Stock Stories

Morgan Stanley's Origins and Glass-Steagall Act [00:00:00]
Merger with Dean Witter and Diversification [00:02:27]
Financials and Business Segments of Morgan Stanley [00:04:51]
Debt Issuance and Payments [00:10:35]
Increasing Cash Dividends [00:11:45]
Stock Performance and Valuation [00:12:49]

🎧 Listen to 200+ episodes on other companies and mental models:

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Disclaimer: Ever...

Today we'll learn about Citigroup, one of the Big Four American banks. Like its peers, Citi has had a tumultuous history. Is the stock worth the price at current levels?

History of Citigroup [00:02:26] Citigroup's history, from its founding in the early 1800s to its expansion and innovation in the 20th century, to its acquisition of Travelers Group and subsequent spinoff, to its troubles during the financial cris...

Bank of America has become one of the largest banks in the United States, and has rebounded nicely from the Great Recession of 2008. We'll look at the history, business model, and financials of this banking giant.

01:17 - History of Bank of America. The founder of Bank of America, Amadeo Peter Giannini, opened the Bank of Italy in San Francisco in 1904, which later merged with another bank in Los Angeles in 1928 and w...

Check out these 100 stock market investing lessons below! For all of the fun visuals, check out the video on the Stock Stories YouTube channel.

0:51 - (1) Why Invest?
01:57 - (2) Investing Goals
03:00 - (3) Put Your Money To Work
03:39 - (4) What's Your Goal?
05:15 - (5) Shares = Business Ownership
06:07 - (6) Intrinsic Value
07:15 - (7) Greed vs Fear
08:03 - (8) Margin of Safety
09:00 ...

In this episode of the Stock Stories podcast, we will be discussing the history, business model, and financials of Goldman Sachs. We will provide a brief history of the company, highlighting its innovation in trading capabilities and investment banking services. Today, Goldman Sachs has three main divisions: global banking and markets, assets and wealth management, and platform solutions. It is worth noting that Goldman Sachs deriv...

Today we discuss the importance of conservatism in banking and the risks of not managing risk well. He then analyzes the history, business model, and financials of Wells Fargo, noting that the bank is a fundamentally good business with potential for growth. Despite a decline in revenue due to economic headwinds and a scandal related to fraudulent cross-selling, I believe that Wells Fargo is simplifying its operations and positionin...

Today, I am excited to share with you the story of JP Morgan Chase, the largest bank in the United States. We'll look at the history of the bank, its business model, financials, and risks.

I believe that rising interest rates will ultimately benefit the bank as long as the overall system remains robust, and we'll look at potential impacts of interest rates on JP Morgan Chase's revenue and profits.
 

Today we discuss the history, business model, and financials of NVR Inc, a home builder, to determine if it is a potentially good investment for individual investors. We go over the company's financials, including their revenues, home building income, and net income, including the fact that NVR's net income has doubled (!!) over the past couple of years, and their earnings per share have been increasing rapidly. We also l...

Macy's is one of the iconic American department stores that has survived over the decades, even after rapid consolidation in the industry. Although the company has an impressive past, the finances of the company struggled during the pandemic, but have since rebounded. Can Macy's offer a compelling return to investors today, given it's cheap valuation?

00:00 - Intro
00:49 - History
03:49 - Business Mo...

Alphabet, parent company of Google is a tech juggernaut. While starting with one powerful product - Search - the company has continued to innovate over the last two decades. Now, its reach expands into nearly every corner of the internet, from Maps, to Gmail, and more. The business also has 400 subsidiaries which explore the business potential of everything from artificial intelligence, to self-driving cars, to solutions for aging....

Bed Bath and Beyond was once a great brick and mortar retailer, but now it is on the verge of bankruptcy. How did this happen? What is the company's story, and how did it rise to prominence and what caused its decline? In today's episode we explore these questions from the investor's perspective.

0:00 - Bed Bath and Bankrupt
1:32 - History
14:00 - Business Model
15:27 - Financials
20:06 - Ema...

Hey, what's up? It's been a little while, so I came to say hello 🙂 Today we're going to discuss what's happening in the market today, specifically some stocks that I think are definitely undervalued at this point. I also discuss what's been going on with me lately!

🎧 Listen to 200+ episodes on other companies and mental models:

https://stockstoryteller.com/podcast/

Disclaimer: Everything shared is ...

Banks are where our money lives. But with the rise of fintech companies and cryptocurrencies, is that all going to change? Today we explore how companies like Chase, Bank of America, Wells Fargo, and Citigroup compete with the likes of SoFi, PayPal, and more. Is the FinTech revolution going to change banking?

0:00 - Where Does Money Live?

1:10 - What Is A Bank, Anyway?

4:35 - The Big Ones

5:02 - FinTech's Rise

6:54 - No Fear

10...

Starbucks is known the world over for its gourmet coffee.  It's branding is iconic and it sells billions of dollars worth of coffee every year.  But is the company still what it used to be?  Can Starbucks keep it's magic alive...and what does that mean for future investors in the stock?

0:00 - We LOVE Coffee...

1:01 - The Brew Begins

2:36 - How It Was Different

3:44 - Growth

5:35 - Investor Returns

6:14 - Business Issues T...

Today we'll look at some of my favorite investing books and why they're great. Each book has its own strengths, and is appropriate for different steps on your investing journey. Check out the links below!

Book Links:

The Intelligent Investor

One Up On Wall Street

Beating The Street

The Single Best Investment

Quality Investing

The Motley Fool Investment Guide

The Future For Investors

Financial Statements

Common Stocks and ...

Today we're discussing insurance company Progressive (PGR). Known for its iconic advertising characters, Progressive Insurance is one of the faster growing publicly traded auto insurance stocks. In this episode we learn the state of Progressive's current business, and highlight some aspects of its growth profile.

0:00 - The Commercials

0:50 - Why They Grew

2:00 - Financial Results

5:11 - Risks

7:03 - The Dividend Policy

MetLife hasn't always been publicly traded.  In fact, it was a private company mutually owned by its policy holders until 2000.  How has the stock done since then?  And how could you possibly own thousands of dollars worth of MetLife stock without every buying it?  

0:00 - What Does MetLife Do?

0:50 - How It Got Started

1:50 - Demutualization

3:38 - MetLife Today

7:21 - How Much Could You Have Made?

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