Mental Models discussed in this podcast: Self-Made MillionaireCumulative AdvantageCompoundingPower of HabitPrivilege Please review and rate the podcast If you enjoyed this podcast and found it helpful, please consider leaving me a rating and … [Continue reading]
118 – NACCO Stock Post-Mortem $NC
Mental Models discussed in this podcast: DurabilityPost-MortemResultingCapital Allocation 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 … [Continue reading]
117 – What risks are you willing to underwrite?
Mental Models discussed in this podcast: Operational LeverageRisk Management 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 … [Continue reading]
Parks! America Business Quality Report (PRKA) – June 2021 Update
Parks! America, Inc. is an entertainment company focused on the theme park space. This Parks America business quality report is an update of my original report published in September 2018. Parks! America is an excellent-quality company based on … [Continue reading]
116 – Learning from mistakes you narrowly avoid $MCLDF
Mental Models discussed in this podcast: Confirmation BiasSkin 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 … [Continue reading]
