Bauncey Chillups (@PrefShares): Court Vision, Financial Models & Video Game/Home Improvement Stocks

<p>This week we've got FinTwit Anon Bauncey Chillups or <a href="https://twitter.com/PrefShares" target="_blank">@PrefShares</a> on Twitter. Bauncey dives deep into a host of topics, including:&nbsp;</p> <ul> <li>Court vision: Bauncey's metaphor of basketball and investing</li> <li>The Dangers of Complex Financial Modeling</li> <li>Home Improvement Stocks</li> <li>Transition Investors</li> <li>Lessons Learned From Investing in Asset Plays&nbsp;</li> <li>Call Options Embedded in AAA Video Game Stocks</li> </ul> <p>I thoroughly enjoyed this podcast. Bauncey is someone I've wanted to get on the podcast for a long time and I'm glad he took the time to do it. I learned a ton and I know you will too.&nbsp;</p> <p>You can check out our time-stamp below:&nbsp;</p> <ul> <li>[4:00] Court Vision</li> <li>[20:00] Financial Modeling and buying businesses that excite you</li> <li>[60:00] Home Depot $HD and Lowe's $LOW</li> <li>[67:00] Investing in Water Rights</li> <li>[73:00] General Dangers of Asset Play Investing</li> <li>[76:00] The Mt. Rushmore of Transition Investors</li> <li>[89:00] Bull Case on AAA Video Game Stocks</li> <li>[101:00] Closing Questions</li> </ul> <p>Also big thanks to the following sponsors for making the podcast a reality!</p> <p><strong>MIT Investment Company (MITIMCO)</strong></p> <p>This episode is brought to you by MIT Investment Management Company – also known as MITIMCo, the investment office of MIT. Each year, MITIMCo invests with a handful of new emerging managers who it believes can earn exceptional long-term returns in support of MIT's mission. In order to help the emerging manager community more broadly, they created <a href="https://url.emailprotection.link/?bI2dWglWqTmSaNQrAwWN8OdFIrH6479pSZ6rbX6xDDEuSKtP_pSSaK5t627iFBofEKrfPnF_k-LBpdpoEtJ625Q~~" target="_blank">emergingmanagers.org</a>, a website for emerging manager stockpickers. For those looking to start a stockpicking fund, or those just looking to learn about how others have done it, I highly recommend the s