Key concepts
by Thành Trung Nguyễn
1. Value of business
1.1. Intrinsic value
1.2. Business model
1.3. Industry conditions
1.4. Capital Allocation
1.5. Moat
1.6. Management
1.7. Valuation tools
2. Market
2.1. Mr. Market
2.2. Expectation
2.3. Crises
3. Decisions
3.1. Base rate
3.2. Margin Of Safety
3.3. Bayesian
3.4. Mental models
3.5. Heuristics
