How to connect with Value Stock Geek Website: ValueStockGeek.com Twitter: @ValueStockGeek Articles Referenced in the show: Mistakes have been made and lessons have been learned Margin of Safety Still Matters Why Quality is Essential for a concentrated Portfolio General Dynamics $GD Write-up Past Interviews with Value Stock Geek: Episode 49 – Value Stock Geek Interview: Cheap and […]
97 – Engineering Mental Models: Why Engineers make good investors
Mental Models discussed in this podcast: Margin of Safety Backup Systems Scale Failure Points 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. Follow me on Twitter […]
96 – The difference between “Right” and “Useful” for investors
Mental Models discussed in this podcast: Discounted Cash Flows 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: DIY […]
95 – How to build conviction in a stock idea (FAQ)
Mental Models discussed in this podcast: Opportunity Cost Margin of Safety Conviction 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 […]
94 – Japanese companies are worth less than American companies, All Else Equal
Mental Models discussed in this podcast: All Else Equal Shareholder Primacy Culture Net-Nets 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 […]
