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.
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
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.