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 26, 2018 • 16min
Mental Model: Law of Large Numbers - Small Numbers Grow Faster Than Slower Numbers
In many things in life, reversion to the mean is inevitable. Sometimes it takes a lot of data for this to become clear. But in investing and in life, it is important to be careful with our assumptions and make sure that we don't confuse correlation with causation. Understanding regression to the mean will help us do this effectively.Email: alex@stockstoriespodcast.com
Sep 19, 2018 • 23min
Mental Model: Thought Experiment - What Exactly Is A Mental Model?
Mental models = thought experiments. We discuss what exactly a thought experiment is and cover a few examples to see how it can improve our thinking about the world around us.Email: alex@stockstoriespodcast.com
Sep 12, 2018 • 45min
AT&T (T) - An Old School Blue Chip Stock and the Origin of Telecommunications
It's the world's largest telecommunications company. From it's humble origins with Alexander Graham Bell, the inventor of the telephone, AT&T has proved its dominance even as technology has shifted from wired to wireless networks. In this episode we explore:The origins of AT&TThe 'Baby Bell' Break-UpRe-organization into one companyCurrent FinancialsFuture outlook and why I think AT&T is one of the best large capitalization income stocks right nowEmail: alex@stockstoriespodcast.com
Sep 5, 2018 • 29min
Molson Coors (TAP) - Lessons Learned From A Beer Giant
Molson Coors is the fifth largest brewer by market cap in the world. They own popular brands like Miller, Coors, Molson Canadian, Blue Moon, and more.Email: alex@stockstoriespodcast.com
Aug 29, 2018 • 27min
Brown Forman (BF.B) - Captivating the World With Tennessee Bourbon
Brown Forman is the largest American maker of spirits. Their flagship brand, Jack Daniels, is the 15th best selling spirit in the world. They also sell scotch, vodka, tequila, liqueur, and other whiskies.Email: alex@stockstoriespodcast.com
Aug 22, 2018 • 18min
Mental Model: First Principles - Breaking Things Down To Their Simplest Parts
First Principles are the core ideas or facts that exist in the world that are irrefutable. We can build on them in order to come up with more complex ideas.Email: alex@stockstoriespodcast.com
Aug 15, 2018 • 19min
Mental Model: Randomness - Some Things Just Can't Be Predicted
Many things are random, but many things are not. When it comes to investing in stocks, it pays to know the difference. What are the cause and effects relationship in the market and what must be accept as truly random events?Email: alex@stockstoriespodcast.com
Aug 8, 2018 • 35min
Charles Schwab (SCHW) - The Invention of the Discount Brokerage
Charles Schwab is one of the largest asset managers and broker-dealers in the U.S. I used to think that all they did was execute trades, but their business model is actually a lot more involved than that. They're also a bank and an investment manager.Email: alex@stockstoriespodcast.com
Aug 1, 2018 • 38min
T. Rowe Price (TROW) - Asset Management With A Growth Focus
Today we look at another one of the U.S.'s largest asset managers, which has always operated from a philosophy of growth investing.Email: alex@stockstoriespodcast.com
Jul 25, 2018 • 35min
Franklin Resources (BEN) - Asset Management With A Value Focus
Franklin Resources is one of the largest asset managers in the country and boasts a very clean balance sheet and a strong record of delivering returns to shareholders. Will the future be as great as the past for new investors?Email: alex@stockstoriespodcast.com
