Jul 29, 2020
Flight or Flight is a powerful biological response to the way that we, and animals, respond to perceived threats. Either we're attacking something or we're running away from it. In this episode we cover how we can apply this mental model to our investing practice.
Jul 22, 2020
With the largest fleet size in the world, American Airlines is one the few large "legacy" airlines. Although they suffered a big bankruptcy and merger with U.S. Airways as a result of the 2008 recession, they managed to survive. We discuss the present troubles due to COVID-19 and what shareholders could see next.
Jul 15, 2020
Mattel is most known for Barbie, Hot Wheels, and American Girl, which are iconic toy brands it has made over the years. They also own the card game UNO and make various toys and games licensed from hit kid's movies.
Jul 8, 2020
As one of the largest toy and game company's Hasbro makes classics like Monopoly, Jenga, and Twister. They also brands such as Transformers and My Little Pony, and license Disney's intellectual property to make toys and games (ex. Frozen or Star Wars). Even with Hasbro's storied history, can they continue to...
Jul 1, 2020
Bottlenecks are limiting factors in our process - if we don't figure them out our results are limited no matter what else we do. Like many mental models, this can apply to a variety of situations, including how we manage our investment portfolios.