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Michael Mauboussin

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Michael J. Mauboussin is Head of Consilient Research at Counterpoint Global. Previously, he was Director of Research at BlueMountain Capital and Head of Global Financial Strategies at Credit Suisse, where he advised clients on valuation and portfolio positioning, capital markets theory, competitive strategy analysis, and decision making.
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La guerra de los chips book cover
La guerra de los chips
La gran lucha por el dominio mundial
Chris Miller - 2022-10-04
Calificación de Goodreads
PREMIO BUSINESS BOOK OF THE YEAR DEL FINANCIAL TIMES MEJOR LIBRO DEL AÑO SEGÚN THE ECONOMIST BEST SELLER DE THE NEW YORK TIMES El libro del año. Define el fin de la era de la globalización y explica el mayor conflicto geopolítico desde la guerra fría. Si hay un conflicto que está definiendo ahora mismo la geopolítica mundial es la guerra de los chips. Todas las tecnologías actuales, de los misiles a los microondas, de los smartphones a los coches, funcionan con semiconductores. La economía mundial, el equilibrio de poderes, la supremacía militar y el desarrollo industrial dependen de su producción constante. Hasta hace poco, Estados Unidos era el principal productor de semiconductores, lo que le permitía mantener su liderazgo como primera superpotencia mundial. Sin embargo, su posición dominante se ve cada vez más amenazada por competidores de Taiwán, Corea, Europa y, sobre todo, China, que inyecta anualmente miles de millones en un programa de fabricación de procesadores con el fin de alcanzar a su competidor estadounidense. No solo está en juego la prosperidad económica de Estados Unidos, sino también su superioridad militar. Chris Miller muestra cómo los microprocesadores han revolucionado el mundo y cambiado el curso de la Historia, y cómo la lucha por esta tecnología podría conducir no solo a su escasez mundial, sino también al nacimiento de una nueva Guerra Fría con una superpotencia hostil desesperada por cubrir la brecha que la separa de su rival. Esclarecedor, pertinente y cautivador, La guerra de los chips es una obra esencial para entender el papel vital de esta tecnología en la situación política y económica actual y el futuro que nos espera.
Michael Mauboussin
2022-10-23T23:37:57.000Z
Just finished Chip War by @crmiller1. A wonderful book that is both informative and topical. I learned a lot reading it and recommend it to anyone interested in technology and/or national security.      fuente
Quit book cover
Quit
The Power of Knowing When to Walk Away
Annie Duke - 2022-10-04
Calificación de Goodreads
Learn the art of quitting for greater success with tools and strategies from the bestselling author of Thinking in Bets. Drawing on real-life stories from successful athletes, CEOs, and entertainers, Quit teaches you how to make tough decisions and when to fold em, saving you time, energy, and money. Discover the forces that work against good quitting behavior and learn how to think in expected value to make better decisions. Whether you're facing a business or a personal decision, mastering the skill of quitting will help you make your best next move.
Michael Mauboussin
2022-10-04T13:27:05.000Z
Quit, by @AnnieDuke, is a great book that I recommend highly. I learned a lot reading it, and picked up useful tidbits even in areas of discussion that were familiar to me. A better understanding of quitting is valuable in nearly all domains.      fuente
La ciencia de confiar en ti book cover
La ciencia de confiar en ti
El método perfecto para tomar las mejores decisiones
Don A Moore - 2020-05-05
Calificación de Goodreads
La confianza nos proporciona energía y valor, y también refuerza nuestra determinación al enfrentarnos a las adversidades. Así lo afirman los libros de autoayuda: cuanto más confiemos en nosotros mismos, mejor. Pero ¿es esto cierto? No siempre, porque cuando esta seguridad desmesurada nos lleva a perseguir metas imposibles, malgastamos tiempo, esfuerzos e ilusiones y esto puede acarrearnos muchos problemas. Don Moore, experto en psicología de la toma de decisiones en la Haas School of Business de Berkeley, lo ha investigado desde hace décadas y revela cómo podemos calibrar nuestra confianza para que su falta no nos impida avanzar ni su exceso dificulte nuestro crecimiento personal. Con el rigor de la psicología y de la economía, en La ciencia de confiar en ti explica qué es la confianza, cuándo es verdaderamente útil y cuándo puede resultarnos destructiva. La clave del éxito es alcanzar ese equilibrio perfecto que beneficiará tanto los aspectos personales como profesionales de nuestra vida. Y está al alcance de todos.
