Our goal when we started the Excess Returns podcast was to hopefully use the platform to help educate investors, and to learn ourselves in the process. Initially, we didn’t have…
Tag: Michael Mauboussin
Michael Mauboussin on Valuation, Base Rates and Expectations Investing
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…
Value Investing Still Works and Here’s Why
Buying something for less than it’s worth is alive and well, writes Morgan Stanley’s Michael Mauboussin in a recent article for the Financial Times. “You might not know that by…
Is Passive Investing Distorting the Market?
By Jack Forehand, CFA (@practicalquant) I usually like to write articles where there is a clear conclusion at the end. I also usually like to write about topics that I…
The Role of Expectations in Investing
By Jack Forehand, CFA (@practicalquant) I am not one to go out to fancy restaurants very often. Most of the time, I tend to prefer cooking at home to eating…
Mauboussin on Popular Delusions and Myths
In a talk given in January to the Greenwich Roundtable (a non-profit organization that provides independent education for investors), Michael Mauboussin of Counterpoint Global debunked the following four investing-related myths:…
Five Questions: Tackling Some of the Toughest Questions in Investing with Michael Mauboussin
By Jack Forehand, CFA (@practicalquant) There are many skills that can benefit you as an investor. Being smart is certainly an asset, although it can also get you in trouble…
Most Read on Validea's Guru Investor
Below are links to our most popular posts for this week on Validea’s Guru Investor blog.- [1] Five Questions: Behavior in Investing with Dr. Daniel Crosby [2] Mauboussin on the Pitfalls…
Mauboussin on the Pitfalls of Using EV/EBITDA in Valuations
An article in Forbes features an interview with Michael Mauboussin, Director of Research at BlueMountain Capital Management. The interview focused on Mauboussin’s recent paper discussing “the merits and pitfalls of…
The Underappreciated Role of Luck in Investing
By Justin J. Carbonneau (@jjcarbonneau) — The $1.5 billion Mega Millions jackpot had a lot of people daydreaming about what they would do if they won such a windfall. With…