Michael Mauboussin Master Class — Moats, Skill, Luck, Decision Making and a Whole Lot More
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How to Dissect a Security Analysis Course?
Analyzing a company's financials like Walmart is easier due to the clear separation of cash flows. However, software companies present challenges as expenses get intertwined in operations. Michael teaches a security analysis course focusing on markets' efficiency, differentiation for attractive returns, and decision-making under stress as key components.
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