allocationanalysisassetavoidbaggerbankingbetterbondsbookbusinessbuybuyingbverscashchoosecompaniesconcentratedcostdaviddebtdfsdiligencediscountdiscounteddisneydondueearningselseemergencyequalexpectationsexpensefaqfeesfinancefirstfloodframeworkfundgaapgamegamestopgeekgoalsgoodgrowthhabitshighholdingilliquidindustryinflationinterviewintrinsicinvestinvestmentinvestorsjoshuakeykeystonelossmajorsmakemanagemanagementmarginmarketmentalmistakesmodelmoneymortemmultiplencnetneveroilopportunitiesotcoverlookedpersonalportfoliopostpowerpricepricesprinciplepurchasingqualityrateratesreturnsreviewrightriskrisksrothrulessavingssellsellingsheatsstockstocksstrategysumtimeuseusingvaluationvaluewonderful