The Definitive Guide On Identifying Companies With An Economic Moat – Warren Buffett

Johnny HopkinsMichael Mauboussin, Warren Buffett Comments

With so much talk about a company’s economic moat it’s important to recognize how to clearly identify a moat, understand how wide it is, and figure out how long it will remain in place. One of the best papers ever written on the subject is Michael Mauboussin’s – Measuring the Moat, Assessing the Magnitude and Sustainability of Value Creation. The paper … Read More

Michael Mauboussin: The Incredible Shrinking Universe of Stocks – The Causes and Consequences of Fewer U.S. Equities

Johnny HopkinsMichael Mauboussin Comments

Michael Mauboussin and the team at Credit Suisse Global Financial Strategies recently published a report on The Incredible Shrinking Universe of Stocks – The Causes and Consequences of Fewer U.S. Equities. It’s a fascinating read. The report states: There has been a sharp fall in the number of listed stocks in the U.S. since 1996. While listings fell by roughly 50 percent … Read More

Michael Mauboussin – Common Mistakes Even Smart Investors Make

Johnny HopkinsMichael Mauboussin Comments

(Image Source, YouTube.com, [Accessed 5 Mar, 2017]) One of our favorite investors here at The Acquirer’s Multiple – Stock Screener is Michael Mauboussin. Mauboussin is the Managing Director and Head of Global Financial Strategies at Credit Suisse. He’s also written three books, he’s been an adjunct professor of finance at Columbia Business School since 1993, and received the Dean’s Award for Teaching Excellence in … Read More

Michael Mauboussin – What Did Abe Lincoln & Baboons Teach Us About Investing?

Johnny HopkinsMichael Mauboussin Comments

One of our favorite investors here at The Acquirer’s Multiple is Michael Mauboussin. Mauboussin is the Managing Director and Head of Global Financial Strategies at Credit Suisse. He’s also written three books, he’s been an adjunct professor of finance at Columbia Business School since 1993, and received the Dean’s Award for Teaching Excellence in 2009. One of my favorite Mauboussin talks was one titled, … Read More