This conversation is a true gem, packed with the timeless investment wisdom of two exceptional thought leaders—Phil Ordway and Michael Mauboussin. Phil hosted Michael for a wide-ranging discussion at MOI Global’s Latticework summit, held at the Yale Club of New York City in late 2023.
The insights contained herein illuminate the art of intelligent investing. So grab a coffee or put in your airpods and get ready for an hour well-spent.
By way of background, Michael serves as the head of Consilient Research at Counterpoint Global, Morgan Stanley Investment Management. He is one of the most influential investment thinkers and writers of our time. Phil is the former managing principal of Anabatic Investment Partners. His research and views into corporate governance and behavioral finance have been influential in the MOI Global community, corporate America, and beyond.
The following transcript has been edited for space and clarity.
