Michael Mauboussin
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- Michael Mauboussin: The Impact Of Intangibles On Base RatesIn his latest paper titled – The Impact of Intangibles on Base Rates, Michael Mauboussin discusses how the dominance of intangibles will lead to higher growth and more dispersio…
Michael Mauboussin: The Economics of Customer BusinessesIn his latest paper titled – The Economics of Customer Businesses, Calculating Customer-Based Corporate Valuation, Michael Mauboussin discusses a robust framework called ‘custom…- Michael Mauboussin: MEROI – Bridging Accounting and ValuationIn his latest paper titled – Market-Expected Return on Investment (MEROI), Michael Mauboussin explains why MEROI, which measures the return at which the present value of a compa…
- Michael Mauboussin: Animating Mr MarketSome years ago, Michael Mauboussin wrote a paper titled Animating Mr Market, in which he discussed Ben Graham’s Mr Market metaphor saying, “One way to animate Mr. Market is to c…
- Michael Mauboussin: The Importance Of Utilizing Base RatesIn his recent interview on the Decision Education Podcast, Michael Mauboussin discussed the importance of utilizing base rates in investing. Here’s an excerpt from the interview…
- Michael Mauboussin: The Trouble with Earnings and Price/Earnings MultiplesSome years ago Michael Mauboussin and Alfred Rappaport released a great paper titled – The Trouble with Earnings and Price/Earnings Multiples, in which they discuss the shortcom…
- Michael Mauboussin: Why Companies DieSeveral years ago, Michael Mauboussin and his colleagues wrote a great paper titled – Corporate Longevity – Index Turnover and Corporate Performance, which provides some great i…
- Michael Mauboussin: How To Get Positive Expected Value On Your SideIn Michael Mauboussin’s book – More Than You Know – he shares a great story about Paul DePodesta and Michael Lewis at a Vegas casino and the lessons investors can learn about ge…
- Michael Mauboussin: Why Value Investing Still WorksMichael Mauboussin recently wrote an article in The Financial Times titled – Why value investing still works in markets, in which he discusses why value investing i.e., finding …
- Mauboussin & Duke On Luck And Getting Better At QuittingIn this short conversation between Michael Mauboussin and Annie Duke they discuss the role of luck, from the perspective of the decider, and why we need to get better at quittin…
- Michael Mauboussin: One Job: Expectations and the Role of Intangible InvestmentsMichael Mauboussin recently released a paper titled – One Job: Expectations and the Role of Intangible Investments in which he discusses the impact of intangibles in company val…
- Michael Mauboussin: Investors Should Search For Parts In The Market That Are Less TraffickedDuring his recent interview on the Invest Like The Best Podcast, Michael Mauboussin was asked his advice for young investors who want to get started in the market. Here’s his re…
- Michael Mauboussin: Public To Private Equity In The United States: A Long-Term LookMichael Mauboussin recently released his latest report on – “Public to Private Equity in the United States: A Long-Term Look.” A multi-decade look at public equities, buyouts, a…
- Michael Mauboussin: Ben Graham’s Mr Market Behavior Will Be Around For A Long TimeIn his recent interview with Sean Delaney on the What Got You There podcast, Michael Mauboussin discusses behavioral economics and makes the point that human nature, as it relat…
- Michael Mauboussin: Perform A ‘Premortem’ Before You InvestIn Michael Mauboussin’s book, Think Twice: Harnessing the Power of Counterintuition, there’s a great passage on how investors can make better investment decisions using what he …
- Michael Mauboussin: The Math of Value and GrowthMichael Mauboussin recently wrote a paper titled – The Math of Value and Growth in which he discusses how valuations change as assumptions about growth, return on incremental in…
- Michael Mauboussin: Maximize Your Opportunities With Position SizingYesterday we provided an excerpt from a Stanley Drukenmiller interview in which he discussed the importance of sizing your position in an investment, when you think you’re right…
- Michael Mauboussin: Dispersion Creates the Opportunity to Express SkillMichael Mauboussin recently wrote a great paper titled – Dispersion and Alpha Conversion, How Dispersion Creates the Opportunity to Express Skill, in which he discusses the role…