Stock Stories

Stock Stories

This is the podcast that helps you decode the business behind the stock. Join Alex Mason, your stock storyteller, as we journey through the S&P 500, mental models, and more.

Episodes

May 25, 2022 10 min

When we commit to something, we’re more likely to follow through with it.  This is especially true when we commit for long periods of time.  But how does this work for or against us as investors?  We explore this concept in today’s show.


Link to Robert Cialdini’s book Influence here:

https://tinyurl.com/rv6ahkj4


0:00 - Start

3:09 - My Failure With The Mental Model

4:25 - Bill Ackman’s Decision

5:38 - Logic Behind Netflix Decision

7:00 - A...

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Home Depot has dominated the home improvement industry, but how did it happen?  In today’s episode we look at Home Depot’s modest beginnings, how it grew into a powerhouse, and what the business offers for investors today.


0:00 - Start

3:00 - Home Depot Beginnings

5:10 - How Home Depot Works

7:54 - Financials

13:20 - Home Depot Historical Returns


👀 Subscribe on YouTube:

https://youtube.com/channel/UCKwdV2I2k0tWvjVpa8szyHA


🎧...

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May 11, 2022 16 min

As an investor, failure at some point is inevitable…especially when you’re just getting started!  What separates great investors from those who never make money is what you LEARN from your failures.  

This one has been a long time in the making, but today we look at not only what my worst investment has been, but what lessons you can take from my experience.


0:00 - Start

1:25 - Buying The Stock

6:15 - Lesson #1

6:52 - Lesson #2

8:12 - Le...

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Can you imagine a world without light?  Electricity is an essential part of modern life, and lighting products play an essential role in it.  Acuity Brands is one of the largest lighting manufacturers in North America - let’s learn about their history and economic characteristics in today’s episode.


0:00 - Start

1:11 - How Did Acuity Brands Get Started?

5:38 - Acuity’s Business Model

9:25 - Financials

11:43 - Final Thoughts On Acuity Br...

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April 27, 2022 33 min

What is Etsy’s business model and how does it make money?  Though a few weeks ago we broadly covered this business, today we’re doing a deeper dive to understand some of the financials in order to understand Etsy’s investment thesis.


0:00 - Start

3:15 - What Does Etsy Do?

8:20 - Metcalfe’s Law

13:50 - Fundamentals

17:40 - Return On Equity

22:40 - Return On Invested Capital

29:43 - Risks

31:03 - Final Thoughts On Etsy


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What is consulting, and how did one of the largest consulting firms in America get its start?  Find out in today’s episode, as we explore the history, business model, and financials of Accenture.


0:00 - Start

1:42 - The Big 8

3:42 - Trouble Was Brewing

6:31 - Change Specialists

10:29 - Financials

16:18 - Final Thoughts On Accenture


👀 Subscribe on YouTube:

https://youtube.com/channel/UCKwdV2I2k0tWvjVpa8szyHA


🎧 Listen to 200&#...

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April 15, 2022 12 min

How do we choose between stocks when the whole market is down?  Often, during corrections, there are multiple seemingly good stocks to buy.  How do we think about the trade-offs?


0:00 - Start

2:35 - Deciding Between Two Stocks

5:45 - Avoiding Investor FOMO

7:18 - Not Every Stock Drops Proportionally

9:08 - The Mental Model At Play Here


👀 Subscribe on YouTube:

https://youtube.com/channel/UCKwdV2I2k0tWvjVpa8szyHA


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Some businesses rise on their own as the result of a spin-off from a larger business.  AbbVie is one of these!  In today’s episode we learn about what AbbVie has going for it as well as some of the risks investors should consider.


0:00 - Start

1:18 - How Did AbbVie Get Started?

2:10 - Tax Inversions

3:50 - How The Business Works

8:08 - Financials

14:35 - Final Thoughts On AbbVie


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https://youtube.com/channel/U...

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April 8, 2022 10 min

Sector rotation is a stock market strategy that some investors believe will increase returns.  Let’s look at the basics today and learn what it is and how we can consider applying it to our portfolio.


0:00 - Start

1:15 - What Are Stock Market Sectors?

