Michael Mauboussin - Man + Machine, Moats, and Power of the Outside View - [Invest Like the Best, EP.37]

Michael Mauboussin - Man + Machine, Moats, and Power of the Outside View - [Invest Like the Best, EP.37]

My guest today is Michael Mauboussin, who is the head of global financial strategies at Credit Suisse and is on my short list of must read writers on all things investing. If you read his entire catalogue, Howard Marks's memos, and Buffett's shareholder letters, you be sitting pretty. Michael was also a big reason for the early success of this show appearing as my second guest and now my 37th. He and his team have been prolific in the last six months, publishing several long research reports on the most interesting aspects of the investing landscape. In this conversation, we talk about business moats, industry analysis, and how to combine man and machine when building an investment strategy and portfolio. As I tell Michael at the end, you won't be able to listen to this episode at two times speed, because we go deep quickly. For comprehensive show notes on this episode go to http://investorfieldguide.com/michael For more episodes go to InvestorFieldGuide.com/podcast. Sign up for the book club, where you’ll get a full investor curriculum and then 3-4 suggestions every month at InvestorFieldGuide.com/bookclub. Follow Patrick on Twitter at @patrick_oshag

Avsnitt(573)

Gustav Söderström - How Spotify Thinks - [Invest Like the Best, EP.424]

Gustav Söderström - How Spotify Thinks - [Invest Like the Best, EP.424]

My guest today is Gustav Söderström. Gustav is the Co-President, Chief Product Officer & Chief Technology Officer at Spotify. Gustav lets us behind the scenes on how Spotify thinks about the future of...

20 Maj 20251h 24min

Royce Yudkoff & Rick Ruback - Entrepreneurship Through Acquisition - [Invest Like the Best, EP.423]

Royce Yudkoff & Rick Ruback - Entrepreneurship Through Acquisition - [Invest Like the Best, EP.423]

My guests today are Rick Ruback and Royce Yudkoff. Rick and Royce are Harvard Business School professors who teach their students how to search for, acquire, and run small business directly after grad...

13 Maj 20251h 28min

David Senra - The Focused Few - [Invest Like the Best, EP.422]

David Senra - The Focused Few - [Invest Like the Best, EP.422]

My guest today is David Senra. David is the host of Founders podcast and a dear friend. This is our third time doing Invest Like the Best together and we have conversations like this one all the time....

6 Maj 20251h 21min

Cliff Sosin - Investing in Carvana - [Invest Like the Best, EP.421]

Cliff Sosin - Investing in Carvana - [Invest Like the Best, EP.421]

My guest today is Cliff Sosin. Cliff is the founder of CAS Investment Partners, a fund he started with $5 million in 2012 and has grown to $1.7 billion as of the last reported numbers at the end of 20...

29 Apr 20252h 1min

Cyan Banister - Investing for a Higher Purpose - [Invest Like the Best, CLASSICS]

Cyan Banister - Investing for a Higher Purpose - [Invest Like the Best, CLASSICS]

Welcome to this classic episode. Classics are my favorite episodes from the past 10 years, published once a month. These are N of 1 conversations with N of 1 people. There aren't many people like Cyan...

25 Apr 20251h 25min

Matt Huang - Investing At The Frontier - [Invest Like the Best, EP.420]

Matt Huang - Investing At The Frontier - [Invest Like the Best, EP.420]

My guest today is Matt Huang, co-founder of Paradigm, a leading crypto investment firm with over $12 billion in assets under management. Before launching Paradigm in 2018 with Coinbase co-founder Fred...

22 Apr 20251h 33min

Neil Mehta - Finding Future S&P 500 Companies - [Invest Like the Best, EP.419]

Neil Mehta - Finding Future S&P 500 Companies - [Invest Like the Best, EP.419]

Today's guest is Neil Mehta, founder of Greenoaks Capital. In 2012, aged 27, Neil left D.E. Shaw to start Greenoaks with his friend Benny Peretz. One of their first investments was in Coupang, a South...

15 Apr 20251h 35min

Michael Ovitz - Turning Potential into Prominence - [Invest Like the Best, EP.418]

Michael Ovitz - Turning Potential into Prominence - [Invest Like the Best, EP.418]

My guest today is Michael Ovitz. Michael is the legendary talent agent and Co-Founder of CAA or Creative Artists Agency and he is joining me on Invest Like the Best for a second time. Michael started ...

8 Apr 20251h 43min

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