Mental Models discussed in this podcast: Deferred Tax Liability Skin-in-the-game 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 […]
107 – Investing Goals for 2021
Mental Models discussed in this podcast: Goals and Habits Concentration vs Diversification Signal vs Noise 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 […]
106 – When to Sell Stocks
Mental Models discussed in this podcast: Opportunity Cost Rebalancing Coffee Can Portfolio Intrinsic Value Optionality 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 […]
105 – Investing vs Speculation vs Gambling
Mental Models discussed in this podcast: Investing Speculation Gambling 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 […]
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 podcast and found it helpful, please consider leaving me a rating and review. Your feedback helps me to improve the podcast and […]
