Essays
Alex Mason
My Latest Thoughts On
Long Term Investing
Adobe (ADBE) – Creativity Unleased To Generate Recurring Revenue Again and Again
Adobe product suite. Image Source: Adorama Photoshop. Premiere. PDFs. These are all innovations from Adobe - one of the top software companies for creative professionals. With the rise of the internet and content creation, I think Adobe is well positioned for...
DowDupont (DWDP) – Chemicals, Plastics, and Agriculture
DowDupont is a chemical producer that makes everything from plastics to pesticides to industrial materials. They are the result of the Dow and Dupont merger in 2015, and are soon to be split into three companies in mid-2019. History of DowDuPont Business...
Domino’s (DPZ) – The Rise of Pizza Delivery, Combined With the Franchise Business Model
Domino's Pizza. Image Source: CNBC
Wendy’s (WEN) – Fast Food With A Square Patty
Wendy's vegan burger. Image Source: LiveKindly
Yum! Brands (YUM) – Understanding Pizza Hut, Kentucky Fried Chicken, and Taco Bell
Collection of Yum Brands. Image Source: Medium This is the company that owns Pizza Hut, Kentucky Fried Chicken and Taco Bell. The brands are definitely iconic in the American fast food scene, and they have grown internationally over the years. Can future good...
McDonald’s (MCD) – Birth of the Drive-Thru and the World’s Obsession With Burgers and Fries
A McDonald's meal with updated packaging. Image Source: Dezeen This episode is all about burgers, fries, and real estate. The fast food phenomenon can trace its origins to the growth of the suburb and car ownership in America. McDonald's (via Ray Kroc) took...
DaVita (DVA) – Combating Kidney Disease In An Increasingly Unhealthy World
A DaVita clinic. Image Source: Westwood Net Lease Advisors. DaVita helps people dealing with ESRD, or End Stage Renal Disease. It is a problem affecting more and more people in America and worldwide, with diabetes on the rise. Listen to learn more about one of...
Apple (AAPL) – Substance, Style, and Innovation Combine To Create Massive Shareholder Wealth
An Apple store on 4th street. Image Source: Apple Apple is one of the largest computer and electronic companies in the world. It is known for its highly engineered, high quality (and high priced) products. Over the decades it has found a way to innovate, from the...
Walmart (WMT) – Hello Retail, Meet Insane Efficiency
A Walmart retail store. Image Source: Walmart Walmart, now the world's largest retailer, started out as a small five-and-dime store in rural America. Sam Walton, its founder, gradually created the retail empire, which now consists of over 11,000 stores. It has been...