Hey, what's up? It's been a little while, so I came to say hello 🙂 Today we're going to discuss what's happening in the market today, specifically some stocks that I think are definitely undervalued at this point. I also discuss what's been going on with me lately!

🎧 Listen to 200+ episodes on other companies and mental models:

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Disclaimer: Everything shared is for informational and educational purposes only.  Nothing I share on this platform should be construed as financial, tax, or legal advice.  Please consult a competent professional who can assist with your specific needs and circumstances.

Banks are where our money lives. But with the rise of fintech companies and cryptocurrencies, is that all going to change? Today we explore how companies like Chase, Bank of America, Wells Fargo, and Citigroup compete with the likes of SoFi, PayPal, and more. Is the FinTech revolution going to change banking?

0:00 - Where Does Money Live?

1:10 - What Is A Bank, Anyway?

4:35 - The Big Ones

5:02 - FinTech's Rise

6:54 - No Fear

10:43 - The Bottom Line

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Disclaimer: Everything shared is for informational and educational purposes only.  Nothing I share on this platform should be construed as financial, tax, or legal advice.  Please consult a competent professional who can assist with your specific needs and circumstances.

Starbucks is known the world over for its gourmet coffee.  It's branding is iconic and it sells billions of dollars worth of coffee every year.  But is the company still what it used to be?  Can Starbucks keep it's magic alive...and what does that mean for future investors in the stock?

0:00 - We LOVE Coffee...

1:01 - The Brew Begins

2:36 - How It Was Different

3:44 - Growth

5:35 - Investor Returns

6:14 - Business Issues Today

8:43 - What Can They Do?

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Disclaimer: Everything shared is for informational and educational purposes only.  Nothing I share on this platform should be construed as financial, tax, or legal advice.  Please consult a competent professional who can assist with your specific needs and circumstances.

Today we'll look at some of my favorite investing books and why they're great. Each book has its own strengths, and is appropriate for different steps on your investing journey. Check out the links below!

Book Links:

The Intelligent Investor

One Up On Wall Street

Beating The Street

The Single Best Investment

Quality Investing

The Motley Fool Investment Guide

The Future For Investors

Financial Statements

Common Stocks and Uncommon Profits

0:40 - The Intelligent Investor

2:22 - One Up On Wall Street

3:51 - Beating The Street

4:41 - The Single Best Investment

5:23 - Quality Investing

6:22 - The Motley Fool Investment Guide

7:37 - The Future For Investors

9:35 - Financial Statements

11:07 - Common Stocks and Uncommon Profits

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Disclaimer: Everything shared is for informational and educational purposes only.  Nothing I share on this platform should be construed as financial, tax, or legal advice.  Please consult a competent professional who can assist with your specific needs and circumstances.

Today we're discussing insurance company Progressive (PGR). Known for its iconic advertising characters, Progressive Insurance is one of the faster growing publicly traded auto insurance stocks. In this episode we learn the state of Progressive's current business, and highlight some aspects of its growth profile.

0:00 - The Commercials

0:50 - Why They Grew

2:00 - Financial Results

5:11 - Risks

7:03 - The Dividend Policy

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Disclaimer: Everything shared is for informational and educational purposes only.  Nothing I share on this platform should be construed as financial, tax, or legal advice.  Please consult a competent professional who can assist with your specific needs and circumstances.

MetLife hasn't always been publicly traded.  In fact, it was a private company mutually owned by its policy holders until 2000.  How has the stock done since then?  And how could you possibly own thousands of dollars worth of MetLife stock without every buying it?  

0:00 - What Does MetLife Do?

0:50 - How It Got Started

1:50 - Demutualization

3:38 - MetLife Today

7:21 - How Much Could You Have Made?

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Disclaimer: Everything shared is for informational and educational purposes only.  Nothing I share on this platform should be construed as financial, tax, or legal advice.  Please consult a competent professional who can assist with your specific needs and circumstances.

What is the greatest stock in the history of the stock market? I've found the answer...and am so excited to share my findings with you! The answer might surprise you.

0:00 - How It Started...

2:01 - What You Would Think

2:45 - Mental Model: Availability Bias

3:42 - Company Background

7:01 - What Really Happened

13:00 - Putting It Together

24:55 - Total Return

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Disclaimer: Everything shared is for informational and educational purposes only.  Nothing I share on this platform should be construed as financial, tax, or legal advice.  Please consult a competent professional who can assist with your specific needs and circumstances.

Aflac is famous for its duck commercials, but what does the business actually do?  This U.S. provider actually makes a lot of money in Japan, and does so by selling cancer insurance as well as other types of insurance products.

0:00 - The Returns

1:00 - What Do They Do?

2:04 - Aflac History

4:08 - Financials

5:17 - Why Is This Happening?

6:57 - Valuation

7:40 - The Good Part

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Disclaimer: Everything shared is for informational and educational purposes only.  Nothing I share on this platform should be construed as financial, tax, or legal advice.  Please consult a competent professional who can assist with your specific needs and circumstances.

