Want to create an interactive transcript for this episode?
Podcast: The Meb Faber Show - Better Investing
Episode: Michael Mauboussin on Market Concentration, Capital Allocation & Attributes of Great Investors | #545
Description: Today’s guest is Michael Mauboussin, Head of Consilient Research at Counterpoint Global, a $70 billion equity manager. In today’s episode, Michael covers some of his latest research on market concentration, equity issuance and stock buybacks, and how the boom and bust cycle relates to AI today. He also shares some common attributes among great investors, lessons from Elon Musk & Tesla, and more.(1:31) Guest Introduction: Michael Mauboussin(2:41) Capital allocation and stock-based compensation(9:58) Trivia question on the top performing stock(15:56) Market concentration(23:13) Moder...