Expectations Investing
2 statements across 1 episodes · 2 bullish · 0 bearish · 1 people on the record · first statement Oct 5, 2021 by Michael Mauboussin · said 7 times in 1 episodes since 2021 · across every show →
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brought up most by Michael Mauboussin (6), Ben Gilbert (1)
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Oct 5, 2021 positive
Mauboussin: Asset Prices Reflect a Distribution of Potential Probabilistic Outcomes
“Expectations investing, I should have been more explicit about it, is very probabilistic, right? So what we're really trying to do is think through scenarios. So The if-then kind of scenario. So we're getting knowledge that the price today is just one of many …”
Oct 5, 2021 positive
Mauboussin: Investors Should Reverse-Engineer Stock Prices to Identify Expectations
“So the idea is to say a stock price, or it could really be any asset price, a price of an asset, but let's say a stock price reflects a set of expectations about future financial performance. So the first step is to say, what do I have to believe for this to m…”