Michael Mauboussin, every mention

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Verbatim, from the transcripts: the passages where Michael Mauboussin comes up

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▶ 2:06:58 Ben Gilbert I do know Michael Movison shared this story with us that the way that Bill originally started above the crowd was there was someone else who sent out a fax that was like a weekly sort of like equities analyst, effectively like blog posts,…
▶ 3:21:10 David Rosenthal They're deep with the Santa Fe Institute folks, who also, you know, Bill is involved with, and Michael Movis, so there's so much connective tissue on all of this, and complexity, theory, and, um, we just love these guys.

▶ 15:39 David Rosenthal Michael Moveson wrote the research note that was not as popular as amazon.bomb and amazon.toast, but he called it cashflow.com and

▶ 3:42:58 Ben Gilbert As we were preparing for this episode, among the number of people we pinged, in addition to Brad Stone and some of the other folks that we were chatting with that were early, early Amazon or sort of around the company, we reached out to…
▶ 3:43:18 David Rosenthal Our episode with Michael, I think is what, like the seventh most listened to acquired episode of all time?
▶ 3:43:54 Ben Gilbert And you don't need to be a finance professor like Michael to understand this.
▶ 3:45:04 Ben Gilbert Even better, and we'll put the slide up on the video format here for Michael's presentation, if you have all the dollars from selling goods, not just the margin dollars, and you don't have to pay your suppliers for like a month,
▶ 3:47:01 Ben Gilbert But as you can see in putting this slide up, Michael sort of cheekily calls amazon.com cashflow.com as if it's really pioneering this new model where in the old school businesses, something would enter your inventory.

▶ 30:12 Ben Gilbert And an extreme example that, ah, I always think of about this comes from a conversation that I had right here at Capital Camp last year, ah, with Michael Mobison, which was, if you looked at Tesla's
▶ 40:02 Ben Gilbert This is from our episode with Michael Mobison, who we mentioned we met here last year at camp.
▶ 41:35 Ben Gilbert This is where I think that the, sort of, Michael's comment and his, his, his thoughts on this

▶ 2:04:26 David Rosenthal You mean like a Michael Mobison expectations investing style?

▶ 8:38 David Rosenthal I think, uh, Bill Gurley talks about this, uh, uh, fairly frequently and, uh, Michael Malvison, and, uh, that's how I kind of originally got turned onto it.
▶ 42:25 Brinton Johns Right, so that's, this is a, I just ripped that off for Malbison.
▶ 42:29 Brinton Johns He's, he's very good at, at calling it what it is, um, and we're just trying to maximize the probability that we get lucky.
▶ 1:59:12 David Rosenthal He's the chairman of the board there, um, where, uh, Kindergarten is actually investing in a company that the CEO is also a board member there.

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