2min chapter

Value Hive Podcast cover image

Harris Perlman: Finding Hidden Treasure w/ @OtterMarket

Value Hive Podcast

CHAPTER

The Importance of Simple Modeling

The more simple you can make things, the more legitimate you have become as an investor. One of my mentors who I actually had the pleasure of meeting in person was a gentleman who returned 18% Kager for 30 years in his partnership. He said he just wait until a stock gets cheap enough where he doesn't really need to use much more math beyond basic arithmetic. And that's when it hit me, like, wow, this is kind of how you want to structure a world class investment.

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