Mental Models discussed in this podcast: Confirmation BiasSkin 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 improve … [Continue reading]
115 – How to rebalance a concentrated portfolio
Mental Models discussed in this podcast: Occam's Razor 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 improve the podcast and … [Continue reading]
114 – Solitron Devices Stock Thesis (SODI)
Mental Models discussed in this podcast: Quality InvestingOperating LeverageBarriers to Entry 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 … [Continue reading]
113 – Never Buy or Sell Options! (Investing Rules)
Mental Models discussed in this podcast: KISS Principle (Keep it Simple Stupid)Process vs OutcomesInsuranceTail Events Please review and rate the podcast If you enjoyed this podcast and found it helpful, please consider leaving me a rating … [Continue reading]
112 – Never Short Stocks! (Investing Rules)
Mental Models discussed in this podcast: KISS Principle (Keep it Simple Stupid)Process vs Outcomes Please review and rate the podcast If you enjoyed this podcast and found it helpful, please consider leaving me a rating and review. Your … [Continue reading]
