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Practical Lessons from Michael Mauboussin
Manage episode 449389011 series 3614383
İçerik Jack Forehand, Justin Carbonneau and Matt Zeigler, Jack Forehand, Justin Carbonneau, and Matt Zeigler tarafından sağlanmıştır. Bölümler, grafikler ve podcast açıklamaları dahil tüm podcast içeriği doğrudan Jack Forehand, Justin Carbonneau and Matt Zeigler, Jack Forehand, Justin Carbonneau, and Matt Zeigler veya podcast platform ortağı tarafından yüklenir ve sağlanır. Birinin telif hakkıyla korunan çalışmanızı izniniz olmadan kullandığını düşünüyorsanız burada https://tr.player.fm/legal özetlenen süreci takip edebilirsiniz.
In this episode of Two Quants and a Financial Planner, we dive deep into the investing wisdom of Michael Mauboussin, one of the most respected thinkers in finance. We revisit our interview with Michael and distill 10 key lessons that are still incredibly relevant for investors today. We explore crucial concepts like: The difference between investing and speculating Understanding expectations investing Why fundamentals still matter, even in today's market The paradox of skill in investing How to properly use multiples in valuation The challenges of active management in an increasingly passive world The usefulness (and limitations) of market forecasts The importance of base rates in decision making
We hope you enjoy the discussion.
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