Money and Finance
My friend Miguel did a great interview with Michael Mauboussin.
- 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...
- Lessons From The Founder Of The Discovery Channel
If John S. Hendricks’ biography helped drive Miguel to restart Simoleon Sense, then it’s worth everyone checking out (HERE). Miguel also posted some great excerpts, via the link below. Link to: Lessons From The Founder Of The Discovery...
- Simoleon Sense: Miguel Barbosa's Interview With Michael Mauboussin
...
- 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. ...
- Miguel Barbosa Interviews Bud Labitan
Miguel at Simoleon Sense recently interviewed Bud Labitan about his new book, Price to Value. Bud was kind enough to ask me to contribute a current case study for the book using the format he describes. I attempted to do so using Winmill & Co. (but...
Money and Finance
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
-
- 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...
- Lessons From The Founder Of The Discovery Channel
If John S. Hendricks’ biography helped drive Miguel to restart Simoleon Sense, then it’s worth everyone checking out (HERE). Miguel also posted some great excerpts, via the link below. Link to: Lessons From The Founder Of The Discovery...
- Simoleon Sense: Miguel Barbosa's Interview With Michael Mauboussin
...
- 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. ...
- Miguel Barbosa Interviews Bud Labitan
Miguel at Simoleon Sense recently interviewed Bud Labitan about his new book, Price to Value. Bud was kind enough to ask me to contribute a current case study for the book using the format he describes. I attempted to do so using Winmill & Co. (but...