Mental Models discussed in this podcast: Discount Rates Supply and Demand 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 grow the show’s audience. Follow me on Twitter and YouTube Twitter Handle: @TreyHenninger […]
85 – Precisely Wrong, Roughly Right (DCFs)
Mental Models discussed in this podcast: Discount Rates Gordon Growth Model Discounted 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. Your feedback helps me to improve the podcast and grow the show’s audience. Follow me on Twitter […]
81 – Always Ask Why: Bond Returns, Greater Fool Theory, and the 5 Why Framework
Mental Models discussed in this podcast: Discount Rate Greater Fool Theory Circle of Competence 5-Why Framework 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 grow the show’s audience. Follow me on […]
80 – Zero Interest Rates should not reduce your Discount Rate
Mental Models discussed in this podcast: Discount Rate Equity Risk Premium 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 and grow the show’s audience. Follow me on Twitter and YouTube […]
78 – Earnings Yield on Cost: A valuation rule of thumb
Mental Models discussed in this podcast: Earnings Yield Discount Rate 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 grow the show’s audience. Follow me on Twitter and YouTube Twitter Handle: @TreyHenninger YouTube […]
