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Musings on Markets
About Me I am a Professor of Finance at the Stern School of Business at NYU. I teach classes in corporate finance and valuation, primarily to MBAs, but generally to anyone who will listen.
http://aswathdamodaran.blogspot.com/
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From Eyeballs to Annual Run Rates (ARR): Buzzy Pricing Metrics and the Anthropic Trade!
7 views | Financial Markets | Oct 22 2026 20:02
Stock Prices, Earnings and Cashflows: The AI Effect plays through!
21 views | Financial Markets | Oct 08 2026 18:02
Interest Rates and Stock Prices: An Old Debate Flares up!
28 views | Financial Markets | Sep 10 2026 14:02
The Scaling and Profitability Trade off: Venture Capital's Weakest Link!
39 views | Financial Markets | Sep 02 2026 14:02
AI's Bar Mitzvah Moment: From Hype & Hope to Business Questions!
42 views | Financial Markets | Aug 20 2026 18:02
The Situational Awareness Blow-up: The Collateral Damage from Investing Conviction!
31 views | Financial Markets | Aug 11 2026 00:03
Information Timing and Release: The Gaming of Guidance!
23 views | Financial Markets | Jul 29 2026 20:03
Country Risk: Drivers, Measures and Investment Implications - The 2026 Edition!
59 views | Financial Markets | Jul 15 2026 18:02
SpaceX, OpenAI and Anthropic: The S&P 500 Inclusion Question and Investment Consequences!
29 views | Financial Markets | Jun 18 2026 20:02
Revisiting the SpaceX Valuation: A Post-Prospectus Update!
59 views | Financial Markets | Jun 04 2026 20:02

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