Alfred Rappaport
Michael J. Mauboussin is Chief LMCM. In 2004, Michael was Chief U.S. Investment Strategist at Credit Suisse. Michael joined CS in 1992 as a packaged food industry analyst, and was repeatedly named to Institutional Investor‘s All-America Research Team and The Wall Street…
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Saving Capitalism From Short-Termism: How to Build Long-Term Value and Take Back Our Financial Future Alfred Rappaport McGraw-Hill (2011) Why and how to “embrace the longer-term time horizons needed for a healthier economy that benefits all” This is one of…
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The Clash of the Cultures: Investment vs. Speculation John C. Bogle John Wiley & Sons (2012) How a culture of short-term speculation now dominates a traditional culture of long-term investment…and why that must end The “clash” to which the title…
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Key Value Drivers: Do’s & Don’ts
A key value driver (KVD) is any variable that drives value for shareholders. But few firms can identify their KVDs and thus use them for forecasting and improvement. Identifying your KVDs requires a deep understanding of your business and much…
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