Michael Mauboussin, every mention
5 scenes (2017) · ← back to Michael Mauboussin
tap a year for its mentions
every year 2017 anyone Ted Seides 14Annie Duke 7Patrick O'Shaughnessy 4Mason Morfit 4Paul Enright 3Cameron Hight 3Mark Baumgartner 2Jason Karp 2Scott Wilson 1Paul Johnson 1
Verbatim, from the transcripts: the passages where Michael Mauboussin comes up
Deep Dive into Hedge Funds (Capital Allocators, EP.34)
- ▶ 40:49 Patrick O'Shaughnessy Until you just described it that way is when Michael Mobison was on the podcast, we were talking about this paradox of skill that what matters is not absolute skill, but how the competitive landscape, how talented are these managers…
Paul Johnson and Paul Sonkin – The Perfect Investment (Capital Allocators, EP.32)
- ▶ 14:46 Paul Johnson And it's that middle piece, the processing piece, that really Sawicki and Page and Mobison and his work have always lumped independence and diversity together.
Chris Douvos – Venture Capital's Super LP (Capital Allocators, EP.14)
- ▶ 51:40 Ted Seides Uh, Mike Mobison said something not too long ago that if you looked back 10 or 15 years ago and you wanted to get exposure to the U.S. economy, you would invest in the S&P 500 and you invest in venture capital.
Jeffrey Solomon – Vision, Tenacity, and Empathy (Capital Allocators, EP.09)
- ▶ 22:25 Ted Seides In fact, Michael Morrison just did a piece where he showed that they measured effectively the difference between time weighted and dollar weighted returns. 2 times in the scene
The Bet with Buffett (Capital Allocators, EP.05)
- ▶ 56:17 Patrick O'Shaughnessy One of the things that I track closely, and Michael Mobison, who we'll be back on actually soon to discuss this, among some other interesting ideas, has been, you know, the most interesting writer on this topic is, he calls it the paradox…