Giga-tronics or GIGA is a defense company focused on the aerospace industry. This Giga-tronics Business Quality Report explains the Speculation Quality ranking that Giga-tronics received under my quality ranking system. A full list of companies … [Continue reading]
33 – Low stock prices are better than high stock prices (Investing First Principle)
Mental Models discussed in this podcast: Margin of SafetyPrice vs ValueTime Value of MoneyAll Else EqualFirst Principles Please review and rate the podcast If you enjoyed this podcast and found it helpful, please consider leaving me a … [Continue reading]
32 – Shorting Stocks is a Negative-Sum Game (Investing First Principle)
Mental Models discussed in this podcast: Zero Based ThinkingNegative CarryOpportunity CostHidden Costs Please review and rate the podcast If you enjoyed this podcast and found it helpful, please consider leaving me a review. Your feedback … [Continue reading]
31 – Buying Stocks is NOT a Zero-Sum Game (Investing First Principle)
Books Referenced in the Podcast Stocks for the Long Run by Jeremy Siegel: Buy on Amazon You can support the podcast by making a purchase through the above affiliate link. If you do, I'll earn a small commission at no additional cost to … [Continue reading]
30 – GameStop stock investment post-mortem (2017-2019)
Mental Models discussed in this podcast: Zero Based ThinkingResulting Check out Annie Duke's book "Thinking in Bets" to learn more Skin in the Game Check out Nassim Taleb's book "Skin in the Game" to learn more Please review and rate the … [Continue reading]
