NYU’s Damodaran: Buy Mag 7 on Dips | Full Episode | Insight with Haslinda Amin 12/03/2024
Insight with Haslinda Amin, a daily news program featuring in-depth, high-profile interviews and analysis to give viewers the complete picture on the stories that matter. The show features prominent leaders spanning the worlds of business, finance, politics and culture.
Chapters:
00:03:35 – NYU Stern’s Aswath Damodaran on Mag-7 valuation
00:05:52 – Damodaran on why one must own Mag-7 stocks
00:09:05 – Damodaran on Nvidia valuation and AI
00:13:52 – Valuation model for Mag-7
00:15:12 – Trump and the outlook for stock values
00:19:38 – Damodaran on India vs China valuation
00:21:01 – Damodaran on India’s problems
00:24:25 – Penta Group Partner Bryan DeAngelis on Trump’s Tariffs
00:26:23 – Damodaran on China tech stocks, Alibaba, Tencent
00:27:12 – DeAngelis & Damodaran on Trump risks
00:40:24 – Damodaran on risks of investing in Adani stocks
00:41:22 – Damodaran on political angle to US Adani charges
00:42:07 – Damodaran on India infrastructure play
00:43:31 – Damodaran on Reliance, Mukesh Ambani key-man risk
00:44:44 – Damodaran on India infrastructure play
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