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

2021-10-05 · 77 min · 16 entities

episode page audio

Asserted relationships

→ references Expectations Investing Reading Returns Heilbrunn book

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evidence rules-v4
Link in episode "Michael Mauboussin Master Class — Moats, Skill, Luck, Decision Making and a Whole Lot More": https://amazon.com/Expectations-Investing-Reading-Returns-Heilbrunn/dp/0231203047
→ references The Success Equation Untangling Investing book

0.77

evidence rules-v4
Link in episode "Michael Mauboussin Master Class — Moats, Skill, Luck, Decision Making and a Whole Lot More": https://amazon.com/The-Success-Equation-Untangling-Investing/dp/1422184234
→ hosted by Ben Gilbert and David Rosenthal person

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evidence rules-v4
Feed author/publisher: Ben Gilbert and David Rosenthal
→ discusses Technology concept

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evidence rules-v4
Feed category: Technology
→ discusses Business concept

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evidence rules-v4
Feed category: Business
→ discusses Investing concept

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evidence rules-v4
Feed category: Investing
→ references Articles Publictoprivateequityintheusalongtermlook Us person

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evidence rules-v4
Link in episode "Michael Mauboussin Master Class — Moats, Skill, Luck, Decision Making and a Whole Lot More": https://morganstanley.com/im/publication/insights/articles/articles_publictoprivateequityintheusalongtermlook_us.pdf
→ references DocView website

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evidence rules-v4
Link in episode "Michael Mauboussin Master Class — Moats, Skill, Luck, Decision Making and a Whole Lot More": https://research-doc.credit-suisse.com/docView?cspId=null&document_id=1066439791&format=PDF&language=ENG&serialid=4uA2wHojCvFKzqWfwIyDvkSN1pkXRpb43LvyclLcJsk%3D&sourceid=csplusresearchcp

Entities found in this episode

concepts 6

mentioned Technology concept

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evidence rules-v4
Feed category: Technology
mentioned Business concept

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evidence rules-v4
Feed category: Business
mentioned Investing concept

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evidence rules-v4
Feed category: Investing
discusses Technology concept

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evidence rules-v4
Feed category: Technology
discusses Business concept

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evidence rules-v4
Feed category: Business
discusses Investing concept

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evidence rules-v4
Feed category: Investing

books 4

mentioned Expectations Investing Reading Returns Heilbrunn book

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evidence rules-v4
Link in episode "Michael Mauboussin Master Class — Moats, Skill, Luck, Decision Making and a Whole Lot More": https://amazon.com/Expectations-Investing-Reading-Returns-Heilbrunn/dp/0231203047
mentioned The Success Equation Untangling Investing book

0.90

evidence rules-v4
Link in episode "Michael Mauboussin Master Class — Moats, Skill, Luck, Decision Making and a Whole Lot More": https://amazon.com/The-Success-Equation-Untangling-Investing/dp/1422184234
references Expectations Investing Reading Returns Heilbrunn book

0.77

evidence rules-v4
Link in episode "Michael Mauboussin Master Class — Moats, Skill, Luck, Decision Making and a Whole Lot More": https://amazon.com/Expectations-Investing-Reading-Returns-Heilbrunn/dp/0231203047
references The Success Equation Untangling Investing book

0.77

evidence rules-v4
Link in episode "Michael Mauboussin Master Class — Moats, Skill, Luck, Decision Making and a Whole Lot More": https://amazon.com/The-Success-Equation-Untangling-Investing/dp/1422184234

persons 4

mentioned Ben Gilbert and David Rosenthal person

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evidence rules-v4
Feed author/publisher: Ben Gilbert and David Rosenthal
hosted by Ben Gilbert and David Rosenthal person

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evidence rules-v4
Feed author/publisher: Ben Gilbert and David Rosenthal
mentioned Articles Publictoprivateequityintheusalongtermlook Us person

0.45

evidence rules-v4
Link in episode "Michael Mauboussin Master Class — Moats, Skill, Luck, Decision Making and a Whole Lot More": https://morganstanley.com/im/publication/insights/articles/articles_publictoprivateequityintheusalongtermlook_us.pdf
references Articles Publictoprivateequityintheusalongtermlook Us person

0.38

evidence rules-v4
Link in episode "Michael Mauboussin Master Class — Moats, Skill, Luck, Decision Making and a Whole Lot More": https://morganstanley.com/im/publication/insights/articles/articles_publictoprivateequityintheusalongtermlook_us.pdf

websites 2

mentioned DocView website

0.45

evidence rules-v4
Link in episode "Michael Mauboussin Master Class — Moats, Skill, Luck, Decision Making and a Whole Lot More": https://research-doc.credit-suisse.com/docView?cspId=null&document_id=1066439791&format=PDF&language=ENG&serialid=4uA2wHojCvFKzqWfwIyDvkSN1pkXRpb43LvyclLcJsk%3D&sourceid=csplusresearchcp
references DocView website

0.38

evidence rules-v4
Link in episode "Michael Mauboussin Master Class — Moats, Skill, Luck, Decision Making and a Whole Lot More": https://research-doc.credit-suisse.com/docView?cspId=null&document_id=1066439791&format=PDF&language=ENG&serialid=4uA2wHojCvFKzqWfwIyDvkSN1pkXRpb43LvyclLcJsk%3D&sourceid=csplusresearchcp

Episode description as stored

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 valuations in the current 2021 market environment. (!!) Michael's work is maybe our most frequent carve out on Acquired, so we're pumped to finally have a chance to interview the man himself. Big thank you to Patrick O'Shaughnessy and Brent Beshore for introducing us all at Capital Camp this year! Sponsors: Vanta: https://bit.ly/acquiredvanta ServiceNow: https://bit.ly/acquiredservicenow26 Legora: https://bit.ly/acquiredlegora Statsig: https://bit.ly/acquiredstatsig26 More Acquired! Get email updates with hints on next episode and follow-ups from recent episodes Join the Slack Subscribe to ACQ2 Merch Store ! © Copyright 2015-2026 ACQ, LLC Links: Michael's wonderful talk at Google: https://youtu.be/1JLfqBsX5Lc The new revised edition of Expectations Investing: https://www.amazon.com/Expectations-Investing-Reading-Returns-Heilbrunn/dp/0231203047/ The Success Equation: https://www.amazon.com/The-Success-Equation-Untangling-Investing/dp/1422184234/ Measuring the Moat: https://research-doc.credit-suisse.com/docView?language=ENG&format=PDF&sourceid=csplusresearchcp&document_id=1066439791&serialid=4uA2wHojCvFKzqWfwIyDvkSN1pkXRpb43LvyclLcJsk%3D&cspId=null Public to Private Equity: https://www.morganstanley.com/im/publication/insights/articles/articles_publictoprivateequityintheusalongtermlook_us.pdf ‍Note: Acquired hosts and guests may hold assets discussed in this episode. This podcast is not investment advice, and is intended for informational and entertainment purposes only. You should do your own research and make your own independent decisions when considering any financial transactions.