Mental Models for Exceptional Capital Allocation at The UNO on May 1, 2026

I very much enjoyed my talk at The University of Nebraska, Omaha. I talked about how some mental models give an edge in capital allocation, finding and holding on to great businesses and when to sell them, and pursuing quality intensely.

Enjoy!

‍www.youtube.com/watch?v=Yx1yAhjsDsE

‍The presentation used in the talk can be viewed here.​

Here is the link to the podcast:​

• Apple Podcasts
• Spotify

If you prefer reading over listening, here is the transcript.