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 […]
84 – Would you buy your employer’s stock?
Mental Models discussed in this podcast: Scuttlebutt Circle of Competence 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 […]
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 […]
34 – Companies with no debt are better than companies with debt (Investing First Principle)
Mental Models discussed in this podcast: Potential Energy vs Kinetic Energy Leverage All Else Equal First 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 the podcast and grow the show’s audience. Support the Podcast on […]
Disney Business Quality Report (DIS)
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