Michael Mauboussin
13 statements across 1 episodes · 5 bullish · 1 bearish · 2 people on the record · first statement Oct 5, 2021 by Ben Gilbert · said 16 times in 6 episodes since 2021 · 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 Ben Gilbert (8), David Rosenthal (6), Brinton Johns (2)
tap a year for its mentions
2022 12 mentions in 5 episodes 2 per episode
2021 4 mentions in 1 episode
Everything said about Michael Mauboussin, oldest first
Oct 5, 2021 negative
Gilbert: Venture Capitalists Historically Lack Financial Investing Fundamentals
“For the longest time, venture capital investors have not had a financial investing fundamentals background. They often come from being entrepreneurs and, you know, not, not necessarily the original VCs, but a recent trend. And so you have people that don't hav…”
Oct 5, 2021
Oct 5, 2021 positive
Mauboussin: Tesla's Stock Surge Saved Its Underlying Business Fundamentals
“So I think that it was not too many years ago that, that Tesla was sort of skating on thin ice in terms of finances and so forth. And then as a stock took on a life of its own, the stock went up a lot that allowed them to raise capital and get themselves on mu…”
Oct 5, 2021 positive
Oct 5, 2021 positive
Oct 5, 2021
Mauboussin: Great Investors Are Differentiated by Temperament, Not Technical Skills
“What differentiates good to great investors has little to do with their sort of technical skills, like their ability to build spreadsheets or whatever, and much more about their temperament. And in particular, their ability to make decisions under some sort of…”
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
Mauboussin: High-Return Companies Should Maximize Investment Over Positive Free Cash Flow
“Some people think, oh, you want positive free cashflow. Well, the answer is not really. I mean, what you want is you, if you can invest at a high return, you want to invest as much as you humanly possibly can, right? That you have access to.”
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…”
Oct 5, 2021
Oct 5, 2021
Oct 5, 2021 neutral