This week on Prof G Markets, Aswath Damodaran returns to the show to discuss how companies age and why “growth for the sake of growth” can be a problem for companies as they get older. He looks at where Intel stands in the lifecycle and explains how it can return to a healthier age. He also breaks down how he thinks Starbucks and Lululemon could revamp their businesses. Finally, he explains why being geographically diversified doesn’t necessarily protect you from risk.

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Timestamps:
00:00 - Today's number
00:16 - Today's episode
05:26 - The Corporate Lifecycle + The Market’s Fallen Heroes — ft. Aswath Damodaran
05:30 - What is the corporate lifecycle, and why is it something investors should understand?
06:33 - How can you determine what stage a company is in its lifecycle?
07:10 - Is being an older company viewed negatively compared to younger, high-growth companies?
08:05 - How does Intel's current situation relate to its position in the corporate lifecycle?
09:11 - Is Intel a good buy right now?
10:41 - Should companies like Intel and Nike focus on cost-cutting or bold acquisitions to stay competitive?
12:43 - Has AI provided companies with a new lease on life?
12:45 - Will company investments in AI result in losses for investors?
25:45 - Are AI investments creating a bubble similar to the one seen with Cisco during the dot-com era?
18:39 - Is excitement outweighing practicality among AI investors?
20:13 - Where would you place OpenAI in the corporate life cycle?
21:06 - Are there companies where market perception differs from their actual fundamentals?
23:35 - What are your thoughts on Starbucks?
25:24 - What makes a good corporate rebirth?
27:40 - What are your thoughts on Lululemon's recent decline despite its strong performance in its category?
29:46 - What are your thoughts on Tesla?
32:25 - How do you compare the US market to other markets?
33:40 - What is country risk and how does the US fit in country risk framework?
39:05 - Any thoughts on the US election and its impact on the markets?
40:50 - What are your thoughts on the state of higher education?

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