Expectations Investing
topic on 1 show · 2 statements across 1 episodes · said 7 times in 1 episodes since 2021
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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 …”
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…”