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Michael Mauboussin & US Inflation, Global Returns

Posted by Valor Intrínseco on October 9, 2021 at 5:00 PM

Duas menções sobre Michael Mauboussin nesse post. A primeira, um artigo do Morgan Stanley sobre fluxo de caixa; a segunda, uma palestra na Universidade de Columbia sobre seu livro Expectations Investing.

Cash Flow Statement Adjustments to Improve Insight

Book Talk with Michael Mauboussin - "Expectations Investing"


Paper interessante sobre inflação e retornos dos ativos globais.

US Inflation and Global Asset Returns


Abraços!




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