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.
Zoom Communications (ZM) – Taking Video Communication To The Next Level
Zoom Video with end-to-end encryption. Image Source: Zoom The video-based sharing platform has grown rapidly over the past several years, resulting in an IPO in 2019. What are the company's future prospects? History of Zoom Communications Business Overview...
Intuitive Surgical (ISRG) – Robotic Surgery And The Future of Medical Procedures
Intuitive Surgical robotic platform. Image Source: The Robot Report Robotic surgery is here. Intuitive Surgical is one of the leaders in this space. It's not just surgeons with hand tools performing procedures anymore - humans are working in concert with machines...
Lyft (LYFT) – Ride-Sharing and The Fractionalization Of Driving
Lyft driver and passenger. Image Source: Lyft 'Lyft just had its IPO (at the time of this recording) and its the fastest growing company we've yet to cover on this podcast. It also has no profits! How do we reconcile those two pieces of information as investors? ...
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 products. Image Source: Reuters 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....
Domino’s (DPZ) – The Rise of Pizza Delivery, Combined With the Franchise Business Model
Domino's Pizza. Image Source: CNBC
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.