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Stock Stories
Stock Stories episodes
- Intel, Moore’s Law, And The Birth Of The Microprocessor | $INTC Analysis
Intel has helped power the rise of the personal computer, birthing the microprocessor and bringing computers to life. Today we’re studying the history, business model, and financials of Intel Corporation ($INTC).
0:00 - Start
0:56 - How Did Intel Get Started?
4:08 - Intel’s Business Model
8:16 - Financials
10:40 - Buy, Sell, or Hold?
👀 Subscribe on YouTube:
https://youtube.com/channel/UCKwdV2I2k0tWvjVpa8szyHA
🎧 Listen to 200+ episodes on other companies and mental models:
https://stockstoryteller.com/podcast/
Disclaimer: Everything shared is for informational and educational purposes only. Nothing I share on this platform should be construed as financial, tax, or legal advice. Please consult a competent professional who can assist with your specific needs and circumstances.
Email: [email protected]
12 min - Advanced Micro Devices, The Triumph Of The Underdog | $AMD Analysis
Advanced Micro Devices started out as just a small competitor to its bigger brother, Intel. After developing competing microprocessors, AMD made a name for itself and began to flourish as a company. In today’s episode, we’ll look at the history, business model, and financials of Advanced Micro Devices ($AMD).
0:00 - Start
1:00 - How Did AMD Get Started?
7:11 - AMD’s Business Model
9:24 - Financials
12:30 - Buy, Sell, or Hold?
👀 Subscribe on YouTube:
https://youtube.com/channel/UCKwdV2I2k0tWvjVpa8szyHA
🎧 Listen to 200+ episodes on other companies and mental models:
https://stockstoryteller.com/podcast/
Email: [email protected]
14 min - Lowe’s And The Business of Do-It-Yourself | $LOW Analysis
Where did Lowe’s come from and how did they come to become a huge player in the home improvement space? Today we look at the history, business model, and financials for Home Depot’s biggest competitor, Lowe’s.
0:00 - Start
1:13 - How Did Lowe’s Get Started?
6:06 - Lowe’s Business Model
7:32 - Financials
11:54 - Buy, Sell, or Hold?
👀 Subscribe on YouTube:
https://youtube.com/channel/UCKwdV2I2k0tWvjVpa8szyHA
🎧 Listen to 200+ episodes on other companies and mental models:
https://stockstoryteller.com/podcast/
Email: [email protected]
15 min - The Blessings and Curses of Commitment and Consistency For Investors | Mental Model
When we commit to something, we’re more likely to follow through with it. This is especially true when we commit for long periods of time. But how does this work for or against us as investors? We explore this concept in today’s show.
Link to Robert Cialdini’s book Influence here:
https://tinyurl.com/rv6ahkj4
0:00 - Start
3:09 - My Failure With The Mental Model
4:25 - Bill Ackman’s Decision
5:38 - Logic Behind Netflix Decision
7:00 - An Idea To Apply
👀 Subscribe on YouTube:
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🎧 Listen to 200+ episodes on other companies and mental models:
https://stockstoryteller.com/podcast/
Email: [email protected]
9 min - Home Depot Has Historically Crushed The S&P 500 | $HD Analysis
Home Depot has dominated the home improvement industry, but how did it happen? In today’s episode we look at Home Depot’s modest beginnings, how it grew into a powerhouse, and what the business offers for investors today.
0:00 - Start
3:00 - Home Depot Beginnings
5:10 - How Home Depot Works
7:54 - Financials
13:20 - Home Depot Historical Returns
👀 Subscribe on YouTube:
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🎧 Listen to 200+ episodes on other companies and mental models:
https://stockstoryteller.com/podcast/
Email: [email protected]
15 min - 6 Lessons From My Worst Investment
As an investor, failure at some point is inevitable…especially when you’re just getting started! What separates great investors from those who never make money is what you LEARN from your failures.
This one has been a long time in the making, but today we look at not only what my worst investment has been, but what lessons you can take from my experience.
0:00 - Start
1:25 - Buying The Stock
6:15 - Lesson #1
6:52 - Lesson #2
8:12 - Lesson #3
9:04 - Lesson #4
10:20 - Lesson #5
11:23 - Lesson #6
13:12 - Recap
👀 Subscribe on YouTube:
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🎧 Listen to 200+ episodes on other companies and mental models:
https://stockstoryteller.com/podcast/
Email: [email protected]
16 min - Should You Invest In The Lighting Industry With Acuity Brands? | $AYI Analysis
Can you imagine a world without light? Electricity is an essential part of modern life, and lighting products play an essential role in it. Acuity Brands is one of the largest lighting manufacturers in North America - let’s learn about their history and economic characteristics in today’s episode.
0:00 - Start
1:11 - How Did Acuity Brands Get Started?
5:38 - Acuity’s Business Model
9:25 - Financials
11:43 - Final Thoughts On Acuity Brands
👀 Subscribe on YouTube:
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🎧 Listen to 200+ episodes on other companies and mental models:
https://stockstoryteller.com/podcast/
Email: [email protected]
14 min - Etsy Deep Dive Company Analysis
What is Etsy’s business model and how does it make money? Though a few weeks ago we broadly covered this business, today we’re doing a deeper dive to understand some of the financials in order to understand Etsy’s investment thesis.
0:00 - Start
3:15 - What Does Etsy Do?
8:20 - Metcalfe’s Law
13:50 - Fundamentals
17:40 - Return On Equity
22:40 - Return On Invested Capital
29:43 - Risks
31:03 - Final Thoughts On Etsy
👀 Subscribe on YouTube:
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🎧 Listen to 200+ episodes on other companies and mental models:
https://stockstoryteller.com/podcast/
Email: [email protected]
33 min - Accenture And The Beginning Of Consulting
What is consulting, and how did one of the largest consulting firms in America get its start? Find out in today’s episode, as we explore the history, business model, and financials of Accenture.
0:00 - Start
1:42 - The Big 8
3:42 - Trouble Was Brewing
6:31 - Change Specialists
10:29 - Financials
16:18 - Final Thoughts On Accenture
👀 Subscribe on YouTube:
https://youtube.com/channel/UCKwdV2I2k0tWvjVpa8szyHA
🎧 Listen to 200+ episodes on other companies and mental models:
https://stockstoryteller.com/podcast/
Email: [email protected]
18 min - How To Invest When Stocks Are Down
How do we choose between stocks when the whole market is down? Often, during corrections, there are multiple seemingly good stocks to buy. How do we think about the trade-offs?
0:00 - Start
2:35 - Deciding Between Two Stocks
5:45 - Avoiding Investor FOMO
7:18 - Not Every Stock Drops Proportionally
9:08 - The Mental Model At Play Here
👀 Subscribe on YouTube:
https://youtube.com/channel/UCKwdV2I2k0tWvjVpa8szyHA
🎧 Listen to 200+ episodes on other companies and mental models:
https://stockstoryteller.com/podcast/
Email: [email protected]
12 min
About Stock Stories
From the publisher's feed
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.