Michael mobison is an author, a professor of finance at columbia business school and head of research at counterpoint global. He's known for his work on expectations investing - the thought of having the market inform you what it is thinking as it values companies. At our full fast investing conference last week, bill mann interviewed mobison in front of a live audience. They talked about the approach of expectations investing, why a company's base case for growth is so important, much more.
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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