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.
Franklin Templeton offices. Image Source: Investment News Franklin Resources is one of the largest asset managers in the country and boasts a very clean balance sheet and a strong record of delivering returns to shareholders. Will the future be as great as the past...
Starbucks holiday cups. Image Source: Glamour Starbucks sells coffee, and is one of the largest coffee companies in the world. History of Starbucks Business Overview Financials Valuation and Closing Thoughts Want to listen to another episode or...
Johnson and Johnson has a long history of creating medical and health-related products. Image Source: Johnson and Johnson It's one of the largest healthcare companies in the world. From medical devices, to drugs, to Band-Aids and Tylenol, Johnson and Johnson is the...
Paying with a Mastercard credit card. Image Source: Mastercard Mastercard is the other face of the American credit card duopoly (with the other being Visa). An incredibly successful business, Mastercard's success has been built based on its network effect and its...
Reese's peanut butter cups. Image Source: Hershey
A man smoking with the Phillip Morris IQOS system. Image Source: The Bureau of Investigative Journalism The offspring of Altria, Phillip Morris International is one of the world's largest tobacco producers. It was spun off in 2008 and is making headway in switching...
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.
Price is what you pay and value is what you get. Every stock has an intrinsic value that represents what it is actually worth.
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.
The Stock Stories podcast explores company case studies and mental models.
Read my latest thoughts on long term investments in the stock market.
Learn more about me and my mission with Stock Stories.