Episodes
Today we're looking at one of the world's largest transportation companies, Federal Express (better known as FedEx). We'll discuss the history, business model, and financials of this logistics giant. History: [01:02] Business Model: [03:27] Financials: [05:47] Stock Price: [13:08] 🎧 Listen to 250+ 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...
Published 07/10/23
Published 07/10/23
Morgan Stanley's Origins and Glass-Steagall Act [00:00:00] Merger with Dean Witter and Diversification [00:02:27] Financials and Business Segments of Morgan Stanley [00:04:51] Debt Issuance and Payments [00:10:35] Increasing Cash Dividends [00:11:45] Stock Performance and Valuation [00:12:49] 🎧 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...
Published 07/03/23
Today we'll learn about Citigroup, one of the Big Four American banks. Like its peers, Citi has had a tumultuous history. Is the stock worth the price at current levels? History of Citigroup [00:02:26] Citigroup's history, from its founding in the early 1800s to its expansion and innovation in the 20th century, to its acquisition of Travelers Group and subsequent spinoff, to its troubles during the financial crisis and eventual return to profitability. Citi's Business Model [00:04:50] An...
Published 06/29/23
Bank of America has become one of the largest banks in the United States, and has rebounded nicely from the Great Recession of 2008. We'll look at the history, business model, and financials of this banking giant. 01:17 - History of Bank of America. The founder of Bank of America, Amadeo Peter Giannini, opened the Bank of Italy in San Francisco in 1904, which later merged with another bank in Los Angeles in 1928 and was renamed Bank of America. The bank expanded through acquisitions and...
Published 06/26/23
Check out these 100 stock market investing lessons below! For all of the fun visuals, check out the video on the Stock Stories YouTube channel. 0:51 - (1) Why Invest? 01:57 - (2) Investing Goals 03:00 - (3) Put Your Money To Work 03:39 - (4) What's Your Goal? 05:15 - (5) Shares = Business Ownership 06:07 - (6) Intrinsic Value 07:15 - (7) Greed vs Fear 08:03 - (8) Margin of Safety 09:00 - (9) Don't Fall In Love 09:30 - (10) Investing Takes Time 10:08 - (11) High Interest Debt 10:49 - (12)...
Published 06/02/23
In this episode of the Stock Stories podcast, we will be discussing the history, business model, and financials of Goldman Sachs. We will provide a brief history of the company, highlighting its innovation in trading capabilities and investment banking services. Today, Goldman Sachs has three main divisions: global banking and markets, assets and wealth management, and platform solutions. It is worth noting that Goldman Sachs derives most of its revenue from investment activities, with the...
Published 05/31/23
Today we discuss the importance of conservatism in banking and the risks of not managing risk well. He then analyzes the history, business model, and financials of Wells Fargo, noting that the bank is a fundamentally good business with potential for growth. Despite a decline in revenue due to economic headwinds and a scandal related to fraudulent cross-selling, I believe that Wells Fargo is simplifying its operations and positioning itself for strong shareholder returns in the future. While I...
Published 05/12/23
In today's episode, I reveal the big project that I've been working on for the past year. Email: [email protected]
Published 05/05/23
Today, I am excited to share with you the story of JP Morgan Chase, the largest bank in the United States. We'll look at the history of the bank, its business model, financials, and risks. I believe that rising interest rates will ultimately benefit the bank as long as the overall system remains robust, and we'll look at potential impacts of interest rates on JP Morgan Chase's revenue and profits.   History of JP Morgan Chase [00:00:42] Business Model of JP Morgan Chase...
Published 04/28/23
Today we discuss the history, business model, and financials of NVR Inc, a home builder, to determine if it is a potentially good investment for individual investors. We go over the company's financials, including their revenues, home building income, and net income, including the fact that NVR's net income has doubled (!!) over the past couple of years, and their earnings per share have been increasing rapidly. We also look at the risks of this cyclical company. History of NVR:...
Published 04/14/23
Macy's is one of the iconic American department stores that has survived over the decades, even after rapid consolidation in the industry. Although the company has an impressive past, the finances of the company struggled during the pandemic, but have since rebounded. Can Macy's offer a compelling return to investors today, given it's cheap valuation? 00:00 - Intro 00:49 - History 03:49 - Business Model 07:07 - Financials 13:08 - Valuation and Final Thoughts 🎧 Listen to 200+ episodes on...
Published 04/01/23
Alphabet, parent company of Google is a tech juggernaut. While starting with one powerful product - Search - the company has continued to innovate over the last two decades. Now, its reach expands into nearly every corner of the internet, from Maps, to Gmail, and more. The business also has 400 subsidiaries which explore the business potential of everything from artificial intelligence, to self-driving cars, to solutions for aging. 0:00 - World's Greatest Knowledge Company 1:34 -...
