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Thought Leader Forum.
Many interesting discussion papers.



Pitfall to Avoid by Michael Mauboussin.

Michael Mauboussin: New-Economy pinup
He's a hot Wall Street analyst, a proselytizer of a new way of valuing stock, and, depending on who you ask, either a fount of wisdom -- or an apologist for dotcom mania.

The Philosophy: The Genius of Dumb Agents
Mauboussin believes the market is less like a herd, and more like a flock of birds or a colony of ants.

A different reality.
For Michael Mauboussin, the chief U.S. investment strategist at Credit Suisse First Boston, the digital revolution and the changes it heralds are no less profound than, say, the earliest developments in the physical sciences."

The TSC Streetside Chat: Michael Maubossin of CSFB
Michael Maubossin, chief U.S. investment strategist at Credit Suisse First Boston, is one of the New Economy boosters on Wall Street. But Maubossin is no "New Era" flake. He believes in the value of securities analysis and is a student of corporate management. He serves as an adjunct professor of finance at Columbia Graduate School of Business and has been named to Institutional Investor's All-America research team and The Wall Street Journal's All-star survey in the food industry category.