Stock Stories

Some businesses rise on their own as the result of a spin-off from a larger business.  AbbVie is one of these!  In today’s episode we learn about what AbbVie has going for it as well as some of the risks investors should consider.

0:00 - Start

1:18 - How Did AbbVie Get Started?

2:10 - Tax Inversions

3:50 - How The Business Works

8:08 - Financials

14:35 - Final Thoughts On AbbVie

👀 Subscribe on YouTube:

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🎧 Listen to 200+ episodes on other companies and mental models:

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Email: [email protected]

Sector rotation is a stock market strategy that some investors believe will increase returns.  Let’s look at the basics today and learn what it is and how we can consider applying it to our portfolio.

0:00 - Start

1:15 - What Are Stock Market Sectors?

3:52 - Sector Rotation Basics

5:30 - Sector SPDRs

7:07 - Final Thoughts On Sector Rotation

👀 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]

Few companies can say that they’re truly built for a pandemic - Abbott Laboratories is one of these.  With products ranging from COVID tests to medical devices to nutrition products, Abbott is a diversified large cap with international operations and a solid growth rate.

0:00 - Start

2:00 - History of Abbott

5:17 - Abbott’s Business Model

7:27 - Financials

14:30 - Final Thoughts On Abbott

👀 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]

Staying in hotels, motels, and other similar businesses has been the norm for travelers for many decades.  AirBnB changed that.  Now, you can rent someone’s existing real estate on a nightly basis - whether it’s a condo on a Hawaiian island, a cabin in the woods, or simply a home in a regular suburban neighborhood.  Learn about AirBnB’s history, financials, and business model in this episode.

0:00 - Start

2:15 - How Did AirBnB Get Started?

7:20 - AirBnB’s Business Model

9:00 - Financials

13:10 - What Are The Risks With AirBnB?

14:38 - Final Thoughts On AirBnB

👀 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]

When you think negatively about a person or a company just because it’s associated with something else you consider negative, you’re experiencing The Horns Effect.  It’s a mental model that biases you against something just because of its association with something else.  Learn today how we can apply this as investors.

0:00 - Start

1:20 - Why Mental Models?

1:50 - Mental Model Definition

3:21 - Application to Investing

4:42 - What Happens When Rates Rise

5:06 - Taking Advantage Of This Information

👀 Subscribe on YouTube:

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🎧 Listen to 200+ episodes on other companies and mental models:

https://stockstoryteller.com/podcast/

Email: [email protected]

Can project management tasks ever be easy and fun?  Atlassian Corporation thinks so.  With tools like Jira and Confluence, it becomes easier to manage large projects within teams.  In today’s episode we’re learning about a fast growing software-as-a-service (SaaS) company that focuses on building work productivity tools.

02:30 - How Did Atlassian Get Started?

05:24 - Atlassian’s Business Model

09:35 - Financials

13:55 - What Are The Risks With Atlassian?

15:32 - Final Thoughts On Atlassian

👀 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]

The stock market has been a crazy place in recent weeks!  Growth stocks are down, as well as the general market.  Inflation is up.  Interest rates are going up.  And there’s a war that Russia is waging against Ukraine.  Today I’m joined by my wife where we discuss all of these topics, and more.

0:00 - Start

2:30 - Interest Rates and Inflation

5:15 - Stocks We’re Looking At Now?

12:00 - Withdrawal Strategies

👀 Subscribe on YouTube:

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🎧 Listen to 200+ episodes on other companies and mental models:

https://stockstoryteller.com/podcast/

Email: [email protected]

What characteristics does gold have compared to stocks, how do we understand its value, and what are the best ways to own it?  All of these questions and more are answered on today’s episode with precious metals expert David McAlvany.

David runs the McAlvany family of companies, including International Collectors Associates as well as Vaulted.

Interested in investing in high quality gold?  Check out the Vaulted app where you can invest with as little as $5:

https://vaulted.com/

See here for info on taxes, fees, gold quality, and other FAQs:

https://vaulted.com/faq/

5:15 - Why Precious Metals?

11:00 - Gold or Bonds For Smoothing Out Volatility

16:20 - Ways To Own Gold Today

23:20 - Hypothecation

29:43 - Gold vs Other Metals

36:50 - What is the intrinsic value of gold?

48:48 - Costs To Own Gold

56:00 - Wrapping Up

👀 Subscribe on YouTube:

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🎧 Listen to 200+ episodes on other companies and mental models:

https://stockstoryteller.com/podcast/

Email: [email protected]

Shopify is making it easier for people to buy and sell things online.  Learn about the fundamentals of Shopify's business and its history.

01:23 - How Shopify Got Started

04:00 - How Shopify Works

08:12 - Does Shopify Have A Competitive Advantage?

11:11 - Shopify’s Financials

17:00 - What Are The Risks Of Investing In Shopify?

18:00 - Shopify’s Similar Approach To Alphabet

👀 Subscribe on YouTube:

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🎧 Listen to 200+ episodes on other companies and mental models:

https://stockstoryteller.com/podcast/

Email: [email protected]

The Halo Effect is a mental model that distorts reality in your mind...see how it applies to the investing process in today's video.

👀 Watch on YouTube

🎧 Listen to 200+ episodes on other companies and mental models here: https://stockstoryteller.com/podcast/

Email: [email protected]