Money and Finance
- Michael Mauboussin On Bloomberg (video)
Found via The Big Picture. Nov. 20 (Bloomberg) -- Michael Mauboussin, chief investment strategist at Legg Mason Capital Management Inc., talks about his new book "The Success Equation: Untangling Skill and Luck in Business, Sports, and Investing." Mauboussin...
- Mauboussin On Strategy: The Importance Of Expectations
In his latest strategy piece, The Importance of Expectations – The Question that Bears Repeating: What’s Priced In, Michael Mauboussin discusses the key to successful investing which is to systematically distinguish between price and value – two...
- Mauboussin On Strategy: Shaking The Foundation
In his latest strategy piece, Shaking the Foundation: Revisiting Basic Assumptions about Risk, Reward, and Optimal Portfolios, Michael Mauboussin works through the ideas and implications in an interview with Ole Peters. ...
- Dividend Growth Checkup
As part of my annual review process for my portfolio, I read through the latest quarterly or annual reports for the companies I own, as well as checked up on the organic dividend growth for each position and for the portfolio as a whole. The dividend...
- How Much To Invest In Your Dividend Paying Stocks
How much you choose to invest in the stocks in your dividend portfolio may be just as important -- if not more important -- as which stocks you choose to include in your portfolio. There are two primary strategies for asset allocation -- passive (equal...
Money and Finance
Mauboussin on Strategy: Seeking Portfolio Manager Skill
In his latest strategy piece, Seeking Portfolio Manager Skill, Michael Mauboussin discusses the logical case for active management and the key challenge of identifying above-average portfolio managers ahead of time. Michael also reviews the concept of active share and how, when combined with tracking error, investors are provided with reliable and valid statistics to evaluate a manager’s investment process.
- Michael Mauboussin On Bloomberg (video)
Found via The Big Picture. Nov. 20 (Bloomberg) -- Michael Mauboussin, chief investment strategist at Legg Mason Capital Management Inc., talks about his new book "The Success Equation: Untangling Skill and Luck in Business, Sports, and Investing." Mauboussin...
- Mauboussin On Strategy: The Importance Of Expectations
In his latest strategy piece, The Importance of Expectations – The Question that Bears Repeating: What’s Priced In, Michael Mauboussin discusses the key to successful investing which is to systematically distinguish between price and value – two...
- Mauboussin On Strategy: Shaking The Foundation
In his latest strategy piece, Shaking the Foundation: Revisiting Basic Assumptions about Risk, Reward, and Optimal Portfolios, Michael Mauboussin works through the ideas and implications in an interview with Ole Peters. ...
- Dividend Growth Checkup
As part of my annual review process for my portfolio, I read through the latest quarterly or annual reports for the companies I own, as well as checked up on the organic dividend growth for each position and for the portfolio as a whole. The dividend...
- How Much To Invest In Your Dividend Paying Stocks
How much you choose to invest in the stocks in your dividend portfolio may be just as important -- if not more important -- as which stocks you choose to include in your portfolio. There are two primary strategies for asset allocation -- passive (equal...