In his latest article, Michael Mauboussin provides a detailed approach to measuring a company’s moat by analyzing strategic positioning, industry dynamics, and financial metrics to assess long-term value creation potential.
In his latest article, Michael Mauboussin examines the demographics of public companies in the U.S., including how many are born, how long they live, why they die, and the returns they deliver to shareholders.
In this research article, Michael Mauboussin analyzes the concept of market share. In essence, he argues that market share is an important but insufficient gauge of competitive advantage.
In this article, Michael Mauboussin argues that whenever investors value a stake in a cash-generating asset, they are essentially using a discounted cash flow (DCF) model, whether explicitly or implicitly.
In his latest article titled The Math of Value and Growth, Michael Mauboussin explores the relationship between growth, return on capital, and the discount rate in valuing financial assets.
In this interview, Michael Mauboussin discuss various aspects of investing and market dynamics. Key topics covered in the episode include:
In this episode of Capital Allocators, Michael Mauboussin explores one of his most recent pieces on “Pattern recognition”. Examining when it is effective and when it falls short. It then transitions to discussing the evolving nature of public markets, inspired by another of Mauboussin’s recent research reports titled “Birth, Death, and Wealth Creation.”
In their latest article, Michael J. Mauboussin and Dan Callahan explore the question of stock market concentration.
Sessions from Norges Banks 2024 Investment Conference have been made available, with many of world’s most interesting thinkers and investors.
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.
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.
In their latest article, Michael Mauboussin and Dan Callahan analyse the importance of ‘easy money’ for stock returns.
Counterpoint’s Michael Mauboussin has just released a new report reviewing five areas of micro and macroeconomics that drive increased returns.
In an interview with Morgan Stanley, Michael Mauboussin talks about a number of ways to remove emotion from investment decisions.
Michael Mauboussin delves into the concept of Pattern Recognition and discusses when it typically works well and why it can be misleading.
Michael Mauboussin discusses what qualities ‘superstar’ companies possess and how we can find them.
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 has just published a comprehensive analysis of the business lifecycle and the characteristics of each period.
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
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.
