Analysis: Monsanto Risk Arbitrage


This document contains an independent analysis of Monsanto Co. (NYSE: MON). Information on my investment philosophy can be found here.

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Investment Theory #7: Michael Mauboussin

Michael J. Mauboussin is managing director and head of Global Financial Strategies at Credit Suisse, where he advises clients on valuation and portfolio positioning, capital markets theory, competitive strategy analysis, and decision-making. He is also an adjunct professor of finance at the Columbia Business School and chairman of the Board of Trustees at Santa Fe Institute.

Mauboussin started his career at Drexel Burnham Lambert of Michael Milken fame. He was trained to be a financial advisor and in his own words was an abject failure. Armed with the knowledge of what he wasn’t good at, he set out to find a job in equity research. He eventually landed a job as a packaged food analyst at First Boston, which later merged with Credit Suisse. He has been there ever since.

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