Michael Mauboussin @mjmauboussin
Decisions, books, investing, mental models, complex adaptive systems, skill, luck. Adjunct Prof @Columbia_Biz and Chairman Emeritus of the Board @sfiscience michaelmauboussin.com Joined July 2012-
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I have been sharing @ckaiwu’s latest piece liberally. Great stuff sparklinecapital.com/post/internati…
I have been sharing @ckaiwu’s latest piece liberally. Great stuff sparklinecapital.com/post/internati…
Whoa! This gem of a video just came out. Featuring @mjmauboussin, @HowardMarksBook, and other great investors/authors. youtu.be/6Kas8LRJnGU?si…
Great piece from @mjmauboussin and Dan Callahan on multiples. One of his best ideas about multiples is that you have to earn the right to use one. Only when you have done enough fundamental analysis do you have the ability to judge what multiple a company should trade at.
My conversation with @mjmauboussin and @bgurley on all things investing We cover: - AI - regulatory capture - the different types of increasing returns to scale - hardware - capital markets - working with extreme talent Bunch more Enjoy joincolossus.com/episodes/82708…
Needs a lot of work but the project is underway: michaelmauboussin.chat
Needs a lot of work but the project is underway: michaelmauboussin.chat
You can find much of it here: michaelmauboussin.com/writing
You tell a friend you’ll possibly help them move. Do you mean there’s a 70% chance or a 30% chance of that happening? See how your understanding of expressions of probability compares to others with this survey from @mjmauboussin, @pjmauboussin, & @amaub. probabilitysurvey.com
An extraordinary collection of lessons that Danny Kahneman imparted. Worth reading and celebrating an extraordinary life: behavioralscientist.org/remembering-da…
"@mjmauboussin latest podcast is great," I said to the grocery checker." After I said this, a crowd quickly formed around me as if they didn't know previously. "This is fantastic" said the checker who quickly relayed the message on the grocery's PA system. podcasts.apple.com/us/podcast/val…
I find that it's always worthwhile listening to what @PTetlock has to say. As always, he is measured and thoughtful. In particular, I like the idea of "crux questions" and thinking about AI-human collaboration. ft.com/content/d937aa…
Fans of behavioral science will have fun playing with this GPT extension.
Fans of behavioral science will have fun playing with this GPT extension.
Maximize success by focusing on avoiding failure. Inversion—emphasizing what not to do to avoid pitfalls—can be as crucial as setting goals. Charlie Munger's wisdom reminds us: understand where you don't want to go, and plan backwards from there. #BehavioralScienceChat #GenAI
This is great
My tribute to Danny Kahneman. wsj.com/finance/invest…
12/ Our 4 part podcast wide ranging listen with the greats Danny Kahneman RIP💔,@AnnieDuke , @mjmauboussin Very grateful we got to do this + preserve for posterity... All 4 episodes with transcripts: LINK🔗 luxcapital.com/podcast/risk-b…
12/ Our 4 part podcast wide ranging listen with the greats Danny Kahneman RIP💔,@AnnieDuke , @mjmauboussin Very grateful we got to do this + preserve for posterity... All 4 episodes with transcripts: LINK🔗 luxcapital.com/podcast/risk-b…
A highlight of my professional career was the opportunity to interview Danny Kahneman at an event for @sfiscience. A sad day for the world and an opportunity to celebrate his extraordinary contributions youtube.com/watch?v=QSCbnS…
Check out this interview of SFI’s @doyne_farmer by @BCGhenderson. Farmer (@INETOxford) discusses chaos, complexity, economics, and climate. He also mentions his new book coming out in late April! Watch here 👉 youtube.com/watch?v=iZpmO-…
Patrick OShaughnessy @patrick_oshag
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Frederik Christopher @NeckarValue
84K Followers 1K Following master money and live a meaningful life
Christopher Bloomstra.. @ChrisBloomstran
107K Followers 1K Following Nothing here is advice. Drop the phone and slowly back away from the Twitter. Read a 10-K. It’s a profession, not a business. Disclosure: https://t.co/Sv6Y5YsrBq
Tren Griffin @trengriffin
97K Followers 543 Following I work for Microsoft. Previously I was a partner at Eagle River, a private equity firm established by Craig McCaw. I am on the board of directors of Kymeta.
