Stock Stories

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...

Click here to learn more about Stock Stories Premium . 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...

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. Enjoy the show?  Rate and Review to share you...

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 indivi...

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. 2019 Annual Report Enjoy the show?  Rate and Review to share your thoughts: Apple Podcasts (iPhone) | Podchaser (Android) Connect with me:  stockstoryteller.co...

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 Tha...

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...

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. ...

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 histo...

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. Enjoy the show?  Rate and Review to share your thoughts: Apple Podcasts (iPhone) | Podchaser (Android) Connect with me:  Blog:...

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 Pu...

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  Enjo...

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...

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...

One of the ways we get better at investing is through conversation with other investors.  Today’s episode features a great conversation between myself and Beko Jang, one of the hosts of the great podcast Value Investor TV . In today's episode we discuss: Our first investments ever! What it’s like being a podcast host Who we look up to in the investing/entrepreneur space … and much more! Enjoy...

What are power laws?  Effectively, it’s when one variable changes substantially when another variable changes just a little.  Put in business terms, a disproportionate amount of the rewards go to those at the top. In today's episode we cover the mental model of power laws, including the general concept behind it and how we can apply it as an investor. Enjoy the show?  Rate and Review to share...

We review what we’ve learned in the past year on the show.  We’ve covered a lot of ground!  We also talk about how the podcast has grown and some exciting news for the future.  Stick around until the end of the episode to learn more. In today’s episode we’ll cover: What the show produced this past year.  How did we grow as investors? Total show growth, including how we’re doing in the two major po...

As America’s largest homebuilder, D.R. Horton has been focused on expanding one of the most central aspects of American culture and the American Dream - the home.  By focusing on modest customization at reasonable prices, they’ve grown into a national brand while operating in a highly cyclical industry. In today's episode we cover the history, business model, financials, and future outlook of...

Today, we’re going to take it back to basics.  A lot of times when people talk about investing they jump right into the “what” and the “how”.  Well, what about the why?  Today’s episode discusses the three things you can do with money.  You can either: Spend It Give It Away Save It/Invest It The choice is yours!  Optimizing between these three things is critical in order to become a successful inv...

In the modern era, McCormick is one of those companies that focuses on selling spices, seasonings, and related products like French’s Mustard and Cholula Hot Sauce.  They sell to both businesses and everyday consumers like you and me.  Not to mention, they sell in over 160 countries across the globe! In today's episode we cover the business model and financials of McCormick & Co., as well...

Aside from the commodities we know them as today, spice and seasonings were once fought for by kings and treasured by merchants.  They were the precursor to modern currency and have spanned all cultures across the globe. In the modern era, McCormick is one of those companies that focuses on selling spices, seasonings, and related products. In today's episode we cover the history of the spice...

Utility is what relates to something’s function or value.  When something has utility, it has inherent or perceived usefulness to you.   In today's episode we cover the mental model of utility, both in a general sense as well as in the context of investing.  At the end of the episode, we review Tai Lopez’s 4 Ms of Motivation . Today’s Sponsor: Finnyvest At Finnyvest you can get an unbiased, r...

Snacks have become a huge part of the modern food system.  Instead of meals cooked from raw ingredients, there are now a plethora of packaged foods available all over the world.  Mondelez International is one of the dominant companies in this space, selling everything from Oreo cookies to Ritz crackers to Trident gum. In today's episode we cover the history, business model, financials, and fu...

GameStop has made some waves in recent weeks.  Last week we talked about the general business, including its history and overall business models and financials.  Today we wrap up our analysis of the business, discuss what a short squeeze is, and talk about the recent market volatility surrounding the stock. Today’s Sponsor: Finnyvest At Finnyvest you can get an unbiased, rules-based bull- and bear...

GameStop has made some waves in recent weeks.  After Reddit investors began piling into the stock, the company made headlines because of the stock’s meteoric rise and subsequent crash.  What is the nature of the company and what do they do?  How has business been for this game retailer? In today's episode we cover the history, business model, and financials of GameStop. Let’s connect!  Instag...