Business Analysis & Investing
Joined July 2014
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Hurricane Capital retweeted
If you've ever wanted to easily search my @mjmauboussin index, @CogniCarbon built a custom GPT on all 170+ of his research papers over 30 years across CS First Boston, Legg Mason, Credit Suisse, Blue Mountain, and Counterpoint.
Check it out here:
mauboussinarchive.vercel.app…
Michael Mauboussin Index
150+ Research Reports
50+ Articles, Presentations & Transcripts
50+ Videos
30+ Podcasts
600+ Books
docs.google.com/spreadsheets…
Hurricane Capital retweeted
Happy sharing the Semper annual letter. I dread the start, but once immersed love the process and always learn something. Makes the labor of love worthwhile, as does your appreciation and kindness. The ongoing analysis of Berkshire is included. Thank you! semperaugustus.com/clientlet…
Hurricane Capital retweeted
We have a new report out, "Probabilities and Payoffs: The Practicalities and Psychology of Expected Value." We discuss some of the issues with the calculation of expected value, what the payoff picture means for investing, the implications of volatility drag, the psychology of dealing with probabilities and payoffs, and how these ideas can be helpful for investing in various asset classes.
Hurricane Capital retweeted
Nvidia is the best-performing stock of all time for stocks with 20 years of return data papers.ssrn.com/sol3/papers.…
Hurricane Capital retweeted
Friendly Google and Enemy Remedies
The DOJ brought the right kind of case against an Aggregator, which stagnates by being too nice; the goal is for companies to act like they actually have enemies.
stratechery.com/2024/friendl…
Hurricane Capital retweeted
I updated my 2012 talk on float with new thoughts and presented them in Flame Investment Lab @FLAMEUniversity in June 2024.
Link: bit.ly/3W1qi76
Hurricane Capital retweeted
Babe, wake up, new Maboussin paper just dropped.
morganstanley.com/im/publica…
Hurricane Capital retweeted
RIP Daniel Kahneman
25iq.com/2013/07/18/a-dozen-…
Hurricane Capital retweeted
Here's an interesting company: Fortnox, niche supplier of accounting software that only operates in Sweden, is valued more highly than Nvidia, the chip sensation.
@CostasMourselas and I took a look at its metronomic growth and the short sellers circling
ft.com/content/d6d4d1dc-1185…
Hurricane Capital retweeted
Babe, wake up, new Mauboussin paper just dropped.
morganstanley.com/im/publica…
Hurricane Capital retweeted
Ben Graham's "Unpopular Large Caps": Some thoughts on an interesting investment strategy that Graham advised decades ago that I think is just as effective today. Link in bio.
Hurricane Capital retweeted
Mr. Pabrai described the economics of Microsoft well in his book @MohnishPabrai
Hurricane Capital retweeted
A conversation with Charlie Munger & @collision
Charlie said “the best thing a human being can do is to help another human being know more.”
On the count, there aren’t many more successful than him.
So much wisdom from Charlie and John
Please enjoy!
joincolossus.com/episodes/76…
Hurricane Capital retweeted
Energy Drink Market
- Red Bull is bolded because it's hard to get precise figures
- Celsius likely has a lot of room to run
- Lots of competition, low barriers to entry but high barriers to scale
- Red Bull and Monster are the clear incumbents
Hurricane Capital retweeted
4,953 pages of basically everything Warren Buffett has ever written publicly. This is a great resource for using CTRL + F to search for investing topics on your mind.
focusedcompounding.com/wp-co…
