Thread by @AnnieDuke

Over the past few weeks, I have been highlighting the work of those who blurbed and today, the final day before my book’s bday, it’s time for @mjmauboussin. It would be impossible for me to fully express how much gratitude I have for Michael.

1/14

This book would be so much worse if not for the thought partnership of @mjmauboussin. In writing the book, Michael got on countless calls and Zooms with me to help me work through my ideas.

2/14

As I produced a draft of each chapter, Michael read every word offering insightful suggestions and edits of my work. He helped me work through places where I was stuck. He helped me make sense of what I was trying to say.

3/14

.@mjmauboussin encouraged me at every step of the way. Every single conversation we had made How To Decide better. Every time he sent me a chapter back, the work leveled up. He has made me a better writer and thinker and I am so grateful for that.

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Why was @mjmauboussin the person I leaned on during this process to help me with the scholarship and writing? Because I cannot think of anyone who more eloquently communicates the influence of luck in our lives.

5/14

Whenever I am asked to recommend a book to help with decision making under uncertainty, the first book I recommend is The Success Equation: Untangling Skill and Luck in Business, Sports, and Investing. ⬇️

6/14

This book by @mjmauboussin is quite simply the best discussion out there of the influence of luck in our lives.

7/14

amazon.com/Success-Equati…

.@mjmauboussin is the author of another fabulous book, Think Twice: Harnessing The Power of Counterintuition, which explores the common mental missteps we make in our decisions, like misunderstanding cause-and-effect, and how to address those errors.
8/14

amazon.com/Think-Twice-Ha…

@MJMaouboussin has also written some of the most influential and important white papers in finance. There are too many to highlight all of them but one of my favorites Who Is On The Other Side ... (cont'd)

macro-ops.com/wp-content/upl…

9/14

...(cont'd) ..... which explores the BAIT (Bias, Analysis, Information, & Technology) framework for understanding where edge comes from in trading.

Here he is talking this through BAIT on @CapitalAllocators podcast with @tseides.

capitalallocatorspodcast.com/2019/05/12/mau…

10/14

.@mjmauboussin also just wrote a fantastic paper (a mini-book really) with Dan Callahan on the migration in US equities from public to private markets. Really just the definitive piece on this, IMO.

11/14

morganstanley.com/im/publication…

Michael explores the reasons for the shift and why employee based comp is really a form of private financing for companies (biggest insight for me).

This @patrick_oshag podcast with Michael is a must listen on the topic.

12/14

investorfieldguide.com/michael-maubou…

.@mjmauboussin is a true polymath, his level of curiosity is something I admire so much. He chairs of the Board of @sfiscience & is an adjunct professor @Columbia_Biz. He reads more broadly that anyone I know. So much of what is on my bookshelf comes from his reccs.

13/14

It is just impossible for me to express how thankful I am to @mjmauboussin for his friendship and his thought-partnership. How To Decide would not be the book it is without him. Michael, I hope you know how much better this book is because of you.

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