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.

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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.

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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&T
• The 'Baby Bell' Break-Up
• Re-organization into one company
• Current Financials
• Future outlook and why I think AT&T is one of the best large capitalization income stocks right now

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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.

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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.

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