Michael Mauboussin
2022-06-02T13:02:59.000Z
7/ Decision makers should strive to improve their calibration, the alignment between their subjective probabilities and the objective outcome. @donandrewmoore has a great book on this. You get better with practice and feedback.      fuente
Recomendado por
Adam GrantBerci Meskó
Competition Demystified book cover
Competition Demystified
A Radically Simplified Approach to Business Strategy
Bruce C. Greenwald - 2005-08-18
Calificación de Goodreads
"Competition Demystified" by Bruce C. Greenwald presents a groundbreaking new theory for understanding competition in any market. Instead of Michael Porter's complex five-force model, Greenwald simplifies the analysis to focus on one essential factor: barriers to entry. Using game theory and examples from various industries, Greenwald shows how companies can erect strong barriers to entry and achieve stability through bargaining and cooperation. This indispensable guide is perfect for executives and planners seeking to exploit competitive advantage and achieve exceptional profits.
Michael Mauboussin
2022-06-01T12:24:10.000Z
7/ Also in the 1990s, Bruce Greenwald @CenterDodd starting teaching The Economics of Strategic Behavior @Columbia_Biz. Much of this course is captured in the book, Competition Demystified. The book has a lot of useful techniques.      fuente
Recomendado por
Patrick OShaughnessy
Understanding Michael Porter book cover
Understanding Michael Porter
The Essential Guide to Competition and Strategy
Joan Magretta - 2011-11-22
Calificación de Goodreads
Understanding Michael Porter is a must-read book for any business manager looking to achieve and sustain competitive success. This concise and accessible summary of Porter’s revolutionary thinking dispels common misconceptions about his concepts, such as the belief that competition is about being unique rather than being the best. Written with Porter’s full cooperation by Joan Magretta, his former editor at Harvard Business Review, this book provides fresh, clear examples to update Porter’s ideas and includes an original Q&A with Porter himself to answer managers’ frequently asked questions. With its eminently readable style, it will enable every manager to grasp Porter’s ideas and deploy them swiftly to drive their company’s success.
Michael Mauboussin
2022-06-01T12:24:08.000Z
4/ I read the original Porter books, Competitive Strategy (1980) and Competitive Advantage (1985) and found them rich but not easy. I now recommend reading Joan Magretta's book, Understanding Michael Porter. Clear, concise, and well written:      fuente
Recomendado por
Leo Polovets
We Showed Baltimore book cover
We Showed Baltimore
The Lacrosse Revolution of the 1970s and Richie Moran's Big Red
Christian Swezey - 2022-04-15
Calificación de Goodreads
Discover the groundbreaking story of the Cornell men's lacrosse team's rise to dominance in We Showed Baltimore. Christian Swezey details how a brash coach and a team of unique players unseated lacrosse's establishment from 1976 to 1978, winning two national championships and posting an overall record of 42-1. Swezey delves into the strategy and psychology of coach Richie Moran and the players who helped revolutionize the game of lacrosse, revealing how Cornell's success fueled radical changes in the once-minor sport. With interviews from former coaches and players, We Showed Baltimore provides a vivid picture of lacrosse in the 1970s and its impact on the game we know today.
Michael Mauboussin
2022-05-30T19:00:35.000Z
Great book, Christian! As a kid who grew up around those mid-1970s teams, I couldn’t put it down! 🥍      fuente
Scientist book cover
Scientist
E. O. Wilson
Richard Rhodes - 2021-11-09
Calificación de Goodreads
This highly anticipated scientific biography delves into the life and work of the controversial biologist and naturalist E.O. Wilson. From his ground-breaking research on social insects to his views on the importance of biodiversity, Wilson's work has made a lasting impact on the scientific community. Written by acclaimed author Richard Rhodes, this authorized biography draws on extensive research and unprecedented access to Wilson's papers and associates. A must-read for anyone interested in the life of one of the most eminent American scientists of our time.
