Michael Mauboussin on Valuation, Base Rates and Expectations Investing

1

Introduction

00:00 • 2min

2

Morgan Stanley's Michael Mobison, Head of the Consilient Research Counterpoint Global

01:43 • 4min

3

You're Probably One of the Deepest Thinkers in the Investment Business

05:35 • 2min

4

The Future of Security Analysis and Valuation?

08:04 • 4min

5

Is Fundamentals Don't Matter?

12:26 • 5min

6

Investing or Speculating?

17:25 • 2min

7

The 10 Rules of Expectation Investing

19:43 • 4min

8

Factor Investing

23:22 • 5min

9

What's the Difference Between Tangible and Intangible?

28:16 • 4min

10

Capitalizing Intangibles Improves the Quality of the Signals

31:54 • 5min

11

Are There Any Aspects of Machine Learning That Might Be More Quantitative?

37:18 • 3min

12

Is There Value in Forecasting Long-Term Stock Returns?

40:25 • 4min

13

Passive Investing and Liquidity

44:46 • 6min

14

The Paradox of Skill and Luck in Investing

50:30 • 4min

15

Base Rates Are a Great Way to Think About the World of Investing

54:59 • 3min