Mental Models discussed in this podcast: Zero Based Thinking Negative Carry Opportunity Cost Hidden Costs 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 […]
31 – Buying Stocks is NOT a Zero-Sum Game (Investing First Principle)
Books Referenced in the Podcast Stocks for the Long Run by Jeremy Siegel: Buy on Amazon You can support the podcast by making a purchase through the above affiliate link. If you do, I’ll earn a small commission at no additional cost to you. Please review and rate the podcast If you enjoyed this podcast […]
27 – How to calculate Intrinsic Value using Discounted Cash Flows (DCF)
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26 – Owner’s Earnings: Why Net Income or EPS can be deceiving
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 podcast supported by listeners like you. If you’d like to support this podcast […]
25 – Long Term Growth Rate Assumptions: How to Calibrate using SEC 10k Disclosures
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 podcast supported by listeners like you. If you’d like to support this podcast […]
