Investment Tools
Invest Like the Best with Patrick O'Shaughnessy
My guest this week is Michael Mauboussin. Many of yo...
more
Dec 20 2022 1h 6m
Chapter 1 2 mins
[First question] Overview of Michael’s recent research on market shareChapter 2 2 mins
Market share dynamics in modern historyChapter 3 3 mins
How market share data is useful for investorsChapter 4 2 mins
Investing in early breakout companies from low-concentration marketsChapter 5 54 sec
Surprises from his recent research projectChapter 6 3 mins
Using the value stick for stakeholder satisfactionChapter 7 4 mins
Examples of value creation using the value stickChapter 8 8 mins
Market power in relation to markups and willingness to payChapter 9 11 mins
Identifying a company’s real ROIC numbersChapter 10 3 mins
How important absolute ROIC is when picking investmentsChapter 11 7 mins
Research on capital generation and allocation trendsChapter 12 5 mins
Characteristics of great capital allocation strategiesChapter 13 3 mins
Surprises in the market since his deep-dive researchChapter 14 3 mins
Artificial intelligence and other sources of disruptive innovation