Sublime
An inspiration engine for ideas
Our chapter’s final decision mistake—inflexibility in the face of evidence that change is necessary—helps
Michael J. Mauboussin • Think Twice: Harnessing the Power of Counterintuition
He doesn’t search for investments in analyst reports, or by speaking to sell-side researchers. “People on Wall Street tend to be very articulate, highly educated and intelligent, and can be very persuasive,” he says. “It’s best to just stay away.”
Allen C. Benello • Concentrated Investing: Strategies of the World's Greatest Concentrated Value Investors
above, most analytical exercises on “where the market is going” tend to result in firms reaching the same (obvious) conclusions as their competitors.
David H. Maister • Managing The Professional Service Firm
The journal allows you to audit your decisions.
Michael J. Mauboussin • Think Twice: Harnessing the Power of Counterintuition
Dan Callahan • Reflections on the Ten Attributes of Great Investors
First, there is a group of heterogeneous agents.
Michael J. Mauboussin • Think Twice: Harnessing the Power of Counterintuition
our situation influences our decisions enormously.
Michael J. Mauboussin • Think Twice: Harnessing the Power of Counterintuition
When you ignore the concept of reversion to the mean, you make three types of mistakes. The first mistake is thinking you’re special.
Michael J. Mauboussin • Think Twice: Harnessing the Power of Counterintuition
I'm excited to share with you a classic Maboussin report that explores the 10 common attributes he has identified great investors share. I find it very funny that the report was published by Credit Suisse a few years ago 🤣. Whether you're new to investing or a Henry Kravis protegé , these attributes can help guide your thinking
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