Tuesday, January 1, 2019

Michael J. Mauboussin: Collected Papers

Literally collected. akin to Sunday's "Everybody's 2019 Investment Outlook: Seriously, Everybody—ABN AMRO to Zurich" , someone went to a lot of trouble to put them all in one place on Google Drive.
First up, from his bio at Mauboussin.com:
Director of Research, BlueMountain Capital Management
Prior to joining BlueMountain, Michael was Head of Global Financial Strategies at Credit Suisse and Chief Investment Strategist at Legg Mason Capital Management. Michael originally joined CS in 1992 as a packaged food industry analyst and was named Chief U.S. Investment Strategist in 1999. He is a former president of the Consumer Analyst Group of New York and was repeatedly named to Institutional Investor's All-America Research Team and The Wall Street Journal All-Star survey in the food industry group....MUCH MORE
Hurricane Capital (many more)
Reddit r/Security Analysis
Finally, some of our posts
Mauboussin On Value Investing, The State of the Makets And The Future Of Active Management
Testing For Luck
Credit Suisse's Mauboussin: "Sharpening Your Forecasting Skills"
Credit Suisse's Mauboussin: "We believe that some of the lessons of freestyle chess are useful...."

A couple that FT Alphaville wrote up:
The Coming Opportunity From The Shift To Passive Investment Management
Credit Suisse' Michael Mauboussin Reflects on Thirty Years of Markets, Cognitive Biases, Luck vs Skill, and More

And quite a few more (we are fans)