May 1, 2018
In Episode #330, Michael J. Mauboussin, author of The Success Equation, considers the continuum between luck and skill as it pertains to investing. He also shares his thoughts on the price/earnings multiple as a valuation tool, the hallmarks of an effective investment process, and how professional investors might...
Mar 31, 2011
In episode #090, Michael J. Mauboussin discusses the role of technical competence, "counterintuition," and the application of multiple mental models to the discipline of financial analysis.