damodaran – SAETA CAPITAL

Good Companies, Good Managers, Good Investments: Deciphering the Divide

Slides

The little book of valuation: some notes.

To Buy, sell or hold is at heart of any valution process. Trying to find the diferrent between market price and intrinsic value at the end of the research process is the aim of any investment process. At the end, numbers and the story need to make the securitie a buy, sell or hold. IContinue reading “The little book of valuation: some notes.”

Tesla: love it or hate it.

Yesterday I tweet this video, professor Damodaran published a Youtube video talking about Tesla. I forgot to publish it here, I am a big fan of Damodara’s videos. Also, his blog is a must-follow finance page and everyone need to check it out every two weeks.

Brexit: a few links.

Brexit is coming. Yesterday, Theresa May took place in Downing Street. One of the first movement she took was to point out Boris Johson as foreign secretary. Mr. Johson has been a very active Brexit leader. In relation to the Brexit situation, the mother of all questions is: How Europe will be affected by theContinue reading “Brexit: a few links.”