Mental Models in Action:

Recently I gave a well-received talk on mental models and using them in value investing.

Attached is the presentation:


The video embedded in the slideshare were:

Switching Costs and Emotions:


Can you identify the switching costs for Coke?


The essence of value investing

The thoughts of others

                                   Were light and fleeting,

                        Of lovers meeting,

                   Or luck or fame.

Mine were of trouble,

And mine were steady,

So I was ready

                      When trouble came.

-A.E.Housman (1859-1936)
A Shropshire Lad