Aswath Damodaran

Most-linked posts?

1. The Billionaire Tax: The Worst Tax Idea Ever?
   3 people · 3 mentions · first linked 2021-10-26
2. Twists and Turns in the Tesla Story: A Boring, Boneheaded Update
   3 people · 3 mentions · first linked 2018-06-30
3. Tesla's estimated value per share is $70
   3 people · 3 mentions · first linked 2013-09-05
4. The IPO of the decade? My valuation of Facebook
   3 people · 3 mentions · first linked 2012-02-18
5. Revisiting the SpaceX Valuation: A Post-Prospectus Update
   3 people · 3 mentions · first linked 2026-06-05
6. Musings on Markets: The Bitcoin Boom: Asset, Currency, Commodity or Collectible?
   2 people · 3 mentions · first linked 2017-10-26
7. Finance Professor Values Uber at $5.85 Billion
   2 people · 2 mentions · first linked 2014-06-09
8. How to fundamentally price Uber for its IPO
   2 people · 2 mentions · first linked 2019-04-15
9. Runaway Story or Meltdown in Motion? The Unraveling of the WeWork IPO
   2 people · 2 mentions · first linked 2019-09-10
10. Public company virtue signalling: the “Goodness” Gravy Train Rolls On
    2 people · 2 mentions · first linked 2021-09-15

What Hacker News says?

1. john_b · 2021-01-01

   It really is a currency, however. It's not a matter of perception but rather of how Bitcoin functions. The biggest difference between a commodity and currency is that a commodity is essential for some process or product. A currency is just one of many ways of funding that process/product. You can't build a computer without gold, copper, and some rare earth metals (commodities) but you can pay for it with USD, bitcoi…

   Comment linking /2017/10/the-bitcoin-boom-asset-currency.html

   on “Bitcoin is a disaster”
2. kgwgk · 2019-09-10

   Submitted Runaway Story or Meltdown in Motion? The Unraveling of the WeWork IPO as a story · 62 points

   HN discussion
3. kklisura · 2025-01-26

   Data from 2023, by Aswath Damodaran, says that 40.87% of companies are doing buybacks and that buybacks are 64.28% of all cash returned [1][2]. US is leading in this segment here wrt to rest of the countries. [1] https://aswathdamodaran.blogspot.com/2023/03/data-update-7-f... [2] https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEg...

   Comment linking /2023/03/data-update-7-for-2023-dividends.html

   on “It's not a crime if we do it with an app”
4. rjf90 · 2014-02-20

   Submitted Facebook buys Whatsapp for $19B: Value and Pricing Perspectives as a story · 47 points

   HN discussion
5. umeshunni · 2019-08-08

   Stock based compensation doesn't affect cash flow. It's newly issued stock granted to employees. I'm not sure when the accounting laws changed to include SBC (probably post-financial crisis), but it's weird to include it in an income statement as if it was a cash expense. You can find articles from accounting experts arguing both ways if you are curious. e.g. http://aswathdamodaran.blogspot.com/2014/02/stock-based-e…

   Comment linking /2014/02/stock-based-employee-compensation-value.html

   on “Uber Posts $5.2B Loss and Slowest Ever Growth Rate”
6. prostoalex · 2017-06-29

   Submitted User/Subscriber Economics: An Alternative View of Uber's Value as a story · 36 points

   HN discussion
7. 7Figures2Commas · 2014-12-06

   They often have similar effects but no, they are not[1]. This notwithstanding, you stated unequivocally that "share prices are not something you can 'grow'" when it is evident that companies have a number of tools at their disposal that can be used quite effectively to manipulate share price, especially over shorter periods of time and in certain kinds of markets. [1] http://aswathdamodaran.blogspot.com/2014/09/stoc…

   Comment linking /2014/09/stock-buybacks-they-are-big-they-are.html

   on “The World's Dumbest Idea: Maximizing Shareholder Value [pdf]”
8. cascom · 2021-10-27

   Submitted The Billionaire Tax: The Worst Tax Idea Ever? as a story · 12 points

   HN discussion
9. formercoder · 2019-08-07Recommends

   Very interesting article on the economics of MoviePass [1] [1] http://aswathdamodaran.blogspot.com/2018/05/user-and-subscri...

   Comment linking /2018/05/user-and-subscriber-businesses-good-bad.html?m=1

   on “MoviePass Worked Out Great”
10. rbcgerard · 2017-11-28

    Submitted Bitcoin Backlash: Back to the Drawing Board? as a story · 12 points

    HN discussion
11. RivieraKid · 2018-10-24Recommends

    They've only lost if TSLA is not overvalued. (The "us vs them" mentality is really tiring by the way.) The Q3 numbers don't significantly change expected future cashflows. Don't forget that they've tried really hard to make the numbers look as good as possible, they've pulled every trick they could think of. I've been quite bearish on Tesla and Q3 changed my mind to some extent. But, it's just one data point, people…

    Comment linking /2018/06/twists-and-turns-in-tesla-story-boring.html

    on “Tesla Third Quarter 2018 Update [pdf]”
12. elsewhen · 2021-10-26

    Submitted The Billionaire Tax: The Worst Tax Idea Ever? as a story · 9 points

    HN discussion
13. RivieraKid · 2020-05-16

    Here: http://aswathdamodaran.blogspot.com/2020/03/a-viral-market-m... It's a 2 month old article by perhaps the most respected figure in valuation. He came up with 2750 for S&P at that time (market value was much lower, maybe he would be more pessimistic now). You can enter your own assumptions into his spreadseet and it will output a valuation.

