Mental Models discussed in this podcast: Credit Leverage 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. Support the Podcast on Patreon This is a podcast supported by […]
Fundamental Analysis - Past Articles
43 – Investing in Credit Card Companies (V, MA, AXP, DFS)
Mental Models discussed in this podcast: Credit Rent-Seeking Networking Effects 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. Support the Podcast on Patreon This is a podcast […]
38 – Should you invest in Private Prisons?
Mental Models discussed in this podcast: Blood in the Streets 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. Support the Podcast on Patreon This is a podcast […]
27 – How to calculate Intrinsic Value using Discounted Cash Flows (DCF)
Please review and rate the podcast If you enjoyed this podcast and found it helpful, please consider leaving me a review. Your feedback helps me to improve the podcast and grow the show’s audience. Support the Podcast on Patreon This is a podcast supported by listeners like you. If you’d like to support this podcast […]
Fundamental Analysis of Disney’s Acquisition of 21st Century Fox
I recently completed a fundamental analysis of Disney’s (DIS) acquisition of 21st Century Fox. This article will include my thoughts and notes on the acquisition of 21st Century Fox assets by The Walt Disney Company. Most of this analysis is based upon the proposed merger document dated June 28th, 2018 by The Walt Disney Company […]
