

#2370
Mentioned in 11 episodes
Expectations Investing
Reading Stock Prices for Better Returns
Book • 2001
Mentioned by













Mentioned in 11 episodes
Mentioned by 

as a book co-authored with Michael Mauboussin.


Tim Ferriss

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 

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


Tim Ferriss

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.

200 snips
Michael Mauboussin Master Class — Moats, Skill, Luck, Decision Making and a Whole Lot More
Mentioned by ![undefined]()

as an author of several influential books.

Cameron Passmore

136 snips
Episode 344 - Michael Mauboussin: The One Job of an Equity Investor
Mentioned by ![undefined]()

as the author of a book on expectations investing.

Samantha McLemore

95 snips
RWH025: Patient Capital W/ Samantha McLemore
Mencionado por ![undefined]()

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

Edgar Fernández

18 snips
Todos los SECRETOS para Encontrar las JOYAS Ocultas de la BOLSA | Edgar Fernández #52
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)
Recommended by ![undefined]()

as one of the best books on investing.

Trey Lockerbie

TIP421: Expectations Investing w/ Michael Mauboussin
Mentioned by 

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


Patrick O'Shaughnessy

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

as a valuable resource for understanding the expectations investing framework.


Asit Sharma

Expectations Investing Part 2: General Motors to Nvidia
Mentioned by 

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


Asit Sharma

Expectations Investing Part 1
Mentioned by 

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


Matt Smith

[REPLAY] Deep Basin – Earning Alpha in Energy - [Invest Like the Best, EP.81]
Mentioned by ![undefined]()

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

Kevin Schoovaerts

The art of finding multibaggers | Interview w/ 100-bagger hunting | Part 1
Mentioned by Michael Mauboussin as a book he published about 20 years ago on reverse engineering market value.

Michael Mauboussin On Valuing Intangible Assets