Michael Mauboussin - Sharpening Investor & Executive Toolkits - [Invest Like the Best, EP.308]

<p><span style="font-weight: 400;">My guest this week is</span> <a href="https://twitter.com/mjmauboussin"><span style= "font-weight: 400;">Michael Mauboussin</span></a><span style= "font-weight: 400;">. Many of you will know Michael and his work well. He’s Head of Consilient Research at Counterpoint Global, one of the sharpest investment minds I know, and a frequent guest on this show. In this discussion, we go deep into his recent work on market share, returns on capital, and capital allocation - all of which are coming under increasing scrutiny for different reasons. Please enjoy this great conversation with my friend Michael Mauboussin.</span></p> <p> </p> <p><a href="https://pod.link/founders"><span style= "font-weight: 400;">Listen to Founders podcast</span></a></p> <p> </p> <p><span style="font-weight: 400;">Founders Episode</span> <a href= "https://founders.simplecast.com/episodes/136-a-success-story-by-estee-lauder"> <span style="font-weight: 400;">#136 A Success Story: Estee Lauder </span></a></p> <p> </p> <p><span style="font-weight: 400;">Invest Like the Best with</span> <a href= "https://www.joincolossus.com/episodes/85503387/senra-passion-pain?tab=transcript"> <span style="font-weight: 400;">David Senra: Passion & Pain</span></a></p> <p> </p> <p><span style="font-weight: 400;">For the full show notes, transcript, and links to mentioned content, check out the episode page</span> <a href= "https://www.joincolossus.com/episodes/70973958/mauboussin-sharpening-investor-executive-toolkits"> <span style="font-weight: 400;">here</span></a><span style= "font-weight: 400;">.</span></p> <p><strong>-----</strong></p> <p> </p> <p><strong>This episode is brought to you by</strong> <a href= "https://tegus.co/patrick"><strong>Tegus</strong></a><strong>. Tegus streamlines the investment research process so you can get up to speed and find answers to critical questions on companies faster and more efficiently. The Tegus platform surfaces the hard-to-get qualitative insights, gives instant access to critical public fi