Books Referenced: Fooled by Randomness by Nassim Taleb *If you purchase through this affiliate link, I will receive a small commission, at no additional cost to you. Your purchase will be supporting the show's continued production of free … [Continue reading]
85 – Precisely Wrong, Roughly Right (DCFs)
Mental Models discussed in this podcast: Discount RatesGordon Growth ModelDiscounted Cash Flow Calculation 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]
84 – Would you buy your employer’s stock?
Mental Models discussed in this podcast: ScuttlebuttCircle of Competence 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]
Collectors Universe Business Quality Report (CLCT)
Collectors Universe is a business focused on authentication and grading services primarily for coin and card collectors. This Collectors Universe Business Quality Report explains the quality ranking that Solitron received under my quality ranking … [Continue reading]
83 – Key Drawbacks of the Banking Industry
Mental Models discussed in this podcast: CommodityLeverageAvailability Bias (re 2008 Financial Crisis) 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]
