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30 models

Finance & Investing

Mental models in the Finance & Investing domain — frameworks for sharper thinking, better decisions, and a deeper understanding of how the world works.

Barbell Strategy

Concentrating resources at two extremes — maximum safety and maximum risk — while avoiding the mediocre middle that gives an illusion of security.

Circle of Competence

You have an edge in some domains and not others — and the boundary between the two is where most catastrophic decisions happen. Knowing where your knowledge actually ends, not where your confidence ends, is the single most protective mental model.

Discounted Cash Flow

A valuation method that determines the present value of an investment based on projections of its future cash flows, discounted by a rate reflecting risk and time.

Margin of Safety

The practice of buying assets at prices sufficiently below estimated intrinsic value to protect against errors in analysis and unforeseen events.

ArbitrageAsymmetric UpsideCost of CapitalDollar-Cost AveragingFinancial RatiosHedgingIntrinsic vs Market ValueMargin CallMr. MarketOption ValuePosition SizingRisk-Reward RatioTime Value of MoneyToo Tough Basket3-6-3 RuleAD-AS ModelCockroach TheoryDouble Entry AccountingFisher EffectLuxury ParadoxMinsky MomentNegative ReturnsPari-Mutuel SystemPenny Problem GapPhillips CurveSay's Law

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