Michael Mauboussin Book Recommendations & Book Mentions
This list consists of recommendations or mentions of books spotted in media, social media accounts, podcasts or other public websites.
Michael Mauboussin on X
Michael Mauboussin is head of consilient research on counterpoint global at Morgan Stanley investment management. Decisions, books, investing, mental models, complex adaptive systems, skill, luck. Adjunct Prof @Columbia_Biz and Chairman Emeritus of the Board @sfiscience

Expectations Investing: Reading Stock Prices for Better Returns
Alfred Rappaport
RT @YoussefNim: "Expectations Investing: Reading Stock Prices for Better Returns"(By Michael Mauboussin & Rappaport) 📚 Still didn't finish…
Paperback, 2003
$28.00$14.00 + Free shipping50% off your first book
Noise: A Flaw in Human Judgment
Daniel Kahneman
Delighted to see this exchange between David Krakauer and David Wolpert @sfiscience and @kahneman_daniel @CassSunstein and @SibOliv on the topic of noise in the context of collective intelligence. https://t.co/3mVbP2KktB. As with most things, definitions and context matter.
Paperback, 2022
$22.99$11.49 + Free shipping50% off your first book
Psychology of Intelligence Analysis
Federal Bureau of Investigation
@ValueStockGeek From Richards Heuer "Psychology of Intelligence Analysis" https://t.co/FM7vNGmTxL https://t.co/GrbDsRMEfC
Out of stock

Competition Demystified: A Radically Simplified Approach to Business Strategy
Bruce C. Greenwald
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. https://t.co/WM9xGo2TcH
Paperback, 2007
$20.00$10.00 + Free shipping50% off your first book
Competitive Strategy: Techniques for Analyzing Industries and Competitors
Michael E. Porter
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: https://t.co/r2hwHSjCmF
Hardcover, 1998
$47.00$23.50 + Free shipping50% off your first book
Guns, Germs, and Steel: The Fates of Human Societies
Jared Diamond
*Guns, Germs, and Steel: The Fates of Human Societies Revised by @gunsgermsnsteel * Sync: The Emerging Science of Spontaneous Order by @stevenstrogatz
Paperback, 2017
$19.95$9.98 + Free shipping50% off your first book
The Passenger
Cormac McCarthy
The release of Cormac McCarthy’s latest book, “The Passenger,” marks a good moment to reflect on his long and deep relationship with @sfiscience — a truly extraordinary place. https://t.co/QaC88bIvEh
Paperback, 2023
$18.00$9.00 + Free shipping50% off your first book
Intangibles: Management, Measurement, and Reporting
Baruch Lev
At minute 35:00 we discuss big changes over recent decades, with an emphasis on the rise of intangibles. See great work by @lev_baruch, Anup Srivastava, and @Shiva_Rajgopal (among others) https://t.co/Flg8ahS5lV
Paperback, 2001
$25.00$12.50 + Free shipping50% off your first book
Competitive Advantage: Creating and Sustaining Superior Performance
Michael E. Porter
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: https://t.co/r2hwHSjCmF
Hardcover, 1998
$42.00$21.00 + Free shipping50% off your first book
In Pursuit of the Perfect Portfolio: The Stories, Voices, and Key Insights of the Pioneers Who Shaped the Way We Invest
Andrew W. Lo
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. https://www.amazon.com/Pursuit-Perfect-Portfolio-Insights-Pioneers/dp/0691215200
Paperback, 2023
$23.95$11.98 + Free shipping50% off your first book