I know it is a somewhat long read. If you prefer to read in PDF, here it is: During September and part of October, I went over 20-25 of Michael Mauboussin’s early research articles. The read was immensely enriching, and I suspect that knowledge acquired in the niches of thought that he covers will go a long way as to how I approach investing. Those would amount to around a fourth of the articles Michael has written throughout his career. The reasons why I had to stop were two:
Very good article Giuliano. Really good job
Great review! A truly wonderful investor and thinking mind from my hometown, Quebec! Cheers!
Thanks for another brilliant write-up Giuliano!
Amazing review Giuliano, I didn’t know much of this great investor before!