#3501

Mentioned in 14 episodes

Expectations Investing

Reading Stock Prices for Better Returns

Book • 2001

Author

Michael J. Mauboussin

Author

Alfred Rappaport

Mentioned by

Mentioned in 14 episodes

Mentioned by

Tim Ferriss

as a book co-authored with Michael Mauboussin.

769 snips

#659: Michael Mauboussin — How Great Investors Make Decisions, Harnessing The Wisdom (vs. Madness) of Crowds, Lessons from Race Horses, and More

Mentioned by

Tim Ferriss

as a book co-authored with Alfred Rappaport, focusing on stock price reading for better returns.

363 snips

#666: In Case You Missed It: March 2023 Recap of "The Tim Ferriss Show"

Recommended by Michael Mauboussin as a foundational text for his investment philosophy, emphasizing cash flow over earnings and the integration of strategy and valuation.

262 snips

Michael Mauboussin Master Class — Moats, Skill, Luck, Decision Making and a Whole Lot More

Mentioned by

Cameron Passmore

as an author of several influential books.

179 snips

Episode 344 - Michael Mauboussin: The One Job of an Equity Investor

Mentioned by

Samantha McLemore

as the author of a book on expectations investing.

95 snips

RWH025: Patient Capital W/ Samantha McLemore

Mencionado por

Edgar Fernández

como una lectura recomendada para inversores, enfocándose en las expectativas del mercado.

18 snips

Todos los SECRETOS para Encontrar las JOYAS Ocultas de la BOLSA | Edgar Fernández #52

Recommended by

Trey Lockerbie

as one of the best books on investing.

15 snips

TIP421: Expectations Investing w/ Michael Mauboussin

Mentioned by Robert Hagstrom when referencing the expectations investing framework and discussed by the hosts as a useful valuation approach.

13 snips

When Safe Becomes the Most Dangerous | The 100-Year Thinkers on AI, Staples and How Words Mislead

Mentioned by

Jake Barfield

as a book that inverts the DCF and helps determine what the market expects a business to do.

Investing in World Class Companies Early with Jake Barfield of Asheville Capital Management

Michael Mauboussin discusses the new edition of his book, "Expectations Investing", explaining the reasons behind its reissue.

Michael Mauboussin on How to Read Stock Prices (Podcast)

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