Anyone who has been following me for a while knows I'm a big Mauboussin fan.
In this episode, they mainly discuss about his recent report: "Public to Private Market Equity in the United States: A Long-Term Look"
This thread is additive to my earlier threads on this paper, so will skip many important bits from the podcast not to repeat too much.
@modestproposal1: Communications.
"Because you always have some monopoly to pick from"
don't complain about the world, figure out a way to thrive in it."
Never a dull episode with @mjmauboussin
Transcript link: investorfieldguide.com/wp-content/upl…