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
Sep 11, 2019 • 27min
Under Armour (UAA) - An Apparel Brand Growing Appeal And Awareness, But Not Profits
Under Armour has gone from an up and coming sports brand in the United States to one that is now known globally. Though they have faced difficulties in recent years, Under Armour has been able to grow their brand by allying with professional and college sports teams, increasing consumer awareness.---alex@stockstoriespodcast.comInstagram: stockstories1Email: alex@stockstoriespodcast.com
Sep 4, 2019 • 31min
Walgreens Boots Alliance (WBA) - Drugs And Clinics On Street Corners Worldwide
Walgreens Boots Alliance is one of the largest of retail pharmacies in the world. They are currently under pressure because of rising healthcare costs and the transformation of how consumers interact with retail. In spite of this, they sell billions of dollars worth of prescriptions and other goods.---alex@stockstoriespodcast.comInstagram: stockstories1Email: alex@stockstoriespodcast.com
Aug 28, 2019 • 13min
Mental Model: The First $200,000 Is The Hardest - Compounding Money Is Hard Until It's Easy
This is adapted from advice that Charlie Munger used to give at Berkshire Hathaway shareholder meetings. Most people never build wealth or financial freedom because they never pass that critical point where they have saved enough for compounding to really start working for them.---alex@stockstoriespodcast.comInstagram: stockstories1Email: alex@stockstoriespodcast.com
Aug 21, 2019 • 38min
Nike (NKE) - Achieving Victory Through Shoes, Sports, And Strategic Partnerships
Nike is the largest footwear company and the world and it's Swoosh logo and slogans like "Just Do It" have become a big part of popular culture. Athletes around the world use their products, inspiring millions to do the same. 2019 Annual ReportAdditional resources will be posted at stockstories.co---alex@stockstoriespodcast.comInstagram: stockstories1Email: alex@stockstoriespodcast.com
Aug 14, 2019 • 23min
TripAdvisor (TRIP) - The Trust Factor And Travel Reviews
One of the most popular travel review sites, TripAdvisor is a publicly traded company that was once part of Expedia Holdings. They make money primarily through advertising while boasting hundreds of millions of users and reviews.Annual Reports---alex@stockstoriespodcast.comInstagram: stockstories1Email: alex@stockstoriespodcast.com
Aug 7, 2019 • 19min
Mental Model: The Path of Least Resistance (Activation Energy) - There Is A Default For Everything
When making a decision, there is always an option that requires the least effort. Following the path of least resistance is somewhat of a sister mental model to Occam's Razor - the easiest option may not always be the right one. Examining a decision holistically and thoroughly will help bring us the right path forward, not simply taking steps in the direction of the path that seems easiest.---alex@stockstoriespodcast.comInstagram: stockstories1Email: alex@stockstoriespodcast.com
Jul 31, 2019 • 28min
Expedia Group (EXPE) - Vacations-As-A-Service And Airbnb's Quiet Competitor
Expedia was one of the first Online Travel Agencies (OTAs) on the internet and is still a big player in the space today. Expedia's stable of brands primarily facilitates buying hotels online, but also supports flights, cruises and more. HomeAway, the owner of the VRBO brand, is their fastest growing segment. Expedia 2018 Annual Report Expedia 2013 Annual Report---alex@stockstoriespodcast.comInstagram: stockstories1 Email: alex@stockstoriespodcast.com
Jul 24, 2019 • 31min
Booking Holdings (BKNG) - Priceline, Kayak, And The Modern Digital Travel Agency
Formerly known as Priceline.com, Booking Holdings is a group of travel websites that allow people to have direct access to hotel, rental car, and restaurant listings. They are one of the bigger players in the Online Travel Agency (OTA) space. Though they compete heavily with other websites, they have delivered solid returns to shareholders.---alex@stockstoriespodcast.comInstagram: stockstories1Email: alex@stockstoriespodcast.com
Jul 17, 2019 • 33min
Invesco (IVZ) - International Asset Management With A Global Focus
Invesco is one of America's largest asset managers with over one trillion dollars in assets under management. Their strength is in their global capabilities - they serve over 120 markets around the world. They have managed to survive in spite of a radical change in the asset management industry over the last decade, focusing on new product lines and maintaining an international presence.---alex@stockstoriespodcast.comInstagram: stockstories1Email: alex@stockstoriespodcast.com
Jul 10, 2019 • 41min
Planet Fitness (PLNT) - Building Loyalty With Affordable No-Judgment Gyms
Planet Fitness is a medium-sized but quickly growing gym in the United States. They operate on a franchise model and have quickly been taking market share by catering to the casual gym-goer. In this episode we look at several factors influencing the business' fundamentals, as well as valuation and future outlook. Planet Fitness 2019 10-K---alex@stockstoriespodcast.comInstagram: stockstories1Email: alex@stockstoriespodcast.com
