The year 2020 marks the first year that I am choosing to calculate and document my investment returns. While I have been investing for a decade it was only near the end of 2019 that I really settled on an investment strategy and process that I … [Continue reading]
2020 Annual Letter for DIY Investing
The year 2020 marks the first year that I am choosing to calculate and document my investment returns. While I have been investing for a decade it was only near the end of 2019 that I really settled on an investment strategy and process that I … [Continue reading]
105 – Investing vs Speculation vs Gambling
Mental Models discussed in this podcast: InvestingSpeculationGamblingMargin of Safety 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 … [Continue reading]
104 – Terminal Value and Why Intrinsic Value grows over time
Mental Models discussed in this podcast: Terminal Value Intrinsic Value True Historic Value Discounted Cash Flow Calculation Net Present Value Fog of War Please review and rate the podcast If you enjoyed this … [Continue reading]
103 – The Deflation Myth
Mental Models discussed in this podcast: DeflationInflation 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 … [Continue reading]
