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1/ I've actually been doing this for quite a while. I look at my overall portfolio on the first Monday of each month. I also take a look at individual
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1/ Quick thread on intrinsic value...How should we define intrinsic value? The academic view is the following: It is the discounted value of the cash that can be taken out
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Today I want to share my (working) mental model for thinking about valuation...(Warning: this thread is slightly math-y)THREAD: A FRAMEWORK FOR THINKING ABOUT VALUATION 1/ Valuation is a tough concept
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In college, I was a behavioral economics major. Those classes taught me more about investing than any finance class ever did. Today I want to share some of the things
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