https://youtu.be/QID0UbRuIYk?si=C5ResZZ7bvY4klYy

i wen through this pod by aswath damodaran- dean of valuation.

it helped me a lot in this turbulent times , how to weed out noise & look through numbers.

some key takeaways overall market corrected rationalyin the right way pricing the risk correctly across geographies

australia corrected 11% approx given that we rose 10% up prior to that quite normal.

i thibk this validates @Strawman approach of bottoms up stock picking because broad market indices rightly move but underlying stocks is where irrationality exists.

i thibk this video is really good, cant upload slides size too large