Aug 30, 2020
Mental Models discussed in this podcast:
- Intrinsic Value
- Extrinsic Value
- Define your terms
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Aug 23, 2020
Mental Models discussed in this podcast:
- First Principles
- Asset Duration
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Aug 16, 2020
Mental Models discussed in this podcast:
- Satisficing
- Absolute vs Relative Returns
- Optimization
- Min-Max Game Theory
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...
Aug 9, 2020
References:
This episode was inspired by a Twitter thread where I responded to a poll on how to value companies. That thread is available at the following link:
https://twitter.com/TreyHenninger/status/1288475399861817352
Mental Models discussed in this podcast:
- Cost of Growth Valuation
- Gordon Growth Model
- Asset /...
Aug 2, 2020
Books Referenced:
Fooled by Randomness by Nassim Taleb
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Mental Models discussed in this podcast:
- A...