Creator Profile
Aswath Damodaran
YouTube | Stock
974,000 followers
Visit creator profileReturn Since March 4, 2026
Recent Posts
Latest published research
June 18, 2026
The Indexing Question: Should SpaceX, OpenAI and Anthropic be in the S&P 500?
The creator discusses the potential inclusion of major AI companies like SpaceX, OpenAI, and Anthropic in the S&P 500. He outlines arguments against their inclusion from active investors, investment experts, and politicians, while also explaining how indices are constructed and the purpose of the S&P 500 as a large-cap US company index.
June 4, 2026
The Numbers are in: A Post-Prospectus SpaceX Valuation!
Aswath Damodaran revisits his valuation of SpaceX using its recently released prospectus. He notes that while the operating numbers were close to his estimates, revenues from XAI were higher than anticipated due to compute space leasing. Despite a larger operating loss than expected, the net debt is negative due to substantial cash reserves, leading to minimal changes in his overall valuation.
May 6, 2026
An Ode to Restraint: Lessons from the Tim Cook Legacy!
This video discusses the legacy of Tim Cook as CEO of Apple, contrasting his understated leadership style with more flamboyant "empire builders" like Jack Welch. The creator uses Tim Cook's tenure as a platform to examine how CEOs are perceived and valued, highlighting Cook's critical role in Apple's success despite not being the visionary founder. The discussion delves into Apple's history, including Steve Jobs's initial struggles and eventual triumphant return, and how Cook complemented Jobs's vision.
Recent Stock Calls
Only high-conviction signal-backed calls appear here, so newer research posts can stay commentary-only.
High-Conviction Portfolio Performance Since March 4, 2026
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