Michael Mauboussin, Counterpoint Global – Everything Is a DCF Model (The Best Investment Writing Volume 6)

<p>Today’s episode features <a href= "https://www.morganstanley.com/im/en-us/institutional-investor/about-us/investment-professionals/michael-mauboussin.html"> <strong>Michael Mauboussin</strong></a> reading his piece, <a href= "https://www.morganstanley.com/im/publication/insights/articles/article_everythingisadcfmodel_us.pdf"> Everything Is a DCF Model</a>. Michael is Head of Consilient Research on Counterpoint Global at Morgan Stanley Investment Management. He joined Morgan Stanley in 2020 and has 33 years of investment experience.</p> <p>The Best Investment Writing series features top research pieces that we’ve shared via <a href="https://theideafarm.com/">The Idea Farm</a> in the past year. Subscribe <a href= "https://theideafarm.us1.list-manage.com/subscribe?u=6750faf5c6091bc898da154ff&id=ac58d173d8"> <strong>here</strong></a> so you get these sent to you each week.</p> <p>Check out the past series of The Best Investment Writing below:</p> <p><a href="https://mebfaber.com/2021/12/27/biw5/">Volume 5</a></p> <p><a href= "https://mebfaber.com/2021/01/04/the-best-investment-writing-volume-4-selected-writing-from-prominent-investors-and-authors/"> Volume 4</a></p> <p><a href= "https://mebfaber.com/2020/01/06/the-best-investment-writing-volume-3-selected-writing-from-prominent-investors-and-authors/"> Volume 3</a></p> <p><a href="https://amzn.to/3O4QyY9">Volume 2</a></p> <p><a href="https://amzn.to/3z6rcEZ">Volume 1</a></p> <p>-----</p> <p>Follow Meb on <a href= "https://twitter.com/MebFaber"><strong>Twitter</strong></a><strong>, <a href="https://www.linkedin.com/in/mebanefaber/" target="_blank" rel="noopener">LinkedIn</a></strong> and <a href= "https://www.youtube.com/channel/UCKvWzzrVUA_DSCoKXL6GU2w?sub_confirmation=1"> <strong>YouTube</strong></a></p> <p>For detailed show notes, click <a href= "https://mebfaber.com/2022/08/05/biwv6-michael-mauboussin/"><strong> here</strong></a></p> <p>To learn more about our funds and follow us, subscribe to our <strong><a href= "https://theideafarm.us1.list-manage.com/subscr