Stock Stories
Alex Mason
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
Mentioned books
May 27, 2020 • 33min
Tractor Supply (TSCO) - Cultivating Loyalty In Retail With A Focus On The Country Life
Tractor 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: @stockstorytellerEmail: alex@stockstoriespodcast.comEmail: alex@stockstoriespodcast.com
May 20, 2020 • 29min
Mental Model: Leverage - The Force Multiplier Of All Things
Leverage 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)TimeTechnologyCommunications/RelationshipsKnowledgeHere is a link to Todd Tresidder's site, the Financial Mentor.DM me on Instagram: @stockstorytellerEmail: alex@stockstoriespodcast.comEmail: alex@stockstoriespodcast.com
May 13, 2020 • 27min
Deere & Co. (DE) - Taming The Land With Farm, Forestry, And Construction Equipment
Famous 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: @stockstorytellerEmail: alex@stockstoriespodcast.comEmail: alex@stockstoriespodcast.com
May 6, 2020 • 43min
Caterpillar (CAT) - Mammoth Machines And Building The Backbone Of Society
CAT 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: @stockstorytellerEmail: alex@stockstoriespodcast.comEmail: alex@stockstoriespodcast.com
Apr 29, 2020 • 51min
Copart (CPRT) - Where Cars Go To Die And Be Reborn
Copart 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: @stockstorytellerEmail: alex@stockstoriespodcast.comEmail: alex@stockstoriespodcast.com
Apr 22, 2020 • 43min
Nestlé S.A. (NSRGY) - The World's Largest Food Company And The Power Of Iconic Consumer Brands
The 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: @stockstorytellerEmail: alex@stockstoriespodcast.comEmail: alex@stockstoriespodcast.com
Apr 15, 2020 • 26min
Mental Model: Omission - Sometimes The Biggest Mistake Is What You Don't Do
One 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: @stockstorytelleralex@stockstoriespodcast.comEmail: alex@stockstoriespodcast.com
Apr 8, 2020 • 30min
Tootsie Roll Industries (TR) - Incremental Candy Profits And Sticking With What Works
Tootsie 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: @stockstorytelleralex@stockstoriespodcast.comEmail: alex@stockstoriespodcast.com
Apr 1, 2020 • 37min
British Petroleum (BP) - Dramatic Highs And Lows For Britain's Oil Conglomerate
BP 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: @stockstorytellerEmail: alex@stockstoriespodcast.comEmail: alex@stockstoriespodcast.com
Mar 25, 2020 • 46min
6 Investing Lessons During Times of Crisis - What I'm Thinking About Right Now
Times 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 crisis2. Have general business and investing knowledge3. Have as much liquid cash as possible ready to deploy4. Prudent capital allocation matters5. Stocks behave differently during different times6. It is impossible to know how long a panic will last, so prepare accordinglyReach out to me at @stockstoryteller on Instagram or email alex@stockstoriespodcast.com. How are you handling the current crisis?Email: alex@stockstoriespodcast.com