    Comment linking /2020/03/a-viral-market-meltdown-iii-pricing-or.html?m=1

    on “Have the record number of investors in the stock market lost their minds?”
14. davidivadavid · 2021-01-29

    Submitted The Reddit Crowd Targets the Hedge Funds as a story · 9 points

    HN discussion
15. guan · 2012-04-10

    “It’s hard to find a mathematics in which Instagram worth $1 billion in cash, but in pre-IPO stock, Facebook could stomach the hit.” This statement might make sense if Facebook were cash strapped, but in fact Facebook has plenty of cash. By paying in pre-IPO stock that is likely to be worth a lot more in a few months, Facebook is probably getting a bad deal compared to Instagram investors. It’s true that some people…

    Comment linking /2012/02/ipo-of-decade-my-valuation-of-facebook.html

    on “Instagram is "worth" more than the New York Times”
16. charlieirish · 2025-07-18

    Submitted To Bitcoin or Not to Bitcoin? A Corporate Cash Question as a story · 4 points

    HN discussion
17. INGELRII · 2024-02-29

    Aswath Damodaran's Nvidia analsysis: Assuming 32% CAGR rate of over 5 years with 40% target operating margin at the end of period Nvidia is now 40% overvalued. https://aswathdamodaran.blogspot.com/2024/02/the-seven-samur...

    Comment linking /2024/02/the-seven-samurai-how-big-tech-rescued.html

    on “Money bubble”
18. noch · 2021-10-27

    Submitted The Billionaire Tax as a story · 4 points

    HN discussion
19. bhupy · 2019-09-13

    Seems to be in line with Aswath Damodaran's valuation estimate. "From my perspective, this seems like an optimistic story, where WeWork generates pre-tax operating income of 10.07 billion on revenues of $80.5 billion in 2029, generating a 26.61% return on capital on intermediate capital investments. Allowing for a starting cost of capital of about 8%, the resulting value for the operating assets is about $29.5 billi…

    Comment linking /2019/09/runaway-story-or-meltdown-in-motion.html

    on “WeWork considers IPO valuation of as low as $10B”
20. mcenedella · 2019-09-10

    Submitted Runaway Story or Meltdown in Motion? The Unraveling of the WeWork IPO as a story · 4 points

    HN discussion
21. victor106 · 2020-12-11

    Aswath Damodaran's analysis. http://aswathdamodaran.blogspot.com/2020/12/the-sharing-econ... TLDR;The per share value based upon the latest share count is about $54/share.

    Comment linking /2020/12/the-sharing-economy-come-home-ipo-of.html

    on “Airbnb’s Stunning IPO”
22. yarapavan · 2019-04-16

    Submitted Uber's Coming Out Party: Personal Mobility Pioneer or Car Service on Steroids? as a story · 4 points

    HN discussion
23. omarhaneef · 2019-11-06

    I hate to be glib about valuations. There are a few people out there who have done the hard work: http://aswathdamodaran.blogspot.com/2019/04/ubers-coming-out... https://www.forbes.com/sites/greatspeculations/2018/02/22/br... And Bloomberg had a good one, though I can't find it now. I am not endorsing any of these, but the difference between a bull and bear (or, if you will, a valuation higher than what we have and…

    Comment linking /2019/04/ubers-coming-out-party-personal.html

    on “Uber Sinks to New Record Low as IPO Share Lockup Expires”
24. noir-york · 2018-07-03

    Submitted Twists and Turns in the Tesla Story: A Boring, Boneheaded Update as a story · 4 points

    HN discussion
25. antiviral · 2016-02-29Recommends

    If you are looking for how these models are created, you can look at the work of well-regarded experts in the valuation field like Damodoran, whose techniques many at i-banks or consulting firms would learn at some point in their careers. This link is to Damodoran's post for LinkedIn and GoPro (with downloadable, completed Excel models, which can be used as templates for other valuations): http://aswathdamodaran.blo…

    Comment linking /2016/02/lazarus-rising-or-icarus-falling-gopro.html

    on “Valuing high-tech companies”
26. jerryhuang100 · 2015-11-12

    Submitted Runaway Stories and Fairy Tale Endings: The Cautionary Tale of Theranos as a story · 4 points

    HN discussion
27. porter · 2017-11-09

    Famous NYU valuation professor on how to value bitcoin: http://aswathdamodaran.blogspot.com/2017/10/the-bitcoin-boom...

    Comment linking /2017/10/the-bitcoin-boom-asset-currency.html

    on “The Bitcoin bubble – Greater fool theory”
28. rebelde · 2014-12-03

    Submitted Discounted Cash Flow Model for Uber Valuation as a story · 4 points

    HN discussion
29. akg_67 · 2016-02-11Recommends

    If you are interested in valuing Internet/Tech companies, look into Aswath Damodaran's blog http://aswathdamodaran.blogspot.com/?m=1 In the past he had valued AAPL, FB, Uber etc. His Investment Valuation course at NYU Stern is also available online.

    Comment linking /?m=1

    on “Twitter’s User Growth Goes Nowhere as It Meets Revenue Expectations of $710M”
30. aanet · 2026-08-11

    Submitted Damodaran: Situational Awareness Blow-Up: The Collateral Damage from Conviction as a story · 3 points

    HN discussion

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