Mental Models discussed in this podcast: Quality Investing Operating Leverage Barriers to Entry 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 […]
Fundamental Analysis - Past Articles
My MicroCapClub Application: Solitron Devices Stock Thesis
At the end of November, I applied to join the MicroCapClub which has been one of my goals for some time. I was accepted as a new member in December and ever since announcing my acceptance I have received a lot of requests to read my accepted application. I appreciate the interest in the application […]
93 – OTC Markets Business Analysis with Ralph Molina of Midstory Ventures
How to connect with Ralph Molina Website: MidStoryVentures.com Twitter: @RalphAtMidstory Email: [email protected] Mental Models discussed in this podcast: Float Infinite Return on Capital / Free Growth Arbitrage Pricing Power Unit Economics Please review and rate the podcast If you enjoyed this podcast and found it helpful, please consider leaving me a rating and review. Your […]
87 – Cost of Growth Valuation and Asset / Earnings Equivalence
References: This episode was inspired by a Twitter thread where I responded to a poll on how to value companies. That thread is available at the following link: Mental Models discussed in this podcast: Cost of Growth Valuation Gordon Growth Model Asset / Earnings Equivalence Retained Earnings Return on Invested Capital Earnings Yield Dividend Yield […]
56 – Dan Schum Interview: HemaCare 100-Bagger in 4.5 years
How to connect with Dan Schum Follow his work on Twitter: @NoNameStocks Dan Schum’s Website: NoNameStocks.com 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 […]
