Articles & Books Mentioned

• Expectations Investing – Michael Mauboussin, Alfred Rappaport (1st Edition 2001, updated 2021)
• More Than You Know – Michael Mauboussin (2006)
• Think Twice – Michael Mauboussin (2009)
• The Success Equation – Michael Mauboussin (2012)
• Creating Shareholder Value – Alfred Rappaport (1986)
• Expert Political Judgment – Philip Tetlock (2005)
• The Base Rate Book – Michael Mauboussin (2016)
• The Impact of Intangibles on Base Rates – Michael Mauboussin (2021)
• Measuring the Moat – Michael Mauboussin (2016)
• Gambling with the House Money and Trying to Break Even – Richard H. Thaler, Eric J. Johnson (1990)
• Dollars and Sense – Dan Ariely, Jeff Kreisler (2017)
• Public to Private Equity in the United States – Michael Mauboussin (2020)
• Do Stocks Outperform Treasury Bills? – Hendrik Bessembinder (2017)
• An Engine, Not a Camera – Donald Alexander Mackenzie (2006)
• Noise – Daniel Kahneman, Olivier Sibony, Cass R. Sunstein (2021)
• Complexity – M. Mitchell Waldrop (1993)
• Consilience – Edward O. Wilson (1999)

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Companies Mentioned

• Amazon
• Berkshire Hathaway
• Costco
• Domino’s Pizza
• Shopify
• Tesla

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More on Michael Mauboussin

About: http://michaelmauboussin.com/

Expectations Investing: https://www.expectationsinvesting.com/

Twitter: https://twitter.com/mjmauboussin

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