Mental Models discussed in this podcast: LeverageFractional Reserve BankingMarginEconomies of ScaleOperating Leverage Please review and rate the podcast If you enjoyed this podcast and found it helpful, please consider leaving me a rating … [Continue reading]
78 – Earnings Yield on Cost: A valuation rule of thumb
Mental Models discussed in this podcast: Earnings YieldDiscount Rate 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 … [Continue reading]
77 – What is the source of your investment return?
Mental Models discussed in this podcast: Mean ReversionInertiaReinvestment RateReturn on Incremental Invested Capital (ROIIC) Please review and rate the podcast If you enjoyed this podcast and found it helpful, please consider leaving me a … [Continue reading]
76 – How to identify 10-bagger investments (10x in 10 years)
Mental Models discussed in this podcast: Operating LeverageDavis Double Play 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 … [Continue reading]
75 – Managing multiple investment strategies in a single portfolio
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 … [Continue reading]