I only have one listen for you today.
I really liked Patrick’s interview Aswath Damodaron.
They covered:
– why it’s unexpected inflation we should fear
– valuing FANGAM stocks over time
– alpha / edge
– why ESG is bullsh*t
Have a great Sunday.
Sunday Listen…Hello From Amsterdam
June 05, 2022 at 10:10 AM EDT
I only have one listen for you today. I really liked Patrick’s interview Aswath Damodaron. They covered: – why it’s unexpected inflation we should fear – valuing FANGAM stocks over time – alpha / edge – why ESG is bullsh*t Have a listen here. Have a great Sunday. Continue reading Sunday Listen…Hello From Amsterdam at Howard Lindzon.
