Mental Models discussed in this podcast: Durability Post-Mortem Resulting Capital Allocation 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 […]
Parks! America Business Quality Report (PRKA) – June 2021 Update
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114 – Solitron Devices Stock Thesis (SODI)
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 […]
Collectors Universe Business Quality Report (CLCT)
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