cover of episode Prof G Markets: Will Boeing and Intel Recover? — ft. Aswath Damodaran

Prof G Markets: Will Boeing and Intel Recover? — ft. Aswath Damodaran

2024/11/1
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The Prof G Pod with Scott Galloway
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Aswath Damodaran
纽约大学斯特恩商学院金融教育凯什纳家族椅位教授，专注于估值、企业金融和投资管理。
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Aswath Damodaran：英特尔过去十年过度扩张，努力过猛，缺乏活力和激情，但《通胀削减法案》为其提供了机遇，如果能够在代工业务上站稳脚跟，并接受在人工智能领域不会占据主导地位的事实，专注于其他业务，仍有希望恢复到中等水平的增长。作者本人持有英特尔股票，并在特定假设下认为其值得投资。 Aswath Damodaran：波音公司过去二十年严重损害了自身声誉，难以恢复信任，投资风险极高，公司目前处于生存模式，可能需要出售资产以维持运营。其产品安全问题严重，难以恢复市场信任，因此不建议投资。

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To hear the rest of this episode, type in Prof G Markets wherever you get your podcasts and hit follow

You'll get Aswath's updated take on Nike, Disney, Estée Lauder, Starbucks, Google, Tesla, Uber and Expedia, and more.

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https://podcasts.apple.com/us/podcast/prof-g-markets/id1744631325)

https://open.spotify.com/show/7syF2ry9j6nqYc656WHBA7?si=16f5d3d31ff7438b)

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