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!


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‍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)

Episode 35: Oculus

Episode 35: Oculus

Ben & David transcend the barriers of “real” reality, and dive into Facebook and Mark Zuckerberg’s geek-eutpoia vision of the future of gaming, social, and maybe even the entire internet: strapping go...

11 Huhti 20171h 24min

Episode 34: The Starbucks IPO with Dan Levitan

Episode 34: The Starbucks IPO with Dan Levitan

Ben & David "pour over" the 1992 IPO of the legendary Seattle coffee company with the help of Dan Levitan, who served as lead investment banker on the IPO and who would later co-found the venture capi...

3 Huhti 20171h 19min

Episode 33: Overture (with the Internet History Podcast!)

Episode 33: Overture (with the Internet History Podcast!)

Episode 33: Overture (with the Internet History Podcast!)    Ben & David dive deep into the early days of internet search, with the help of the best in the internet history business: Brian McCullough ...

13 Maalis 20171h 34min

Episode 32: The Snap Inc. IPO

Episode 32: The Snap Inc. IPO

Snap! Acquired is live on the scene reporting from the "Super Bowl" of 2017 tech events: Snap Inc's hugely anticipated (and just plain huge) IPO. What does the future hold for this plucky “camera comp...

4 Maalis 20171h 30min

Episode 31: The Uber - Didi Chuxing Merger with Brad Stone, author of The Upstarts & The Everything Store

Episode 31: The Uber - Didi Chuxing Merger with Brad Stone, author of The Upstarts & The Everything Store

Topics covered include:The global surge in 2012 of entrepreneurs starting ridesharing companies, nowhere moreso than China Didi CEO Cheng Wei and investor Wang Gang’s backgrounds at Alibaba, first ent...

1 Maalis 20171h 17min

Episode 30: P.A. Semi + AuthenTec

Episode 30: P.A. Semi + AuthenTec

Topics covered include: P.A. Semi’s original moniker ("Palo Alto Semiconductor”) and its celebrity founder (in the semiconductor world) Dan DobberpuhlHistory of the back and forth tradeoffs between In...

24 Tammi 20171h 16min

Episode 29: Special—2016 Review and 2017 Predictions

Episode 29: Special—2016 Review and 2017 Predictions

Ben & David wrap up 2016 with a review of the top tech themes we discussed on the show this year, and look forward to which themes we think will be relevant in the coming year. Can our hosts predict t...

11 Tammi 20171h 20min

Episode 28: The Amazon IPO with original Amazon Board Member Tom Alberg

Episode 28: The Amazon IPO with original Amazon Board Member Tom Alberg

Ben & David welcome very special guest Tom Alberg, board member and first lead investor in Amazon.com, to cover the IPO of "earth’s most customer-centric company". From longterm thinking to flywheels ...

31 Joulu 20161h 15min

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