pattern recognition

4 statements across 2 episodes · 0 bullish · 0 bearish · 2 people on the record · first statement Feb 19, 2024 by Michael Mauboussin · across every show →

Everything said about pattern recognition, oldest first

Feb 19, 2024
Insight
Mauboussin: People Overapply Personal Experiences and Ignore Broad Base Rates
“The key thing to underscore in all this is that we all have our little mental databases. We've all had experiences. We've all had wins and losses. We value those, right? They're important to us. And so we tend to think that they're going to apply more than the…”
Michael Mauboussin Feb 19, 2024 ▶ 21:35 Michael Mauboussin - Pattern Recognition and Public Markets (EP.370)
Feb 19, 2024
Insight
Mauboussin: Investors Selectively Remember Successful Pattern Recognition and Forget Failures
“We remember when pattern recognition led us to a good outcome, even if it was luck, and we forget about when it led to a bad outcome, even if it was bad skill. That's the other thing is we're very selective as to when we remember when it works and when we reme…”
Michael Mauboussin Feb 19, 2024 ▶ 18:32 Michael Mauboussin - Pattern Recognition and Public Markets (EP.370)
Feb 19, 2024
Insight
Mauboussin: Pattern recognition works better on micro than macro levels
“So I do think it's going to be more effective on the micro level than it's going to be on the macro level, because it's just a much simpler problem to try to parse.”
Michael Mauboussin Feb 19, 2024 ▶ 13:00 Michael Mauboussin - Pattern Recognition and Public Markets (EP.370)
Oct 27, 2025
Disclosure
Trigg: WCM analysts initially rejected the moat trajectory investment framework
“There was a moment years ago when we were trying to go all in on this concept of mode trajectory and pattern recognition. And several of the analysts at the time were questioning whether this was the right thing to do. And most of the people in the room said, …”
Mike Trigg Oct 27, 2025 ▶ 20:04 Mike Trigg and Sanjay Ayer – The Discipline of Getting Better at WCM (EP.467)
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