My first job was to be a training programme to be a financial adviser. And this is important to say, i was a miserable failure at that. Jobi was fire. I was basenew you on a molecular level. Thosese two ont so your first job in the industry was a food analyst at credit squeezeit that not really true? No, no. My first job, i was an abject failure. So now, that did lead ot it out of the waybu, but i was exactly out of the Way.
Michael Mauboussin is an adjunct professor of finance at the Columbia Business School and the Head of Consilient Research at Counterpoint Global, Morgan Stanley Investment Management. Bill Mann interviewed Mauboussin in front of a live audience about a range of investing topics, including:
- The approach of "expectations investing" and how to apply it
- Why a company's base case for growth is so important
- Peloton’s faulty growth predictions
- Businesses with real option value
Companies mentioned: SBUX, PTON, AMZN, GOOG, GOOGL, WMT, TGT
Host: Bill Mann
Guest: Michael Mauboussin
Producer: Ricky Mulvey
Engineers: Tim Sparks
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