Stock Stories
407 episodes - English - Latest episode: 10 months ago - ★★★★★ - 27 ratingsThis 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.
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Episodes
Southern Company (SO)
August 05, 2020 09:00 - 35 minutes - 24.3 MBIf you live in Alabama, Mississippi, Georgia, Tennessee, or Virginia, there is a good chance that you pay your electric or gas bill to Southern Company. As the second largest utility in the U.S., they serve well over 8.5 million customers. Connect with me via Instagram or email: Instagram: @stockstoryteller Email: [email protected]
Southern Company (SO) - Keeping The Lights On In The Southeast United States
August 05, 2020 09:00 - 35 minutes - 24.3 MBIf you live in Alabama, Mississippi, Georgia, Tennessee, or Virginia, there is a good chance that you pay your electric or gas bill to Southern Company. As the second largest utility in the U.S., they serve well over 8.5 million customers. Connect with me via Instagram or email: Instagram: @stockstoryteller Email: [email protected] Email: [email protected]
Mental Model: Fight or Flight
July 29, 2020 09:00 - 23 minutes - 16 MBFlight or Flight is a powerful biological response to the way that we, and animals, respond to perceived threats. Either we're attacking something or we're running away from it. In this episode we cover how we can apply this mental model to our investing practice. Instagram: @stockstoryteller [email protected]
Mental Model: Fight or Flight - Our Primitive Instincts At The First Hint Of Danger
July 29, 2020 09:00 - 23 minutes - 16 MBFlight or Flight is a powerful biological response to the way that we, and animals, respond to perceived threats. Either we're attacking something or we're running away from it. In this episode we cover how we can apply this mental model to our investing practice. Instagram: @stockstoryteller [email protected] Email: [email protected]
American Airlines (AAL)
July 22, 2020 09:00 - 44 minutes - 30.8 MBWith the largest fleet size in the world, American Airlines is one the few large "legacy" airlines. Although they suffered a big bankruptcy and merger with U.S. Airways as a result of the 2008 recession, they managed to survive. We discuss the present troubles due to COVID-19 and what shareholders could see next. Send me a message on Instagram: @stockstoryteller Email me: [email protected]
American Airlines (AAL) - Travel Booms, Bankruptcy, And The World's Largest Aircraft Fleet
July 22, 2020 09:00 - 44 minutes - 30.8 MBWith the largest fleet size in the world, American Airlines is one the few large "legacy" airlines. Although they suffered a big bankruptcy and merger with U.S. Airways as a result of the 2008 recession, they managed to survive. We discuss the present troubles due to COVID-19 and what shareholders could see next. Send me a message on Instagram: @stockstoryteller Email me: [email protected] Email: [email protected]
Mattel (MAT) - Barbie, Hot Wheels, And The Struggle For Cultural Relevance
July 15, 2020 09:00 - 39 minutes - 27.1 MBMattel is most known for Barbie, Hot Wheels, and American Girl, which are iconic toy brands it has made over the years. They also own the card game UNO and make various toys and games licensed from hit kid's movies. Instagram: @stockstoryteller Email: [email protected] Email: [email protected]
Mattel (MAT)
July 15, 2020 09:00 - 39 minutes - 27.1 MBMattel is most known for Barbie, Hot Wheels, and American Girl, which are iconic toy brands it has made over the years. They also own the card game UNO and make various toys and games licensed from hit kid's movies. Instagram: @stockstoryteller Email: [email protected]
Hasbro (HAS) - Classic Games And The Dying Art Of Toy-making
July 08, 2020 09:00 - 45 minutes - 31.2 MBAs one of the largest toy and game company's Hasbro makes classics like Monopoly, Jenga, and Twister. They also brands such as Transformers and My Little Pony, and license Disney's intellectual property to make toys and games (ex. Frozen or Star Wars). Even with Hasbro's storied history, can they continue to successfully create new brands in the era of digital gaming? Instagram: @stockstoryteller Email: [email protected] Email: [email protected]
Hasbro (HAS)
July 08, 2020 09:00 - 45 minutes - 31.2 MBAs one of the largest toy and game company's Hasbro makes classics like Monopoly, Jenga, and Twister. They also brands such as Transformers and My Little Pony, and license Disney's intellectual property to make toys and games (ex. Frozen or Star Wars). Even with Hasbro's storied history, can they continue to successfully create new brands in the era of digital gaming? Instagram: @stockstoryteller Email: [email protected]
Mental Model: Bottlenecks
