Chinese Market Insights
Aswath discusses the complexities of investing in Chinese companies, emphasizing the importance of selective investment and understanding the business behind the stock. He warns against companies with high debt and real estate holdings, while expressing confidence in strong players like Tencent. The conversation shifts to the implications of Elon Musk's voided compensation package, raising questions about corporate governance and its effect on Tesla's valuation.In this clip
From this podcast
The Prof G Pod with Scott Galloway
Prof G Markets: Fourth Quarter Review — with Aswath Damodaran
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