Michael Samonas @msamonas
Finance professional, Author of the book Financial Forecasting, Analysis & Modelling: A Framework for Long-term Forecasting from the Wiley Finance Series michaelsamonas.com Greece;Athens Joined January 2014-
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In order to understand the full picture of how the world order is changing, I would urge you to watch this five-minute clip, or the complete 40-minute animated video called "Principles for Dealing with Changing World Order." And if you want an even more complete explanation, you can check out my book of the same title. #principles #politics #economics
@eFinancialModel A Floating Photovoltaic plant in sea and not in a lake or a river.
Η ελπίδα πέθανε τελευταία πάνω σε ένα iPhone 14 pro… sofokleous10.gr/2023/07/01/%ce…
New Mauboussin just dropped ft.com/content/e10156…
Investors often like to distinguish between companies that make money (good) and those that lose money (bad). But sometimes you have to dig a little deeper to understand a business’s value creation prospects. Our latest, “Good Losses, Bad Losses.” morganstanley.com/im/publication…
It has been a brutal first half of 2022 for markets, across geographies and asset classes. While this may be a correction that is long overdue, I address the question of why now and how much (correction) is too much, using risk capital as my lens. bit.ly/3yA6LA8
I just subscribed to Musings on Markets aswathdamodaran.substack.com/?utm_medium=we…
Just arrived. The updated version of Expectations Investing by @mjmauboussin and Al Rappaport. Having read already the first 2 chapters it is obvious that it was worth waiting for over 3 months…..
@mjmauboussin @AswathDamodaran I have read the first edition. Just excellent. Awaiting the sequel for so long. Hope I take it ASAP.
@mjmauboussin I noticed that you refer to the updated version of expectations investing [endnote 8]. Where could I order it and when? Expecting in for so long ....
Why value investing still works in markets ft.com/content/01ac1d…
Are You Sabotaging Your Own Company? - Harvard Business School Working Knowledge - via @HBSWK hbswk.hbs.edu/item/are-you-s…
Six problem-solving mindsets for very uncertain times in @McKQuarterly mck.co/3c4SdLW via @McKinsey
@mjmauboussin I would love to read it. Why not supporting it with ppt slide so that it is easier to teach it as well to my students ?
@mjmauboussin Expecting to receive it asap!!!!
CIM vs. due diligence
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