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!


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.

Episoder(213)

TSMC (Remastered)

TSMC (Remastered)

We dive into the unbelievable and unlikely history behind the quietest technology giant of them all: the Taiwan Semiconductor Manufacturing Company. Founded in 1987 by the then-56 year old Morris Chan...

21 Jan 20252h 29min

Mars Inc. (the chocolate story)

Mars Inc. (the chocolate story)

M&M’s, Snickers, Milky Way, Double Mint, Ben’s Rice, Pedigree, Whiskas, VCA, Banfield… all the brands you know, owned by the company you know nothing about: Mars, Incorporated. And Mars itself is 100%...

16 Des 20243h 52min

IKEA

IKEA

IKEA may be the most singular company we’ve ever studied on Acquired. They’re a globally scaled, $50B annual revenue company with no direct competitors — yet have only ~5% market share. They’re one of...

18 Nov 20243h 21min

Meta

Meta

Meta is a company everyone knows (literally, everyone). But, somehow, it’s also a company that few people feel they actually understand. Their products are used by more humans than any other’s in hist...

28 Okt 20246h 19min

Acquired LIVE from Chase Center (with Daniel Ek, Emily Chang, Jensen Huang and Mark Zuckerberg)

Acquired LIVE from Chase Center (with Daniel Ek, Emily Chang, Jensen Huang and Mark Zuckerberg)

Here it is: the complete video of the most unbelievable night of Acquired’s nine-year life… our sold out live show at the Chase Center in San Francisco. We joked during the months (months!) of prepara...

30 Sep 20242h 25min

The Mark Zuckerberg Interview

The Mark Zuckerberg Interview

Mark is the iconic founder CEO of our time. At Chase Center on September 10, 2024, he did an unprecedented thing: a live conversation in front of 6,000 people on Meta’s company strategy, sharing stori...

18 Sep 20241h 29min

Chase Center + Summer Update

Chase Center + Summer Update

Summer greetings from Acquired! Two items for this “mini-episode”:Tickets are now available for our live show at Chase Center in San Francisco, with special guests including Mark Zuckerberg (!). The s...

8 Aug 202421min

Microsoft Volume II

Microsoft Volume II

In 1999, Microsoft became the most valuable company in the world. And in 2019, Microsoft became the most valuable company in the world, again. But… what happened in the twenty years in between? The an...

22 Jul 20244h 50min

Populært innen Business og økonomi

stopp-verden
lydartikler-fra-aftenposten
dine-penger-pengeradet
rss-penger-polser-og-politikk
rss-borsmorgen-okonominyhetene
e24-podden
finansredaksjonen
pengepodden-2
rss-sunn-okonomi
pengesnakk
morgenkaffen-med-finansavisen
tid-er-penger-en-podcast-med-peter-warren
utbytte
stormkast-med-valebrokk-stordalen
livet-pa-veien-med-jan-erik-larssen
rss-markedspuls-2
liberal-halvtime
okonomiamatorene
lederpodden
rss-investering-gjort-enkelt