A Podcast Focused On

Individual Investors

 

Learn about the business behind the stock.  With over 200 episodes of company case studies, mental models, and more, we’re learning together how to make better investing decisions.

 

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My Latest Thoughts on

Long Term Investing

Learning to invest in the stock market has been and will continue to be a big journey!  I’m grateful that you’re joining me for the ride.  Below are some of my thoughts are investing in the stock market, and a little bit about my story.

Southern Company (SO)

Southern Company (SO)

A Southern Company facility.  Image Source: Southern Company Southern Company (SO)   Southeastern Power and Light was formed in 1924 as a holding company for a few small utilities in the southern United States.  It either created or merged with the following...

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Simon Property Group (SPG)

Simon Property Group (SPG)

One of Simon Property Group's malls.  Image Source: Simon Property Group Simon Property Group is one of the largest mall operators in the United States. History of Simon Property Group Simon Property Group is the largest REIT and largest mall operator in America...

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Macerich (MAC)

Macerich (MAC)

One of Macerich's properties in Santa Monica, CA.  Image Source: Macerich Macerich is a real estate investment trust that, like Simon Property Group, owns and develops high end mall properties.    History of Macerich Started by Mace Siegel and Richard Cohen in New...

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SAP SE (SAP)

SAP SE (SAP)

SAP Headquarters.  Image Source: ArchDailyHistory of SAP American company International Business Machines (IBM) was approached in the early 1970s by Xerox, another large technology company.  Xerox was trying to get out of the hardware business and wanted to use...

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Mental Model: Multiplying By Zero

Mental Model: Multiplying By Zero

Basic Definition If you multiply effort in any area by zero, then the effort is completely wasted. Explanation of the Concept We know that five times zero is zero.  We know that 584,235 times zero is also still zero.  We’re taught this in school as simply “a rule”...

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Philosophy

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Stocks Represent Businesses

Behind every stock is a real business that sells products and servics to customers.  Understanding the business helps us better  understand the nature of the stock.

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Valuation Matters

Price is what you pay and value is what you get.  Every stock has an intrinsic value that represents what it is actually worth.

FAQs

What is Stock Stories?

Stock Stories is a podcast and platform designed to help you, the individual investor, make better decisions.  We look at case studies of real companies and mental models as our main learning tools.

Will You Do An Episode on XYZ Company?

Part of my goal with this platform is to review, research, and present my findings on the largest American companies, which are part of the S&P 500 index. 

Occasionally I will cover smaller companies or companies based in other countries as well.  There’s no guarantees, but if you make a suggestion I’ll try to work it into the show at some point.

What is a Mental Model?

Mental Models are thought experiments that express an idea or principle.  I like to think of them as a framework for worldly wisdom.

Popularized in the investment community by Charlie Munger, they come from a wide range of disciplines, including psychology, biology, statistics, etc.

Podcast

The Stock Stories podcast explores company case studies and mental models.

Essays

Read my latest thoughts on long term investments in the stock market.

About

Learn more about me and my mission with Stock Stories.