47 Podcast Episodes
Ep. 215: Michael Mauboussin | Adjusting Your Aim: Forecast Better to Invest Better
Ep. 215: Michael Mauboussin | Adjusting Your Aim: Forecast Better to Invest Better
How can companies get revenue forecasting and value creation right? By slowing down. Michael Mauboussin, head of C... Read more
8 Jun 2023
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28mins
Ep. 214: Michael Mauboussin | Beating Expectations: The Impact of Loyalty on Corporate Valuations
Ep. 214: Michael Mauboussin | Beating Expectations: The Impact of Loyalty on Corporate Valuations
Investing in customer happiness can be the surest way to high Net Promoter Scores. But how do you accomplish that while... Read more
25 May 2023
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19mins
Michael Mauboussin - Sharpening Investor & Executive Toolkits - [Invest Like the Best, EP.308]
Michael Mauboussin - Sharpening Investor & Executive Toolkits - [Invest Like the Best, EP.308]
My guest this week is Michael Mauboussin. Many of you will know Michael and his work well. He’s Head of Consilient Resea... Read more
20 Dec 2022
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1hr 6mins
20VC: Michael Mauboussin on Good vs Bad Investment Decision-Making Processes, How To Improve Your Process, How To Know When it Needs Improving and The Single Biggest Mistakes People Make In Their Decision-Making Process
20VC: Michael Mauboussin on Good vs Bad Investment Decision-Making Processes, How To Improve Your Process, How To Know When it Needs Improving and The Single Biggest Mistakes People Make In Their Decision-Making Process
Michael Mauboussin is Head of Consilient Research at Counterpoint Global. Previously, he was Director of Research at Blu... Read more
4 Nov 2022
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49mins
Reflections on the Investing Process with Michael Mauboussin
Reflections on the Investing Process with Michael Mauboussin
This conversation was recorded in June 2022. You can find a full transcript at manual.withcompound.com.
13 Sep 2022
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1hr 10mins
Michael Mauboussin, Counterpoint Global – Everything Is a DCF Model (The Best Investment Writing Volume 6)
Michael Mauboussin, Counterpoint Global – Everything Is a DCF Model (The Best Investment Writing Volume 6)
Today’s episode features Michael Mauboussin reading his piece, Everything Is a DCF Model. Michael is Head of Consilien... Read more
5 Aug 2022
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28mins
Michael Mauboussin- Frameworks for Better Decision Making, Learning & Investing
Michael Mauboussin- Frameworks for Better Decision Making, Learning & Investing
Michael Mauboussin is the author of The Success Equation: Untangling Skill and Luck in Business, Sports, and Investing, ... Read more
17 Jul 2022
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1hr 14mins
S3 Ep. 41 Multiples are not valuation with Michael Mauboussin
S3 Ep. 41 Multiples are not valuation with Michael Mauboussin
This week we’re speaking to Michael Mauboussin. Michael is head of consilient research at Counterpoint Global, as well a... Read more
6 Jul 2022
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53mins
Michael Mauboussin’s ”Man Overboard Moment” and Sector Rotation
Michael Mauboussin’s ”Man Overboard Moment” and Sector Rotation
In this episode, co-hosts Phil Ordway, Elliot Turner, and John Mihaljevic discuss the "man overboard moment" Michael Mau... Read more
5 Jun 2022
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44mins
Ep. 22 Michael Mauboussin | Navigating Today's Markets
Ep. 22 Michael Mauboussin | Navigating Today's Markets
Michael Mauboussin, Head of Consilient Research of Counterpoint Global and Morgan Stanley, shares some useful decision-m... Read more
29 Mar 2022
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1hr 3mins