#3016

Mentioned in 12 episodes

Expectations Investing

Reading Stock Prices for Better Returns

Book • 2001

Author

Michael J. Mauboussin

Author

Alfred Rappaport

Mentioned by

Tim Ferriss

Patrick O'Shaughnessy

Mentioned in 12 episodes

Mentioned by

Tim Ferriss

as a book co-authored with Michael Mauboussin.

769 snips

#659: Michael Mauboussin — How Great Investors Make Decisions, Harnessing The Wisdom (vs. Madness) of Crowds, Lessons from Race Horses, and More

Mentioned by

Tim Ferriss

as a book co-authored with Alfred Rappaport, focusing on stock price reading for better returns.

363 snips

#666: In Case You Missed It: March 2023 Recap of "The Tim Ferriss Show"

Recommended by Michael Mauboussin as a foundational text for his investment philosophy, emphasizing cash flow over earnings and the integration of strategy and valuation.

217 snips

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

Mentioned by

Cameron Passmore

as an author of several influential books.

178 snips

Episode 344 - Michael Mauboussin: The One Job of an Equity Investor

Mentioned by

Samantha McLemore

as the author of a book on expectations investing.

95 snips

RWH025: Patient Capital W/ Samantha McLemore

Mencionado por

Edgar Fernández

como una lectura recomendada para inversores, enfocándose en las expectativas del mercado.

18 snips

Todos los SECRETOS para Encontrar las JOYAS Ocultas de la BOLSA | Edgar Fernández #52

Recommended by

Trey Lockerbie

as one of the best books on investing.

15 snips

TIP421: Expectations Investing w/ Michael Mauboussin

Michael Mauboussin discusses the new edition of his book, "Expectations Investing", explaining the reasons behind its reissue.

Michael Mauboussin on How to Read Stock Prices (Podcast)

Mentioned by

Patrick O'Shaughnessy

as a book that shaped his worldview, highlighting the importance of considering market expectations in addition to business quality.

Dennis Lynch - Delivering Alpha in Adapting Markets - [Invest Like the Best, EP. 228]

Mentioned by

Kevin Schoovaerts

as a pivotal book that turns the valuation question upside down.

#43 | The art of finding multibaggers | Interview w/ 100-bagger hunting | Part 1

Mentioned by

Asit Sharma

as a book co-authored with Alfred Rappaport that introduces the concept of Expectations Investing.

Expectations Investing Part 1

Recommended by

Asit Sharma

as a valuable resource for understanding the expectations investing framework.

Expectations Investing Part 2: General Motors to Nvidia

Mentioned by

Matt Smith

as one of his favorite investing books, used to understand market expectations.

[REPLAY] Deep Basin – Earning Alpha in Energy - [Invest Like the Best, EP.81]

Mentioned by Michael Mauboussin as a book he published about 20 years ago on reverse engineering market value.

Michael Mauboussin On Valuing Intangible Assets

Mentioned by

Alix Pasquet

as a lesson from Michael Mobson.

Hedge Fund Manager Alix Pasquet: Why Smart People Lose Money

Mentioned by Luke Hallard as a book that reverses the discounted cash flow process.

E101: AMD's 35% Explosion, Our Secret Valuation Tool & Buying Portfolio Insurance with Options

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