3:52 - Sector Rotation Basics

5:30 - Sector SPDRs

7:07 - Final Thoughts On Sector Rotation


👀 Subscribe on YouTube:

https://youtube.com/channel/UCKwdV2I2k0tWvjVpa8szyHA


🎧 Liste...

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Few companies can say that they’re truly built for a pandemic - Abbott Laboratories is one of these.  With products ranging from COVID tests to medical devices to nutrition products, Abbott is a diversified large cap with international operations and a solid growth rate.

0:00 - Start

2:00 - History of Abbott

5:17 - Abbott’s Business Model

7:27 - Financials

14:30 - Final Thoughts On Abbott

👀 Subscribe on YouTube:

https://youtube.co...

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Staying in hotels, motels, and other similar businesses has been the norm for travelers for many decades.  AirBnB changed that.  Now, you can rent someone’s existing real estate on a nightly basis - whether it’s a condo on a Hawaiian island, a cabin in the woods, or simply a home in a regular suburban neighborhood.  Learn about AirBnB’s history, financials, and business model in this episode.


0:00 - Start

2:15 - How Did AirBnB Get St...

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When you think negatively about a person or a company just because it’s associated with something else you consider negative, you’re experiencing The Horns Effect.  It’s a mental model that biases you against something just because of its association with something else.  Learn today how we can apply this as investors.


0:00 - Start

1:20 - Why Mental Models?

1:50 - Mental Model Definition

3:21 - Application to Investing

4:42 - What Happe...

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Can project management tasks ever be easy and fun?  Atlassian Corporation thinks so.  With tools like Jira and Confluence, it becomes easier to manage large projects within teams.  In today’s episode we’re learning about a fast growing software-as-a-service (SaaS) company that focuses on building work productivity tools.


02:30 - How Did Atlassian Get Started?

05:24 - Atlassian’s Business Model

09:35 - Financials

13:55 - What Are The Ri...

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The stock market has been a crazy place in recent weeks!  Growth stocks are down, as well as the general market.  Inflation is up.  Interest rates are going up.  And there’s a war that Russia is waging against Ukraine.  Today I’m joined by my wife where we discuss all of these topics, and more.

0:00 - Start

2:30 - Interest Rates and Inflation

5:15 - Stocks We’re Looking At Now?

12:00 - Withdrawal Strategies

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What characteristics does gold have compared to stocks, how do we understand its value, and what are the best ways to own it?  All of these questions and more are answered on today’s episode with precious metals expert David McAlvany.


David runs the McAlvany family of companies, including International Collectors Associates as well as Vaulted.


Interested in investing in high quality gold?  Check out the Vaulted app where you can inve...

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Shopify is making it easier for people to buy and sell things online.  Learn about the fundamentals of Shopify's business and its history.


01:23 - How Shopify Got Started

04:00 - How Shopify Works

08:12 - Does Shopify Have A Competitive Advantage?

11:11 - Shopify’s Financials

17:00 - What Are The Risks Of Investing In Shopify?

18:00 - Shopify’s Similar Approach To Alphabet


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The Halo Effect is a mental model that distorts reality in your mind...see how it applies to the investing process in today's video.

👀 Watch on YouTube

🎧 Listen to 200+ episodes on other companies and mental models here: https://stockstoryteller.com/podcast/

For company and topic suggestions, let me know on the Stock Stories YouTube channel!

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Etsy is quickly growing two-sided marketplace built specifically to help people find unique goods.  Learn about the fundamentals of Etsy's business and its history.

👀 Watch on YouTube

🎧 Listen to 200+ episodes on other companies and mental models here: https://stockstoryteller.com/podcast/

For company and topic suggestions, let me know on the Stock Stories YouTube channel!

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How do you become financially independent at a young age?  My wife and I did it by 30 years old, and I want to show you how.

👀 Watch on YouTube

🎧 Listen to 200+ episodes on other companies and mental models here: https://stockstoryteller.com/podcast/

For company and topic suggestions, let me know on the Stock Stories YouTube channel!

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Google has been an amazingly successful stock for investors, but can it continue its upward trajectory?  Learn about the fundamentals of Alphabet's business.

👀 Watch on YouTube

🎧 Listen to 200+ episodes on other companies and mental models here: https://stockstoryteller.com/podcast/

For company and topic suggestions, let me know on the Stock Stories YouTube channel!

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