Mental Models discussed in this podcast: All Else Equal Shareholder Primacy Culture Net-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 helps me to improve the podcast and grow the show’s audience. Follow me on Twitter and YouTube […]
77 – What is the source of your investment return?
Mental Models discussed in this podcast: Mean Reversion Inertia Reinvestment Rate Return on Incremental Invested Capital (ROIIC) 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 […]
75 – Managing multiple investment strategies in a single portfolio
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 Channel: DIY Investing Support the Podcast on Patreon This is a […]
48 – David Flood Interview: Dark Stock Investing
How to connect with David Flood (Elementary Value) Follow his work on Twitter: @ElementaryValue Check out his website: ElementaryValue Investing Blog The company articles discussed in this podcast: Pinelawn Cemetery (PLWN) Intro Post Follow-up with financials Beaver Coal Co. (BVERS) Network-1 Technologies (NTIP) Mirriad Advertising (LON: MIRI) Intro Post Follow-up Hemagen (HMGN) Please review and rate […]
