Invest Like the Best with Patrick O'Shaughnessy

Michael Mauboussin - Man + Machine, Moats, and Power of the Outside View - [Invest Like the Best, EP.37]

29 snips
May 16, 2017
Ask episode
Chapters
Transcript
Episode notes
1
Introduction
00:00 • 4min
2
The Impossibility of Informationally Efficient Markets
03:57 • 4min
3
The Growth of Index Funds
08:13 • 4min
4
Is There a Strategy That Can Beat the Market?
12:19 • 5min
5
What Happens When High Frequency Trading Doesn't Show Up?
17:20 • 1min
6
The Behavior Gap
18:43 • 5min
7
Is There a Higher Propensity to List Your Shares?
23:27 • 6min
8
What's Going on With Private Equity?
29:22 • 3min
9
Is There a Back Door to Late Stage Venture?
32:37 • 3min
10
Private Equity
35:40 • 4min
11
What's the Difference Between Control and Liquidity?
39:29 • 4min
12
The Inside, Outside View of the Base Rate Forecast
43:41 • 5min
13
Is There a Shrinkage Factor?
48:44 • 4min
14
The Shrinkage Factor, Is It Exactly Right?
52:39 • 2min
15
Is There Any Advantage in Markets as an Active Manager?
55:01 • 3min
16
Is There Still a Way to Win as an Investor?
57:37 • 4min
17
How to Become a Distress Store or Opportunistic Investert
01:01:10 • 2min
18
The Components of a Mote
01:02:55 • 4min
19
How Do You Quantify the Return on Capital?
01:06:56 • 6min
20
How to Measure the Mote
01:12:31 • 2min
21
How to Build a Multi-Factor Model of Competitive Angon and Valuation
01:14:45 • 2min
22
The Trade Off for Competitive Position
01:16:20 • 2min
23
Investing in the Asset Management Industry?
01:18:30 • 3min
24
Investing in Asset Management - Serandipity Engine
01:21:52 • 3min
25
The End of Theory by Ric Book Staber
01:24:58 • 5min