Frederik's Labyrinth

Reflections on the Investing Process with Michael Mauboussin

Sep 13, 2022

01:10:06

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Highlights

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The Link Between Strategy and Valuation

05:10

Are There Common Themes Among Analysts?

03:58

Is There a Hot Hand?

05:53

Introduction

5min

Is There a Hot Hand?

6min

The Relationship Between Analysts and Portfolio Managers

4min

Are There Common Themes Among Analysts?

4min

Selecting Managers

5min

The Key Qualities of a Manager Manager Manager

4min

Are You Taking Yourself Offline to Improve Your Investing?

4min

Is There an Elite Team?

3min

The Three Types of Diversity

4min

10.

Is There a Shortening of the Feedback Loop?

5min

11.

The Link Between Strategy and Valuation

5min

12.

Is This a Good Idea?

5min

13.

Investing in a Bear Market

6min

14.

The Wisdom of Crowds

4min

15.

What Have You Learned Over 30 Years?

3min

16.

Are You a Great Student?

5min

This conversation was recorded in June 2022. You can find a full transcript at manual.withcompound.com.

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