Damodaran: Narrative and Numbers

NYU professor Aswath Damodaran recently spoke at Google on the value of stories in business. This theme is at the core of his latest book, Narrative and Numbers. In his talk, he discussed how the world of business and investing seems to be increasingly divided into two camps: number crunchers, who believe only in data and models, and story tellers, who believe in […]

Symphony’s 1Q17 Shareholder Update

Symphony International Holdings Limited (Symphony) is a closed-end fund that trades on the main market of the London Stock Exchange. According to their website, the fund invests in companies in particular high growth sectors – healthcare, hospitality, lifestyle and branded real estate – that stand to benefit from the rising disposable incomes of Asia’s increasing, and […]