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Stock Stories

Alex Mason

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This is the podcast that helps you decode the business behind the stock. Join Alex Mason, your stock storyteller, as we journey through the S&P 500, mental models, and more.
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Today we're looking at one of the world's largest transportation companies, Federal Express (better known as FedEx). We'll discuss the history, business model, and financials of this logistics giant. History: [01:02] Business Model: [03:27] Financials: [05:47] Stock Price: [13:08] 🎧 Listen to 250+ episodes on other companies and mental models: http…
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Morgan Stanley's Origins and Glass-Steagall Act [00:00:00] Merger with Dean Witter and Diversification [00:02:27] Financials and Business Segments of Morgan Stanley [00:04:51] Debt Issuance and Payments [00:10:35] Increasing Cash Dividends [00:11:45] Stock Performance and Valuation [00:12:49] 🎧 Listen to 200+ episodes on other companies and mental …
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Today we'll learn about Citigroup, one of the Big Four American banks. Like its peers, Citi has had a tumultuous history. Is the stock worth the price at current levels? History of Citigroup [00:02:26] Citigroup's history, from its founding in the early 1800s to its expansion and innovation in the 20th century, to its acquisition of Travelers Group…
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Bank of America has become one of the largest banks in the United States, and has rebounded nicely from the Great Recession of 2008. We'll look at the history, business model, and financials of this banking giant. 01:17 - History of Bank of America. The founder of Bank of America, Amadeo Peter Giannini, opened the Bank of Italy in San Francisco in …
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Check out these 100 stock market investing lessons below! For all of the fun visuals, check out the video on the Stock Stories YouTube channel. 0:51 - (1) Why Invest? 01:57 - (2) Investing Goals 03:00 - (3) Put Your Money To Work 03:39 - (4) What's Your Goal? 05:15 - (5) Shares = Business Ownership 06:07 - (6) Intrinsic Value 07:15 - (7) Greed vs F…
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In this episode of the Stock Stories podcast, we will be discussing the history, business model, and financials of Goldman Sachs. We will provide a brief history of the company, highlighting its innovation in trading capabilities and investment banking services. Today, Goldman Sachs has three main divisions: global banking and markets, assets and w…
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Today we discuss the importance of conservatism in banking and the risks of not managing risk well. He then analyzes the history, business model, and financials of Wells Fargo, noting that the bank is a fundamentally good business with potential for growth. Despite a decline in revenue due to economic headwinds and a scandal related to fraudulent c…
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Today, I am excited to share with you the story of JP Morgan Chase, the largest bank in the United States. We'll look at the history of the bank, its business model, financials, and risks. I believe that rising interest rates will ultimately benefit the bank as long as the overall system remains robust, and we'll look at potential impacts of intere…
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Today we discuss the history, business model, and financials of NVR Inc, a home builder, to determine if it is a potentially good investment for individual investors. We go over the company's financials, including their revenues, home building income, and net income, including the fact that NVR's net income has doubled (!!) over the past couple of …
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Macy's is one of the iconic American department stores that has survived over the decades, even after rapid consolidation in the industry. Although the company has an impressive past, the finances of the company struggled during the pandemic, but have since rebounded. Can Macy's offer a compelling return to investors today, given it's cheap valuati…
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Alphabet, parent company of Google is a tech juggernaut. While starting with one powerful product - Search - the company has continued to innovate over the last two decades. Now, its reach expands into nearly every corner of the internet, from Maps, to Gmail, and more. The business also has 400 subsidiaries which explore the business potential of e…
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Bed Bath and Beyond was once a great brick and mortar retailer, but now it is on the verge of bankruptcy. How did this happen? What is the company's story, and how did it rise to prominence and what caused its decline? In today's episode we explore these questions from the investor's perspective. 0:00 - Bed Bath and Bankrupt 1:32 - History 14:00 - …
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I'm back! Happy 2023!! I want to start the year off by talking a bit about the philosophy of financial independence, and what the various phases are. I hope you find this useful as you continue down your investing journey, in whatever phase you're in. -Alex Email: alex@stockstoriespodcast.comAlex Mason による
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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: https://stockstoryte…
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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 - Wh…
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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…
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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 Invest…
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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 T…
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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 - Met…
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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 - T…
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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 - Valu…
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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 Le…
