Michael Samonas

Finance professional, Author of the book Financial Forecasting, Analysis & Modelling: A Framework for Long-term Forecasting from the Wiley Finance Series

[Ray Dalio @RayDalio]

In order to understand the full picture of how the world order is changing, I would urge you to watch this five-minute clip, or the complete 40-minute animated video called "Principles for Dealing with Changing World Order." And if you want an even more complete explanation, you can check out my book of the same title.

#principles #politics #economics

[Michael Samonas @msamonas]

@naftemporikigr CNN

[Michael Samonas @msamonas]

@AswathDamodaran I will be attending.

[Michael Samonas @msamonas]

@eFinancialModel A Floating Photovoltaic plant in sea and not in a lake or a river.

[Michael Samonas @msamonas]

Η ελπίδα πέθανε τελευταία πάνω σε ένα iPhone 14 pro… https://t.co/4fa2XSLi2k

[Michael Samonas @msamonas]

New Mauboussin just dropped https://t.co/SK6r4UqUPw

[Michael Mauboussin @mjmauboussin]

Investors often like to distinguish between companies that make money (good) and those that lose money (bad). But sometimes you have to dig a little deeper to understand a business’s value creation prospects. Our latest, “Good Losses, Bad Losses.”
https://t.co/QE27fIc9F8

[Aswath Damodaran @AswathDamodaran]

It has been a brutal first half of 2022 for markets, across geographies and asset classes. While this may be a correction that is long overdue, I address the question of why now and how much (correction) is too much, using risk capital as my lens. https://t.co/KPeAGHPKHD

[Michael Samonas @msamonas]

I just subscribed to Musings on Markets https://t.co/rf1xPydr5x

[Michael Samonas @msamonas]

Just arrived. The updated version of Expectations Investing by ⁦@mjmauboussin⁩ and Al Rappaport. Having read already the first 2 chapters it is obvious that it was worth waiting for over 3 months…..

[Michael Samonas @msamonas]

@mjmauboussin @AswathDamodaran I have read the first edition. Just excellent. Awaiting the sequel for so long. Hope I take it ASAP.

[Michael Samonas @msamonas]

@mjmauboussin I noticed that you refer to the updated version of expectations investing [endnote 8]. Where could I order it and when? Expecting in for so long ....

[Michael Samonas @msamonas]

Why value investing still works in markets https://t.co/rkSZGn4ZtM

[Michael Samonas @msamonas]

Long awaited .....Just arrived.

[Michael Samonas @msamonas]

Are You Sabotaging Your Own Company? - Harvard Business School Working Knowledge - via @HBSWK https://t.co/kJ7eKg8q3x

[Michael Samonas @msamonas]

Six problem-solving mindsets for very uncertain times in @McKQuarterly https://t.co/OdreIEVP4c via @McKinsey

[Michael Samonas @msamonas]

@mjmauboussin I would love to read it. Why not supporting it with ppt slide so that it is easier to teach it as well to my students ?

[Michael Samonas @msamonas]

@mjmauboussin Expecting to receive it asap!!!!

[Brent Beshore @BrentBeshore]

CIM vs. due diligence

[Michael Samonas @msamonas]

Which Risks Are of the Greatest Concern?