Here’s a great interview with Michael Mauboussin in the latest Graham & Doddsville newsletter in which he discusses his insights on his value investing strategy and process. Also included in the interview are his thoughts on what separates great investors from average investors and how much of being a successful value … Read More
Michael Mauboussin: What Is Most Misunderstood About Value Investing Today
Here’s a great interview at Forbes in which Kevin Harris from SumZero chats with Michael Mauboussin about value investing, active management, and the state of the market. Part of the interview includes Mauboussin’s thoughts on what is most misunderstood about the discipline of value investing today? Here’s an excerpt from … Read More
Michael Mauboussin – Here Is The Best Way To Compare Investment Opportunities
One of the problems that we face as investors is making comparisons between investment opportunities. Similarly, company management has to make comparisons between strategic merger and acquisition opportunities. So the question is, what is the best way to do this? One answer can be found in Michael Mauboussin’s recent paper … Read More
Michael Mauboussin – Share Buybacks Are A Better Alternative For Shareholders Than Dividends
There is much debate about whether companies should increase shareholder value by repurchasing their shares or returning excess cash to shareholders by way of dividends. One of the best papers written on the subject is Share Repurchase From All Angles, by Michael Mauboussin where he makes the case for share buy-backs … Read More
The Definitive Guide On Identifying Companies With An Economic Moat – Warren Buffett
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 … Read More
Successful Investing Means Living With Discomfort – Montier, Mauboussin
There is no question that the life of a successful investor can be an uncomfortable and solitary one. Hence the reason why so many investors underperform by picking the ‘good news’ stocks and following the crowd. For some reason we find it easier to accept a mistake if we invest … Read More
Michael Mauboussin: The Incredible Shrinking Universe of Stocks – The Causes and Consequences of Fewer U.S. Equities
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 … Read More
Michael Mauboussin – Common Mistakes Even Smart Investors Make
(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 … Read More
Michael Mauboussin – What Did Abe Lincoln & Baboons Teach Us About Investing?
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 … Read More