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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 beg…
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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…
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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-…
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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 mar…
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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 👀 Subscribe on YouTube: https://youtube.com/channel/UCKwdV2I2k0tWvjVpa8szyHA 🎧 Liste…
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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 …
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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 👀 Subscribe on YouTube: https://youtube.com/channel/UCKwdV2I2k0tW…
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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 i…
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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 …
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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 -…
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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-Exa…
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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,…
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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 👀 Subscribe on YouTube: https://youtube.com/channe…
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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 …
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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’…
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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 - Bi…
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Nvidia has made a name for itself in the arena of graphic cards, having invented the GPU. They’ve expanded into professional visualization, the auto market, and are helping power the artificial intelligence revolution. Today we learn about the history, business model, and financials of Nvidia ($NVDA). 0:00 - Start 2:30 - How Did Nvidia Get Started?…
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Intel has helped power the rise of the personal computer, birthing the microprocessor and bringing computers to life. Today we’re studying the history, business model, and financials of Intel Corporation ($INTC). 0:00 - Start 0:56 - How Did Intel Get Started? 4:08 - Intel’s Business Model 8:16 - Financials 10:40 - Buy, Sell, or Hold? 👀 Subscribe on…
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Advanced Micro Devices started out as just a small competitor to its bigger brother, Intel. After developing competing microprocessors, AMD made a name for itself and began to flourish as a company. In today’s episode, we’ll look at the history, business model, and financials of Advanced Micro Devices ($AMD). 0:00 - Start 1:00 - How Did AMD Get Sta…
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Where did Lowe’s come from and how did they come to become a huge player in the home improvement space? Today we look at the history, business model, and financials for Home Depot’s biggest competitor, Lowe’s. 0:00 - Start 1:13 - How Did Lowe’s Get Started? 6:06 - Lowe’s Business Model 7:32 - Financials 11:54 - Buy, Sell, or Hold? 👀 Subscribe on Yo…
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When we commit to something, we’re more likely to follow through with it. This is especially true when we commit for long periods of time. But how does this work for or against us as investors? We explore this concept in today’s show. Link to Robert Cialdini’s book Influence here: https://tinyurl.com/rv6ahkj4 0:00 - Start 3:09 - My Failure With The…
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Home Depot has dominated the home improvement industry, but how did it happen? In today’s episode we look at Home Depot’s modest beginnings, how it grew into a powerhouse, and what the business offers for investors today. 0:00 - Start 3:00 - Home Depot Beginnings 5:10 - How Home Depot Works 7:54 - Financials 13:20 - Home Depot Historical Returns 👀 …
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As an investor, failure at some point is inevitable…especially when you’re just getting started! What separates great investors from those who never make money is what you LEARN from your failures. This one has been a long time in the making, but today we look at not only what my worst investment has been, but what lessons you can take from my expe…
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Can you imagine a world without light? Electricity is an essential part of modern life, and lighting products play an essential role in it. Acuity Brands is one of the largest lighting manufacturers in North America - let’s learn about their history and economic characteristics in today’s episode. 0:00 - Start 1:11 - How Did Acuity Brands Get Start…
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What is Etsy’s business model and how does it make money? Though a few weeks ago we broadly covered this business, today we’re doing a deeper dive to understand some of the financials in order to understand Etsy’s investment thesis. 0:00 - Start 3:15 - What Does Etsy Do? 8:20 - Metcalfe’s Law 13:50 - Fundamentals 17:40 - Return On Equity 22:40 - Re…
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What is consulting, and how did one of the largest consulting firms in America get its start? Find out in today’s episode, as we explore the history, business model, and financials of Accenture. 0:00 - Start 1:42 - The Big 8 3:42 - Trouble Was Brewing 6:31 - Change Specialists 10:29 - Financials 16:18 - Final Thoughts On Accenture 👀 Subscribe on Yo…
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How do we choose between stocks when the whole market is down? Often, during corrections, there are multiple seemingly good stocks to buy. How do we think about the trade-offs? 0:00 - Start 2:35 - Deciding Between Two Stocks 5:45 - Avoiding Investor FOMO 7:18 - Not Every Stock Drops Proportionally 9:08 - The Mental Model At Play Here 👀 Subscribe on…
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