Does a trillion-dollar valuation mean a stock is actually worth buying? Aswath Damodaran says not necessarily.The NYU finance professor known on Wall Street as the "dean of valuation" breaks down the real difference between pricing a stock and valuing it, and explains why the AI boom alone doesn't justify trillion-dollar price tags. Plus, he hands out grades on how the market is currently valuing nine of the world's most valuable companies. As always, this is not financial advice.

Chapters: 

0:00 Intro 

0:36 What to expect in this episode.

0:59 Trillion dollar company list getting long.

1:59 The secret to valuing a business.

3:31 The dangers of taking investing shortcuts.

5:28 Should you invest just because it’s worth a trillion dollars?

7:10 Can you afford not to invest in AI stocks?

13:30 Stock 1 - Nvidia (Grade B)

15:48 Stock 2 - Apple (Grade B+)

18:34 Stock 3,4,5 - Microsoft, Meta, Alphabet (Grade B-)

23:55 Stock 6 - Amazon (Grade B)
26:29 Stock 7 - Tesla (Grade C)
28:21 Stock 8 - SpaceX (Grade Incomplete)
30:36 Stock 9 - Berkshire Hathaway (Grade B)
Our thanks to Aswath Damodaran! Learn more about Aswath here: https://pages.stern.nyu.edu/~adamodar/




This episode is brought to you by Global X Canada, which just launched the Global X Artificial Intelligence Memory Index ETF, ticker DRAM, a new ETF tied to one of the biggest themes in AI: memory and storage.  As AI models get bigger, moving and storing all that data is becoming just as important as the chips that process it.  Learn more about it here: https://www.globalx.ca/product/dram







Have you signed up for our investing newsletter? It's free. Plus, paid members get "The Inside Take," with deep dives, briefings, guest notes and more!




● Investing newsletter: https://jonerlichman.substack.com/ 




● Behind-The-Scenes newsletter: https://carolinelesley.substack.com/p/the-take-down




Give us a 5 star podcast rating!




● Apple Podcasts - https://podcasts.apple.com/us/podcast/ticker-take/id1832785387




● Spotify - https://open.spotify.com/show/2xrbo2v18T7jYr9DSZ3GUf




● TikTok - https://www.tiktok.com/@jonerlichman?lang=en 




● Instagram - https://www.instagram.com/jonerlichman/?hl=en 




● X - https://x.com/JonErlichman




● Website - https://www.tickertakeonline.com/




Exec Producer/Co-Host: Caroline Lesley  - https://www.instagram.com/caroline.lesley/




About me:




I’ve covered the stock market for more than 25 years and worked at places like Bloomberg and Fortune.  I launched my YouTube channel to share with you the investing insights I've had access to! Why Ticker Take? Well, there are thousands of stocks. They all have different TICKER symbols. We explore lots of them and talk to experts…getting their…ticker take!




#stocks #investing #stockmarket




Learn more about your ad choices. Visit megaphone.fm/adchoices

Does a trillion-dollar valuation mean a stock is actually worth buying? Aswath Damodaran says not necessarily.The NYU finance professor known on Wall Street as the "dean of valuation" breaks down the real difference between pricing a stock and valuing it, and explains why the AI boom alone doesn't justify trillion-dollar price tags. Plus, he hands out grades on how the market is currently valuing nine of the world's most valuable companies. As always, this is not financial advice.
Chapters:&nbsp;
0:00 Intro&nbsp;
0:36 What to expect in this episode.
0:59 Trillion dollar company list getting long.
1:59 The secret to valuing a business.
3:31 The dangers of taking investing shortcuts.
5:28 Should you invest just because it’s worth a trillion dollars?
7:10 Can you afford not to invest in AI stocks?
13:30 Stock 1 - Nvidia (Grade B)
15:48 Stock 2 - Apple (Grade B+)
18:34 Stock 3,4,5 - Microsoft, Meta, Alphabet (Grade B-)
23:55 Stock 6 - Amazon (Grade B) 26:29 Stock 7 - Tesla (Grade C) 28:21 Stock 8 - SpaceX (Grade Incomplete) 30:36 Stock 9 - Berkshire Hathaway (Grade B) Our thanks to Aswath Damodaran! Learn more about Aswath here: <a href="https://pages.stern.nyu.edu/~adamodar/">https://pages.stern.nyu.edu/~adamodar/</a>
 
