A Podcast Focused On
Individual Investors
Learn about the business behind the stock. With over 200 episodes of company case studies, mental models, and more, we’re learning together how to make better investing decisions.
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.
Altria (MO) – The Surviving Tobacco Giant of America
An Altria representative at a store. Image Source: Altria Q3 2022 Investor Presentation Altria is the last remaining tobacco giant in the United States, after a series of acquisitions and mergers over the last few decades. They sell traditional cigarettes, but...
Disney (DIS) – Capturing Imagination Through Storytelling
The Guardians of the Galaxy roller coaster at Epcot. Image Source: Travel Weekly Disney is well known in the entertainment industry for crafting powerful stories that tug at the heart and capture the imagination. The business has been making media for decades and is...
American Express (AXP) – Prestige and Loyalty in the Credit Industry
An American Express business card. Image Source: Nerd Wallet American Express is a credit card company that tends to cater to business customers and the affluent. They have a long history of loyalty programs that are well known in the credit card industry....
Visa (V) – The King of Credit Cards
A Visa signature card. Image Source: VisaVisa is one of the country's leading credit card payment processors. History of Visa Business Overview Financials Valuation and Closing Thoughts Want to listen to another episode or check out another...
Discover Financial Services (DFS) – The Nature of Credit and Payment Processing
A suite of Discover credit cards. Image Source: Discover Discover Financial Services is one of the country's leading credit card payment processors. History of Discover Financial Services Business Overview Financials Valuation and Closing Thoughts ...
Sherwin Williams (SHW) – The Paint Industry and the Quest to Cover the Earth
A kitchen painted with Sherwin Williams coatings. Image Source: Sherwin Williams Sherwin Williams is the U.S. leader in paint and performance coatings. History of Sherwin Williams Business Overview Financials Valuation and Closing Thoughts Want...
Philosophy
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.
Valuation Matters
Price is what you pay and value is what you get. Every stock has an intrinsic value that represents what it is actually worth.
FAQs
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.
Podcast
The Stock Stories podcast explores company case studies and mental models.
Essays
Read my latest thoughts on long term investments in the stock market.
About
Learn more about me and my mission with Stock Stories.