Michael Mauboussin is considered an expert in the field of behavioral finance and has some famous books on the topic including, The Success Equation: Untangling Skill and Luck in Business, Sports and Investing, Think Twice: Harnessing the Power of Counterintuition and More More Than You Know: Finding Financial Wisdom in Unconventional Places.
David Einhorn's Greenlight Capital returned -2.9% in the second quarter of 2021 compared to 8.5% for the S&P 500. According to a copy of the fund's letter, which ValueWalk has reviewed, longs contributed 5.2% in the quarter while short positions detracted 4.6%. Q2 2021 hedge fund letters, conferences and more Macro positions detracted 3.3% from Read More
Here Michael Mauboussin’s speak from the Talks at Google series. Below you can find the full PDF with all the slides from the presentation.