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 […]
41 – Science of Hitting Interview: How quality limits investing mistakes, portfolio management, and Microsoft ($MSFT)
How to connect with The Science of Hitting: Follow him Twitter: https://twitter.com/TSOH_Investing Read his articles on GuruFocus: GuruFocus – Author: The Science of Hitting RSS Feed 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 […]
37 – Liquidity: Risks and Opportunities
Mental Models discussed in this podcast: Liquidity Risk Insurance First Principles 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 […]
36 – What is Risk? Price Risk, Volatility, and Beta (Types of Investing Risk)
https://podcasts.apple.com/us/podcast/36-what-is-risk-price-risk-volatility-beta-types-investing/id1273404123?i=1000444970478 Mental Models discussed in this podcast: Velocity – Direction matters Relative vs Absolute measures Volatility / Beta Risk 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. […]
35 – Shorter Holding Periods are better (Investing First Principle)
Mental Models discussed in this podcast: Reversion to the Mean Moats First Principles Please review and rate the podcast If you enjoyed this podcast and found it helpful, please consider leaving me a review. Your feedback helps me to improve the podcast and grow the show’s audience. Support the Podcast on Patreon This is a […]
