Third Quarter 2024 Review — ft. Aswath Damodaran
Prof G Markets
Deep Dive
Why did California Governor Gavin Newsom propose increasing tax incentives for movie production?
To match other global production hubs and stimulate economic activity in LA.
Why did Boeing sell common stock and convertible shares?
To boost liquidity and prevent a credit rating downgrade to junk status.
Why did Robinhood launch betting contracts for the presidential election?
To capitalize on the gambling aspect of trading and attract users.
Why did shares of Donald Trump's media company rise significantly?
Due to prediction markets favoring Trump's win in the presidential election.
Why is Nike facing challenges despite its strong brand?
Brand names need nurturing, and market segments can age and fade.
Why is Intel struggling despite its historical dominance?
Overreaching in trying to compete with TSMC and NVIDIA without clear success.
Why is Boeing in serious trouble despite being in a duopoly?
Reputation damage from safety issues and loss of market trust.
Why is Disney facing difficulties in its transition of top management?
Board's failure to prepare a succession plan and the entertainment business's disruption.
Why did Tesla's stock price jump after recent earnings?
Relief rally due to meeting lowered expectations and focus on higher-margin products.
Why is Aswath Damodaran skeptical about Uber acquiring Expedia?
Big acquisitions often fail to deliver returns and can negatively impact stock price.
- El éxito de Nike está estrechamente vinculado a su asociación con Michael Jordan.
- El valor de la marca necesita ser nutrido y mantenido constantemente.
- Las marcas pueden volverse menos valiosas a medida que su mercado objetivo envejece.
- Los cambios en la industria pueden hacer que los puntos fuertes de la marca se conviertan en pasivos.
- Centrarse en un nuevo mercado no debe hacerse a expensas de descuidar el mercado principal.
Shownotes Transcript