Mental Models discussed in this podcast: Generally Accepted Accounting Principles (GAAP) Owner’s Earnings Free Cash Flow 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 […]
90 – What is Intrinsic Value?
Mental Models discussed in this podcast: Intrinsic Value Extrinsic Value Define your terms 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 […]
89 – All Securities are owned at all times (Investing First Principle)
Mental Models discussed in this podcast: First Principles Asset Duration 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 […]
71 – Moral Hazard: Why government bailouts are counterproductive
Mental Models discussed in this podcast: Moral Hazard 2nd Order Effects Anti-Fragile 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 […]
70 – Oil Majors Clearance Sale 2020
Mental Models discussed in this podcast: Dividend Aristocrats Dividend Growth Investing Discount Rates 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 […]
