This blog is an effort to sift through the noise. Please note that a number of resources are used to create these theses and due to an overriding desire to think rather than edit I will not be citing every little source.
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Tuesday, April 1, 2014
Michael Mauboussin AIC Keynote
Michael Mauboussin gave the keynote address at the recent 17th annual Credit Suisse Asian Investment Conference. His talk was about his recent book and how to untangle skill and luck in the business context. Its good stuff. Enjoy: