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 […]
47 – Forced Diversification and Illiquid Stocks
Mental Models discussed in this podcast: Liquidity Diversification 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: […]
46 – Broker Price Wars: End Game ($0 Commissions)
Mental Models discussed in this podcast: 2nd-order effects Price Competition 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 […]
45 – Geoff Gannon Interview: Concentrated Investing in Overlooked Stocks
How to connect with Geoff Gannon Follow his work on Twitter: @FocusedCompound Managed by Geoff’s partner Andrew Kuhn Check out his website: FocusedCompounding.com Weekly Email and Watchlist Listen to his podcast: The Focused Compounding Podcast Please review and rate the podcast If you enjoyed this podcast and found it helpful, please consider leaving me a rating […]
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 […]