July 01, 2020 09:00 - 17 minutes - 11.9 MBBottlenecks are limiting factors in our process - if we don't figure them out our results are limited no matter what else we do. Like many mental models, this can apply to a variety of situations, including how we manage our investment portfolios. Instagram: @stockstoryteller Email: [email protected]
Mental Model: Bottlenecks - The Point Where You Can Go No Further
July 01, 2020 09:00 - 17 minutes - 11.9 MBBottlenecks are limiting factors in our process - if we don't figure them out our results are limited no matter what else we do. Like many mental models, this can apply to a variety of situations, including how we manage our investment portfolios. Instagram: @stockstoryteller Email: [email protected] Email: [email protected]
Marvin Barron - Tracking Political Stocks with FinePrint
June 26, 2020 09:00 - 59 minutes - 40.8 MBUnderstanding what our political leaders are buying and selling for their own portfolios is important for transparency within any country's political and economic system. Alignment of interests is key. Today's episode is an interview with investor and entrepreneur Marvin Barron, co-founder of FinePrint, a startup focused on tracking political stocks. Over discussion covers a variety of topics, including: What is the STOCK Act and why does it matter? How political data is now being t...
LiveNation Entertainment (LYV) - Ticket Revenue, Live Events, And Making Money Through The Concert Experience
June 24, 2020 09:00 - 33 minutes - 23 MBEpisode Summary LiveNation provides concert venues around the world, bringing iconic musicians and artists to the stage. They manage concert venues, tours for artists, and are even involved in sports management and film production. They also generate revenue through Ticketmaster, the digital ticketing service. Connect with Stock Stories! Instagram: @stockstoryteller Email: [email protected] Email: [email protected]
LiveNation Entertainment (LYV)
June 24, 2020 09:00 - 33 minutes - 23 MBEpisode Summary LiveNation provides concert venues around the world, bringing iconic musicians and artists to the stage. They manage concert venues, tours for artists, and are even involved in sports management and film production. They also generate revenue through Ticketmaster, the digital ticketing service. Connect with Stock Stories! Instagram: @stockstoryteller Email: [email protected]
Fastenal (FAST) - Mastering Nuts, Bolts, And Keeping Customers Happy
June 17, 2020 09:00 - 49 minutes - 34 MBFasteners are small, seemingly insignificant items that have a big impact on our everyday lives. They're everywhere - in furniture, cars, houses, planes, and the equipment used to make all of the things that we buy. Fastenal provides not only fasteners but sells safety products, cutting tools, and many other items as well. They seem to have a great company culture. @stockstoryteller (Instagram) [email protected] Email: [email protected]
Fastenal (FAST)
June 17, 2020 09:00 - 49 minutes - 34 MBFasteners are small, seemingly insignificant items that have a big impact on our everyday lives. They're everywhere - in furniture, cars, houses, planes, and the equipment used to make all of the things that we buy. Fastenal provides not only fasteners but sells safety products, cutting tools, and many other items as well. They seem to have a great company culture. @stockstoryteller (Instagram) [email protected]
Employee Stock Purchase Plans - Leveraging Your Job To Get Stocks At A Discount
June 10, 2020 13:00 - 20 minutes - 13.9 MBToday, we tackle a listener question about Employee Stock Purchase Plans (ESPPs). What are they, how do they work, and when we use them to our advantage as investors? Instagram: @stockstoryteller Email: [email protected] Email: [email protected]
Employee Stock Purchase Plans
June 10, 2020 13:00 - 20 minutes - 13.9 MBToday, we tackle a listener question about Employee Stock Purchase Plans (ESPPs). What are they, how do they work, and when we use them to our advantage as investors? Instagram: @stockstoryteller Email: [email protected]
Sysco (SYY)
June 03, 2020 09:00 - 33 minutes - 23.3 MBThe largest food distributor in the U.S., Sysco provides both basic foods and ready to eat meals to restaurants, hospitals, nursing homes, schools, and universities. By becoming a large middleman in the industry, they are able to source foods from around the world to help create various menu options. Instagram: @stockstoryteller Email: [email protected]
Sysco (SYY) - Where The Chefs Get Their Food
June 03, 2020 09:00 - 33 minutes - 23.3 MBThe largest food distributor in the U.S., Sysco provides both basic foods and ready to eat meals to restaurants, hospitals, nursing homes, schools, and universities. By becoming a large middleman in the industry, they are able to source foods from around the world to help create various menu options. Instagram: @stockstoryteller Email: [email protected] Email: [email protected]
