Posted by: jhamon | June 2, 2009

A Must Read

Anyone who is serious about trading equities markets needs to read Michael Mauboussin’s More Than You Know: Finding Financial Wisdom in Unconventional Places. Click on the title to take you to addall.com, a great place to buy books (used it for years) because you can see the “all in” price including tax (if any) and shipping.

This is a must read book for my team, not so much for the conclusions that it reaches (Mauboussin‘s a value investor) but for understanding his process-oriented way of thinking about markets and trading.

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  1. […] a common problem of aging companies.  In Chaper 20 of Staying Ahead of the Curve, Michael Mauboussin observes that: “Most of an entrant’s excess shareholder returns versus […]


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