Michael Mauboussin
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- Michael Mauboussin: Stress Shortens Investors Time HorizonsHere’s a great interview with Michael Mauboussin on the Value Investing with Legends podcast. During the interview Michael provides some great insights on how stress affects inv…
- Michael Mauboussin: Many Investors Are Not Congruent With What They’re Ultimately Trying To DoHere’s a great interview with Patrick O’Shaughnessy and Michael Mauboussin on ways to improve processes at Capital Camp 2019. During the interview Mauboussin discusses one reaso…
- Michael Mauboussin: 10 Rediscovered Lectures From Benjamin GrahamMichael Mauboussin recently tweeted an awesome collection of Ben Graham’s rediscovered lecture series – Current Problems in Security Analysis (September 1946-February 1947). It’…
- Michael Mauboussin: Ben Graham’s Overarching Investing LessonWe’ve just been listening to Michael Mauboussin’s interview on the Jim Rutt Podcast. During the interview he spoke about the fact that while a number of Ben Graham’s methods hav…
- Michael Mauboussin: 3 Lessons Investors Can Learn From The Quest To Win The Triple CrownIn 2015, Michael Mauboussin wrote a great paper titled – Triple Crown Teachings, Three Takeaways from the Quest for the Elusive Feat. In the paper he discusses how the quest to …
- Michael Mauboussin: 5 Ways That Investors Can Effectively Take Advantage Of Behavioral InefficienciesIn Michael Mauboussin’s great research paper titled – Who Is On The Other Side, he provides five key insights into how investors can effectively take advantage of behavioral ine…
- Michael Mauboussin: The Expert Squeeze And Man Versus MachineHere’s a great excerpt from Michael Mauboussin’s book – Think Twice: Harnessing the Power of Counterintuition, in which Mauboussin is discussing what he calls the expert squeeze…
- Michael Mauboussin: The Five Principles of Good Capital AllocationWe’ve just been re-reading Michael Mauboussin’s great paper on capital allocation titled – Capital Allocation Evidence, Analytical Methods, and Assessment Guidance. At the end o…
- Michael Mauboussin – You’ve Bought A Stock, It Goes Down – Are You Still Right Or Are You Wrong?We’ve just been listening to Michael Mauboussin’s interview with Patrick O’Shaughnessy on his podcast, Invest Like The Best. During the interview Mauboussin provides some great …
- Michael Mauboussin: 15 Ways To Identify Market InefficienciesMichael Mauboussin has just released his latest paper titled – Who Is On The Other Side?. In the paper Mauboussin describes a number of inefficiencies that exist in the market, …
- Michael Mauboussin: 12 Books That Every Investor Should ReadWe recently started a series called – Superinvestors: Books That Every Investor Should Read. So far we’ve provided the book recommendations from: Charles Munger: 32 Books That E…
- Michael Mauboussin: Five Common Mistakes That Investors MakeHere’s a great video by Michael Mauboussin in which he highlights five common mistakes that investors make. These are: 1. “First is it is really important to try to minimize you…
- Michael Mauboussin: ‘Procyclicality’- How It Drives Market Cycles To ExtremesMichael Mauboussin recently released a great paper called – Procyclicality And Its Extremes in which he discusses ‘Procyclicality’ and how it drives market cycles to extremes. H…
- Michael Mauboussin: The Babe Ruth Effect Generates More Successful ReturnsHere’s a great lesson from Michael Mauboussin’s book – More Than You Know. Mauboussin highlights the point that when it comes to successful investing it’s not about the frequenc…
- Michael Mauboussin: What Separates Great Investors From Average InvestorsHere’s a great interview with Michael Mauboussin in the latest Graham & Doddsville newsletter in which he discusses his insights on his value investing strategy and process. Als…
- Michael Mauboussin: What Is Most Misunderstood About Value Investing TodayHere’s a great interview at Forbes in which Kevin Harris from SumZero chats with Michael Mauboussin about value investing, active management, and the state of the market. Part o…
- Michael Mauboussin – Here Is The Best Way To Compare Investment OpportunitiesOne of the problems that we face as investors is making comparisons between investment opportunities. Similarly, company management has to make comparisons between strategic mer…
- Michael Mauboussin – Share Buybacks Are A Better Alternative For Shareholders Than DividendsThere is much debate about whether companies should increase shareholder value by repurchasing their shares or returning excess cash to shareholders by way of dividends. One of …