This episode is brought to you by Global X Canada, which just launched the Global X Artificial Intelligence Memory Index ETF, ticker DRAM, a new ETF tied to one of the biggest themes in AI: memory and storage.&nbsp; As AI models get bigger, moving and storing all that data is becoming just as important as the chips that process it.&nbsp; Learn more about it here: <a href="https://www.globalx.ca/product/dram">https://www.globalx.ca/product/dram</a>
 
 
Have you signed up for our investing newsletter? It's free. Plus, paid members get "The Inside Take," with deep dives, briefings, guest notes and more!
 
● Investing newsletter: <a href="https://jonerlichman.substack.com/">https://jonerlichman.substack.com/</a>&nbsp;
 
● Behind-The-Scenes newsletter: <a href="https://carolinelesley.substack.com/p/the-take-down">https://carolinelesley.substack.com/p/the-take-down</a>
 
Give us a 5 star podcast rating!
 
● Apple Podcasts - <a href="https://podcasts.apple.com/us/podcast/ticker-take/id1832785387">https://podcasts.apple.com/us/podcast/ticker-take/id1832785387</a>
 
● Spotify - <a href="https://open.spotify.com/show/2xrbo2v18T7jYr9DSZ3GUf">https://open.spotify.com/show/2xrbo2v18T7jYr9DSZ3GUf</a>
 
● TikTok - <a href="https://www.tiktok.com/@jonerlichman?lang=en">https://www.tiktok.com/@jonerlichman?lang=en</a>&nbsp;
 
● Instagram - <a href="https://www.instagram.com/jonerlichman/?hl=en">https://www.instagram.com/jonerlichman/?hl=en</a>&nbsp;
 
● X - <a href="https://x.com/JonErlichman">https://x.com/JonErlichman</a>
 
● Website - <a href="https://www.tickertakeonline.com/">https://www.tickertakeonline.com/</a>
 
Exec Producer/Co-Host: Caroline Lesley&nbsp; - <a href="https://www.instagram.com/caroline.lesley/">https://www.instagram.com/caroline.lesley/</a>
 
About me:
 
I’ve covered the stock market for more than 25 years and worked at places like Bloomberg and Fortune.&nbsp; I launched my YouTube channel to share with you the investing insights I've had access to! Why Ticker Take? Well, there are thousands of stocks. They all have different TICKER symbols. We explore lots of them and talk to experts…getting their…ticker take!
 
#stocks #investing #stockmarket Learn more about your ad choices. Visit <a href="https://megaphone.fm/adchoices">megaphone.fm/adchoices</a>

Think investing has to be boring or confusing? Think again! Join Jon Erlichman as he breaks down the latest market news, investment tips, and money moves — all served with a side of wit and zero financial mumbo jumbo. Whether you’re a newbie trying to figure out what a “ticker” even is, or a seasoned investor looking for a fresh take, Ticker Take makes finance fun, friendly, and maybe even a little entertaining. Tune in, learn something, and maybe laugh along the way. Your wallet will thank you.

Think investing has to be boring or confusing? Think again! Join Jon Erlichman as he breaks down the latest market news, investment tips, and money moves — all served with a side of wit and zero financial mumbo jumbo. Whether you’re a newbie trying to figure out what a “ticker” even is, or a seasoned investor looking for a fresh take,&nbsp;Ticker Take&nbsp;makes finance fun, friendly, and maybe even a little entertaining. Tune in, learn something, and maybe laugh along the way. Your wallet will thank you.