Reflections on the Investing Process with Michael Mauboussin - Compound Manual
Michael Mauboussin has spent more than three decades studying companies and the investment process. He has published a voluminous body of work combining traditional security analysis, corporate strategy, and concepts from a wide variety of disciplines. This interview covers the implications of his work for operators, the dynamics between analysts and portfolio managers, lessons from studying feedback and elite teams, and what gave him conviction to hold Amazon stock through a [90%+] drawdown ...| manual.compoundplanning.com
