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For the fun of it: An Open House for my Spring 2025 Classes

Musings on Markets

I like to make a difference : I do not expect my students to agree with all or even much of what I have to say, but I would like to think that I sometimes change the way they think about finance, and perhaps even affect their choice of professions. to the transactional (how much of my business should I give up for a capital infusion?)

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The Corporate Life Cycle: Corporate Finance, Valuation and Investing Implications!

Musings on Markets

In fact, the business life cycle has become an integral part of the corporate finance, valuation and investing classes that I teach, and in many of the posts that I have written on this blog. With declining businesses, facing shrinking revenues and margins, it is cash return or dividend policy that moves into the front seat.

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Data Update 1 for 2025: The Draw (and Danger) of Data

Musings on Markets

In corporate finance and investing, which are areas that I work in, I find myself doing double takes as I listen to politicians, market experts and economists making statements about company and market behavior that are fairy tales, and data is often my weapon for discerning the truth. Financing Flows 5. Beta & Risk 1.

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MiB: Aswath Damodaran: Valuations, Narratives & Academia

Barry Ritholtz

 This week, we speak with Aswath Damodaran, who holds the Kerschner Family Chair in Finance Education at New York University’s Stern School of Business. A nine-time “Professor of the Year” winner at NYU, Damodaran teaches classes in corporate finance and valuation to MBA students.

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Benefits of the valuation football field

One to One

The post Benefits of the valuation football field appeared first on ONEtoONE Corporate Finance.

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Data Update 6 for 2025: From Macro to Micro - The Hurdle Rate Question!

Musings on Markets

I spend most of my time in the far less rarefied air of corporate finance and valuation, where businesses try to decide what projects to invest in, and investors attempt to estimate business value. In this role, the cost of capital is an opportunity cost, measuring returns you can earn on investments on equivalent risk.

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DeepSeek crashes the AI Party: Story Break, Change or Shift?

Musings on Markets

Nvidia market share: In my valuation, I assumed that Nvidia's lead in the AI chip business would give the company a head start, as the business grew, and to the extent that demand is sticky (i.e., The AI Story, after DeepSeek I teach valuation, and have done so for close to forty years.

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