How to connect with Ralph Molina Website: MidStoryVentures.com Twitter: @RalphAtMidstory Email: [email protected] Mental Models discussed in this podcast: Float Infinite Return on Capital / Free Growth Arbitrage Pricing Power Unit Economics Please review and rate the podcast If you enjoyed this podcast and found it helpful, please consider leaving me a rating and review. Your […]
Fundamental Analysis - Past Articles
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 Valuation Gordon Growth Model Asset / Earnings Equivalence Retained Earnings Return on Invested Capital Earnings Yield Dividend Yield […]
56 – Dan Schum Interview: HemaCare 100-Bagger in 4.5 years
How to connect with Dan Schum Follow his work on Twitter: @NoNameStocks Dan Schum’s Website: NoNameStocks.com 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 and grow the show’s audience. Follow me on Twitter […]
54 – How to Classify Companies by Business Quality: An Investing System
Mental Models discussed in this podcast: Margin 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 to improve the podcast and grow the show’s audience. Follow me on Twitter and YouTube Twitter Handle: @TreyHenninger YouTube Channel: DIY […]
50 – Tim Eriksen Interview: MicroCap Investing
How to connect with Tim Eriksen Follow his work on Twitter: @eriksen_tim Reach out by email [email protected] 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 and grow the show’s audience. Follow me on […]
