The work behind the perspective
Michael Mauboussin
Wall Street Investment Strategist, Bestselling Author, Columbia Finance Professor
- Investment Strategy
- Valuation
- Distinguishing Skill and Luck
- Decision Making
- Behavioral Biases and Psychology
- Competitive Strategy
About Michael Mauboussin
Michael Mauboussin - Biography
Michael J. Mauboussin is Head of Consilient Research at Counterpoint Global, Morgan Stanley Investment Management. He is a bestselling author and adjunct professor of finance at Columbia Business School.
Michael J. Mauboussin began his career in finance in 1992 at Credit Suisse First Boston as a packaged food industry analyst, quickly advancing to managing director and Chief U.S. Investment Strategist by 1999. In 2004, he joined Legg Mason Capital Management as Chief Investment Strategist, a role he held until 2012. Returning to Credit Suisse, Mauboussin served as Head of Global Financial Strategies before moving to BlueMountain Capital Management as Director of Research. In January 2020, he joined Morgan Stanley Investment Management's Counterpoint Global as Head of Consilient Research. Throughout his career, he has been repeatedly named to Institutional Investor’s All-America Research Team and The Wall Street Journal All-Star survey. Mauboussin has maintained an academic presence since 1993 as an adjunct professor of finance at Columbia Business School, where he is on the faculty of the Heilbrunn Center for Graham and Dodd Investing.
Learn from Michael when you're...
- Evaluating whether success stems from skill or luck
- Improving personal or organizational decision-making processes
- Conducting stock valuation amid changing market expectations
- Combating behavioral biases like overconfidence
- Developing competitive strategies that integrate with financial valuation
- Assessing market efficiency during extremes
- Applying interdisciplinary consilience to gain edges
- Shifting from inside view to outside view in planning
What can you ask about Michael Mauboussin's work?
In Get Mentors, Michael Mauboussin can hold one of the five seats on your Chat board. Ask Michael's seat or the whole board a question and receive perspectives grounded in published work, with every answer cited. Separately, one idea arrives each morning from mentors selected for your focus.
Best for these goals
- ✓Investment Strategy
- ✓Valuation
- ✓Distinguishing Skill And Luck
- ✓Decision Making
Core frameworks
- •Distinguish skill from luck in outcomes to properly evaluate performance
- •As skill improves in mixed domains, luck's role paradoxically grows more significant
- •Adopt the outside view to anchor predictions in base rates from similar cases
- •Investment Strategy
Sample questions
- “Which Michael framework applies to my current goal?”
- “What would Michael's published work suggest I consider?”
- “How does this Michael idea apply to my situation?”
- “What blind spot would this mentor framework help me notice?”
Ask about Michael's published frameworks, pressure-test a decision, or put the question to your whole board and see where the seats disagree.
Similar Mentors
More mentors like Michael Mauboussin
Give Michael Mauboussin a seat on your board
Ask this Chat board seat about Michael Mauboussin's published work. Daily Ideas are selected separately for your focus. 7-day free trial on the annual plan, or $7.99/month.
Take your seat