Mentioned in Podcasts

Episode · Invest Like the Best · 2019-09-11

Books mentioned on [REPLAY] Deep Basin – Earning Alpha in Energy - [Invest Like the Best, EP.81]

1 book · With Matt Smith, Ian Singer · Listen

My guest this week are Matt Smith and Ian singer of Deep Basin Capital, a hedge fund specializing in the energy sector. I first met Matt almost 10 years and, in that time, I’ve grown to respect him as much as any investor that I’ve ever met.

Matt Smith recommended Expectations Investing by Michael J. Mauboussin and others.

Books mentioned, in the order they came up

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  1. Expectations Investing

    Michael J. Mauboussin; Alfred Rappaport · at 24:05

    Expectations Investing by Michael J.

    Recommended
    “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.”
    Matt Smith [REPLAY] Deep Basin – Earning Alpha in Energy - [Invest Like the Best,… 2019-09-11
    Where to get it
    AmazonListen on Audible
Link to this list from the episode’s show notes

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