Stock Stories

Today we continue our discussion of the major credit card companies, and we're looking at American Express.  It has a storied history and has changed it's approach throughout the decades.  Now it's a credit card powerhouse that is also a massive bank (it's kind of like Discover's big brother).  In this episode we explore the past and present of the company, as well as some...

It's our first mental model podcast episode here on Stock Stories!  Mental models are incredible tools for improving decision making.  They are often simple, but highly practical thought experiments that force us to look at problems in different ways.  Today we discuss our first mental model: inversion. Email: alex@stockstoriespodcast.com

Visa is one of the world's largest payment processors.  Their cards are everywhere and they process billions of dollars of transactions per year.  That's just part of the story - find out more on today's episode. Email: alex@stockstoriespodcast.com

Discover Financial Services is one of the largest credit card issuers and payment processors in the world.  They create credit cards for consumers and also lend money in a variety of ways.  They also charge processing fees through their international PULSE network. Email: alex@stockstoriespodcast.com

Today we'll talk about one of the oldest and most successful paint companies in the world, Sherwin Williams.  Can a company that's been around for over 150 years still be growing fast?  We'll discuss: History Company Overview Financials Outlook Valuation Email: alex@stockstoriespodcast.com

Today we begin our stock series, going through the companies that comprise the S&P 500.  The first is what has long been considered the bluest of blue chips - General Electric.  But with recent struggles, has it fallen from grace?  Today we examine: A brief history of General Electric General Electric's core businesses segments Income and Expenses  Asset and Liabilities Future Outlook Ema...

Today we discuss the anatomy of a company.  At the individual company level, there are five parts that must work in harmony in order for it to be successful: Value creation Marketing Sales Value Delivery Finance Within the finance section of the business, there are three main financial statements: Income Statement Balance Sheet Cash Flow Statement Email: alex@stockstoriespodcast.com

In today's episode we cover the six categories of stocks.  These are: Slow Growers Stalwarts Fast Growers Cyclicals Turnarounds Asset Plays We can groups all stocks first by size, and then break them down further into one or two of these categories.  This will give us a framework for understanding how they might behave in the future, both as a company and as a stock. Email: alex@stockstoriesp...

This episode will cover: a brief recap of the advantages of investing in stocks and why they can make great investments, and a brief history of the stock market. Email: alex@stockstoriespodcast.com

In this episode we discuss the three asset classes of: paper assets, real assets, and private business.  We look at the economics characteristics of each, considering the pros and cons within the investment universe. Email: alex@stockstoriespodcast.com

Welcome to the Stock Stories podcast!   This is a podcast dedicated to helping individual investors learn investing principles by studying case studies of real companies.  You can expect: Analysis of every component in the S&P 500 Investigation of mental models and their investing application Bonuses such as occasional interviews, coverage of other companies, and more! Thanks for beginning thi...