Michael Mauboussin
2021-12-27T16:06:00.000Z
Sad to hear of EO Wilson’s death. But he lived a remarkably productive life and challenged and inspired many. I named “The Consilient Observer” after his book, Consilience. I recently read Richard Rhodes’s biography of him, Scientist, which I recommend.      fuente
Recomendado por
Vern Gambetta
Creative Cash Flow Reporting book cover
Creative Cash Flow Reporting
Uncovering Sustainable Financial Performance
Charles W. Mulford - 2005-01-06
Calificación de Goodreads
Learn how to identify earnings-related reporting indiscretions with Creative Cash Flow Reporting and Analysis. This book tackles the issue of misleading financial reporting and demonstrates how to adjust the cash flow statement for more effective analysis. Discover how to use adjusted operating cash flow to uncover earnings that have been misreported using aggressive or fraudulent accounting practices. Written by Charles W. Mulford, PhD, CPA and Eugene E. Comiskey, PhD, CPA, CMA, coauthors of the bestselling book The Financial Numbers Game: Identifying Creative Accounting Practices.
Michael Mauboussin
2021-10-06T16:38:50.000Z
@Vamos_eMini Yes, that is an excellent book.      fuente
In Pursuit of the Perfect Portfolio book cover
In Pursuit of the Perfect Portfolio
The Stories, Voices, and Key Insights of the Pioneers Who Shaped the Way We Invest
Andrew W. Lo, Stephen R. Foerster - 2021-08-17
Calificación de Goodreads
Learn from the greatest minds in finance as they discuss the ideal portfolio of investment assets. In Pursuit of the Perfect Portfolio profiles and interviews ten of the most prominent figures in finance, including Nobel Laureates and pioneers of investment management. They offer invaluable insights on topics such as diversification, passive versus active investment, and irrational investing. This compendium of financial wisdom is a must-read for both novice and professional investors alike.
Michael Mauboussin
2021-08-18T20:08:42.000Z
Delighted to receive my copy of In Pursuit of the Perfect Portfolio by @AndrewWLo and @ProfSFoerster. It's the kind of book I love--it shares the background and importance of many key the ideas in the investment management field.      fuente
Red-Blooded Risk book cover
Red-Blooded Risk
The Secret History of Wall Street
Aaron Brown
Calificación de Goodreads
"Red-Blooded Risk" is an innovative guide that offers specific strategies for calculated risk-takers in finance and other fields. Written by one of the most successful risk takers in the finance world, this book reveals the secret of Wall Street quants who created a new way of managing risk to maximize success. With actionable advice, this book shows how managing true risk, including the chance of loss, is the key to success in any risky activity. This engaging and intellectually rigorous narrative offers a secret history of Wall Street and addresses essential issues from economics to life. Don't miss out on the chance to learn from the experts and discover profitable opportunities.
Michael Mauboussin
2021-02-07T14:36:02.000Z
Here's a good summary of the conceptual difference between Harry (mean/variance) and Kelly (geometric mean maximization) as summarized by Aaron Brown in his book, Red-Blooded Risk.      fuente
Exercised by Daniel Lieberman
Cómo piensan los ricos by Morgan Housel
Valuation by McKinsey & Company Inc.
Blueprint by Robert Plomin
El fraude del siglo / Billion Dollar Whale by Bradley Hope
She Has Her Mother's Laugh by Carl Zimmer
Mala sangre by John Carreyrou
Quiénes somos y cómo hemos llegado hasta aquí by David Reich
Decide y apuesta (Fuera de colección) by Annie Duke
The Fear Factor by Abigail Marsh
Por qué dormimos by Matthew Walker
Scale by Geoffrey West
Compórtate by Robert M. Sapolsky
Other Minds by Peter Godfrey-Smith
Confessions of the Pricing Man by Hermann Simon
Superpronosticadores. El arte y la ciencia de la predicción by Philip E. Tetlock
La nueva fórmula del trabajo by Laszlo Bock
Los outsiders by William N. Thorndike
Pensar rápido, pensar despacio by Daniel Kahneman
The Halo Effect by Phil Rosenzweig
An Engine, Not a Camera by Donald MacKenzie
Creating Shareholder Value by Alfred Rappaport
COMPLEXITY by M. Mitchell Waldrop
More Heat than Light by Philip Mirowski