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.
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...
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.