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Mauboussin and Callahan essay receives renewed praise, Tren Griffin notes

Mauboussin and Callahan essay receives renewed praise, Tren Griffin notes
Mauboussin and Callahan essay praised

Tren Griffin endorses both a new essay by Mauboussin and Callahan and its original version published in 1997.

The tweet highlights Griffin's sustained appreciation for research from Mauboussin and Callahan, suggesting the 1997 essay continues to provide valuable insights.

Griffin has recently discussed price dynamics in energy markets, noting that Waha gas prices in the Permian Basin fell as low as minus $9.75 per MMBtu. He has also examined business efficiency topics, explaining how customer churn before positive lifetime value leads to stranded acquisition costs. These previous observations demonstrate a continued focus on market fundamentals and operational challenges.

This material may contain third-party opinions, none of the data and information on this webpage constitutes investment advice according to our Disclaimer. While we adhere to strict Editorial Integrity, this post may contain references to products from our partners.

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