Stock Stories

Facing conflict is always difficult.  Facing conflicts on multiple sides is even harder.   When companies face multiple headwinds and their attention and capital is diverted, we know as investors to take a close look at the risks.  We can also apply this principle to looking at a company’s stock price through the lens of technical momentum (buyers and sellers are always fighting to change the current stock price).

In today's episode we cover the mental model of the Two Front War.

Let’s connect! 

Instagram: @stockstoryteller

Twitter: @stckstryteller

Email: [email protected].

Email: [email protected]

Brought together by conglomerate JAB Holdings in 2018, gourmet coffee and beverage giant Keurig Dr Pepper was born in its current form.  Although there is a growing diversity of brands, Keurig coffee and Dr Pepper soda are still the primary drivers of revenue.

In today's episode we cover the business model of the Keurig Dr. Pepper, as well as discuss its financials.  We then spend some time synthesizing the information we’ve learned so far and touch on valuation.  

Let’s connect! 

Instagram: @stockstoryteller

Twitter: @stckstryteller

Email: [email protected]

Email: [email protected]

Nestled in a small Vermont town, entrepreneur Bob Stiller found delicious, gourmet coffee, and he was determined to share it with the world.  By joining forces with another up and coming coffee start up, Keurig became a nationwide brand name and coffee makers started showing up in office break rooms and home kitchens everywhere.

In today's episode we cover the history of the gourmet coffee business that ultimately became one half of Keurig Dr. Pepper.  

Let’s connect! 

Instagram: @stockstoryteller

Twitter: @stckstryteller

Email: [email protected]

Email: [email protected]

Dr. Pepper began as a pharmacist’s concoction in the small town of Waco, TX.  Over time its popularity grew and spread around the United States.  Other brands like 7-Up and Schweppes also grew in influence.  These brands, and many others were combined and broken up again various times and corporate influencers fought for control over the soda market.

In today's episode we cover the history of the carbonated beverage business that ultimately became one half of Keurig Dr. Pepper.  

Check out these related episodes:
Coca-Cola (KO) - Episode 39
PepsiCo (PEP) - Episode 41

Let’s connect! 

Instagram: @stockstoryteller
Twitter: @stckstryteller
Email: [email protected]

Email: [email protected]

Salesforce is the leader in CRM (customer relationship management) software.  By focusing on the cloud from the industry’s infancy, they’ve grown to become a major business that serves most of America’s large companies.  

In today's episode we cover the history, business model, financials, and future outlook of Salesforce.

SAP (SAP) - episode 145
Microsoft (MSFT) Part I - episode 90
Microsoft (MSFT) Part II - episode 92

Let’s connect! 

Instagram: @stockstoryteller

Twitter: @stckstryteller

Email: [email protected].

Email: [email protected]

Although Costco didn’t invest the wholesale concept, one might think that they have perfected it.  One of only a few companies able to compete with Walmart’s Sam’s Club, Costco focuses on providing quality products to people at very low prices, and they do it by selling in bulk with a “no frills” approach.

In today's episode we cover the history, business model, financials, and future outlook of Costco. 

Let’s connect!
Instagram: @stockstoryteller
Twitter: @stckstryteller
Email: [email protected].

Email: [email protected]

This year, I learned a lot happened.  Not just in the investment world, but in the world at large.  In today's episode, we take a moment to reflect on major events of 2020, a bit about how I'm thinking about things going forward, and a quick update about the show.  Also, there's a few listener shout outs!  Thank you for your reviews this year!

Let’s connect! 

Instagram: @stockstoryteller
Twitter: @stckstryteller
Email: [email protected].

Email: [email protected]

O’Reilly Automotive has been a consistent grower in the auto parts space since it began in Springfield, Missouri decades ago.  Of the big three in this space (the other two being AutoZone and Advance Auto Parts), O’Reilly has the most evenly split business between commercial and DIY customers.  They don’t pay dividends but consistently return a TON of money back to shareholders through share buybacks.

In today's episode we cover the history, business model, financials, and future outlook of O’Reilly Automotive (ORLY). 

Let’s connect!  

Instagram: @stockstoryteller 

Twitter: @stckstryteller

Email: [email protected].

Email: [email protected]

Cause and effect is a generally understood principle - one thing happens and that causes another thing to happen.  But, what about when the effect comes back to influence the cause?  This is known as a feedback loop.

In today's episode we explore the general concept of a feedback loop, and then apply it to how we look at markets as individual investors.

Let’s connect! 

Instagram: @stockstoryteller
Twitter: @stckstryteller
Email: [email protected].

Email: [email protected]

Advance Auto Parts is a specialty auto parts retailer in the United States.  They sell most of their product to commercial customers, but have a retail portion of their business as well.  They've gone through multiple transformations over the years, and have grown mostly as a result of acquiring other smaller auto parts companies.

In today's episode we cover the history, business model, financials, and future outlook of Advance Auto Parts (AAP). 

Let’s connect! 
Instagram: @stockstoryteller
Twitter: @stckstryteller
Email: [email protected].

Email: [email protected]