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
Jul 18, 2018 • 39min
Starbucks (SBUX) - Creating Wealth With The Coffee Industry
Let's look at one of the faster growing companies in the S&P 500. Starbucks sells coffee, and is one of the largest coffee companies in the world.Email: alex@stockstoriespodcast.com
Jul 11, 2018 • 18min
Mental Model: The Map Is Not The Territory - Everything Is Not What It Seems
Today we discuss a mental model that, well, talks about models!Email: alex@stockstoriespodcast.com
Jul 4, 2018 • 36min
Johnson and Johnson (JNJ) - A Healthcare Fund In A Single Stock
It's one of the largest healthcare companies in the world. From medical devices, to drugs, to Band-Aids and Tylenol, Johnson and Johnson is the premier healthcare conglomerate in the United States.Johnson and Johnson's quality of earnings is so high, I am willing to bet that they are a company that will actually be around and earning a profit 50 years from now. I found their credo inspiring, and their de-centralized business model helps them continue to grow at a steady pace in spite of their size.Email: alex@stockstoriespodcast.com
Jun 27, 2018 • 27min
General Electric (GE) Part II - Another Look At An Energy Conglomerate Turnaround
General Electric has had some major changes recently. Let's discuss their impact for current and new investors.Email: alex@stockstoriespodcast.com
Jun 20, 2018 • 44min
Mastercard (MA) - Building a Global Payment Network? Priceless
Let's talk about the fourth of the big four payment providers - Mastercard. We'll discuss similarities between MA and its main competitor, Visa (V), as well as the present and past valuations of this stock.Email: alex@stockstoriespodcast.com
Jun 13, 2018 • 41min
Hershey (HSY) - Reese's, Kisses, And The Emperor of Chocolate
Today we'll discuss one of the most iconic candy company's out there - Hershey. Did you know that Hershey now sells more than just chocolate and candies? We discuss the history of Hershey, the basics of the business model, and the company's future prospects.Email: alex@stockstoriespodcast.com
Jun 6, 2018 • 22min
Mental Model: Circle of Competence - Know the Boundaries of Your Knowledge
Our second mental model in the podcast is the circle of competence. It is incredibly powerful if understood and applied. How much do you know, and how much do you think you know? Knowing the difference is key. Today we discuss:What your circle of competence isHow understanding the circle of competence can help you as an investorHow failing to recognize your circle of competence can potentially hurt you as an investorEmail: alex@stockstoriespodcast.com
May 30, 2018 • 31min
Phillip Morris International (PM) - Global Tobacco and the Future of Smoking
The offspring of Altria, Phillip Morris International is one of the world's largest tobacco producers. It was spun off in 2008 and is making headway in switching over from its traditional products to RRPs (reduced risk products), which heat tobacco but do not burn it.Email: alex@stockstoriespodcast.com
May 23, 2018 • 52min
Altria (MO) - The Surviving Tobacco Giant of America
Today we talk about America's largest tobacco company - over the decades it has been one of the most profitable stocks in the history of the U.S. stock market.Email: alex@stockstoriespodcast.com
May 16, 2018 • 50min
Disney (DIS) - Capturing Imagination Through Storytelling
What's one of the most influential media companies in the world? It's beloved by millions, and the stories told through its business have been in the hearts and minds of many people for decades. Today we discuss one of the most dominant entertainment companies in the world.Email: alex@stockstoriespodcast.com
