Essays
Alex Mason
My Latest Thoughts On
Long Term Investing
J.B. Hunt (JBHT) – Heroes Of The Highway And Getting Things From Here To There
J.B. Hunt trucks. Image Source: Wall Street Journal The largest publicly traded trucking company in America, J. B. Hunt transports all types of goods - from chemicals to cosmetics. Started as just a small fleet of trucks, it has grown immensely and now offers a...
Take Two Interactive (TTWO) – Grand Theft Auto And The Rise Of The Modern Video Game Franchise
Grand Theft Auto V. Image Source: NME Famous for its Grand Theft Auto and Red Dead Redemption franchises, Take Two Interactive is one of the largest video game publishers in the world. Even though they are big, they're still smaller than competitors Electronic Arts...
Electronic Arts (EA) – The Gamification Of Intellectual Property
FIFA from EA Sports. Image Source: Change.org Electronic Arts is one of the most well-known publishers of video games, specifically for its sports franchises like FIFA and Madden NFL. They also have a variety of non-sports related titles. EA was started by a former...
Activision Blizzard (ATVI) – The Business Of Video Games
World of Warcraft: Shadowlands. Image Source: PC Mag One of the largest video game companies in the world, Activision Blizzard is known for creating hit franchises such as Call of Duty, World of Warcraft, and (as of the King acquisition) Candy Crush. Their games are...
Estee Lauder (EL) – The Business Of Beauty
Estee Lauder makeup. Image Source: Glamour Estée Lauder always believed that every woman should feel beautiful. Her drive for innovation in the creation of beauty products was impressive, and her and her husband Joseph worked together as a team to build one the...
Pinterest (PINS) – Inspiration and Ideation Using A Visual Search Engine
Businesses use Pinterest to generate customer leads. Image Source: Kinsta Known as a visual search engine, Pinterest catalogs ideas and themes, providing inspiration for people pursuing goals or DIY projects. Although Pinterest is an ad-based platform like other...
Zoom Communications (ZM) – Taking Video Communication To The Next Level
Zoom Video with end-to-end encryption. Image Source: Zoom The video-based sharing platform has grown rapidly over the past several years, resulting in an IPO in 2019. What are the company's future prospects? History of Zoom Communications Business Overview...
Intuitive Surgical (ISRG) – Robotic Surgery And The Future of Medical Procedures
Intuitive Surgical robotic platform. Image Source: The Robot Report Robotic surgery is here. Intuitive Surgical is one of the leaders in this space. It's not just surgeons with hand tools performing procedures anymore - humans are working in concert with machines...
Lyft (LYFT) – Ride-Sharing and The Fractionalization Of Driving
Lyft driver and passenger. Image Source: Lyft 'Lyft just had its IPO (at the time of this recording) and its the fastest growing company we've yet to cover on this podcast. It also has no profits! How do we reconcile those two pieces of information as investors? ...