Aswath Damodaran Warns: These Stocks Are in Trouble! | Kushal Lodha #400

➡ Recommend A Guest For Our Podcast Here - https://forms.gle/eotmhzWMx6KpJQH86 ➡ The 9:15 Club - India’s smartest young investors community: https://forms.gle/stVcwXY3CSTQJWAG6 ➡ Join This Group To Be Invited To Future Offline KwK Events in Mumbai: https://chat.whatsapp.com/F3MbHDPwTwC... Professor Aswath Damodaran, the Dean of Valuation who has taught at NYU Stern for 40+ years, joins Kushal to break down how rising US Treasury rates, AI and Indian businesses should really be valued. He unpacks Paytm, Zomato and Reliance Jio, and explains why AI is a $2.5 trillion factory that still doesn't know what it will make. What You'll Learn: 1-Rates vs Stocks: Why companies with pricing power can grow cash flows enough to beat higher discount rates. 2-The Bar Mitzvah Moment: When a young company must stop selling users and start answering business questions. 3-Paytm vs Zomato: Why a sub 1% take rate caps Paytm, and how Blinkit rewrote the Zomato story. 4-The Holding Company Discount: Why some Indian family groups trade at 50% discounts, and why family friction is the catalyst. 5-Valuing OpenAI and Anthropic: Why AI's market hinges on tools vs replacing white collar work, and why its costs won't look like software. 🔔 Hit SUBSCRIBE and turn on notifications so you never miss a deep dive with India's sharpest investing minds! #KonversationWithKushal #AswathDamodaran #KushalLodha #Valuation #StockMarketIndia #AIInvesting #Zomato #Paytm #RelianceJio #NYUStern ➡ Order my book 'Acing CA' here: https://www.amazon.in/dp/8195816886?r... ➡ Order my book 'Unlocking Unicorn Secrets' here: https://www.amazon.in/dp/0143461605?r... Follow Kushal Lodha on Social Media: 📝 LinkedIn:   / kushallodha548   📷 Instagram:   / kushallodha548   📱 Twitter:   / kushallodha548   Follow guest on Social Media: 📝 LinkedIn:   / aswathdamodaran   📱 Twitter: https://x.com/AswathDamodaran Timestamp: 00:00:00 Trailer 00:02:20 Intro 00:03:55 Rising Interest Rates & Stock Markets 00:04:42 Do Higher Rates Hurt Stocks? 00:07:53 Impact On Indian Markets 00:08:39 The Carry Trade 00:09:58 Growth Vs Mature Companies 00:11:23 Corporate Life Cycle 00:13:11 Meta Vs Twitter Case Study 00:14:25 Paytm Case Study 00:19:10 Pricing Metrics By Life Cycle 00:21:12 Eternal (Zomato) Case Study 00:24:23 Blinkit & Quick Commerce 00:26:46 Reliance Case Study 00:31:06 Family Friction Unlocks Value 00:32:57 Profiting From Spin-Offs 00:34:31 Jio & Reliance Retail Case Study 00:38:00 Retail As A Real Estate Play 00:39:20 DMart Vs Big Bazaar Case Study 00:39:43 Marriott Case Study 00:43:43 Valuing OpenAI & Anthropic 00:47:11 AI: Tool Or Replacement? 00:49:22 Jobs AI Will Replace 00:54:17 AI Business Models 00:58:16 AI Winners Vs Losers 01:00:04 The AI Trust Debate 01:02:20 Robotics & Future Of Jobs 01:04:02 What Would Prof. Aswath Damodaran Ask Himself? 01:05:28 Conclusion & Outro #kushallodha