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
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...
In today's episode, I reveal the big project that I've been working on for the past year.
Email: alex@stockstoriespodcast.com
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...
I'm back! Happy 2023!!
I want to start the year off by talking a bit about the philosophy of financial independence, and what the various phases are. I hope you find this useful as you continue down your investing journey, in whatever phase you're in.
-Alex
Email: alex@stockstoriespodcast.com
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:
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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What is the greatest stock in the history of the stock market? I've found the answer...and am so excited to share my findings with you! The answer might surprise you.
0:00 - How It Started...
2:01 - What You Would Think
2:45 - Mental Model: Availability Bias
3:42 - Company Background
7:01 - What Really Happened
13:00 - Putting It Together
24:55 - Total Return
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Aflac is famous for its duck commercials, but what does the business actually do? This U.S. provider actually makes a lot of money in Japan, and does so by selling cancer insurance as well as other types of insurance products.
0:00 - The Returns
1:00 - What Do They Do?
2:04 - Aflac History
4:08 - Financials
5:17 - Why Is This Happening?
6:57 - Valuation
7:40 - The Good Part
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It's hard trying to figure out where to invest your money sometimes. There's information coming from everywhere. Here's a simple framework you can go by when figuring out where to allocate your next dollar toward investments.
0:00 - The Problem
0:52 - The Pyramid
1:45 - Pyramid Level 1
2:43 - Pyramid Level 2
3:29 - Pyramid Level 3
4:41 - Pyramid Level 4
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Disney is a company that many love and are still customers of, though the business itself has been undergoing a big transformation in recent years. Although the pandemic hurt the company financially because of closed theme parks, the business is making a comeback in this segment. They are also investing heavily in the Disney+ platform, which is beginning to bear fruit and is likely to become profitable within the next few years.
<...
Netflix took the world by storm in the last decade, transforming itself from a small company that mailed DVDs to a household name with a plethora of streaming content. Recent competitive pressures have forced the company to rethink their business model. Will they survive? Do investors have a shot at making money from here?
0:00 - Netflix
0:30 - The Stock
2:00 - Management's Focus
4:14 - Bill Ackman
6:45 - 2021 Annual Report
...
Bear markets bring stock prices down. Everyone gets that. But what if there was a way to not only stabilize your returns, but actually increase them through bear markets? Today's episode draws on research from Wharton professor Dr. Jeremy Siegel, in his fantastic book The Future For Investors:
Check out the book here:
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