Michael Mauboussin – Research, Articles and Interviews (1995-2004)
Michael Mauboussin
The Black Swan
Nassim Nicholas Taleb
Of Long-Term Value & Wealth Creation from Equity Investing
Bharat Shah
US Healthcare Industry Primer - Morgan Stanley (2011)
Morgan Stanley
An Investor's Odyssey: The Search for Outstanding Investments
Chuck Akre
Understanding the Asset Growth Anomaly
James O'Donovan
Triumph of the Optimists
Elroy Dimson & Paul Marsh & Mike Staunton
This Time Is Different
Carmen M. Reinhart & Kenneth S. Rogoff
Investment under Uncertainty
Robert K. Dixit & Robert S. Pindyck