Mental Models discussed in this podcast: Opportunity Cost Rebalancing Coffee Can Portfolio Intrinsic Value Optionality 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 […]
2020 Annual Letter for DIY Investing (Premium Version)
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2020 Annual Letter for DIY Investing
The year 2020 marks the first year that I am choosing to calculate and document my investment returns. While I have been investing for a decade it was only near the end of 2019 that I really settled on an investment strategy and process that I believe fits me. I now have an investment process […]
105 – Investing vs Speculation vs Gambling
Mental Models discussed in this podcast: Investing Speculation Gambling 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 […]
104 – Terminal Value and Why Intrinsic Value grows over time
Mental Models discussed in this podcast: Terminal Value Intrinsic Value True Historic Value Discounted Cash Flow Calculation Net Present Value Fog of War 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 […]
