Watch- Damodaran applies scenario analysis to AAPL and AMZN

Apple and Amazon at a Trillion $: A Follow up on Uncertainty and Catalysts
Apple and Amazon at a Trillion $: A Follow up on Uncertainty and Catalysts

In this session, I follow up on my earlier one, where I found Apple and Amazon to be over valued. I start by facing up to the uncertainty in each valuation, ...

Ken_Dyks

For pt 3 Valuation Guru Prof Damodaran re-examines his earlier findings, that Apple and Amazon are overvalued by 9% and 35%, respectively. For Apple, he looks at Revenue Growth, Operating Margin, and Cost of Capital, and for the analysis of Amazon he adds a fourth variable, Sales / Invested Capital. Especially for Amazon, Prof Damodaran finds a wide range of possible values. To conclude, Damodaran discusses his investment actions, which are quite surprising and, dare i say, contrarian...

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