Michael Mauboussin
12 statements across 2 episodes · 2 bullish · 0 bearish · 2 people on the record · first statement Sep 12, 2022 by Will Quist · said 5 times in 5 episodes since 2016 · across every show →
On the record as a speaker too: Michael Mauboussin's record, appearances and statements → this page counts the times other people say the name.
Mentions by year
brought up most by Will Quist (1), Michael Eisenberg (1), Chris Farmer (1), Annie Duke (1)
tap a year for its mentions
2022 1 mention in 1 episode
2021 2 mentions in 2 episodes 1 per episode
- 20VC: Aleph's Michael Eisenberg on Why Generalists Over Specialists, Why Boutique Smaller Firms Over Multi-Stage Firms, Portfolio Construction Theory, Capital Concentration Limits and How To Think Through Reserve Allocations with Market Cycles in Mind?
- 20VC: Annie Duke on Reversible vs Irreversible Decisions, How To Evaluate Risk, The Theory of Sunk Cost in Venture & How to Optimise Both the Discussion and Quality of Investment Decisions
- every mention in 2021, scene by scene →
2019 1 mention in 1 episode
Everything said about Michael Mauboussin, oldest first
Sep 12, 2022 positive
Nov 4, 2022
Mauboussin: Three-person committees enable healthy dissent via majority vote
“And the other thing about three is if it comes down to it, you can actually have a two to one, people can vote and it can be two to one and you can proceed without, you know, you can have the dissenting voice be in the room in a way that's not ultimately destr…”
Nov 4, 2022
Nov 4, 2022
Mauboussin: Human minds struggle to judge where activities fall on the luck-skill spectrum
“And most things are at some between those two extremes. And I think our minds are not particularly good at sorting out where that activity is on that luck skill continuum. And as a consequence, it's misattribution basically.”
Nov 4, 2022
Mauboussin: Great managers rarely overcome bad business economics
“If a challenging business and brilliant management, it's likely the business's reputation remains intact. I think that was a good example, which is I really liked the CEO, but I the business itself was challenged and the reputation of the business remained int…”
Nov 4, 2022
Nov 4, 2022 positive
Mauboussin: Premortems surface downside risks by forcing independent, forward-looking critique
“And the other one, I mean, the other technique is known as a premortem, which you're probably familiar with, which is we pretend we made the investment. It's now a year from now, or two years from now, and this investment's turned very sour. It's very bad. We'…”
Nov 4, 2022
Nov 4, 2022
Nov 4, 2022
Mauboussin: Four Key Conditions Required for Real Options Valuation to Apply
“Real options tend to be relevant when there's a lot of uncertainty, which is almost always true for young companies. Second, when we have an astute management team that knows how to cultivate and ultimately exercise options appropriately, when there's access t…”
Nov 4, 2022
Mauboussin: Fund managers must execute their actual process, not aspirational marketing
“Usually when you're marketing your fund or something, there's a little bit of aspirational component to what you say you do, but the key is to be as congruent, to do actually, to cue as closely as possible to that process in order to achieve the results you pu…”
Nov 4, 2022
Mauboussin: Thesis-driven investors must pre-define probabilistic signposts to prevent bad deals
“If you do have a thesis, and by the way, I'm not adverse to that, but if you have a thesis, you should be thinking about so-called signposts, which is to say, if this thesis is correct, here are the things that we should see happen as we travel down this road,…”