I don’t always agree with Dr. Damodaran, but the video can help any analyst writing a research report. You have to link your story to numbers. He mentions that he prefers to teach history majors how to value than teach engineers how to be creative/tell a story with their numbers.
The mistake Prof. Damodaran made on Vale was not normalizing the biggest cyclical boom in iron ore prices in the past five hundred years.
Follow the discussion on valuing UBER. This is a good exercise for valuing platform/network companies: Damordaran on UBER FiveThirtyEight
Global Warming? https://youtu.be/SXxHfb66ZgM