In a recent episode of The Long View podcast, Cliff Asness, founder and CIO of AQR Capital Management, shared his sharp thoughts on tariffs, market-timing, and the allure of private equity—topics that resonate deeply with investors navigating complex markets.| The Acquirer's Multiple®
A blog about markets, finance and all things money related.| aswathdamodaran.blogspot.com
When markets are in free fall, there is a great deal of advice that is meted out to investors, and one is to just buy the dip, i.e., buy beaten down stocks, in the hope that they will recover, or the entire market, if it is down. "Buying the dip" falls into a broad group of investment strategies that can be classified as "contrarian", where investors act in contrast to what the rest of the market is doing at the time, buying (selling) when the vast majority are selling (buying) , and it ...| Musings on Markets
I will start with a couple of confessions. The first is that I see the world in shades of gray, and in a world where more and more people see only black and white, that makes me an outlier. Thus, if you are reading this post expecting me to post a diatribe or a tribute to Trump, tariffs or Tesla, you are likely to be disappointed. The second is that much of my work is in the micro world, where I look at companies and their values, and the work that I do on macro topics or variables is to he...| Musings on Markets
A lot of people follow Warren Buffett’s investing moves. Why not? He’s the best investor in history. If you disagree, come at me in the comments. I don’t follow Buffett’s moves too much for a few reasons: He has research on companies he invests in that you and I don’t. I’ll admit that I don’t […]| Lazy Man and Money
A blog about markets, finance and all things money related.| aswathdamodaran.blogspot.com
Does market timing work? Absolutely! But there's a catch. Find out what the catch is when it comes to market timing.| Tawcan
A blog about markets, finance and all things money related.| aswathdamodaran.blogspot.com
