25iq

My views on the market, tech, and everything else

Mauboussin

Sometimes I will be reading some dreadful business book or article and think to myself: “I could be re-reading a Mauboussin essay instead!” I suggest you at least read (free and priceless- price is what you pay and value is what you get): 

https://www.morganstanley.com/im/publication/insights/articles/bin-there-done-that_us.pdf

https://www.bluemountaincapital.com/wp-content/uploads/2017/12/How-Well-Do-You-Compare.pdf

http://michaelmauboussin.com/writing.html

http://michaelmauboussin.com/books.html

https://www.bluemountaincapital.com/wp-content/uploads/2015/03/What-Does-an-EV-EBITDA-Multiple-Mean.pdf

https://www.bluemountaincapital.com/wp-content/uploads/2019/02/Who-Is-On-the-Other-Side.pdf

http://turtletrader.com/pdfs/babe-ruth.pdf

The links at this fine page maintained by Hurricane Capital:  https://hurricanecapital.wordpress.com/2015/02/01/links-michael-j-mauboussin/

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