Mentioned in Podcasts

Episode · Invest Like the Best · 2020-09-01

Patrick O'Shaughnessy & Michael Mauboussin: books mentioned on Invest Like the Best #189

Michael Mauboussin – Great Migration Public to Private Equity - [Invest Like the Best, EP.189]

1 book · With Michael Mauboussin · Listen

My guest this week is Michael Mauboussin, the head of consilient research at Counterpoint Global. Michael is an all-time favorite guest here on the show, and this is his fourth appearance.

Patrick O'Shaughnessy discussed Capitalism without Capital by Jonathan Haskel and others.

Books mentioned, in the order they came up

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  1. Capitalism without Capital

    Jonathan Haskel; Stian Westlake · at 29:38 · mentioned 2 times

    Discussed
    “I remember getting interested in this issue I don't know five or six years ago when I read a book called Capitalism Without Capital which is just very thought-provoking”
    Patrick O'Shaughnessy Michael Mauboussin – Great Migration Public to Private Equity - [Inves… 2020-09-01
    Where to get it
    AmazonListen on Audible
Other mentions in this episode (1) — ad reads, self-promotion and passing references, never counted
Plugged Expectations Investing
“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”
Michael Mauboussin Michael Mauboussin – Great Migration Public to Private Equity - [Inves… 2020-09-01
Link to this list from the episode’s show notes

For the whole show, see the Invest Like the Best page.