How to connect with Value Stock Geek Website: ValueStockGeek.comTwitter: @ValueStockGeekArticles Referenced in the show: Mistakes have been made and lessons have been learned Margin of Safety Still Matters Why Quality is Essential for a … [Continue reading]
97 – Engineering Mental Models: Why Engineers make good investors
Mental Models discussed in this podcast: Margin of SafetyBackup SystemsScaleFailure PointsLeverage 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]
96 – The difference between “Right” and “Useful” for investors
Mental Models discussed in this podcast: Discounted Cash Flows 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]
95 – How to build conviction in a stock idea (FAQ)
Mental Models discussed in this podcast: Opportunity CostMargin of SafetyConviction 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]
94 – Japanese companies are worth less than American companies, All Else Equal
Mental Models discussed in this podcast: All Else EqualShareholder PrimacyCultureNet-Nets 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 … [Continue reading]