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?

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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.

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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?

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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?

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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

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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

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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

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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

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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

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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

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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

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Email: [email protected]