Tractor Supply (TSCO)
May 27, 2020 09:00 - 32 minutes - 22.6 MBTractor Supply is a rural lifestyle retailer - the largest in the US. Their niche is as a one-stop shop for recreational farmers, ranchers and people in rural communities. Instagram: @stockstoryteller Email: [email protected]
Tractor Supply (TSCO) - Cultivating Loyalty In Retail With A Focus On The Country Life
May 27, 2020 09:00 - 32 minutes - 22.6 MBTractor Supply is a rural lifestyle retailer - the largest in the US. Their niche is as a one-stop shop for recreational farmers, ranchers and people in rural communities. Instagram: @stockstoryteller Email: [email protected] Email: [email protected]
Mental Model: Leverage - The Force Multiplier Of All Things
May 20, 2020 09:00 - 28 minutes - 19.9 MBLeverage is a powerful tool, and how one can effectively multiply their efforts. "Give me a long enough lever, and a fulcrum on which to place it, and I will move the world" exclaimed Archimedes. There are many forms of leverage, including: Financial (debt) Time Technology Communications/Relationships Knowledge Here is a link to Todd Tresidder's site, the Financial Mentor. DM me on Instagram: @stockstoryteller Email: [email protected] Email: [email protected]
Mental Model: Leverage
May 20, 2020 09:00 - 28 minutes - 19.9 MBLeverage is a powerful tool, and how one can effectively multiply their efforts. "Give me a long enough lever, and a fulcrum on which to place it, and I will move the world" exclaimed Archimedes. There are many forms of leverage, including: Financial (debt) Time Technology Communications/Relationships Knowledge Here is a link to Todd Tresidder's site, the Financial Mentor. DM me on Instagram: @stockstoryteller Email: [email protected]
Deere & Co. (DE) - Taming The Land With Farm, Forestry, And Construction Equipment
May 13, 2020 09:00 - 27 minutes - 18.8 MBFamous for their agricultural and industrial equipment, Deere & Co. has produced products for farmers and industrial customers for almost two centuries. They continue to play an important role in the economy today with farm, forestry, and construction equipment. History (03:02) Business Overview (14:55) Financials (18:58) Closing Thoughts (23:55) Say hi on Instagram: @stockstoryteller Email: [email protected] Email: [email protected]
Deere & Co. (DE)
May 13, 2020 09:00 - 27 minutes - 18.8 MBFamous for their agricultural and industrial equipment, Deere & Co. has produced products for farmers and industrial customers for almost two centuries. They continue to play an important role in the economy today with farm, forestry, and construction equipment. History (03:02) Business Overview (14:55) Financials (18:58) Closing Thoughts (23:55) Say hi on Instagram: @stockstoryteller Email: [email protected]
Caterpillar (CAT) - Mammoth Machines And Building The Backbone Of Society
May 06, 2020 09:00 - 43 minutes - 29.9 MBCAT is one of the world's largest industrial companies and produces large machines that help build infrastructure, such as roads, bridges, canals, dams, and more. History (00:03) Business Overview (00:15) Financials (00:23) Valuation and Closing Thoughts (00:30) DM me on Instagram: @stockstoryteller Email: [email protected] Email: [email protected]
Caterpillar (CAT)
May 06, 2020 09:00 - 43 minutes - 29.9 MBCAT is one of the world's largest industrial companies and produces large machines that help build infrastructure, such as roads, bridges, canals, dams, and more. History (00:03) Business Overview (00:15) Financials (00:23) Valuation and Closing Thoughts (00:30) DM me on Instagram: @stockstoryteller Email: [email protected]
Copart (CPRT) - Where Cars Go To Die And Be Reborn
April 29, 2020 09:00 - 50 minutes - 34.8 MBCopart is one of the nations largest auto re-sellers, and it's growing fast. Copart operates in a small niche of the market and essentially facilitates the recycling of cars and their parts buy matching buyers and sellers from across the world. They were the first auto re-seller to use a completely online auction model back in their early days in the 1990s. Send me a DM on Instagram: @stockstoryteller Email: [email protected] Email: [email protected]
Copart (CPRT)
April 29, 2020 09:00 - 50 minutes - 34.8 MBCopart is one of the nations largest auto re-sellers, and it's growing fast. Copart operates in a small niche of the market and essentially facilitates the recycling of cars and their parts buy matching buyers and sellers from across the world. They were the first auto re-seller to use a completely online auction model back in their early days in the 1990s. Send me a DM on Instagram: @stockstoryteller Email: [email protected]
Nestlé S.A.
