The Meb Faber Show - Better Investing
Michael Mauboussin on Market Concentration, Capital Allocation & Attributes of Great Investors | #545
Today’s guest is Michael Mauboussin, Head of Consili...
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Aug 9 2024 1h
Chapter 1 1 min
Guest Introduction: Michael MauboussinChapter 2 7 mins
Capital allocation and stock-based compensationChapter 3 5 mins
Trivia question on the top performing stockChapter 4 7 mins
Market concentrationChapter 5 5 mins
Modern value investing & the rise of intangiblesChapter 6 4 mins
Attributes of great investorsChapter 7 9 mins
Factors influencing total shareholder returnsChapter 8 5 mins
Technology, capitalism, and market predictabilityChapter 9 5 mins
Indexing, market efficiency & book recommendationsChapter 10 6 mins
The Santa Fe Institute's interdisciplinary approach