It's hard trying to figure out where to invest your money sometimes. There's information coming from everywhere. Here's a simple framework you can go by when figuring out where to allocate your next dollar toward investments.

0:00 - The Problem

0:52 - The Pyramid

1:45 - Pyramid Level 1

2:43 - Pyramid Level 2

3:29 - Pyramid Level 3

4:41 - Pyramid Level 4

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Disclaimer: Everything shared is for informational and educational purposes only.  Nothing I share on this platform should be construed as financial, tax, or legal advice.  Please consult a competent professional who can assist with your specific needs and circumstances.

Disney is a company that many love and are still customers of, though the business itself has been undergoing a big transformation in recent years.  Although the pandemic hurt the company financially because of closed theme parks, the business is making a comeback in this segment.  They are also investing heavily in the Disney+ platform, which is beginning to bear fruit and is likely to become profitable within the next few years.

0:00 - But Why...?

0:20 - The Stock

2:02 - 2021 Annual Report Notes

6:05 - Historical Earnings

7:33 - How It Doubles

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Disclaimer: Everything shared is for informational and educational purposes only.  Nothing I share on this platform should be construed as financial, tax, or legal advice.  Please consult a competent professional who can assist with your specific needs and circumstances.

Netflix took the world by storm in the last decade, transforming itself from a small company that mailed DVDs to a household name with a plethora of streaming content.  Recent competitive pressures have forced the company to rethink their business model.  Will they survive?  Do investors have a shot at making money from here?

0:00 - Netflix

0:30 - The Stock

2:00 - Management's Focus

4:14 - Bill Ackman

6:45 - 2021 Annual Report

9:10 - Quick Valuation

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Disclaimer: Everything shared is for informational and educational purposes only.  Nothing I share on this platform should be construed as financial, tax, or legal advice.  Please consult a competent professional who can assist with your specific needs and circumstances.

Bear markets bring stock prices down.  Everyone gets that.  But what if there was a way to not only stabilize your returns, but actually increase them through bear markets?  Today's episode draws on research from Wharton professor Dr. Jeremy Siegel, in his fantastic book The Future For Investors:

Check out the book here:

https://www.amazon.com/Future-Investors-Tried-True-Triumph/dp/140008198X/ref=asc_df_140008198X/?tag=hyprod-20&linkCode=df0&hvadid=312006100296&hvpos=&hvnetw=g&hvrand=11733129490204387519&hvpone=&hvptwo=&hvqmt=&hvdev=c&hvdvcmdl=&hvlocint=&hvlocphy=9051734&hvtargid=pla-470265575929&psc=1

0:00 - Boost Returns

1:01 - How It Works

2:31 - Philip Morris Example

4:50 - Kroger Example

7:11 - Kroger Returns

10:03 - Bonus Insights

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Disclaimer: Everything shared is for informational and educational purposes only.  Nothing I share on this platform should be construed as financial, tax, or legal advice.  Please consult a competent professional who can assist with your specific needs and circumstances.

Capital gains aren't the only way to make money from stocks. And it's not just through dividends either. There are actually five ways investors make money from stocks, and we'll learn about each of them and the concept of total return.

Note: we don't cover options, which are an entirely different animal and a different way to leverage the stock market to make money.

0:00 - Just One Piece

0:46 - Method #1

1:14 - Method #2

1:48 - Method #3

3:45 - Method #4

4:54 - Method #5

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Disclaimer: Everything shared is for informational and educational purposes only.  Nothing I share on this platform should be construed as financial, tax, or legal advice.  Please consult a competent professional who can assist with your specific needs and circumstances.

I Bonds are now offering over 9.6% interest - but it is worth it? Today's episode covers the basics as well as the nuances of this passive income opportunity.

0:00 - Passive Income Now

0:25 - The Basics

1:45 - How I Bonds Work

2:51 - An Example

4:21 - Other Factors

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Disclaimer: Everything shared is for informational and educational purposes only.  Nothing I share on this platform should be construed as financial, tax, or legal advice.  Please consult a competent professional who can assist with your specific needs and circumstances.

Microsoft is well known for their prowess in the cloud computing space as well as their gaming division. But there's more to the company than meets the eye. What is Microsoft's true strategic advantage? We cover this secret in today's video.

0:00 - Microsoft is one of The Best

0:45 - Some Facts

1:42 - People Forget This

4:12 - More Advantages

5:45 - Satya's Quote

6:57 - Success In Spite Of

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Disclaimer: Everything shared is for informational and educational purposes only.  Nothing I share on this platform should be construed as financial, tax, or legal advice.  Please consult a competent professional who can assist with your specific needs and circumstances.

New investors do this all the time. They see a new investment and get really excited about it.  Here's what to think about.

0:00 - The Problem

1:50 - What We Can Do

2:50 - Two Examples

3:35 - Data Behind The Examples

5:39 - NEVER Forget This

6:45 - IPO Data

7:55 - The Questions to Ask

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Disclaimer: Everything shared is for informational and educational purposes only.  Nothing I share on this platform should be construed as financial, tax, or legal advice.  Please consult a competent professional who can assist with your specific needs and circumstances.

