#28 Michael Mauboussin: A Decision Making Jed...

I'm excited to share this previously unreleased 2022 conversation between Charlie Munger and Todd Combs. As with any Munger talk, the subjects are both deep and wide. I've pulled out the ideas that most resonated with me. You'll learn how Munger recognized people worth betting on ...  Show more

Bill Ackman is the founder and CEO of Pershing Square Capital Management, one of the most closely watched investment firms in the world. In this conversation, he breaks down how he tells the difference between real innovation from hype, what he looks for before making a billion-d ...  Show more

We sit down with the one & only Michael Mauboussin to dive deep into his incredible body of work: untangling skill and luck, measuring moats, persistence of returns in venture capital, decision making and — particularly timely — expectations investing and how to think about valua ...  Show more

My guest this week for the third time is Michael Mauboussin. If there is a major question about markets and investing, Michael has usually written one of the best pieces of research on that topic. Today’s conversation is a mix of several of his research pieces, but focuses on the ...  Show more

Today’s episode features Michael Mauboussin reading his piece, Everything Is a DCF Model. Michael is Head of Consilient Research on Counterpoint Global at Morgan Stanley Investment Management. He joined Morgan Stanley in 2020 and has 33 years of investment experience. The Best In ...  Show more

Today's episode of the GaryVee Audio Experience is an awesome conversation I had with the entrepreneur and founder of Kreatures of Habit Michael Chernow! We talked about why I love having REAL entrepreneurs on the show, Mike's journey into entrepreneurship and the hosp ...