A thoughtful investment process contemplates both probability and payoffs and carefully considers where the consensus - as revealed by a price -… — Michael Mauboussin Copy Share Image
The market is now factoring in that first-quarter earnings will likely be below consensus. And the reality is that economic growth is… — Subodh Kumar Copy Share Image
At a school in Massachusetts where I once worked, we managed early on through consensus. Which sounds wonderful, but it was just… — Geoffrey Canada Copy Share Image
If you apply conservative principles and you stick with it, and you have the leadership skills to bring people toward the cause,… — Jeb Bush Copy Share Image
