Highlights from Norges Bank 2024 Investment Conference
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01/05/2026
Sessions from Norges Banks 2024 Investment Conference have been made available, with many of world’s most interesting thinkers and investors.
Category: Michael Mauboussin
Michael Mauboussin: Understanding Valuation Multiples
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25/04/2026
Michael Mauboussin recently publisted an article discussing the use and misuse of multiples in valuation and investing. He covers what multiples miss, why they differ and their link to business fundamentals.
Michael Mauboussin: the tech adoption stages
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25/04/2026
On the recent ‘Invest Like The Best Podcast’ podcast, Michael Mauboussin discuss the different kinds of increasing returns to scale, the issue of regulatory capture, AI, and hardware.
Michael Mauboussin: Investing in periods of easy money
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14/03/2026
In their latest article, Michael Mauboussin and Dan Callahan analyse the importance of ‘easy money’ for stock returns.
Michael Mauboussin: Where do we find higher returns and what drives them?
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07/02/2026
Counterpoint’s Michael Mauboussin has just released a new report reviewing five areas of micro and macroeconomics that drive increased returns.
Michael Mauboussin: How stress affects your investment decisions
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05/02/2026
In an interview with Morgan Stanley, Michael Mauboussin talks about a number of ways to remove emotion from investment decisions.
Michael Mauboussin: pattern recognition works best in stable environments with a clear cause and effect
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10/01/2026
Michael Mauboussin delves into the concept of Pattern Recognition and discusses when it typically works well and why it can be misleading.
Michael Mauboussin: How to find superstar companies
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06/12/2025
Michael Mauboussin discusses what qualities ‘superstar’ companies possess and how we can find them.
Michael Mauboussin: These fundamentals drive our returns
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27/10/2025
Michael Mauboussin delves into the concept and drivers of Total Shareholder Returns, which covers the increase in value of a given share price plus any dividends paid out during the period.
Michael Mauboussin: Investing through the Business Lifecycle
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28/09/2025
Michael Mauboussin has just published a comprehensive analysis of the business lifecycle and the characteristics of each period.
Michael Mauboussin: Expand your investment toolbox
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24/01/2026
Many interesting reflections from Michael Mauboussin, focusing on three main themes: - Return on invested capital (ROIC) - Assessing a company’s competitive advantage - Management’s ability to invest the company’s
Find financial wisdom in unconventional places
Peter Stæhr
13/01/2026
Mouboussin gives us an insight into his extremely well-equipped toolbox. He covers both classic investment topics with references to Buffett and Graham and takes the reader on a wide range of topics such as casino gambling, psychology, horse racing and evolutionary biology.