Quick end of the year update!
I'm looking for an inner circle of listeners to help shape the future of the show (5 people max). Apply by sending me an email at [email protected]
Thanks,
Alex
Food is something we all rely on but often don't think about from an economic perspective. Where does it come from? How does it make it onto our grocery store shelves? Today's company focuses on creating products that help farmers create what we need to survive - food.
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We did it....and I want to help you do it too.
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The original Trinity Study
The updated Trinity Study (by Wade Pfau)
Delicious burritos. Think fast. What’s the first thing you thought of after reading those two words? If you live in the United States, you probably thought about Chipotle.
Today’s episode is about the dominant Mexican-style fast casual restaurant in America - how it started, what its business model is, and how we should think about it as potential investors. Welcome to Stock Stories.
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The more often a task is repeated, the less time and effort it takes to accomplish the same task. In today’s episode we explore this concept and see how it applies to our practice as investors.
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What happens when you merge modern technology with financial services? You get companies like SoFi. With quick-moving applications that approve financial transactions in minutes instead of days, SoFi is on the front line of modernizing banking, particularly for affluent consumers.
In today's episode we cover the history, business model, financials, and future outlook of SoFi.
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Although many companies now operate in the payments space, PayPal started back when fast-growing access to the internet was just beginning. Now PayPal does much more than facilitate typical digital transactions between consumers and businesses.
In today's episode we cover the history, business model, financials, and future outlook of PayPal.
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Auctions on the internet. Back in the 1990s it was a new thing. eBay pioneered it, and grew to dominate the ecommerce landscape - for a time. But along the way it picked up as well as sold a variety of businesses, which helped bolster its returns to shareholders.
In today's episode we cover the history, business model, financials, and future outlook of eBay.
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Finding the strength to press on in spite of obstacles is both a personal characteristic as well as one that can be observed in companies themselves.
In today's episode we explore the general concept of endurance, and then apply it to how we look at markets as individual investors.
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Many people have heard of Warren Buffett, but much fewer know the story behind his legendary company, Berkshire Hathaway. As one of the most successful businesses and stocks of all time, it has operations ranging from insurance to railroads to energy.
In today's episode we cover the history, business model, financials, and future outlook of Berkshire Hathaway.
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In part III of this series we looked at assets from the perspective of how they appreciate or depreciate, and whether or not they provide income. But how else do we make sense of the universe of investment options?
In today's episode we learn about the three types of assets as well as their benefits and drawbacks:
- Private Businesses
- Real Assets
- Paper Assets
You can also read along with this series on stockstoryteller.com.
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The online sports betting industry is relatively young, and there are only a few key players so far in this market. One of them is DraftKings, a company that connects sports fans who want to compete for money based on a game’s outcome.
Today’s episode covers the history of DraftKings and the online sports betting industry. We also have a BIG announcement, and reflect on some of my past stock market analysis from older episodes.
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With the vision of creating a new kind of store on the internet, Jeff Bezos started selling books, music, then...everything. Gradually expanding into cloud computing and artificial intelligence, Amazon has become one of the world’s tech juggernauts.
In today's episode we cover the history, business model, financials, and future outlook of Amazon.
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Computers are increasingly becoming integral parts of our everyday lives; more than ever before. Every piece of software is run by a series of algorithms that makes decisions using different variables. How should we think about this and how can it benefit us as investors?
In today's episode we explore the general concept of an algorithm, and then apply it to how we look at markets as individual investors.
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Nike is the largest footwear company in the world and it's Swoosh logo and slogans like "Just Do It" have become a big part of popular culture. Athletes around the world use their products, inspiring millions to do the same.
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We know that compounding is a powerful force and the only way that money really grows. How do we harness this power though? What actually is growing? The answer is assets.
In today's episode we learn assets from the perspective of how it changes in value over time and its income producing potential:
- Consumption Items
- Depreciating Assets That Produce Income
- Growing Assets
- Growing Assets That Produce Income
You can also read along with this series on stockstoryteller.com.
