Discussion With Michael Mauboussin

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michael mauboussin, Credit Suisse, valuation and portfolio positioning, capital markets theory, competitive strategy analysis, decision making, skill versus luck, value investing, Legg Mason, The Success Equation, Think Twice: Harnessing the Power of Counterintuition, analysts, behavioral finance, More Than You Know: Finding Financial Wisdom in Unconventional Places, academics , valuewalk

 

Michael Mauboussin interview with FarnamStreet

 

Also stay tuned we are doing a HUGE update to this article soon

DX2 Capital LP: Working From Home Trend Won’t Last

New York-based long/short equity fund DX2 Capital LP added 4.8% in the month of April according to a copy of its April investor update, which ValueWalk has been able to review. Q1 2020 hedge fund letters, conferences and more Following this performance, for the year to the end of April, the fund was down -5.7% Read More

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Via Farnam Street