Michael Mauboussin is one of the most insightful long-term thinkers in the investing world. For decades, his research has taken deep dives into markets, valuation and how we can all become better long-term investors. He is currently Head of Consilient Research at Counterpoint Global. We talk to Michael about a wide range of topics, including factor investing, the dangers of simple valuation multiples, the importance of intangible assets, the proper application of base rates and the process of expectations investing.
We hope you enjoy the discussion.
LEARN MORE ABOUT MICHAEL MAUBOUSSIN
- Follow Michael on Twitter (@mjmauboussin)
- Newly released book: Expectations Investing