TIP421: Expectations Investing w/ Michael Mauboussin
We Study Billionaires - The Investor’s Podcast Network
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Navigating the Investment Landscape
This chapter shares a personal narrative of the speaker's investment journey, framed by their relationship with a pivotal mentor. It explores the interdisciplinary insights from the Santa Fe Institute and connects complex adaptive systems to market behaviors. Additionally, it touches on revising a renowned investment book in light of changing financial landscapes and introduces the concept of expectation investing as a means to enhance stock valuation strategies.
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