April 22, 2020 10:54 - 43 minutes - 34.7 MBThe largest food company in the world, Nestlé is based in Switzerland and owns brands that span many categories, from ice cream to coffee to water to pet food. What they lack in growth they make up for in earnings quality and stability. As a massive consumer staples company that sells in virtually every country on the planet, they're not going anywhere anytime soon. In my opinion, they are probably one of the highest quality businesses in the world. DM me on Instagram: @stockstorytelle...
Nestlé S.A. (NSRGY)
April 22, 2020 10:54 - 43 minutes - 29.7 MBThe largest food company in the world, Nestlé is based in Switzerland and owns brands that span many categories, from ice cream to coffee to water to pet food. What they lack in growth they make up for in earnings quality and stability. As a massive consumer staples company that sells in virtually every country on the planet, they're not going anywhere anytime soon. In my opinion, they are probably one of the highest quality businesses in the world. DM me on Instagram: @stockstorytelle...
Nestlé S.A. (NSRGY) - The World's Largest Food Company And The Power Of Iconic Consumer Brands
April 22, 2020 10:54 - 43 minutes - 29.7 MBThe largest food company in the world, Nestlé is based in Switzerland and owns brands that span many categories, from ice cream to coffee to water to pet food. What they lack in growth they make up for in earnings quality and stability. As a massive consumer staples company that sells in virtually every country on the planet, they're not going anywhere anytime soon. In my opinion, they are probably one of the highest quality businesses in the world. DM me on Instagram: @stockstoryteller ...
Mental Model: Omission
April 15, 2020 11:15 - 25 minutes - 17.8 MBOne of the biggest mistakes we can make is to leave something out - whether that's identifying a critical risk, not considering all reasonable possibilities, or missing an amazing opportunity. Investing well relies not just on our ability to take the right actions, but to consider what actions we shouldn't take as well. You and I don't have to get all of our investing decisions right - let's just start with avoiding the bad ones! Instagram: @stockstoryteller [email protected]
Mental Model: Omission - Sometimes The Biggest Mistake Is What You Don't Do
April 15, 2020 11:15 - 25 minutes - 17.8 MBOne of the biggest mistakes we can make is to leave something out - whether that's identifying a critical risk, not considering all reasonable possibilities, or missing an amazing opportunity. Investing well relies not just on our ability to take the right actions, but to consider what actions we shouldn't take as well. You and I don't have to get all of our investing decisions right - let's just start with avoiding the bad ones! Instagram: @stockstoryteller [email protected] ...
Tootsie Roll Industries (TR) - Incremental Candy Profits And Sticking With What Works
April 08, 2020 11:34 - 30 minutes - 20.9 MBTootsie Roll Industries is the company behind a lot of well-known candy brands - things like Junior Mints, Dots Gumdrops, and of course, the Tootsie Roll. Though new product developments are rare, the company does well what it has for a century - make tasty candy treats. Instagram: @stockstoryteller [email protected] Email: [email protected]
Tootsie Roll Industries (TR)
April 08, 2020 11:34 - 30 minutes - 20.9 MBTootsie Roll Industries is the company behind a lot of well-known candy brands - things like Junior Mints, Dots Gumdrops, and of course, the Tootsie Roll. Though new product developments are rare, the company does well what it has for a century - make tasty candy treats. Instagram: @stockstoryteller [email protected]
British Petroleum (BP) - Dramatic Highs And Lows For Britain's Oil Conglomerate
April 01, 2020 09:00 - 36 minutes - 25.1 MBBP is another one of the largest oil and gas companies in the world, and is based in the U.K. Founded over a century ago, they have operations in dozens of countries around the world. Instagram: @stockstoryteller Email: [email protected] Email: [email protected]
British Petroleum (BP)
April 01, 2020 09:00 - 36 minutes - 25.1 MBBP is another one of the largest oil and gas companies in the world, and is based in the U.K. Founded over a century ago, they have operations in dozens of countries around the world. Instagram: @stockstoryteller Email: [email protected]
6 Investing Lessons During Times of Crisis - What I'm Thinking About Right Now
March 25, 2020 09:00 - 45 minutes - 31.5 MBTimes are hard right now. The coronavirus has officially spread around the globe, and people everywhere are adjusting their lives as a result. The financial markets have taken a big hit. Here are the six things I'm thinking about as an investor during this time: 1. Nothing matters in investing if you cannot remain solvent during times of crisis 2. Have general business and investing knowledge 3. Have as much liquid cash as possible ready to deploy 4. Prudent capital allocation matters...
