Mental Models discussed in this podcast: ArbitrageEfficient Market HypothesisBrand PowerLuxury Power Please review and rate the podcast If you enjoyed this podcast and found it helpful, please consider leaving me a rating and review. Your … [Continue reading]
July 2020 Portfolio Update
This is my July 2020 portfolio update for my personal investment portfolio. Only DIY Investing members contributing at the $25 per month level or higher gain exclusive access to my monthly portfolio update. Thank you for being a member of our … [Continue reading]
Buy Thesis for a Manufacturing Company – June 2020
A buy thesis is a short focused post on the reasons why I am buying a stock. The goal for these write-ups is to illustrate the key value drivers of the investment, what I believe the value is, and where I may be wrong if the investment doesn't work … [Continue reading]
73 – Economic Contagion: How COVID-19 could cause a depression
Mental Models discussed in this podcast: Second-Order Effects 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 … [Continue reading]
72 – Binary Investing Outcomes: How the Coronavirus is impacting stock portfolios
Mental Models discussed in this podcast: Normal Distribution (Statistics)Resulting (Read: Annie Duke's book)Efficient Market Hypothesis Please review and rate the podcast If you enjoyed this podcast and found it helpful, please consider … [Continue reading]