Michael Mauboussin Book Recommendations & Book Mentions

Michael Mauboussin

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.

Michael Mauboussin

Thanks for all of the responses! The answer is Security Analysis by Ben Graham and David Dodd. As a bonus, Graham refers to a book called "The Investment Value of Goodwill" by Lawrence Bloomberg, published in 1938. I'm working on getting a copy. https://t.co/PbR2nGh6E9

Out of stock

Michael Mauboussin

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

Michael Mauboussin

*Guns, Germs, and Steel: The Fates of Human Societies Revised by @gunsgermsnsteel * Sync: The Emerging Science of Spontaneous Order by @stevenstrogatz

Michael Mauboussin

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

Michael Mauboussin

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. https://www.amazon.com/Red-Blooded-Risk-Secret-History-Street/dp/1118043863 https://t.co/C8Bdwc1eU3

Michael Mauboussin

We had the great @B3_MillerValue join the final class of the semester @Columbia_Biz. He rarely recommends investment books, but mentioned 3: The Psychology of Money by @morganhousel; Warren Buffett: Inside the Ultimate Money Mind by @RobertGHagstrom; and ...

Michael Mauboussin

1/ Every now and then, I read a book that I have a hard time getting out of my head. So it is with Keith Stanovich's latest book, "The Bias That Divides Us" about "myside bias," a specific form of confirmation bias https://www.amazon.com/Bias-That-Divides-Us-Politics/dp/0262045753

Michael Mauboussin

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

Michael Mauboussin

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