Money and Finance
- Links
The collection of old articles by James Montier posted the other day reminded me of another good collection of his work during 2008, HERE. Collection of Michael Mauboussin's Research Papers From Credit Suisse (LINK) Five Good Questions for Michael...
- Edge: A Conversation With Jonathan Gottschall
I just linked to his book, The Storytelling Animal, over the weekend after I saw Michael Mauboussin recommend it. Link to: A Conversation with Jonathan Gottschall We think of stories as a wildly creative art form but within that creativity and that diversity...
- Share Repurchase From All Angles: Assessing Buybacks, No Matter Where You Sit - By Michael Mauboussin
In his latest strategy piece, Share Repurchase from All Angles: Assessing Buybacks, No Matter Where You Sit, Michael Mauboussin discusses the sometimes misused and misunderstood importance of share buybacks to maximize long-term value for shareholders...
- 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...
- Simoleon Sense: Miguel Barbosa's Interview With Michael Mauboussin
My friend Miguel did a great interview with Michael Mauboussin. Link: Miguel Barbosa's Interview with Michael Mauboussin- ...
Money and Finance
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.
- Links
The collection of old articles by James Montier posted the other day reminded me of another good collection of his work during 2008, HERE. Collection of Michael Mauboussin's Research Papers From Credit Suisse (LINK) Five Good Questions for Michael...
- Edge: A Conversation With Jonathan Gottschall
I just linked to his book, The Storytelling Animal, over the weekend after I saw Michael Mauboussin recommend it. Link to: A Conversation with Jonathan Gottschall We think of stories as a wildly creative art form but within that creativity and that diversity...
- Share Repurchase From All Angles: Assessing Buybacks, No Matter Where You Sit - By Michael Mauboussin
In his latest strategy piece, Share Repurchase from All Angles: Assessing Buybacks, No Matter Where You Sit, Michael Mauboussin discusses the sometimes misused and misunderstood importance of share buybacks to maximize long-term value for shareholders...
- 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...
- Simoleon Sense: Miguel Barbosa's Interview With Michael Mauboussin
My friend Miguel did a great interview with Michael Mauboussin. Link: Miguel Barbosa's Interview with Michael Mauboussin- ...