investing

3 statements across 3 episodes · 1 bullish · 1 bearish · 3 people on the record · first statement Oct 5, 2021 by Michael Mauboussin · across every show →

Everything said about investing, oldest first

Oct 5, 2021 neutral
Insight
Mauboussin: Investors Should Seek Niches Where They Are the Smartest
“If it's investing, the answer is try to find a game where you think you can be the smartest person, have the opportunity to be the smartest person in the room.”
Michael Mauboussin Oct 5, 2021 ▶ 1:22:04 Michael Mauboussin Master Class — Moats, Skill, Luck, Decision Making and a Whole Lot More · Acquired
May 12, 2022 positive
Insight
Nyatta: The future of investing belongs to narrative creators
“The future of investing is people who understand and create narratives, and that's what you all do, and you actually are very good stock pickers, period, because you understand the power of stories And narratives. So this is the future of investing in my view.”
Shu Nyatta May 12, 2022 ▶ 35:17 Arena Show Part I: Idea Dinner + YC Continuity · Acquired
Aug 30, 2022 negative
Insight
Andrew Marks: Consensus qualitative praise is dangerous without checking asset price
“It's very dangerous to just make qualitative judgments about a company that seemingly everyone has. Oh, this is a great company, whatever, and it'll just continue winning without also saying, well, to what extent is this reflected in the price? And so that's t…”
Andrew Marks Aug 30, 2022 ▶ 36:21 Howard Marks & Andrew Marks: Something of Value · Acquired
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