McDonald's was once the most loved fast food brand in America.  They practically invented modern fast food.  But times have changed.  A lot of people are eating healthier, and many more fast casual and affordable food options are out there.  So as investors, we have to ask ourselves the question - why does McDonald's still exist?  And will they thrive in the future?  That's exactly what we're going to find out right now.

0:00 - Why Does McDonalds Still Exist?

0:45 - How Did McDonalds Get Started?

2:44 - How McDonalds Makes Money

4:50 - Franchisees

6:07 - Don't Count Them Out Yet

7:07 - Recent Financials

7:45 - The Secret Sauce

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Disclaimer: Everything shared is for informational and educational purposes only.  Nothing I share on this platform should be construed as financial, tax, or legal advice.  Please consult a competent professional who can assist with your specific needs and circumstances.

It’s not enough to look at a stock and decide whether it's a buy or not.  We have to look at it in context with other investing opportunities.  Let’s look at Hyatt stock and compare it to its rival Marriott, in order to find out which one is the better buy.

Link to Marriott podcast: https://stockstoryteller.com/mar/

0:00 - One Analysis Is Not Enough

1:03 - Factor #1

3:16 - Factor #2

4:28 - Factor #3

7:10 - Factors Worth Considering

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Disclaimer: Everything shared is for informational and educational purposes only.  Nothing I share on this platform should be construed as financial, tax, or legal advice.  Please consult a competent professional who can assist with your specific needs and circumstances.

As one of largest hotel chains in the world, Hyatt has become known for its luxury brands in both the Americas and across the world.  But is the stock as good as the business seems?  Today we’re covering the history, business model, and financials of Hyatt Hotels ($H).

0:00 - On Vacation!

0:50 - How Did Hyatt Get Started?

6:01 - Business Model

7:21 - Financials

9:15 - Should You Buy, Sell, or Hold?

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Disclaimer: Everything shared is for informational and educational purposes only.  Nothing I share on this platform should be construed as financial, tax, or legal advice.  Please consult a competent professional who can assist with your specific needs and circumstances.

Every intelligent investor wants to know the key principles they need to see success with their investments.  Today, we talk about one simple principle that is often overlooked, and discuss some examples (and an anti-example) of this principle in action.

0:00 - It’s Hard Enough

1:21 - An Example With Chocolate

3:33 - How It Works

5:09 - The Anti-Example

6:28 - The Principle In Action (Making Money)

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Over the past century, Harley-Davidson has made a name for itself as an iconic American motorcycle brand.  It helped grow and maintain biker culture all over the world.  

Where does Harley-Davidson come from, and from an investor’s perspective, what kinds of things should we think about with this business?  Today we look at the history, business model, and financials of Harley-Davidson.

0:00 - The Iconic Brand

1:25 - How Did Harley-Davidson Get Started?

4:58 - Harley-Davidson’s Business Model

6:09 - Financials

9:01 - Should You Buy, Sell, or Hold?

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Disclaimer: Everything shared is for informational and educational purposes only.  Nothing I share on this platform should be construed as financial, tax, or legal advice.  Please consult a competent professional who can assist with your specific needs and circumstances.

What are the 5 types of investors?  Whether you invest in stocks, real estate, crypto, etc. you NEED to understand these investor archetypes, and the pros and cons of each.

0:00 - Different Investors Have Different Approaches

0:44 - Type #1

2:17 - Type #2

4:00 - Type #3

5:28 - Type #4

6:40 - Type #5

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Why Church and Dwight?  That’s where Arm and Hammer baking soda, Trojan condoms, First Response pregnancy tests, Xtra laundry detergent, and so many other products come from.  They make so many things that you and I probably use every day.  Today we’ll learn about the history, business model, and financials of Church and Dwight, and try to understand whether or not the stock is a good buy today.

0:00 - Why Church and Dwight?

0:54 - How Did Broadcom Get Started?

3:24 - Broadcom’s Business Model

5:09 - Financials

7:42 - Valuation

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Broadcom is all about connectivity.  Everything from Wifi Routers, to smartphones, to data centers use their products.  Today we’ll learn about the history, business model, and financials of Broadcom (formerly Avago Technologies).

0:00 - Why Broadcom?

0:58 - How Did Broadcom Get Started?

3:30 - Broadcom’s Business Model

5:58 - Financials

9:20 - What’s the Growth Mechanism?

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Big tech, now known more commonly by names such as Apple and Amazon, used to simply be ‘IBM’.  International Business Machines began a huge wave of computer science innovation and ushered the world into a new era. Today we discuss the history, business model, and financials of IBM, and whether or not the stock might make a good investment.

0:00 - Big Blue

0:50 - How Did IBM Get Started?

6:30 - IBM’s Business Model

8:06 - Financials

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Disclaimer: Everything shared is for informational and educational purposes only.  Nothing I share on this platform should be construed as financial, tax, or legal advice.  Please consult a competent professional who can assist with your specific needs and circumstances.