Mentioned by
Mentioned in 11 episodes
Mentioned by 
Tim Ferriss as a book co-authored with Alfred Rappaport, focusing on stock price reading for better returns.
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.
200 snips
Michael Mauboussin Master Class — Moats, Skill, Luck, Decision Making and a Whole Lot More
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
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.
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]
Recommended by 
Asit Sharma as a valuable resource for understanding the expectations investing framework.
Asit Sharma as a valuable resource for understanding the expectations investing framework.
Expectations Investing Part 2: General Motors to Nvidia
Mentioned by Asit Sharma as a book co-authored with Alfred Rappaport that introduces the concept of Expectations Investing.
Asit Sharma as a book co-authored with Alfred Rappaport that introduces the concept of Expectations Investing. Expectations Investing Part 1
Mentioned by 
Matt Smith as one of his favorite investing books, used to understand market expectations.
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
