At the end of November, I applied to join the MicroCapClub which has been one of my goals for some time. I was accepted as a new member in December and ever since announcing my acceptance I have received a lot of requests to read my accepted … [Continue reading]
108 – Coffee Can Portfolio Investing
Mental Models discussed in this podcast: Deferred Tax LiabilitySkin-in-the-game Please review and rate the podcast If you enjoyed this podcast and found it helpful, please consider leaving me a rating and review. Your feedback helps me to … [Continue reading]
107 – Investing Goals for 2021
Mental Models discussed in this podcast: Goals and HabitsConcentration vs DiversificationSignal vs Noise Please review and rate the podcast If you enjoyed this podcast and found it helpful, please consider leaving me a rating and review. … [Continue reading]
106 – When to Sell Stocks
Mental Models discussed in this podcast: Opportunity CostRebalancingCoffee Can PortfolioIntrinsic ValueOptionality Please review and rate the podcast If you enjoyed this podcast and found it helpful, please consider leaving me a rating and … [Continue reading]
2020 Annual Letter for DIY Investing (Premium Version)
The year 2020 marks the first year that I am choosing to calculate and document my investment returns. While I have been investing for a decade it was only near the end of 2019 that I really settled on an investment strategy and process that I … [Continue reading]
