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

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Motley Fool Money: 05.14.2010

Motley Fool Money: 05.14.2010

On this week's Motley Fool Money Radio Show, we talk EU bailout, gold prices, Disney earnings, Whole Foods earnings, and stocks on our radar. NYU Economics Professor Nouriel Roubini talks about the ne...

14 Maj 201039min

Motley Fool Money: 05.07.2010

Motley Fool Money: 05.07.2010

On this week's Motley Fool Money Radio Show, we discuss Wall Street volatility, the situation in Greece, and potential problems for Apple. Plus best-selling author Dave Barry talks about the business ...

7 Maj 201039min

Motley Fool Money: 04.23.2010

Motley Fool Money: 04.23.2010

President Obama goes to Wall Street. Apple, Chipotle, and Netflix report big, big earnings. And Congress debates the future of movie futures. In this week's Motley Fool Money Radio Show, we tackle tho...

23 Apr 201039min

Motley Fool Money: 04.16.2010

Motley Fool Money: 04.16.2010

The SEC sues Goldman Sachs. President Obama talks about the business of space. Google, Intel, and Mattel report earnings. And Twitter debuts a new business model. On this week's Motley Fool Money Radi...

16 Apr 201039min

Motley Fool Money: 04.09.2010

Motley Fool Money: 04.09.2010

What do surging same-store sales numbers mean for investors? Is Apple's latest offering a threat to Google? And is KFC's latest offering a threat to your health? In this week's Motley Fool Money Radio...

9 Apr 201039min

Motley Fool Money: 04.02.2010

Motley Fool Money: 04.02.2010

Are US automakers on the road to recovery? What's the biggest challenge for Apple's iPad? Which company is best positioned for a post-DVD world? On this week's Motley Fool Money Radio Show, we tackle ...

2 Apr 201039min

Motley Fool Money: 03.26.2010

Motley Fool Money: 03.26.2010

What does the overhaul in health care mean for investors? What does the crisis in Greece mean for investors? How much is Facebook really worth? And just how good were Best Buy's earnings? On this week...

26 Mars 201039min

Motley Fool Money: 03.19.2010

Motley Fool Money: 03.19.2010

Investors move out of US stock funds. Pepsi makes a not-so-sweet move.  And Fedex sees some positive moves in the economy.  On this week's Motley Fool Money Radio Show, we tackle those stories, share ...

19 Mars 201039min

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