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Investing basics2001, rev. 2021

Expectations Investing

Michael J. Mauboussin and Alfred Rappaport

Teaches how to read the expectations already embedded in a stock price and judge what a company must deliver for the investment to work.

Core ideas

Idea 1

Understand the business before the ticker.

Idea 2

Separate market price from economic value.

Idea 3

Test the thesis against evidence.

Idea 4

Build a process before committing capital.