Michael Mauboussin Resources

I have been working with the team at Colossus to develop the transcripts for past Episodes of the business podcast Invest Like The Best. It’s been an incredible experience going through 35+ podcasts in the space of a month and a half. One of the fascinating people I listened to was Michael Mauboussin. He is a prolific writer, author, and thinker who works as Head of Consilient Research at Counterpoint Global and has been in the investment business for 30+ years now.

I decided to collect most of the writings and other content he has made or been involved in.  This is a resource page for this content. I will be updating this list often. Feedback welcome.

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On Remittances and Payments in Africa

Yesterday, I listened to a podcast by featuring Ham Serunjogi, the founder of Chipper Cash, an intra-Africa money transfer service. I here share a few notes and thoughts since it is an area I am interested in. By the way, relatably, Ham is Ugandan and went to school at Aga Khan, Mombasa, Kenya (I am proudly Kenyan 😉

What sucks? Sending money within Africa. Intra-Africa money transfer is a pain point. At 8.9% of the money sent, Africa has the highest remittance costs in the world. For every 100 dollars sent, around 9 dollars ends up as a cost. 

Source: Migration and Development Brief 32

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Takeaways From Earnings Calls: Historic Traffic Levels In Cloud

Here is an excerpt of an article I wrote for Seeking Alpha:

We read transcripts of earnings calls each week and one key theme we have picked up in the last few weeks is the cloud. Several companies keep insisting on how they have been pushed to do more in the cloud. We explore this and more in this week’s edition Takeaways from Earnings Calls.

Historic traffic levels in cloud

While the cloud was already expected to be a booming business in the next decade or so, the expectation was for steady growth. What has happened in this pandemic though is that most companies have been forced to move their businesses to the cloud at a rate much faster than normal. This has resulted in high levels of traffic as adoption rates skyrocket. 

More at https://seekingalpha.com/article/4354545-takeaways-from-earnings-calls-historic-traffic-levels-in-cloud