Stock Stories

242 Episodes

1. Mental Model: Two Front War - Fighting Two Enemies Is Harder Than Fighting One

   Published: 2/17/2021
2. Keurig Dr Pepper (KDP) Part III - The Business Of Gourmet Coffee And Soda

   Published: 2/10/2021
3. Keurig Dr Pepper (KDP) Part II - K-Cups, K-Pods, And The Gourmet Coffee Obsession

   Published: 2/3/2021
4. Keurig Dr Pepper (KDP) Part I - Beginnings Of The World's Favorite Non-Cola

   Published: 1/27/2021
5. Salesforce (CRM) - Cloud Computing And The End Of Software

   Published: 1/20/2021
6. Costco (COST) - Using Economies Of Scale And Subscriptions To Master The Wholesale Experience

   Published: 1/13/2021
7. State Of The Market 2021 - Reflections From Another Year Of Investing

   Published: 1/6/2021
8. O'Reilly Automotive (ORLY) - Fast Growing Auto Parts Profits Masked By Slow But Steady Sales

   Published: 12/30/2020
9. Mental Model: Feedback Loops - When The Output Influences The Input

   Published: 12/23/2020
10. Advance Auto Parts (AAP) - Selling Car Parts To Businesses

    Published: 12/16/2020
11. Tesla (TSLA) Part II - Innovation Through Energy, Transportation, And Software

    Published: 12/9/2020
12. Tesla (TSLA) Part I - The Rise Of Elon Musk And The New Age Of Electric Vehicles

    Published: 12/2/2020
13. AutoZone (AZO) - Serving The DIY Auto Parts Niche And Buying Back Lots Of Stock

    Published: 11/25/2020
14. General Motors (GM) - The Rise, Fall, And Recovery Of America's Auto Titan

    Published: 11/18/2020
15. 8 Mistakes of Beginner Investors - What I Wish I Knew When I Started Investing

    Published: 11/13/2020
16. Mental Model: Multiplying by Zero - Sometimes, One Thing Negates Everything

    Published: 11/11/2020
17. SAP SE (SAP) - Advancing Productivity At Work Through Enterprise Software

    Published: 11/4/2020
18. Ventas (VTR) - Nursing Homes, Medical Centers, And The Intersection Of Healthcare And Real Estate

    Published: 10/28/2020
19. Digital Realty (DLR) - The Intersection Of Data Storage And Real Estate

    Published: 10/21/2020
20. Federal Realty (FRT) - Developing The Diamonds Of Commercial Retail And Producing Consistent Dividends

    Published: 10/14/2020