Michael Mauboussin | Expectations Investing, Base Rates and a Master Class on Valuation

Michael Mauboussin is one of the most insightful long-term thinkers in the investing world. For decades, his research has taken deep dives into markets, valuation and how we can all become better long-term investors. He is currently Head of Consilient Research at Counterpoint Global.

We talk to Michael about a wide range of topics, including factor investing, the dangers of simple valuation multiples, the importance of intangible assets, the proper application of base rates and the process of expectations investing.

We hope you enjoy the discussion.

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[kevinsingh]

Thanks again for another great video. Have a joyful holiday season and a HNY. :)

[richardsampson]

I loved his book Expectations Investing. Combine it with George Soros theory of reflexivity and technical analysis and I think you have the perfect trifecta of how to think about markets.