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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.

Mental models

Model 1

Use this model to understand the business before the ticker.

Model 2

Use this model to separate market price from economic value.

Model 3

Use this model to test the thesis against evidence.

Model 4

Use this model to build a process before committing capital.