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.
Ventas' Seniors Housing Sunrise of Lincoln Park, Chicago, IL . Image Source: Ventas Ventas is a healthcare Real Estate Investment Trust that operates primarily in the United States. They are one of the largest providers of senior housing, and also other...
One of Digital Realty's data centers. Image Source: Digital Realty Digital Realty buys and operates buildings that house data centers. Data centers are physical locations where computer systems are stored. Companies pay DRT to store, protect, and route their data....
The Santana Row property in San Jose, CA. Image Source: SanJose.orgThe History of Federal Realty Started by Samuel Gorlitz. In the 1950s Gorlitz was an economist who studied at the University of Chicago and later worked for the State Department. On the side...
Peter Lynch was one of the greatest mutual fund investors of all time, achieving over a 29% annual rate of return with Fidelity's Magellan Fund from 1977 to 1990. Lynch's strategy focused on finding both smaller, high growth stock opportunities, as well as buying...
Basic Definition Bottlenecks are parts of a process where the result of the overall system is entirely dependent on it. It is the limiting factor. Explanation of the Concept This is also known as the Law of the Minimum, or Liebig’s law of the minimum. German...
Basic Definition Fight or Flight is a biological response to a threat. Either your natural instinct is to fight the threat and attack it, or your natural instinct is to run away. Explanation of the Concept Coined by Walter Bradford Cannon of Harvard Medical School in...
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.