
Ep. 214: Michael Mauboussin | Beating Expectations: The Impact of Loyalty on Corporate Valuations
Customer Confidential: Untold Stories of Earned Growth
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Introduction
Michael Mobison is head of concilient research at CounterPoint Global, a part of Morgan Stanley Investment Management. Michael and I discuss why companies that are loyalty leaders consistently outperform their peers on total shareholder return. We also discuss some of the ways customer behavior and loyalty shape investor expectations.
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Transcript


