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Acquired
Michael Mauboussin Master Class — Moats, Skill, Luck, Decision Making and a Whole Lot More
Acquired

Michael Mauboussin Master Class — Moats, Skill, Luck, Decision Making and a Whole Lot More

Ben Gilbert and David Rosenthal 1h 26m 56 months ago
Every company has a story. Learn the playbooks that built the world’s greatest companies — and how you can apply them.
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Show Notes

We sit down with the one & only Michael Mauboussin to dive deep into his incredible body of work: untangling skill and luck, measuring moats, persistence of returns in venture capital, decision making and — particularly timely — expectations investing and how to think about valuations in the current 2021 market environment. (!!) Michael's work is maybe our most frequent carve out on Acquired, so we're pumped to finally have a chance to interview the man himself. Big thank you to Patrick O'Shaughnessy and Brent Beshore for introducing us all at Capital Camp this year! 
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Links:
Michael's wonderful talk at Google: https://youtu.be/1JLfqBsX5Lc
The new revised edition of Expectations Investing:  https://www.amazon.com/Expectations-Investing-Reading-Returns-Heilbrunn/dp/0231203047/
The Success Equation:  https://www.amazon.com/The-Success-Equation-Untangling-Investing/dp/1422184234/
Measuring the Moat:  https://research-doc.credit-suisse.com/docView?language=ENG&format=PDF&sourceid=csplusresearchcp&document_id=1066439791&serialid=4uA2wHojCvFKzqWfwIyDvkSN1pkXRpb43LvyclLcJsk%3D&cspId=null
Public to Private Equity:  https://www.morganstanley.com/im/publication/insights/articles/articles_publictoprivateequityintheusalongtermlook_us.pdf
 ‍Note: Acquired hosts and guests may hold assets discussed in this episode. This podcast is not investment advice, and is intended for informational and entertainment purposes only. You should do your own research and make your own independent decisions when considering any financial transactions.

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