How to connect with David Flood (Elementary Value) Follow his work on Twitter: @ElementaryValueCheck out his website: ElementaryValue Investing Blog The company articles discussed in this podcast: Pinelawn Cemetery (PLWN) Intro PostFollow-up with … [Continue reading]
47 – Forced Diversification and Illiquid Stocks
Mental Models discussed in this podcast: LiquidityDiversification 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]
46 – Broker Price Wars: End Game ($0 Commissions)
Mental Models discussed in this podcast: 2nd-order effectsPrice 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 … [Continue reading]
45 – Geoff Gannon Interview: Concentrated Investing in Overlooked Stocks
How to connect with Geoff Gannon Follow his work on Twitter: @FocusedCompound Managed by Geoff's partner Andrew Kuhn Check out his website: FocusedCompounding.com Weekly Email and Watchlist Listen to his podcast: The Focused Compounding … [Continue reading]
44 – Investing in Bank Stocks (WFC, CFR, ALLY, DFS)
Mental Models discussed in this podcast: CreditLeverage 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 … [Continue reading]