This Michael Mauboussin Masterclass Can Make You A Better Investor

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Today’s guest is Michael Mauboussin, Head of Consilient Research at Counterpoint Global, a $70 billion equity manager.

In today’s episode, Michael covers some of his latest research on market concentration, equity issuance and stock buybacks, and how the boom and bust cycle relates to AI today. He also shares some common attributes among great investors, lessons from Elon Musk & Tesla, and more.

To see links or read the transcript of the episode, visit us at https://www.themebfabershow.com/episo...

(1:31) Guest Introduction: Michael Mauboussin
(2:41) Capital allocation and stock-based compensation
(9:58) Trivia question on the top performing stock
(15:56) Market concentration
(23:13) Modern value investing & the rise of intangibles
(28:45) Attributes of great investors
(33:09) Factors influencing total shareholder returns
(42:22) Technology, capitalism, and market predictability
(48:15) Indexing, market efficiency & book recommendations
(54:10) The Santa Fe Institute's interdisciplinary approach

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Today's episode is sponsored by YCharts. YCharts enables financial advisors to make smarter investment decisions and better communicate with clients. Visit YCharts to download their 2024 Election Guide & start your free trial - be sure to mention "Meb" for 20% off your subscription (new clients only). Learn more: https://go.ycharts.com/meb-faber

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