The Success Equation - Untangling Skill and Luck in Business, Sports, and Investing by Michael J. Mauboussin (CFA Institute, 2013)

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Michael J. Mauboussin - Head of Global Financial Strategies at Credit Suisse in New York - holds a strong view that demonstrating investment skill by investment managers requires persistent and predictable performance. Expectations investing is a process for identifying attractively priced stocks by first estimating the market’s expectations of key value drivers and then determining the likelihood that the company can or cannot meet those expectations.

This paper is a transcript of Michael's presentation at the Equity Research and Valuation Conference 2012 held in Philadelphia on 6–7 December 2012 in partnership with CFA Society Philadelphia.
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