Mental Models discussed in this podcast: Liquidity Risk Insurance First Principles 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. Support the Podcast on Patreon This is a […]
35 – Shorter Holding Periods are better (Investing First Principle)
Mental Models discussed in this podcast: Reversion to the Mean Moats First Principles Please review and rate the podcast If you enjoyed this podcast and found it helpful, please consider leaving me a review. Your feedback helps me to improve the podcast and grow the show’s audience. Support the Podcast on Patreon This is a […]
34 – Companies with no debt are better than companies with debt (Investing First Principle)
Mental Models discussed in this podcast: Potential Energy vs Kinetic Energy Leverage All Else Equal First Principles Please review and rate the podcast If you enjoyed this podcast and found it helpful, please consider leaving me a review. Your feedback helps me to improve the podcast and grow the show’s audience. Support the Podcast on […]
33 – Low stock prices are better than high stock prices (Investing First Principle)
Mental Models discussed in this podcast: Margin of Safety Price vs Value Time Value of Money All Else Equal First Principles Please review and rate the podcast If you enjoyed this podcast and found it helpful, please consider leaving me a review. Your feedback helps me to improve the podcast and grow the show’s audience. […]
30 – GameStop stock investment post-mortem (2017-2019)
Mental Models discussed in this podcast: Zero Based Thinking Resulting Check out Annie Duke’s book “Thinking in Bets” to learn more Skin in the Game Check out Nassim Taleb’s book “Skin in the Game” to learn more Please review and rate the podcast If you enjoyed this podcast and found it helpful, please consider leaving […]
