- Introduce metrics. (Episode 22)
  - 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).
![img.png](../images/chart_psychology_of_a_market_cycle.png)