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This is one of the most successful firms on the planet. 3% of all liquid consumed on Earth (including tap water) is sold by The Coca-Cola Company. Today's episode is somewhat longer than usual - simply because, with a history and business model like this, there are a lot of great things to study. We get into how Coca-Cola came to be, and how the company has innovated throughout the decades to remain successful. We also discuss the challenges that the company faces going forward and its attractiveness as an investment.
Here is a link to a great video profile that National Geographic did on how Coca-Cola's products are made and packaged.
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If you’re a teacher or educator, you’re in a unique position to empower young minds with knowledge and insight. This is true when it comes to any subject, but also with money and investing. How about investing for your retirement though? How do you go about doing it if you don’t know where to start?
In today's episode we cover how to get started investing from the educator’s perspective. We discuss:
- Investing Basics
- Pensions
- Account Types, like 403(b), 457, Traditional IRA, Roth IRA
- And more!
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Although the self-storage industry is relatively new, a few companies have grown to dominate the space over the past few decades. The biggest player is Public Storage (PSA), a company with over 2,500 rental locations across the U.S. and Europe. But did this industry begin, let alone this company? How do we think about investing in a business like this?
In today's episode we cover the history, business model, financials, and future outlook of Public Storage.
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What is an order of magnitude? It’s a concept that defines how big or small something is, usually to the power of 10.
In today's episode we cover the mental model of order of magnitude, including the general concept behind it and how we can apply it as an investor.
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D.R. Horton and Lennar aren’t the only games in town when it comes to home building. PulteGroup is another serious competitor that is gaining a foothold in the first time home buyer market. After the Great Recession, management has made some interesting decisions to try to move the company forward.
In today's episode we cover the history, business model, financials, and future outlook of PulteGroup.
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stockstoryteller.com | Instagram: @stockstoryteller | Twitter: @stckstryteller | Email: [email protected]
The Pyramids at Giza. The Hanging Gardens of Babylon. These were just a few of the wonders of the ancient world. Centuries later, Albert Einstein called compounding the 8th wonder of the world.
In today's episode we learn about the concept of compound interest, and break it down into its three components:
- Amount invested
- Time invested
- Rate of return
Credit Suisse Global Wealth Report
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Today Beko Jang, of Value Investor TV and I wrap up our conversation of Lennar Corporation, the large homebuilder. Instead of talking about big picture concepts like competitive advantage and company history, we’re going deep into the numbers.
In today's episode we discuss:
- Lennar’s massive revenue growth in the last few years
- Why the price of lumber is key for this business
- Lennar’s balance sheet and capital allocation policies
- … and much more!
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Today’s episode features another great conversation between myself and Beko Jang, one of the hosts of the great podcast Value Investor TV. We’re breaking down Lennar, a competitor to D.R. Horton and one of America’s largest home builders.
In today's episode we discuss:
- The History of Lennar Corporation
- Does Lennar have a competitive advantage?
- On the ground research of Lennar’s homes
- … and much more!
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Quick End of Year Update
1:22
Stock Stories Sabbatical
18:13
FMC Corporation (FMC)
26:42
WE DID IT (and how you can too)
34:50
Chipotle Mexican Grill (CMG)
37:03
Mental Model: Wright's Law
23:28
SoFi Technologies (SOFI)
34:19
PayPal (PYPL)
30:49
eBay (EBAY)
28:21
Mental Model: Endurance
20:43
Berkshire Hathaway (BRK)
40:21
The 3 Types of Assets (Investing 101 Part IV)
25:32
DraftKings (DKNG) and a Big Announcement
40:00
Amazon (AMZN)
45:27
Mental Model: Algorithms
21:35
Nike (NKE) (Replay)
38:24
What Is An Asset? (Investing 101 Part III)
17:23
Coca-Cola (KO) (Replay)
45:53
Investing For Educators
45:29
Public Storage (PSA) - Storing Stuff In Life's Transitions
36:48
Mental Model: Order of Magnitude - The Intuition of Size
23:39
PulteGroup (PHM) - Building For The First Time Home Owner
35:27
The 8th Wonder of the World (Investing 101 Part II)
33:51
Lennar (LEN) - Stock Stories + Value Investor TV Part III
53:51
Lennar (LEN) - Stock Stories + Value Investor TV Part II
45:02