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Mental Models discussed in this podcast: SatisficingAbsolute vs Relative ReturnsOptimizationMin-Max Game Theory Please review and rate the podcast If you enjoyed this podcast and found it helpful, please consider leaving me a rating and … [Continue reading]
References: This episode was inspired by a Twitter thread where I responded to a poll on how to value companies. That thread is available at the following link: Mental Models discussed in this podcast: Cost of Growth ValuationGordon Growth … [Continue reading]
Books Referenced: Fooled by Randomness by Nassim Taleb *If you purchase through this affiliate link, I will receive a small commission, at no additional cost to you. Your purchase will be supporting the show's continued production of free … [Continue reading]
Mental Models discussed in this podcast: Discount RatesGordon Growth ModelDiscounted Cash Flow Calculation Please review and rate the podcast If you enjoyed this podcast and found it helpful, please consider leaving me a rating and review. … [Continue reading]
Mental Models discussed in this podcast: ScuttlebuttCircle of Competence 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 … [Continue reading]
