Essays
Alex Mason
My Latest Thoughts On
Long Term Investing
Facebook (FB) – The Birth of A New Type of Social Network
Facebook logo. Image Source: Tech Crunch It is the world's largest social media company, and its rise as a cultural influence has been nothing short of extraordinary. In this episode we discuss Facebook's rise first as a social media empire, and then as a thriving...
British American Tobacco (BTI) – Innovation In Spite of The Cigarette’s Inevitable Decline
Camel and Lucky Strike cigarettes. Image Source: World Finance
Constellation Brands (STZ) – Corona, Modelo, and Fine Spirits
Modelo, Corona, and other brands produced by Constellation Brands. Image Source: Market Screener Corona, Modelo, Robert Mondavi, Svedka - these are just a small sampling of brands that Constellation Brands sells. They are one of the largest beer and wine producers in...
PepsiCo (PEP) – Soda and Snacks Join Forces
A collection of PepsiCo brands. Source: Food Business News How can we talk about the beverage giants without first talking about Pepsi? Pepsi is not just about the iconic soda brand. They also sell Gatorade, Fritos, Cheetos, Tropicana, Quaker Oats, and a host of...
Coca-Cola (KO) – The Queen of Carbonated Beverages
The World of Coca-Cola in Atlanta, GA. Image Source: U.S. News This is one of the most successful firms on the planet. 3% of all liquid consumed on Earth (including tap water) is sold by The Coca-Cola Company. Today's episode is somewhat longer than usual - simply...
Target (TGT) – The Origin and Growth of Every Millenial’s Favorite Retailer
Target store in Katy, Texas. Image Source: Houston Chronicle
Waste Management (WM) – Emergence From Accounting Scandal to Top Trash Processor
Waste Management bins do's and don'ts. Image Source: Waste Management Waste Management is the largest solid waste collector and processor in the country. They collect and process trash and recyclables. In this episode, other than the regular financials and history,...
Republic Services (RSG) – Surprising Returns From The Trash Industry
A Republic Services truck on trash day. Image Source: Riverbender.com Republic Services provides trash and recycling collection and transfer services. They own landfills and recycling centers. The waste management industry is vital to how we operate in modern...
Colgate-Palmolive (CL) – After 200 Years, People Still Brush Their Teeth
A collection of Colgate-Palmolive brands. Image Source: Colgate-Palmolive Colgate-Palmolive - it's what you think about when you think about toothpaste. In fact, its products are bought by over half of the world's households. They've been around for...