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

Episoder(213)

The Lyft IPO

The Lyft IPO

Call it the playoffs. Call it the Olympics. Call it March Madness. No matter which sports analogy you borrow, it falls short of capturing what Lyft's IPO yesterday kicked off in the tech world. A gene...

30 Mar 20192h 22min

Season 4, Episode 3: Instagram Revisited (with Emily White)

Season 4, Episode 3: Instagram Revisited (with Emily White)

We enter the wayback machine and revisit the subject of Acquired’s second ever episode, Facebook’s bombshell 2012 acquisition of Instagram — this time with the help of then-Facebook executive Emily Wh...

26 Feb 20191h 17min

Spotify + Gimlet/Anchor Quick Take + Worldwide Meetup Details!

Spotify + Gimlet/Anchor Quick Take + Worldwide Meetup Details!

Spotify + Gimlet/Anchor Quick Take!We continue to experiment on Acquired, this time with a quick-take on Spotify’s bombshell dual-acquisition of Anchor and Gimlet Media. While we may give these deals ...

19 Feb 201940min

Season 4, Episode 2: ARM & SoftBank

Season 4, Episode 2: ARM & SoftBank

We dive into the crazy, little-known story of how this small, former PC-maker in Cambridge, England dethroned Intel, saved Apple from bankruptcy, became the blueprint for the largest investment fund i...

3 Feb 20191h 29min

Season 4, Episode 1: ESPN

Season 4, Episode 1: ESPN

Booyah! Acquired, the worldwide leader in acquisitions and IPOs, kicks off Season 4 with a classic: ESPN. How did a failed former TV weatherman end up building the world’s most valuable media company ...

21 Jan 20191h 28min

Season 3, Episode 10: Tencent

Season 3, Episode 10: Tencent

We close out Season 3 and our China mini-series with a monster episode on Tencent, the Shenzhen-based social networking and entertainment powerhouse. We dive deep into the story of Pony Ma and his cof...

17 Des 20181h 55min

Season 3, Episode 9: Netflix (Part 2)

Season 3, Episode 9: Netflix (Part 2)

We complete our two-part Netflix special with the company’s bold transition to streaming, including of course the most (in)famous spin-out in business history. Rising from the ashes of Qwikster, we ch...

25 Nov 20181h 31min

Season 3, Episode 8: Netflix (Part 1)

Season 3, Episode 8: Netflix (Part 1)

In a world ravaged by late fees and lack of rewinding, one man two men from a sleepy California beach town make a stand against tyranny, daringly dethrone an evil empire and… oh who are we kidding, th...

12 Nov 20181h 32min

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