How to connect with Ralph Molina Website: MidStoryVentures.comTwitter: @RalphAtMidstoryEmail: [email protected] Mental Models discussed in this podcast: FloatInfinite Return on Capital / Free GrowthArbitragePricing PowerUnit … [Continue reading]
92 – Discount Rates: Past, Present, and Future
Mental Models discussed in this podcast: Discount RatesSupply and Demand 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]
91 – GAAP vs non-GAAP Earnings (Amazon Deep Dive)
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]
