Mental Models discussed in this podcast: KISS Principle (Keep it Simple Stupid) Process vs Outcomes 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 […]
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 […]
48 – David Flood Interview: Dark Stock Investing
How to connect with David Flood (Elementary Value) Follow his work on Twitter: @ElementaryValue Check out his website: ElementaryValue Investing Blog The company articles discussed in this podcast: Pinelawn Cemetery (PLWN) Intro Post Follow-up with financials Beaver Coal Co. (BVERS) Network-1 Technologies (NTIP) Mirriad Advertising (LON: MIRI) Intro Post Follow-up Hemagen (HMGN) Please review and rate […]
44 – Investing in Bank Stocks (WFC, CFR, ALLY, DFS)
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 […]
32 – Shorting Stocks is a Negative-Sum Game (Investing First Principle)
Mental Models discussed in this podcast: Zero Based Thinking Negative Carry Opportunity Cost Hidden Costs 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 […]