Book · 2021 · Business & Economics
Expectations Investing
Reading Stock Prices for Better Returns
- mentions
- 5
- people
- 5
- podcasts
- 4
- episodes
- 5
- recommendations
- 2
One of my favorite investing books is by Michael Malbison called Expectations Investing, and to quickly summarize, he writes about using security prices to understand the embedded or price-implied expectations.
The best things said about it
And then there's another book out there by Michael mobison it's it's a little bit more analytical but it's called expectations in investing and that gets into the expectations that are built into stock prices and kind of the psychology around that.
Michael is also Alo co-author with Alfred Rapaort of expectations investing reading stock prices for better returns.
Tim Ferriss The Tim Ferriss Show · Mar 2023 So that was the birth of expectations investing that former one was sort of aimed at executives at ceos.
I was just reading the latest update to Michael's book, Expectations Investing, which was so fun for me because it was actually literally the first investing book that I read that I would consider of consequence that started to shape my worldview 15 years ago.
Where and when it comes up
Most mentions, by podcast
5 people who brought it up
Why people recommend it
Expectations Investing by Michael J. Mauboussin and Alfred Rappaport is an analytical guide that examines the financial expectations embedded within stock prices and explores the market psychology surrounding them. On ChooseFI, Brian Feroldi recommended the book as a resource for understanding these stock price expectations and the associated psychology. Matt Smith brought up the book on Invest Like the Best, sharing that it was one of his favorites and explaining how he utilized security prices to grasp the market's price-implied expectations for energy companies. On The Tim Ferriss Show, Tim Ferriss mentioned the co-authored volume in his introduction, noting its focus on reading stock prices for better returns. Michael Mauboussin discussed the origins of the project on Acquired, explaining that their initial work aimed to apply financial principles directly to corporate executives and CEOs before pivoting toward broader investor application. Additionally, Patrick O'Shaughnessy reflected on the title on Invest Like the Best, noting that he was reading the latest update and recalling that it was the first consequential investing book he read fifteen years ago, which significantly helped shape his overall investment worldview.
Every mention
Brian Feroldi And then there's another book out there by Michael mobison it's it's a little bit more analytical but it's… 1
“And then there's another book out there by Michael mobison it's it's a little bit more analytical but it's called expectations in investing and that gets into the expectations that are built into stock prices and kind of the psychology around that”
Matt Smith One of my favorite investing books is by Michael Malbison called Expectations Investing, and to quickly sum… 1
“One of my favorite investing books is by Michael Malbison called Expectations Investing, and to quickly summarize, he writes about using security prices to understand the embedded or price-implied expectations.”
Michael Mauboussin so that was the birth of expectations investing that former one was sort of aimed at executives at ceos 1
“so that was the birth of expectations investing that former one was sort of aimed at executives at ceos”
Patrick O'Shaughnessy I was just reading the latest update to Michael's book, Expectations Investing, which was so fun for me bec… 1
“I was just reading the latest update to Michael's book, Expectations Investing, which was so fun for me because it was actually literally the first investing book that I read that I would consider of consequence that started to shape my worldview 15 years ago.”
Tim Ferriss Michael is also Alo co-author with Alfred Rapaort of expectations investing reading stock prices for better… 1
“Michael is also Alo co-author with Alfred Rapaort of expectations investing reading stock prices for better returns.”
Other mentions (1: passing, ad reads, own books)
“the other thing we're doing in the background quietly I don't know if it's going to see the light of day but working on a revised version of expectations investing so my mentor Al Rappaport he's an amazing just an amazing guy”