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