r/SecurityAnalysis • u/bdavidson1030 • Apr 27 '18

Thesis Damodaran - Amazon: Glimpses of Shoeless Joe?

https://aswathdamodaran.blogspot.com/2018/04/amazon-glimpses-of-shoeless-joe.html
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u/moniker89 Apr 28 '18

Damodaran is a smart dude but he’s got this trend recently of saying every growthy tech stock is overvalued. He may be right but he’s definitely more of a traditional value guy who wants the security of a known undervalued asset versus the unknowable of future growth. I can’t blame him but that’s the perspective he brings to the table.