Published 03/17/23
Bed Bath and Beyond was once a great brick and mortar retailer, but now it is on the verge of bankruptcy. How did this happen? What is the company's story, and how did it rise to prominence and what caused its decline? In today's episode we explore these questions from the investor's perspective. 0:00 - Bed Bath and Bankrupt 1:32 - History 14:00 - Business Model 15:27 - Financials 20:06 - Email with a Listener Email: [email protected]
Published 03/03/23
I'm back! Happy 2023!!  I want to start the year off by talking a bit about the philosophy of financial independence, and what the various phases are. I hope you find this useful as you continue down your investing journey, in whatever phase you're in. -Alex Email: [email protected]
Published 02/17/23
Hey, what's up? It's been a little while, so I came to say hello 🙂 Today we're going to discuss what's happening in the market today, specifically some stocks that I think are definitely undervalued at this point. I also discuss what's been going on with me lately! 🎧 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...
Published 09/29/22
Banks are where our money lives. But with the rise of fintech companies and cryptocurrencies, is that all going to change? Today we explore how companies like Chase, Bank of America, Wells Fargo, and Citigroup compete with the likes of SoFi, PayPal, and more. Is the FinTech revolution going to change banking? 0:00 - Where Does Money Live? 1:10 - What Is A Bank, Anyway? 4:35 - The Big Ones 5:02 - FinTech's Rise 6:54 - No Fear 10:43 - The Bottom Line 👀 Subscribe on...
Published 09/14/22
Starbucks is known the world over for its gourmet coffee.  It's branding is iconic and it sells billions of dollars worth of coffee every year.  But is the company still what it used to be?  Can Starbucks keep it's magic alive...and what does that mean for future investors in the stock? 0:00 - We LOVE Coffee... 1:01 - The Brew Begins 2:36 - How It Was Different 3:44 - Growth 5:35 - Investor Returns 6:14 - Business Issues Today 8:43 - What Can They Do? 👀 Subscribe on...
Published 09/05/22
Today we'll look at some of my favorite investing books and why they're great. Each book has its own strengths, and is appropriate for different steps on your investing journey. Check out the links below! Book Links: The Intelligent Investor One Up On Wall Street Beating The Street The Single Best Investment Quality Investing The Motley Fool Investment Guide The Future For Investors Financial Statements Common Stocks and Uncommon Profits 0:40 - The Intelligent Investor 2:22 - One Up On...
Published 09/01/22
Today we're discussing insurance company Progressive (PGR). Known for its iconic advertising characters, Progressive Insurance is one of the faster growing publicly traded auto insurance stocks. In this episode we learn the state of Progressive's current business, and highlight some aspects of its growth profile. 0:00 - The Commercials 0:50 - Why They Grew 2:00 - Financial Results 5:11 - Risks 7:03 - The Dividend Policy 👀 Subscribe on...
Published 08/29/22
MetLife hasn't always been publicly traded.  In fact, it was a private company mutually owned by its policy holders until 2000.  How has the stock done since then?  And how could you possibly own thousands of dollars worth of MetLife stock without every buying it?   0:00 - What Does MetLife Do? 0:50 - How It Got Started 1:50 - Demutualization 3:38 - MetLife Today 7:21 - How Much Could You Have Made? 👀 Subscribe on YouTube: https://youtube.com/channel/UCKwdV2I2k0tWvjVpa8szyHA 🎧 Listen to...
Published 08/25/22
What is the greatest stock in the history of the stock market? I've found the answer...and am so excited to share my findings with you! The answer might surprise you. 0:00 - How It Started... 2:01 - What You Would Think 2:45 - Mental Model: Availability Bias 3:42 - Company Background 7:01 - What Really Happened 13:00 - Putting It Together 24:55 - Total Return 👀 Subscribe on YouTube: https://youtube.com/channel/UCKwdV2I2k0tWvjVpa8szyHA 🎧 Listen to 200+ episodes on other companies and...
Published 08/22/22
Aflac is famous for its duck commercials, but what does the business actually do?  This U.S. provider actually makes a lot of money in Japan, and does so by selling cancer insurance as well as other types of insurance products. 0:00 - The Returns 1:00 - What Do They Do? 2:04 - Aflac History 4:08 - Financials 5:17 - Why Is This Happening? 6:57 - Valuation 7:40 - The Good Part 👀 Subscribe on YouTube: https://youtube.com/channel/UCKwdV2I2k0tWvjVpa8szyHA 🎧 Listen to 200+ episodes on other...
Published 08/18/22
It's hard trying to figure out where to invest your money sometimes. There's information coming from everywhere. Here's a simple framework you can go by when figuring out where to allocate your next dollar toward investments. 0:00 - The Problem 0:52 - The Pyramid 1:45 - Pyramid Level 1 2:43 - Pyramid Level 2 3:29 - Pyramid Level 3 4:41 - Pyramid Level 4 👀 Subscribe on YouTube: https://youtube.com/channel/UCKwdV2I2k0tWvjVpa8szyHA 🎧 Listen to 200+ episodes on other companies and mental...
Published 08/15/22
Disney is a company that many love and are still customers of, though the business itself has been undergoing a big transformation in recent years.  Although the pandemic hurt the company financially because of closed theme parks, the business is making a comeback in this segment.  They are also investing heavily in the Disney+ platform, which is beginning to bear fruit and is likely to become profitable within the next few years. 0:00 - But Why...? 0:20 - The Stock 2:02 - 2021 Annual...
Published 08/11/22