2024-03-23 12:54:16 +01:00
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- Introduce metrics. (Episode 22)
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2024-05-01 11:34:54 +02:00
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- Framework: risk and return
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- Return overtime: always underwater vs always doing well
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- Not valid to compare against DCA
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- Present ideas of Exit Value and Integrated Exit value ideas (Episode 23)
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- Present actual numbers for the previous (Episode 24)
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- Closing thoughts for the year (Episode 25)
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2024-03-23 12:54:16 +01:00
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- Success
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- I'll be doing this again
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- Hold the enemy to its own rules
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- Company mindset: balance sheets, ratios, managing risk
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2024-05-01 11:34:54 +02:00
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2024-03-23 12:54:16 +01:00
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- Simulate what would have happened in worst case scenario (Episode 36)(I've been waiting for 2 years to write this post)
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2023-12-25 10:18:23 +01:00
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- Judge whether to double down. Should be the right moment during the bear market, sometime during 2026 (Episode 48).
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