121 - Q/A: Questions for Management, Due Diligence, Share Issuance
Release Date: 09/12/2021
137 - Expand Your Time Horizon
The DIY Investing Podcast
Want Investing Research Directly to your Inbox? Sign-up for my Free Substack: Mental Models discussed in this podcast: Delayed Gratification Time Horizon Personal Responsbility Compounding
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136 - Selling Stocks for Value Investors (Part 1: Strategy Matters)
The DIY Investing Podcast
Want Investing Research Directly to your Inbox? Sign-up for my Free Substack: Mental Models discussed in this podcast: Second-Order Effects Mean Reversion Factor Investing Please review and rate the podcast If you enjoyed this podcast and found it helpful, please consider leaving me a rating and review. Your feedback helps me to improve the podcast and grow the show's audience. Follow me on Twitter and YouTube Twitter Handle: YouTube Channel: Show Outline Selling Series A lot of time is spent on buying stocks. Yet, almost just as important, if not more is knowing when to...
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135 - Investing in the Face of Uncertainty
The DIY Investing Podcast
Want Investing Research Directly to your Inbox? Sign-up for my Free Substack: Mental Models discussed in this podcast: Second-Order Effects Mean Reversion Factor Investing Please review and rate the podcast If you enjoyed this podcast and found it helpful, please consider leaving me a rating and review. Your feedback helps me to improve the podcast and grow the show's audience. Follow me on Twitter and YouTube Twitter Handle: YouTube Channel: Show Outline Today’s podcast will focus on a single precept: You can’t predict the future First and Second Order Effects ...
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134 - Dollar Cost Averaging into Individual Stocks
The DIY Investing Podcast
Want Investing Research Directly to your Inbox? Sign-up for my Free Substack: Mental Models discussed in this podcast: Look-Through Earnings Dollar Cost Averaging Earnings Yield Opportunity Cost Please review and rate the podcast If you enjoyed this podcast and found it helpful, please consider leaving me a rating and review. Your feedback helps me to improve the podcast and grow the show's audience. Follow me on Twitter and YouTube Twitter Handle: YouTube Channel:
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133 - How to Solve the Dead Money Problem?
The DIY Investing Podcast
Mental Models discussed in this podcast: Dead Money Opportunity Cost Time is Money Intrinsic Value Compounding Please review and rate the podcast If you enjoyed this podcast and found it helpful, please consider leaving me a rating and review. Your feedback helps me to improve the podcast and grow the show's audience. Follow me on Twitter and YouTube Twitter Handle: YouTube Channel: Show Outline The Dead Money Problem and Solution “If you remember only one thing today: Time is Money” What is Dead Money? Any asset you own that is not growing intrinsic value...
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132 - Is it better to pay management fees or performance fees?
The DIY Investing Podcast
Mental Models discussed in this podcast: Incentives Skin-in-the-Game Accredited vs non-Accredited Investors Please review and rate the podcast If you enjoyed this podcast and found it helpful, please consider leaving me a rating and review. Your feedback helps me to improve the podcast and grow the show's audience. Follow me on Twitter and YouTube Twitter Handle: YouTube Channel: Show Outline Key Concepts for thinking about compensating a Portfolio Manager Management Fees Management Fees are priced a percentage of the assets under management. A 1% management...
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131 - How to choose an Investment Manager?
The DIY Investing Podcast
Mental Models discussed in this podcast: Opportunity Cost Alpha Superpower of Incentives Competitive Advantages Process vs Results Please review and rate the podcast If you enjoyed this podcast and found it helpful, please consider leaving me a rating and review. Your feedback helps me to improve the podcast and grow the show's audience. Follow me on Twitter and YouTube Twitter Handle: YouTube Channel: Show Outline Key Concepts for selecting a Portfolio Manager Choosing an investment manager is a lot like choosing a stock Don’t invest in anything you don’t understand...
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130 - How to invest during a crisis?
The DIY Investing Podcast
Mental Models discussed in this podcast: Stress Testing Time Horizon Stoicism Please review and rate the podcast If you enjoyed this podcast and found it helpful, please consider leaving me a rating and review. Your feedback helps me to improve the podcast and grow the show's audience. Follow me on Twitter and YouTube Twitter Handle: YouTube Channel: Show Outline The full show notes for this episode are available at Key Concepts for Investing during a Crisis Stress Testing - Bankruptcy Risk? Goal: Survive Stress test businesses not stocks Focus on Fundamentals ...
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129 - What is the role of a Catalyst in Value Investing?
The DIY Investing Podcast
Mental Models discussed in this podcast: Catalyst Activation Energy Please review and rate the podcast If you enjoyed this podcast and found it helpful, please consider leaving me a rating and review. Your feedback helps me to improve the podcast and grow the show's audience. Follow me on Twitter and YouTube Twitter Handle: YouTube Channel: Support the Podcast on Patreon This is a podcast supported by listeners like you. If you’d like to support this podcast and help me to continue creating great investing content, please consider becoming a Patron at . Show Outline...
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128 - Key Investing Ratios: P/E, P/S, ROA, ROE, Gross Margin
The DIY Investing Podcast
Mental Models discussed in this podcast: Investing Ratios Break Points Please review and rate the podcast If you enjoyed this podcast and found it helpful, please consider leaving me a rating and review. Your feedback helps me to improve the podcast and grow the show's audience. Follow me on Twitter and YouTube Twitter Handle: YouTube Channel: Support the Podcast on Patreon This is a podcast supported by listeners like you. If you’d like to support this podcast and help me to continue creating great investing content, please consider becoming a Patron at . Show...
info_outlineMental Models discussed in this podcast:
- Capital Allocation
- Due Diligence
- Share Dilution
Please review and rate the podcast
If you enjoyed this podcast and found it helpful, please consider leaving me a rating and review. Your feedback helps me to improve the podcast and grow the show's audience.
Follow me on Twitter and YouTube
Twitter Handle: @TreyHenninger
YouTube Channel: DIY Investing
Support the Podcast on Patreon
This is a podcast supported by listeners like you. If you’d like to support this podcast and help me to continue creating great investing content, please consider becoming a Patron at DIYInvesting.org/Patron.
Show Outline
The full show notes for this episode are available at https://www.diyinvesting.org/Episode121
Questions:
- Sourced from this Tweet: https://twitter.com/TreyHenninger/status/1431243068662067204
- Best questions to ask management and/or investor relations
- When would you be happy to see management raise capital by issuing shares?
- How much time do you put on initial vs maintenance due diligence?
- What are some of your preferred research resources for due diligence?
- Favorite company filing and why is it the proxy statement?