A presentation by professor of corporate finance and equity valuation, Aswath Damodaran. In this interview, Aswath discusses the life cycles of a company and how this affects its valuation. Aswatch also talks about the difference in life cycles between tech and non-tech companies.???? Books by Aswath Damodaran are located at the bottom of the description❗
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A presentation by billionaire co-founder of private equity firm TPG Capital, James Coulter. In this presentation, Jim analyses four markets that he sees investment potential in and breaks down what he looks for in each industry before he invests. Jim also talks about the history of multiple sectors and reaching punctuated equilibrium. Like if you
An interview and Q&A with billionaire investor and founder of the world’s largest Hedge fund Bridgewater Associates, Ray Dalio.In this interview, Ray discusses how capitalism is not working for everyone and the midterm election. Ray also talks about China and how to structure your portfolio for the next financial crisis. ????Books by Ray Dalio and
A interview with billionaire debt investor and founder of Oaktree Capital Management, Howard Marks. In this interview, Howard discusses where we are in the market and they likelihood of a recession coming. Howard also talks about ETFs, FAANG stocks and President Donald Trump. ???? Books by Howard Marks and his favourite books are located at
An interview with billionaire investor and founder of Duquesne Capital, Stanley Druckenmiller. In this interview, Stanley discusses what indicators he uses to predict if a recession is coming, his are currently on amber and getting close to red. Stanley also talks about his investment process and evaluates a range of investments. ???? Books on Stanley
A interview with billionaire debt investor and founder of Oaktree Capital Management, Howard Marks. In this interview, Howard discusses how he invests in market cycles and the mentality of a successful investor. Howard also talks about starting a Hedge Fund/Asset Management firm and the trade war. ???? Books by Howard Marks and his favourite books
A interview and Q&A with value investor and author, Joel Greenblatt. In this interview, Joel discusses how he values a business and the value investment strategy. Joel also talks about the decline in money being managed by active managers and how he weights and sizes stocks in his portfolio. ???? Books by Joel Greenblatt and
An interview with billionaire quantitative investor and co-founder of AQR Capital Management, Cliff Asness. In this interview, Cliff discusses his momentum trading strategy and how to exploit other investors psychology. Cliff also talks about the worth of Hedge Funds, Bubbles and Liberty.????Books by Cliff Asness and books on him are located at the bottom of
A interview with billionaire debt investor and founder of Oaktree Capital Management, Howard Marks. In this interview Howard discusses the structure of a market cycle and the factors that influence its rise and decline. Howard also talks about where we are in the current market cycle and the history of market cycles. ???? Books by
An interview with billionaire Hedge fund manager and activist investor, Nelson Peltz. In this interview, Nelson discusses what he looks for in companies before he makes an investment and how he has been superior over other activist investors. Nelson also talks about the lessons he has learnt from battling P&G and other companies. Thanks you