Expectations Investing with Michael Mauboussin

Expectations Investing with Michael Mauboussin

Michael Mauboussin is an adjunct professor of finance at the Columbia Business School and the Head of Consilient Research at Counterpoint Global, Morgan Stanley Investment Management. Bill Mann interviewed Mauboussin in front of a live audience about a range of investing topics, including: - The approach of "expectations investing" and how to apply it - Why a company's base case for growth is so important - Peloton’s faulty growth predictions - Businesses with real option value Companies mentioned: SBUX, PTON, AMZN, GOOG, GOOGL, WMT, TGT Host: Bill Mann Guest: Michael Mauboussin Producer: Ricky Mulvey Engineers: Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices

Episoder(2143)

Motley Fool Money: 01.07.2011

Motley Fool Money: 01.07.2011

Is Facebook really worth $50 billion? Is GM on the road to recovery? Is Microsoft Kinect the future of television? And does the Starbucks CEO know the difference between a mermaid and a siren? On this...

7 Jan 201139min

Motley Fool Money: 12.31.2010

Motley Fool Money: 12.31.2010

What's the big question for investors in 2011?  Will Apple eclipse Exxon Mobil in market cap? Will Facebook go public?  In this installment of Motley Fool Money, we offer up some New Years predictions...

31 Des 201039min

Motley Fool Money: 12.24.2010

Motley Fool Money: 12.24.2010

Encore Presentation: On this week's show, we talk holiday retail and share some timeless investing advice. Plus Corporate Library co-founder and film critic Nell Minow talks Buffett, markets, and movi...

24 Des 201039min

Motley Fool Money: 12.17.2010

Motley Fool Money: 12.17.2010

Is Facebook Founder Mark Zuckerberg a good choice for Time’s Person of the Year?  What’s been the most undercovered story of the year? What’s been the biggest surprise of the year? And will it be a ha...

17 Des 201039min

Motley Fool Money: 12.10.2010

Motley Fool Money: 12.10.2010

China raises reserve requirements. Netflix gets added to the S&P 500.   Kraft goes to court against Starbucks.  And Howard Stern resigns with Sirius XM.  On this week's show, we tackle those stories a...

10 Des 201039min

Motley Fool Money: 12 03 2010

Motley Fool Money: 12 03 2010

The EU tries to contain the crisis in Ireland. Pepsi scores in Russia.  Google bids for Groupon.  And Abecrombie & Fitch reports some fashionable sales growth.  On this week's show, we'll talk about t...

3 Des 201039min

Motley Fool Money: 11 26 2010

Motley Fool Money: 11 26 2010

On this week's show, we talk holiday retail and share some timeless investing advice. Plus Corporate Library co-founder and film critic Nell Minow talks Buffett, markets, and movies. Learn more about ...

26 Nov 201039min

Motley Fool Money: 11.19.2010

Motley Fool Money: 11.19.2010

On this week's show, we talk about China's tightening, Ireland's crisis, Wal-Mart's expansion, and Apple's latest music.  Motley Fool Managing Editor Brian Richards serves up a shot of Diageo.   And V...

19 Nov 201039min

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