Aswath Damodaran

speaker

1,201 appearances 7 recordings 3 series first heard May 2025 last heard 7 Aug

Aswath Damodaran’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 6 in all, peaking in Nov 2025 with 2.

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your view overall on a meta level of these prediction markets, and two, looking at these companies as potential stocks to own?

Are you saying that you would have been better off in the 60s just buying the S&P versus going into the alternative investment market with its fees?

You'd mentioned high margins.

A company that hasn't innovated, it doesn't adapt very quickly, is ripe for disruption.

Obviously, ground zero, you know, check, check, check, higher education.

And yet, applications up, margin power up,

Is it the fact that we have a duopoly?

Is it artificial scarcity?

One, I do not see anything resembling disruption in the numbers.

And two, is that a dangerous thing to say?

Like, what are your views

I just looked at all the data on applications.

There are some things happening.

People want to send their kids south.

They don't want them to send to a protest.

They want them to go to football games and join fraternities and sororities, not protests, is how I read.

The only thing I sussed out of the application trends.

But I see nothing, nothing indicating any sort of disruption that I won't say you've been predicting, but I've been predicting for a decade.

So I'm starting, and I'm in the midst of selling down my U.S.

stocks for a variety of reasons, but he makes me feel better about it because it's always... I think what makes you a great investor, it's like...

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