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.
J.B. Hunt (JBHT) – Heroes Of The Highway And Getting Things From Here To There
J.B. Hunt trucks. Image Source: Wall Street Journal The largest publicly traded trucking company in America, J. B. Hunt transports all types of goods - from chemicals to cosmetics. Started as just a small fleet of trucks, it has grown immensely and now offers a...
Take Two Interactive (TTWO) – Grand Theft Auto And The Rise Of The Modern Video Game Franchise
Grand Theft Auto V. Image Source: NME Famous for its Grand Theft Auto and Red Dead Redemption franchises, Take Two Interactive is one of the largest video game publishers in the world. Even though they are big, they're still smaller than competitors Electronic Arts...
Electronic Arts (EA) – The Gamification Of Intellectual Property
FIFA from EA Sports. Image Source: Change.org Electronic Arts is one of the most well-known publishers of video games, specifically for its sports franchises like FIFA and Madden NFL. They also have a variety of non-sports related titles. EA was started by a former...
Activision Blizzard (ATVI) – The Business Of Video Games
World of Warcraft: Shadowlands. Image Source: PC Mag One of the largest video game companies in the world, Activision Blizzard is known for creating hit franchises such as Call of Duty, World of Warcraft, and (as of the King acquisition) Candy Crush. Their games are...
Estee Lauder (EL) – The Business Of Beauty
Estee Lauder makeup. Image Source: Glamour Estée Lauder always believed that every woman should feel beautiful. Her drive for innovation in the creation of beauty products was impressive, and her and her husband Joseph worked together as a team to build one the...
Pinterest (PINS) – Inspiration and Ideation Using A Visual Search Engine
Businesses use Pinterest to generate customer leads. Image Source: Kinsta Known as a visual search engine, Pinterest catalogs ideas and themes, providing inspiration for people pursuing goals or DIY projects. Although Pinterest is an ad-based platform like other...
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.