seen you on CNBC .

    • @RadheVajrakaya
      @RadheVajrakaya 4 года назад +1

      I have seen him on RUclips.

    • @user-zq1lb3lx4m
      @user-zq1lb3lx4m 4 года назад

      @@RadheVajrakaya I never would have guessed....

    • @jonp3674
      @jonp3674 4 года назад

      He puts his classes on youtube, here is his valuation class. You can also find his corporate finance class too.
      ruclips.net/video/OiMw4AuMRlE/видео.html

  • @Globaltravel32
    @Globaltravel32 4 года назад

    best valuations guru ever!

  • @heroofhell522
    @heroofhell522 4 года назад

    Hi Thank you so much for your content. Do you have any lessons or recommendations on valueing commodities ( USOIL ) ? Any help would be appreciated thank you.

  • @arunprashanth6461
    @arunprashanth6461 4 года назад

    Excellent! Thanks 😊

  • @kundankumar-mh5ic
    @kundankumar-mh5ic 4 года назад

    Good analysis

  • @mic.9461
    @mic.9461 4 года назад

    If we see leases recorded as debt on the balance sheet following IFRS 16 revisions, is there still a need for manual adjustments?

    • @wm6549
      @wm6549 4 года назад

      Misha Chew I think he said to ignore the line item on the balance sheet and continue to make the adjustments manually.

  • @mohitonam7096
    @mohitonam7096 4 года назад

    Thanks professor . As one of your avid followers and a Valuer myself , I would love to know your opinions on Indian markets and excellent Indian shares which are undervalued right now . I did your course on valuation through you tube and iTunes U and it broaden my mind how to look at financials . Thanks for providing all that information on free platforms .
    Regards

  • @naziakhan5238
    @naziakhan5238 4 года назад

    Please make a video on crisis that global economy is facing right now due to Coronavirus.

  • @ramjiYahoo
    @ramjiYahoo 4 года назад

    very useful video Prof, stay safe

  • @TK-ed9vl
    @TK-ed9vl 4 года назад

    What happened to part 4 and 5?

  • @OscarFromIndia
    @OscarFromIndia 4 года назад

    Can someone guide me where i can learn more about US GAAP? Is there a trusted resource?

    • @HankTheTank23
      @HankTheTank23 4 года назад

      The most trusted resource would be an accounting class at a US university.

    • @OscarFromIndia
      @OscarFromIndia 4 года назад

      @@HankTheTank23 any books that you can suggest?

    • @HankTheTank23
      @HankTheTank23 4 года назад

      @@OscarFromIndia This is the text book that I used in my class catalog.flatworldknowledge.com/catalog/editions/hoyle_2-0-financial-accounting-2-0?gclid=Cj0KCQjw9tbzBRDVARIsAMBplx_cjnaUmLCq6bbyUIjpdSq2dLC_Y74F-aY9g33OUt1fhwIXPwQ8MmYaAtCZEALw_wcB

  • @KD-oz8ci
    @KD-oz8ci 4 года назад

    Of course companies with high profit and low debt are better in this environment. We don’t need a 15min lecture to know that 😰

  • @currymuncherking1
    @currymuncherking1 4 года назад

    Thank you Professor, do you have any personal opinion on the capital structure of a firm like Dell?

  • @pricetagcitrus
    @pricetagcitrus 4 года назад

    Are you still investing in $UBER? Doubling down maybe?

  • @sambatiesto4407
    @sambatiesto4407 4 года назад

    Dear Professor, in Turkey, we have a saying like: “ debt is the whip of the valiant.”... how does it make sense? 🤓😃😍 (btw, greetings from Turkey, regards 🙏)

  • @artfinance8765
    @artfinance8765 4 года назад

    TU !

  • @m-delfka3111
    @m-delfka3111 4 года назад

    I think professor is far far away...