Toggle navigation
TWunroll
TWunroll
faq
Contact US
10-K Diver
10kdiver
1/Get a cup of coffee.In this thread, I'll show you why "geometric thinking" is superior to "arithmetic thinking" while making investment decisions. 2/Let's start with an example. There are 2
Read more
1/Get a cup of coffee.In this thread, I'll walk you through the importance of understanding *correlations* between bets.For example, a portfolio of *correlated* stocks can have very different performance characteristics
Read more
1/Get a cup of coffee.In this thread, I'll help you understand the concept of Half Life, and how it's relevant to investing. 2/Half Life was first discovered around 1900 by
Read more
1/Get a cup of coffee.In this thread, I'll help you understand Geometric Expectations. 2/Imagine we have an investment opportunity.If the investment goes well, we get to double our money.But if
Read more
1/Get a cup of coffee.In this thread, I'll walk you through the concept of "path dependence".This plays such a key role in deciding so many financial outcomes.And yet, most financial
Read more
1/Get a cup of coffee.In this thread, I'll help you understand the basics of Binomial Thinking.The future is always uncertain. There are many different ways it can unfold -- some
Read more
1/Get a cup of coffee.Let's talk about the Birthday Paradox.This is a simple exercise in probability.But from it, we can learn so much about life.About strategic problem solving.About non-linear thinking
Read more
1/Get a cup of coffee.In this thread, we'll cover *State Quantities* and *Flow Quantities*.This mental model can help us analyze many different entities -- from complex engineering systems to publicly
Read more
1/Get a cup of coffee.In this thread, let's talk snowballs.Snowballs are super fun! And they can teach us so much about life, about things that grow over time, their rates
Read more
1/Get a cup of coffee.In this thread, I'll walk you through the Rule of 72 -- and related "mental math tricks" for investors. 2/As humans, we tend to think *linearly*.When
Read more
1/Get a cup of coffee.In this thread, I'll help you understand Stock Based Compensation (SBC).As investors, I think we can gain a lot of insight into companies by looking at
Read more
1/Get a cup of coffee.In this thread, I'll help you understand Warren Buffett's famous quote: it's better to buy a wonderful business at a fair price than a fair business
Read more
‹
1
2
3
›
By continuing to use the site, you are consenting to the use of cookies as explained in our
Cookie Policy
to improve your experience.
I agree