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 […]
98 – Value Stock Geek Interview: Wonderful Companies at Wonderful Prices
How to connect with Value Stock Geek Website: ValueStockGeek.com Twitter: @ValueStockGeek Articles Referenced in the show: Mistakes have been made and lessons have been learned Margin of Safety Still Matters Why Quality is Essential for a concentrated Portfolio General Dynamics $GD Write-up Past Interviews with Value Stock Geek: Episode 49 – Value Stock Geek Interview: Cheap and […]
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 […]
54 – How to Classify Companies by Business Quality: An Investing System
Mental Models discussed in this podcast: Margin of Safety 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 […]
49 – Value Stock Geek Interview: Low EV/EBIT investing
How to connect with Value Stock Geek Follow his work on Twitter: @ValueStockGeek Check out his website: ValueStockGeek.com 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 […]
