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
Apr 24, 2019 • 23min
Mental Model: Survivorship Bias - We See Only What Remains
Just because one or two funds, stocks, or people within a given group succeeded doesn't mean that multiple others didn't fail that we just didn't hear about. This is survivorship bias. It's important to look at an entire relevant data set when we make decisions.---alex@stockstoriespodcast.comInstagram: stockstories1Email: alex@stockstoriespodcast.com
Apr 17, 2019 • 39min
Intuitive Surgical (ISRG) - Robotic Surgery And The Future of Medical Procedures
Robotic surgery is here. Intuitive Surgical is one of the leaders in this space. It's not just surgeons with hand tools performing procedures anymore - humans are working in concert with machines to operate on patients with more precision and accuracy than ever before. ---alex@stockstoriespodcast.comInstagram: stockstories1Email: alex@stockstoriespodcast.com
Apr 10, 2019 • 39min
Lyft (LYFT) - Ride-Sharing and The Fractionalization Of Driving
Lyft just had its IPO and its the fastest growing company we've yet to cover on this podcast. It also has no profits! How do we reconcile those two pieces of information as investors? In this episode we take a look at the ridesharing business model, or TaaS (Transportation as a Service) from the lens of the Lyft company.---alex@stockstoriespodcast.comInstagram: stockstories1Email: alex@stockstoriespodcast.com
Apr 3, 2019 • 35min
Adobe (ADBE) - Creativity Unleased To Generate Recurring Revenue Again and Again
Photoshop. Premiere. PDFs. These are all innovations from Adobe - one of the top software companies for creative professionals. With the rise of the internet and content creation, I think Adobe is well positioned for future success. The trick is the price...how much to pay for fast growth?---alex@stockstoriespodcast.comInstagram: stockstories1Email: alex@stockstoriespodcast.com
Mar 27, 2019 • 25min
DowDupont (DWDP) - Chemicals, Plastics, and Agriculture
DowDupont is a chemical producer that makes everything from plastics to pesticides to industrial materials. They are the result of the Dow and Dupont merger in 2015, and are soon to be split into three companies in mid-2019.---alex@stockstoriespodcast.comInstagram: stockstories1Email: alex@stockstoriespodcast.com
Mar 20, 2019 • 32min
Domino's (DPZ) - The Rise of Pizza Delivery, Combined With the Franchise Business Model
It's the number one pizza chain the world. Although not part of the S&P 500 as of early 2019, based on its current growth I believe it will be in time. We talk about how Domino's has changed over the years, and dig into the financials.---alex@stockstoriespodcast.comInstagram: stockstories1Email: alex@stockstoriespodcast.com
Mar 13, 2019 • 19min
Mental Model: Synergy (Cooperation) - 1 + 1 = 3
Synergy is simple idea that 2 + 2 = 5. The whole is greater than the sum of the parts. This can be seen in household economics, biology, and investing (just like many other mental models, this one applies to multiple fields of study).Business Insider article: Uber and Lyft---alex@stockstoriespodcast.comInstagram: stockstories1Email: alex@stockstoriespodcast.com
Mar 6, 2019 • 35min
Wendy's (WEN) - Fast Food With A Square Patty
Founded by Dave Thomas in the 60's, Wendy's restaurants have become another well known place to get a hamburger and fries. We look at the history of the franchise, as well as the recent financial data to better understand Wendy's as a potential investment.---alex@stockstoriespodcast.comInstagram: stockstories1Email: alex@stockstoriespodcast.com
Feb 27, 2019 • 27min
Yum! Brands (YUM) - Understanding Pizza Hut, Kentucky Fried Chicken, and Taco Bell
This is the company that owns Pizza Hut, Kentucky Fried Chicken and Taco Bell. The brands are definitely iconic in the American fast food scene, and they have grown internationally over the years. Can future good returns be expected though based on the current state of the company?Email: alex@stockstoriespodcast.com
Feb 20, 2019 • 38min
McDonald's (MCD) - Birth of the Drive-Thru and the World's Obsession With Burgers and Fries
This episode is all about burgers, fries, and real estate. The fast food phenomenon can trace its origins to the growth of the suburb and car ownership in America. McDonald's (via Ray Kroc) took advantage of these trends and, combined with a focus on efficiency, took the world by storm with one of the most widespread brands in the world.---alex@stockstoriespodcast.comInstagram: stockstories1Email: alex@stockstoriespodcast.com
