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Mental Models discussed in this podcast: Reversion to the MeanMoatsFirst Principles 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 … [Continue reading]
Mental Models discussed in this podcast: Potential Energy vs Kinetic EnergyLeverageAll Else EqualFirst Principles Please review and rate the podcast If you enjoyed this podcast and found it helpful, please consider leaving me a review. Your … [Continue reading]
Giga-tronics or GIGA is a defense company focused on the aerospace industry. This Giga-tronics Business Quality Report explains the Speculation Quality ranking that Giga-tronics received under my quality ranking system. A full list of companies … [Continue reading]
Mental Models discussed in this podcast: Margin of SafetyPrice vs ValueTime Value of MoneyAll Else EqualFirst Principles Please review and rate the podcast If you enjoyed this podcast and found it helpful, please consider leaving me a … [Continue reading]
Mental Models discussed in this podcast: Zero Based ThinkingNegative CarryOpportunity CostHidden Costs Please review and rate the podcast If you enjoyed this podcast and found it helpful, please consider leaving me a review. Your feedback … [Continue reading]
