☕ Newsletter Rec: Michael Mauboussin
Saturday: Weekend Reads — Infrequent deep work from legend Mr. Mauboussin and where to get it
Michael Mauboussin publishes once every 2 or 3 months, but when he does, they are great. You can expect extremely high-quality PDFs that dive into some pretty interesting investing topics. His posts are evergreen, so you can peruse at your leisure:
https://www.morganstanley.com/im/en-us/individual-investor/insights/series/consilient-observer.html
One of my favorite is ROIC and how to calculate and handle common issues:
That’s it for today. Happy reading!
Mike