Ian Cassel @iancassel
255K Followers 606 Following Christian | MicroCap Investor 📈 | Founder @MicroCapClub & CIO @IntelligentCM
Brandon Beylo @marketplunger1
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Daniel S. Loeb @DanielSLoeb1
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Gavin Baker @GavinSBaker
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Jason Zweig @jasonzweigwsj
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modest proposal @modestproposal1
100K Followers 807 Following I shall now therefore humbly propose my own thoughts, which I hope will not be liable to the least objection. https://t.co/NuC25VaSff
Quartr @Quartr_App
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Idea Hive @ideahive
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🇺🇦Old Warrior�.. @OldWarrior_
119 Followers 1K Following 🇺🇦Someone you've never met, but in a way you know. Right of left of center. Once you label me you negate me. Sempre fuori moda. RT not an endorsement.
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rav @ravsinghsandhu
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Patrick OShaughnessy @patrick_oshag
268K Followers 2K Following backing leaders doing their life’s work @psumvc 🟣 @joincolossus 🎙️ “do unto others…and do it first”
Frederik Christopher @NeckarValue
84K Followers 1K Following master money and live a meaningful life
Christopher Bloomstra.. @ChrisBloomstran
107K Followers 1K Following Nothing here is advice. Drop the phone and slowly back away from the Twitter. Read a 10-K. It’s a profession, not a business. Disclosure: https://t.co/Sv6Y5YsrBq
Tren Griffin @trengriffin
97K Followers 543 Following I work for Microsoft. Previously I was a partner at Eagle River, a private equity firm established by Craig McCaw. I am on the board of directors of Kymeta.
Brandon Beylo @marketplunger1
73K Followers 2K Following Writer | Investor | Listener || ~ There are no great businesses, only great bets. Nothing you read here is investment advice. Read 👉 https://t.co/rVOdJUnxQI
Clifford Asness @CliffordAsness
129K Followers 1K Following https://t.co/SqAanFKORB. https://t.co/NbcMFHWbR4. Chaotic good.
Daniel S. Loeb @DanielSLoeb1
124K Followers 991 Following Investment analyst at Third Point LLC since 1995. Former crypto enthusiast.
Gavin Baker @GavinSBaker
126K Followers 4K Following Managing Partner & CIO, @atreidesmgmt. Formerly Fidelity OTC Fund. No investment advice, views my own. https://t.co/pFe9KmNu9U
Jason Zweig @jasonzweigwsj
229K Followers 2K Following Investing columnist for @WSJ. Editor, Benjamin Graham's *The Intelligent Investor.* Author, *Your Money and Your Brain* and *The Devil's Financial Dictionary.*
Brent Beshore @BrentBeshore
116K Followers 1K Following @PermanentEquity // @CapitalCamp // @MainStSummit // Author of "The Messy Marketplace" // Former atheist who now follows Jesus
modest proposal @modestproposal1
100K Followers 807 Following I shall now therefore humbly propose my own thoughts, which I hope will not be liable to the least objection. https://t.co/NuC25VaSff
Meb Faber @MebFaber
122K Followers 2K Following Founder @cambriafunds @theideafarm Pod: https://t.co/CvHIZ68yqU Free books: https://t.co/gm0ghOal8Q Youtube: https://t.co/rRz68ARyqV
Lawrence Hamtil @lhamtil
31K Followers 2K Following Business collector🚬🏋️♂️🛩️. Tweets are not financial advice & should not be construed as solicitations. They are for informational purposes only.
Tobias Carlisle @Greenbackd
66K Followers 2K Following PM, Acquirers Funds® https://t.co/rjHtXEPHly. Author, The Acquirer's Multiple (https://t.co/84Cyi4G7dv) and Deep Value (https://t.co/5dE6nGGNCJ).
