Sublime

I am not teaching my Stern classes this academic year, but my online classes are on my webpage, for free: https://t.co/FieeR8SYLI. NYU is also offering my valuation (https://t.co/GHCmme4vNM) and corporate finance classes (https://t.co/rq9ncMeIoa), with certification, if you have the inclination and the funds.

Li Lu's Columbia class on Valuation: https://t.co/ww74XKNeQu

1/🧵 I’ve known Aswath Damodaran is great, but this may well be the most entertaining investment lecture there is. The whole 45min lecture on the WORST VALUATION MISTAKES AND HOW TO AVOID THEM is worth watching but summarizing best bits in this thread. 🫖... See more

It's Moneyball time! I am no Billy Beane (or Brad Pitt), but my 2024 data update is up and running, if you are interested. You can find both the most updated numbers as well as archived data here: 2024 number: https://t.co/SvdXkJGIrW Archived data: https://t.co/8lOLQwCDKO

In my valuation writing/teaching, I argue that a good valuation is a bridge between story and numbers, and how stories can change overnight. DeepSeek's entry into the AI business has changed the AI story, but is it a break, a change or a shift? https://t.co/GvQ1IGWuQ4