Michael Mauboussin

@mjmauboussin

About the author

Michael Mauboussin is head of consilient research at Counterpoint Global, part of Morgan Stanley Investment Management, which he joined in 2020. He was previously director of research at BlueMountain Capital, head of global financial strategies at Credit Suisse and chief investment strategist at Legg Mason Capital Management. He has taught finance at Columbia Business School since 1993 and wrote More Than You Know and, with Alfred Rappaport, Expectations Investing.

Memos, letters and research

All research

Counterpoint Global Insights (Consilient Observer) Morgan Stanley

Essential

Michael Mauboussin and Dan Callahan's research papers on valuation, competitive strategy, capital allocation and decision-making. These are free, footnoted primers that many analysts treat as a corporate-finance curriculum.

Research Advanced Roughly monthly