Ricky Sandler @rsandler21969
26K Followers 416 Following CEO / CIO of Eminence Capital. Stock and market thoughts likely reflect our book. #Badgers #Mets
Marcelo P. Lima @MarceloPLima
21K Followers 3K Following Trying to find moats riding S-curves. Entrepreneur, investor. It’s always Day 1. @IncreasingRtrns host. Sign up for updates: https://t.co/IXlHVhOANw
Vitaliy Katsenelson @vitaliyk
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Ensemble Capital @IntrinsicInv
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In Practise @_inpractise
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Rob Henderson @robkhenderson
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Max Bennett @maxsbennett
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435K Followers 782 Following "The Writing Guy" | Jesus-Follower | I tweet about writing and creativity | My writing school: https://t.co/bzeQ7VVyS0 | My writing: https://t.co/SOE9HtxXdi
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487 Followers 127 Following Researching, Teaching, and Practicing BehSci
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Rory Sutherland @rorysutherland
119K Followers 10K Following Vice Chairman, Ogilvy Group The Spectator's Wiki Man.
Esther Dyson @edyson
57K Followers 2K Following Don't rent your (community's) health from an absentee landlord! Own it and invest in it. Internet court jEsther: I occupy Esther Dyson.Founder @WaytoWellville
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88K Followers 902 Following I write about genetics, 'metrics, and demographics. Read my long-form writing at https://t.co/8hgA4nNS2A.
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424K Followers 6K Following 24 years @CNBC & @NBCNews / Peabody Award, Emmy, Murrow, duPont recipient / @WSJ alum / Board member, @NYCityCenter & @SH_cinema
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479 Followers 79 Following Kester and Brynes Professor, Columbia Business School, applying academic insights to business and policy problems, investor advocate and concerned citizen
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28K Followers 285 Following The Journal of Finance is one of the leading journals in finance and economics. The official publication of The American Finance Association.
Annie Duke @AnnieDuke
102K Followers 1K Following Speaker/writer/student of decision science. New book #QUIT out now! Author of #ThinkinginBets & #HowToDecide. I used to play poker. Navigating uncertainty.
Dan Arestia @danarestia
17K Followers 2K Following High School, College, Pro Lacrosse. Host of Sticks In podcast. Current: @USALacrosseMag @NELaxJournal @Prep_Lacrosse. DMs open. Same name on all socials. He/Him
Samuel Arbesman @arbesman
9K Followers 8 Following Ensorcelled by wonder. Scientist in Residence @Lux_Capital. 📚: ᴛʜᴇ ʜᴀʟꜰ-ʟɪꜰᴇ ᴏꜰ ꜰᴀᴄᴛꜱ + ᴏᴠᴇʀᴄᴏᴍᴘʟɪᴄᴀᴛᴇᴅ. My newsletter ☞ https://t.co/puLo7dBVVa
Peter Attia @PeterAttiaMD
430K Followers 141 Following Former national level tic-tac-toe player. Still play for fun, but not quite as good. Also, play a LOT of Uno.
Charlie Bilello @charliebilello
595K Followers 144 Following Chief Market Strategist @ Creative Planning Investor | Writer | Reader | Thinker Trying to become a little wiser every day.
Sriram Krishnan - sri.. @sriramk
219K Followers 859 Following “Only advance” // optimism for all things tech and UK // GP @a16zcrypto // podcast: @aarthisrirampod
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456K Followers 530 Following Transparent insights into the car market. Featured in Apple News and NY Post. Host @CDG_Podcast | Jobs https://t.co/TvUrG7DI0Z | DM submissions
New Constructs @NewConstructs
5K Followers 1K Following See how our research delivers alpha and more: join our AMA webinar: https://t.co/CJhUyE76zd
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463 Followers 472 Following “Undervalued, Fortress Franchises, Good & Durable ROIC,“If you aren’t willing to own a stock for 10 years, don’t even think about owning it for 10 minutes”
Dr. Parik Patel, BA, .. @ParikPatelCFA
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193 Followers 252 Following Former: Analytics & Research @TerpsMLax | I once had class with a (should have been) NBA lottery pick.
