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Reflections on the Investing Process with Michael Mauboussin

Frederik's Labyrinth

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What Have You Learned Over 30 Years?

I've never lost any enthusiasm for these topics that we're talking about I think this stuff is it infinitely fascinating. The course is broken into modules on market and market efficiency, including an examination of the performance of professional investors. A lot on valuation, a lot of competitive strategy which also incorporates things like a capital allocation and the finally decision making. And most of that, the answer to that question of how it's changed would say what have I learned in the last 30 years now.

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