Stock Stories

Tesla has taken the auto world by storm by designing and producing a suite of high tech electric vehicles, as well as a system of software and energy products to complement them.  Over time, Elon Musk and his team have transformed the company from a small startup with a single car to a fast growing and polarizing company that has attracted a lot of attention in recent years.

In today's episode we cover the business model, financials, and discuss Tesla’s future outlook.  For a review of Tesla’s history, check out episode 150.

Want to say hi?  Send me a DM on Instagram @stockstoryteller or an email at [email protected].

Email: [email protected]

Tesla has taken the auto world by storm by designing and producing a suite of high tech electric vehicles, as well as a system of software and energy products to complement them.  Over time, Elon Musk and his team have transformed the company from a small startup with a single car to a fast growing and polarizing company that has attracted a lot of attention in recent years.

In today's episode we cover the history of Tesla’s business.  Come back next week for the full analysis...

Want to say hi?  Send me a DM on Instagram @stockstoryteller or an email at [email protected].

Email: [email protected]

AutoZone is an auto parts retailer that created a niche for itself throughout the 1980’s and 1990’s.  Through catering to DIY’ers, they’ve established themselves as a go to source for auto parts and advice.  Though relatively mature in the U.S. market, there has been gradual expansion into Mexico and Brazil.  While this company pays no dividends, one of the more interesting facts about it is the significant amount of money it returns to shareholders through share buybacks.

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

Want to say hi?  Send me a DM on Instagram @stockstoryteller or an email at [email protected].

Email: [email protected]

General Motors became a powerhouse in the early 1900s and gave Henry Ford a run for his money.  Boasting several brands, each tailored to certain socio-economic and demographics groups, GM achieved significant market share in the past.  Now, the company has just four core brands and is trying to break into the electric vehicle and autonomous market.

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

Want to say hi?  Send me a DM on Instagram @stockstoryteller or an email at [email protected].

Email: [email protected]

These are some thoughts about what I wish I had known when I started investing.  I could have paid more attention to these lessons and saved a lot of money.  Because I made some of these mistakes, I am STILL paying for it in my portfolio.  I don’t want you to go through what I went through.

I'd like to give a special shout out to some of my fellow investors out there who contributed their thoughts to this episode:

Harvir - @millenial_mogul_investing
Mabel - @girlsonthemoney (check out our interview in Episode 96)
Teri - @imaninvestor (check out our interview in Episode 91)
Hari and Beko - @valueinvestortv

The 8 mistakes, and their accompanying mental models are:

1. Lack of Basic Financial Literacy (and lack of Mental Models as a general concept)
2. Buying A Stock Because You Like the Product or Service (Endowment Effect)
3. Placing Emphasis on Price, Not Value (Mere Exposure Effect)
4. Placing Emphasis On Recent Stock Performance (Recency Bias, Scarcity)
5. Failing to Recognize Cyclical Businesses and Business Cycles (Dunning-Kruger Effect)
6. Lack of Patience With Capital Allocation (Action Bias)
7. Overestimating or Underestimating a Business’ Competitive Advantage(s) (Mental Model: Confirmation, Mr. Market, Inversion) 
8. Outsourcing Your Thinking To Others (Mental Model: Availability Heuristic, First Principles Thinking)

Other episodes mentioned include:
Episode 4 - The Six Categories of Stocks
Episode 10 - Mental Model: Inversion
Episode 15 - Mental Model: Circle of Competence
Episode 26 - Mental Model: First Principles

Send me a direct message on Instagram with any comments, suggestions, or just to say hi @stockstoryteller.  Or, you can email me at [email protected]

Email: [email protected]

Multiplying anything by zero equals zero.  It's a numerical truth that we learn when we're young and in school.  Sadly, I think this concept gets applied to little more than math and people's homework when they're in formal education programs.  How can we apply this concept beyond the numerical and theoretical?

Today's episode explores what happens when we take the concept of multiplying by zero and apply it to life and investing.  We'll talk about:

• The basic definition of Multiplying By Zero
• An further explanation of the concept
• Putting the mental model in the context of the investor

Come say hi with a direct message on Instagram: @stockstoryteller, or send me a note at [email protected].

Email: [email protected]

SAP - short for Systems, Applications, and Products, is a software company based in Germany.  For decades, they have created software systems for businesses, and are most known for their Enterprise Resource Planning software, or ERP.  By linking the needs and requirements of different sides of a business, SAP's software becomes a single solution that a lot of businesses rely on to run their daily operations.  Today's episode explores the history, business model, financials, and valuation of this German multi-national.

Want to say hello?  DM me on Instagram: @stockstoryteller.  Or, send an email to [email protected].

Email: [email protected]

Ventas is a REIT that operates at the intersection of real estate and healthcare.  With over 1200 properties spread throughout the United States, they are one of the biggest nursing home and medical office landlords out there.  We'll discuss Ventas' history, business model, and financials, as well as some closing thoughts.

Want to say hello? 
Send a DM on Instagram: @stockstoryteller
Email: [email protected]

Email: [email protected]

Digital Realty buys and operates buildings that house data centers.  Data centers are physical locations where computer systems are stored.  Companies pay DLR to store, protect, and route their data.

Instagram: @stockstoryteller
Email: [email protected]

Email: [email protected]

Today we're talking about another REIT (REITs have definitely been on my mind lately!)  Federal Realty is one of the oldest REITs in America and has one of the best dividend track records.  In today's episode we explore the history, business model and financials of a company that has been focused on commercial retail - a challenging industry, to be sure. 
We look at what Federal Realty is doing to position itself for future growth, as well as how it is dealing with current challenges related to COVID-19.

Instagram: @stockstoryteller
Email: [email protected]

Email: [email protected]