6 Investing Lessons During Times of Crisis
March 25, 2020 09:00 - 45 minutes - 31.5 MBTimes are hard right now. The coronavirus has officially spread around the globe, and people everywhere are adjusting their lives as a result. The financial markets have taken a big hit. Here are the six things I'm thinking about as an investor during this time: 1. Nothing matters in investing if you cannot remain solvent during times of crisis 2. Have general business and investing knowledge 3. Have as much liquid cash as possible ready to deploy 4. Prudent capital allocation mat...
Total SA (TOT)
March 18, 2020 09:00 - 32 minutes - 22.1 MBThis French oil major has been around for almost a century, and managed to compete with other industry juggernauts. They have higher inside ownership than other majors, and have leading operations in Europe and Africa. History of Total (Youtube playlist) Instagram: @stockstoryteller [email protected]
Total S.A. (TOT) - Exploration In Europe And Africa And The Rise of French Oil
March 18, 2020 09:00 - 32 minutes - 22.1 MBThis French oil major has been around for almost a century, and managed to compete with other industry juggernauts. They have higher inside ownership than other majors, and have leading operations in Europe and Africa. History of Total (Youtube playlist) Instagram: @stockstoryteller [email protected] Email: [email protected]
Royal Dutch Shell (RDS.B)
March 11, 2020 09:00 - 32 minutes - 22.5 MBRoyal Dutch Shell was formed with two companies from two different countries joined forces to keep Rockefeller's Standard Oil at bay. It is one of the largest of the oil majors, and has a presence in over 70 countries. [email protected] Instagram: @stockstoryteller
Royal Dutch Shell (RDS.B) - A Unique Partnership Between The British And Dutch For Oil Exploration
March 11, 2020 09:00 - 32 minutes - 22.5 MBRoyal Dutch Shell was formed with two companies from two different countries joined forces to keep Rockefeller's Standard Oil at bay. It is one of the largest of the oil majors, and has a presence in over 70 countries. [email protected] Instagram: @stockstoryteller Email: [email protected]
Mental Model: Irreducibility
March 04, 2020 10:00 - 23 minutes - 16.2 MBIrreducibility is the principle of breaking things down until you can't break them down any further. This can apply to processes or products. Think about the processes you observe as an investor that can be improved upon or otherwise remain unmodified based on this principle. [email protected] Instagram: stockstoryteller
Mental Model: Irreducibility - Breaking Things Down To The Simplest They Can Be
March 04, 2020 10:00 - 23 minutes - 16.2 MBIrreducibility is the principle of breaking things down until you can't break them down any further. This can apply to processes or products. Think about the processes you observe as an investor that can be improved upon or otherwise remain unmodified based on this principle. [email protected] Instagram: stockstoryteller Email: [email protected]
Chevron (CVX) - The Californian Child Of Standard Oil
February 26, 2020 10:00 - 32 minutes - 22.3 MBWhen the massive Standard Oil company broke up in the early 1900s, one of the remaining companies was Standard Oil of California. This company ended up growing to become what we now know as Chevron. Like the other oil and gas companies, Chevron find, extracts, and processes petroleum, natural gas, and other related products. [email protected] Instragram: @stockstoryteller Email: [email protected]
Chevron (CVX)
February 26, 2020 10:00 - 32 minutes - 22.3 MBWhen the massive Standard Oil company broke up in the early 1900s, one of the remaining companies was Standard Oil of California. This company ended up growing to become what we now know as Chevron. Like the other oil and gas companies, Chevron find, extracts, and processes petroleum, natural gas, and other related products. [email protected] Instragram: @stockstoryteller