Latest Episode

Nike (NKE)

By Alex Mason - Episode 182

Episode

Nike is the largest footwear company in the world and it's Swoosh logo and slogans like "Just Do It" have become a big part of popular culture. Athletes around the world use their products, inspiring millions to do the same.

96S&P 500
COMPANIES STUDIED
109TOTAL
COMPANIES STUDIED

Episodes

What stocks do you own and why do you own them? What are the fundamentals that ultimately drive stock market returns?

Join me in my journey to decode the business behind the stock, and uncover principles and best practices for individual investors.

My goal is to improve your investing process with knowledge and insight through case studies of real companies. This is the show where we explore the histories, business models, and economic characteristics of publicly traded companies, as well as mental models to complement investment analysis.

How did this all come about?

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What Is An Asset? (Investing 101 Part III)

What is a mental model? I think of it as a framework for an idea or thought process. Mental models are all around us, and help describe how the world works. One of the reasons I like them is because they are not only applicable to investing, but to so many other aspects of life.

The idea of mental models was popularized by Charlie Munger, particularly in his book Poor Charlie’s Almanack (an expensive book, but worth it).

It has also been covered extensively by people like Shane Parrish over at Farnam Street / The Knowledge Project (another great resource).

While I love mental models generally, my goal here is to not only breakdown the fundamentals, but to figure out each one’s application and context in the world of the individual investor. Although learning new ideas is wonderful, is is the connection to our lives that make them powerful.

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Order of Magnitude - The Intuition of Size