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The Latticework Podcast features wisdom and insights of selected participants in the Latticework summit, an invitation-only event hosted by MOI Global.
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Do you want to learn how to manage your own investments? Are you ready to stop paying investment management fees and start building wealth? The DIY Investing Podcast is dedicated to providing you with the knowledge, skills, and resources you need to be a better investor. Learn how to make investments through the use of fundamental analysis, mental models, and business management insights. Please visit our website and subscribe to our mailing list at DIYInvesting.org for guides, videos, and r ...
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Want Investing Research Directly to your Inbox? Sign-up for my Free Substack: https://diyinvestingstocks.substack.com/subscribe? Mental Models discussed in this podcast: Delayed Gratification Time Horizon Personal Responsbility Compounding
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Josh Wolfe on Venture Investing with a Value Mindset
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45:57
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Josh Wolfe co-founded Lux Capital to support scientists and entrepreneurs who pursue counter-conventional solutions to the most vexing puzzles of our time in order to lead us into a brighter future. The more ambitious the project, the better—like, say, creating matter from light.Josh is a Director at Shapeways, 3Scan, Lux Research, Kallyope, and CT…
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Christopher Tsai at Latticework New York 2022
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39:51
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Christopher Tsai at Latticework New York 2022 by The Latticework Podcast, presented by MOI GlobalBy The Latticework Podcast, presented by MOI Global
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136 - Selling Stocks for Value Investors (Part 1: Strategy Matters)
28:37
28:37
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Want Investing Research Directly to your Inbox? Sign-up for my Free Substack: https://diyinvestingstocks.substack.com/subscribe? 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 re…
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135 - Investing in the Face of Uncertainty
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Want Investing Research Directly to your Inbox? Sign-up for my Free Substack: https://diyinvestingstocks.substack.com/subscribe? 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 re…
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134 - Dollar Cost Averaging into Individual Stocks
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Want Investing Research Directly to your Inbox? Sign-up for my Free Substack: https://diyinvestingstocks.substack.com/subscribe? 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 lea…
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133 - How to Solve the Dead Money Problem?
31:18
31:18
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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 YouTu…
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132 - Is it better to pay management fees or performance fees?
30:34
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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 …
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131 - How to choose an Investment Manager?
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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 …
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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: @TreyHenninger…
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129 - What is the role of a Catalyst in Value Investing?
31:46
31:46
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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: @TreyHenninger YouTube C…
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128 - Key Investing Ratios: P/E, P/S, ROA, ROE, Gross Margin
30:42
30:42
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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: @TreyHenninger YouTub…
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127 - Scuttlebutt on Overlooked Companies
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37:28
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Mental Models discussed in this podcast: Scuttlebutt Quality Investing Capital Stack Dark Stocks 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 Han…
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126 - Series I Bonds: My Inflation Protected Emergency Fund
31:02
31:02
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Mental Models discussed in this podcast: Inflation Emergency Fund 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 Cha…
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Mental Models discussed in this podcast: Phase Change (Chemistry) Earnings Power Consolidation Period 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 Twitte…
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Mental Models discussed in this podcast: Value Trading Horizontal Risk Shifting Rebalancing Look-Through Earnings 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 Yo…
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Mental Models discussed in this podcast: Due Diligence 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 I…
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Mental Models discussed in this podcast: Second-Order Effects Passive vs Active Investing Standing on the Shoulders of Giants 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 Tw…
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121 - Q/A: Questions for Management, Due Diligence, Share Issuance
29:33
29:33
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Mental 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: @Tr…
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120 - Philosophy of Concentrated Investing
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Mental Models discussed in this podcast: Concentration vs Diversification Hurdle Rate Circle of Competence Conviction Opportunity Cost Satisficing 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 audi…
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119 - How to become a Self-Made Millionaire
51:52
51:52
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Mental Models discussed in this podcast: Self-Made Millionaire Cumulative Advantage Compounding Power of Habit Privilege 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…
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Mental Models discussed in this podcast: Durability Post-Mortem Resulting Capital Allocation 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:…
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117 - What risks are you willing to underwrite?
35:26
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Mental Models discussed in this podcast: Operational Leverage Risk Management 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…
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116 - Learning from mistakes you narrowly avoid $MCLDF
28:07
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Mental Models discussed in this podcast: Confirmation Bias Skin in the Game 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 Y…
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115 - How to rebalance a concentrated portfolio
28:19
28:19
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Mental Models discussed in this podcast: Occam's Razor 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 I…
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114 - Solitron Devices Stock Thesis (SODI)
1:05:20
1:05:20
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Mental Models discussed in this podcast: Quality Investing Operating Leverage Barriers to Entry 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 Hand…
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