Mental Models discussed in this podcast: Self-Made Millionaire Cumulative Advantage Compounding Power of Habit Privilege 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 […]
118 – NACCO Stock Post-Mortem $NC
Mental Models discussed in this podcast: Durability Post-Mortem Resulting Capital Allocation 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 […]
117 – What risks are you willing to underwrite?
Mental Models discussed in this podcast: Operational Leverage Risk Management 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 […]
114 – Solitron Devices Stock Thesis (SODI)
Mental Models discussed in this podcast: Quality Investing Operating Leverage Barriers to Entry 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 […]
113 – Never Buy or Sell Options! (Investing Rules)
Mental Models discussed in this podcast: KISS Principle (Keep it Simple Stupid) Process vs Outcomes Insurance Tail Events 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 […]
