Revisiting Think Twice by Michael Mauboussin—such a solid read. The ideas around decision-making really stick with me. Whether I’m coaching, working in the tax world, or just navigating summer sports chaos, it all applies. Glad I picked it back up. #SummerReading #ThinkTwice

"Only 2% of [public] companies [over the last century] were responsible for more than 90% of the aggregate net wealth creation." Long term public market investing = venture capital investing, whether you like it or not! HT Michael Mauboussin

This week's installment of Math, Revealed -- Let's Get Packing! Please retweet this gift link, which lets people see the article for free. nytimes.com/interactive/20…

Interesting anecdote by Michael Mauboussin today… “which has higher latitude Milan or Toronto?” People typically get this wrong and are highly confident in their wrong answer. Oddly ChatGPT (4o) is confused and contradicts itself right out of the box.

Small, focused teams can achieve incredible things — very proud of what we’ve built! theinformation.com/articles/littl…

Lots of fun discussing core concepts (for investors and executives) with Greg Milano ⁦Fortuna Advisors⁩ youtu.be/SaD7GSaz5Q8

Inspired by Michael Mauboussin's recent research, I've got an article up in which I test out a strategy that systematically buys-and-holds stocks after they've gotten crushed. It might not make for a mutual fund, but the strategy would have worked quite well. spr.ly/60114cAIF

When the great Neal Stephenson writes up his latest thoughts on AI and education, you'd better get reading. I'm delighted my recent lecture on "The Cloister and the Starship" provided some inspiration. I couldn't agree more that a generation is being deprived of grit.

Doing some research and bumped into this again. Puggy Pearson, a colorful gambler in the second half of the 20th century, had an RV called "The Roving Gambler." On the side, it said, "I'll play any man...from any land...any game that he can name...for any amount of money that I

Enjoyed this one. Thoughtful conversation.

Prof Tano Santos and I really enjoyed our conversation with the fabulous Clifford Asness. This one should appeal especially to listeners who like to blend theory and practice. Heilbrunn Center for Graham & Dodd Investing podcasts.apple.com/us/podcast/cli…

Llevo unos días leyendo la serie de Frontiers of Finance de Michael Mauboussin Son textos de finanzas escritos ya hace más de 25 años, pero que me hacen darme cuenta que hay muchas perspectivas en el mundo de negocios que son atemporales. 'Let's Make a Deal' es uno de mis

Common errors in DCF models This is one of my favourite pieces by Michael Mauboussin I was going to post a snippet but I honestly think reading the whole thing is necessary. So many fantastic points.

This spring, SFI’s Board of Trustees elected Ian McKinnon and Sam Peters as Chair and Vice-Chair. Long-time SFI supporters with New Mexico roots, they bring decades of insight, generosity, and leadership to their new roles, alongside a renewed term for SFI President David