780 B
780 B
-
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, plot numbers (Episode 23)
-
Compare current performance to DCSAY (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).
