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Mental Models discussed in this podcast: Opportunity CostRebalancingCoffee Can PortfolioIntrinsic ValueOptionality Please review and rate the podcast If you enjoyed this podcast and found it helpful, please consider leaving me a rating and … [Continue reading]
The year 2020 marks the first year that I am choosing to calculate and document my investment returns. While I have been investing for a decade it was only near the end of 2019 that I really settled on an investment strategy and process that I … [Continue reading]
The year 2020 marks the first year that I am choosing to calculate and document my investment returns. While I have been investing for a decade it was only near the end of 2019 that I really settled on an investment strategy and process that I … [Continue reading]
Mental Models discussed in this podcast: InvestingSpeculationGamblingMargin of Safety 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 … [Continue reading]
Mental Models discussed in this podcast: Terminal Value Intrinsic Value True Historic Value Discounted Cash Flow Calculation Net Present Value Fog of War Please review and rate the podcast If you enjoyed this … [Continue reading]
