Michael Mauboussin

James Surowiecki writing in the New Yorker: In the past, the F.A.A. was remarkably hesitant to take planes out of service. The problems with the DC-10 were well known to regulators for years before a 1979 crash forced them to ground the plane. But, again, those standards no longer apply. In the nineteen-seventies, after all, [...]

I just finished Michael Mauboussin’s latest book, The Success Equation: Untangling Skill and Luck in Business, Sports, and Investing. In the book Mauboussin goes beyond the general idea that luck is important to outcomes. He explains the type of interactions where luck is important and dives into why we have a difficult time comprehending the [...]

Michael Mauboussin commenting on Daniel Kahneman: When asked which was his favorite paper of all-time, Daniel Kahneman pointed to “On the Psychology of Prediction,” which he co-authored with Amos Tversky in 1973. Tversky and Kahneman basically said that there are three things to consider in order to make an effective prediction: the base rate, the [...]

From Samuel Arbesman’s excellent interview of Michael Mauboussin (on his book The Success Equation) Arbesman: What are some of the ways that sampling (including undersampling, biased sampling, and more) can lead us quite astray when understanding skill and luck? Mauboussin: Let’s take a look at undersampling as well as biased sampling. Undersampling failure in business [...]

The Paradox of Skill

by Shane Parrish on November 7, 2012

Michael Mauboussin talking about his new book The Success Equation: Untangling Skill and Luck in Business, Sports, and Investing with the WSJ: The key is this idea called the paradox of skill. As people become better at an activity, the difference between the best and the average and the best and the worst becomes much [...]

Mental Model: Game Theory

by Shane Parrish on November 3, 2012

“Game theory is the study of how people behave in strategic situations. By “strategy” we mean a situation in which a person, when choosing among alternative courses of action, must consider how others might respond to the action he takes. Strategic thinking is crucial not only in checkers, chess, and tic-tac-toe but in many business [...]

The challenge with history

by Shane Parrish on September 27, 2012

There is a lot of wisdom in this: The challenge with history, however, is that it’s a very fickle teacher. Which is a lot of the key to understanding history is what the circumstances were. And what we tend to do when we study history is look for attributes, so circumstances versus attribute thinking. — [...]

Michael Mauboussin, chief investment strategist at Legg Mason, offers two simple techniques to improve the quality of your decision making: a decision journal and a checklist. Many years ago when I first met Danny Kahneman, and Kahneman is one of the preeminent psychologists in the world who won a Nobel Prize for economics in 2002, [...]