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How to become a better Investor💝 Investment Conference 2024 | Norges Bank Investment Management. World’s leading experts, including Marc Andreessen, Angela Duckworth, Annie Duke, Howard Marks & Michael Mauboussin featured. 3 Hrs #Investing video. youtube.com/watch?v=6Kas8L…
[3/5] Michael Mauboussin and Bill Gurley - Invest Like the Best: go.g0m.es/2B1Q [4/5] Breakfast with Seneca: A Stoic Guide to the Art of Living - David Fideler: go.g0m.es/ysdI [5/5] Meta and open platforms - Stratechery: go.g0m.es/YLZE
@SkrillaStocks If you use a terminal value and a terminal growth rate, you are already implying you know how it much it will grow *forever.* The approach Mauboussin suggests, and I agree with, its 100% insensitive to rate of growth at the end of the competitive advantage period.
If you are interested in financial markets and humor, and you wish there were more people like @matt_levine, then check out the blog from my good friend and co-author Owen Lamont. acadian-asset.com/investment-ins…
The Pretentious Idiot’s Guide to Pronouncing Meaningless Gibberish acadian-asset.com/investment-ins…
@mjmauboussin , @bgurley and @patrick_oshag podcast was a treat. Priceless stuff.. -> Some notes / takeways - In the discussion on capital allocation of US companies, I found it interesting to note that since 1980, ~85% of companies have relied on internal financing as a source…
the ability of multiples to capture the underlying economics of a business has degraded over time. This is mainly the result of a shift in how companies invest. @mjmauboussin
It is such a gift to be able to listen @bgurley & @mjmauboussin talk. Thanks @patrick_oshag. I loved the way they framed “Value-Based Strategy” and “intangible investment assets”
My conversation with @mjmauboussin and @bgurley on all things investing We cover: - AI - regulatory capture - the different types of increasing returns to scale - hardware - capital markets - working with extreme talent Bunch more Enjoy joincolossus.com/episodes/82708…
The Bookworm is shaking things up a little bit this year at the Berkshire Hathaway annual meeting. In honor of the late Charlie Munger, the new @stripepress edition of Poor Charlie's Almanack will be the only book on sale at the meeting. Other Berkshire-related favorites can…
@patrick_oshag @mjmauboussin @bgurley Kickstarting the Mauboussin effect I see, will listen ASAP.
@patrick_oshag @mjmauboussin @bgurley Fantastic listen. Thank you all for sharing and inspiring me to keep learning. I know I will listen again, even though I already have notes on topics to research from this first go.
@JMihaljevic @mjmauboussin @HowardMarksBook Thanks for posting, @JMihaljevic
@JMihaljevic @mjmauboussin @HowardMarksBook This is great, thanks for sharing.
Hosted by Nikolai Tengen with interviews with Marc Andreessen, Angela Duckworth, Annie Duke, Amy Edmondson, Adam Grant, Ole Andreas Halvorsen, Kristin Harila, Greg Jensen, Howard Marks, Michael Mauboussin, Marc Rowan, Robert Wallace, Jean Hynes and Patrick Healy.
Infinite Powers by Steven Strogatz is the nerdiest and most surprisingly entertaining book on math I’ve ever read. Check it out if you want to learn more about calculus
@JMihaljevic @mjmauboussin @HowardMarksBook Really enjoyed your sense of humour @mjmauboussin and obviously your insights!
2/12 "A company creates value when the present value of the cash flows from its investments are greater than the cost of the investments. In other words, one dollar invested in the business becomes worth more than one dollar in the market." Michael Mauboussin
12/12 If you want to dig deeper into ROIC I strongly suggest you check out the below article, Mauboussin explains it in such a easy to read insightful way. morganstanley.com/im/publication… Next week we will look at some other options to calculate ROIC Hope this helps!
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