Michael Mauboussin Master Class — Moats, Skill, Luck, Decision Making and a Whole Lot More
Acquired5 Loka 2021

Michael Mauboussin Master Class — Moats, Skill, Luck, Decision Making and a Whole Lot More

We sit down with the one & only Michael Mauboussin to dive deep into his incredible body of work: untangling skill and luck, measuring moats, persistence of returns in venture capital, decision making and — particularly timely — expectations investing and how to think about valuations in the current 2021 market environment. (!!) Michael's work is maybe our most frequent carve out on Acquired, so we're pumped to finally have a chance to interview the man himself. Big thank you to Patrick O'Shaughnessy and Brent Beshore for introducing us all at Capital Camp this year!


Sponsors:


More Acquired!

© Copyright 2015-2025 ACQ, LLC


Links:

‍Note: Acquired hosts and guests may hold assets discussed in this episode. This podcast is not investment advice, and is intended for informational and entertainment purposes only. You should do your own research and make your own independent decisions when considering any financial transactions.

Jaksot(212)

Convoy (with CEO Dan Lewis)

Convoy (with CEO Dan Lewis)

Coming to you live from the University of Washington, Ben and David are joined by hundreds of awesome Seattle listeners (and a few non-Seattle listeners!) to cover the meteoric rise of trucking indust...

19 Joulu 20191h 41min

TikTok

TikTok

We take Acquired to the Old Town Road to cover the amazing story behind the biggest global sensation of 2019 — and the highest valued private startup in the world — TikTok. How did a mid-30 year old U...

9 Joulu 20191h 43min

Disney, Plus

Disney, Plus

The Flywheel is strong with this one. We dive deep into the origins of one of the boldest business strategy decisions of our time: Disney CEO Bob Iger’s attempt to buck the Innovator’s Dilemma - and f...

25 Marras 20192h 19min

The WeWork “Acquisition” (with Dan Primack)

The WeWork “Acquisition” (with Dan Primack)

It’s an IPO, it’s a bailout, it’s an... acquisition? We’re joined by the one and only Dan Primack from Axios to recount the epic saga of the We Company in all its tragic glory. How did this business s...

25 Loka 20191h 40min

Season 5, Episode 5: Atari (with Nolan Bushnell)

Season 5, Episode 5: Atari (with Nolan Bushnell)

We’re joined by the legendary Nolan Bushnell, founder not only of Atari, but also the only person ever to hire Steve Jobs, the recipient of Sequoia Capital’s first-ever investment, and the creator of ...

15 Loka 20191h 42min

Sequoia Capital (Part 1)

Sequoia Capital (Part 1)

Acquired dives into the history behind storied venture firm Sequoia Capital and its legendary founder, Don Valentine. Part 1 tells Don’s story, starting from humble beginnings born to uneducated paren...

26 Syys 20191h 53min

Google Maps

Google Maps

Ben and David cover the series of three 2004 Google acquisitions that formed the core of Google Maps as we know and love it today: Where 2 Technologies, Keyhole and ZipDash. From nearly zero adoption ...

26 Elo 20191h 42min

The Shopify IPO

The Shopify IPO

Ben and David head north of the border to Ottawa, Canada to cover perhaps one of the greatest IPO success stories of the past 5 years, Shopify. From humble beginnings as a “lifestyle business” hawking...

6 Elo 20191h 32min

Suosittua kategoriassa Liike-elämä ja talous

sijotuskasti
psykopodiaa-podcast
mimmit-sijoittaa
rss-rahapodi
rss-lahtijat
rss-draivi
oppimisen-psykologia
rss-porssipuhetta
rss-rahamania
rahapuhetta
taloudellinen-mielenrauha
rss-neuvottelija-sami-miettinen
rss-bisnesta-bebeja
rss-paatos-podcast-suomen-kovimmat-paatoksentekijat-2
rss-seuraava-potilas
rss-inderes
rss-40-ajatusta-aanesta
kasvun-kipuja
rss-h-asselmoilanen
rss-porssipodi