I’m curious about everything so this leads to a range of reading and learning outside of value investing, finance, and investing.
In these Value Investing In Your Car episodes, we talk about some of these things and much more to help you become a better value investor faster.
- What mental models I use
- When does value investing work best
- Where it works
- What book reviews I have from everything I learn from
- What is the most important thing I learned in 2017
- How to learn faster
- What are the 4 most useless investing metrics
- If I could only use 3 investing metrics, what would they be
- And much more…
If you want to learn from the other episodes in this series, you can watch the entire playlist here.
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Today, I’m gonna tell you about specific capital allocation situations and how I think about them.
In the 25- minute video below, I talk about the following things:
- What is excess cash flow
- What do I determine as excess cash flow
- How do you measure returns on investment in a real world marketing situation
- And more…
What do you think about what’s talked about in this video?
Let me know in the comments below.
Here are the resources referenced in the video.
- Value Investing In Your Car Episode 58 – What Is Capital And Capital Allocation?
- What Capital Allocation Is and Is Not
- My Thoughts On Capital Allocation
- Why The P/E Is Useless And How To Calculate EV
- Value Investing In Your Car Episode 14 – Why The P/E Is Useless
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