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 […]
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 […]
Asymmetric Risk and Reward: GameStop 2018 (Episode005)
GameStop in 2018 is a prime example of an investment with asymmetric risk and reward. The company offers a greater than 10% dividend yield with a payout ratio less than 50%. As long as the dividend can be paid we’ll make a good return. (NYSE: GME) The show notes for this episode, including my outline for […]
