Mental Models discussed in this podcast: Generally Accepted Accounting Principles (GAAP)Owner's EarningsFree Cash Flow Please review and rate the podcast If you enjoyed this podcast and found it helpful, please consider leaving me a rating … [Continue reading]
90 – What is Intrinsic Value?
Mental Models discussed in this podcast: Intrinsic ValueExtrinsic ValueDefine your terms 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 … [Continue reading]
89 – All Securities are owned at all times (Investing First Principle)
Mental Models discussed in this podcast: First PrinciplesAsset Duration 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]
88 – Satisficing: Why you should avoid attempting to maximize your portfolio returns
Mental Models discussed in this podcast: SatisficingAbsolute vs Relative ReturnsOptimizationMin-Max Game Theory Please review and rate the podcast If you enjoyed this podcast and found it helpful, please consider leaving me a rating and … [Continue reading]
87 – Cost of Growth Valuation and Asset / Earnings Equivalence
References: This episode was inspired by a Twitter thread where I responded to a poll on how to value companies. That thread is available at the following link: Mental Models discussed in this podcast: Cost of Growth ValuationGordon Growth … [Continue reading]
