Netflix took the world by storm in the last decade, transforming itself from a small company that mailed DVDs to a household name with a plethora of streaming content.  Recent competitive pressures have forced the company to rethink their business model.  Will they survive?  Do investors have a shot at making money from here? 0:00 - Netflix 0:30 - The Stock 2:00 - Management's Focus 4:14 - Bill Ackman 6:45 - 2021 Annual Report 9:10 - Quick Valuation 👀 Subscribe on...

Bear markets bring stock prices down.  Everyone gets that.  But what if there was a way to not only stabilize your returns, but actually increase them through bear markets?  Today's episode draws on research from Wharton professor Dr. Jeremy Siegel, in his fantastic book The Future For Investors: Check out the book...

Capital gains aren't the only way to make money from stocks. And it's not just through dividends either. There are actually five ways investors make money from stocks, and we'll learn about each of them and the concept of total return. Note: we don't cover options, which are an entirely different animal and a different way to leverage the stock market to make money. 0:00 - Just One Piece 0:46 - Method #1 1:14 - Method #2 1:48 - Method #3 3:45 - Method #4 4:54 - Method #5 👀 Subscribe on...

I Bonds are now offering over 9.6% interest - but it is worth it? Today's episode covers the basics as well as the nuances of this passive income opportunity. 0:00 - Passive Income Now 0:25 - The Basics 1:45 - How I Bonds Work 2:51 - An Example 4:21 - Other Factors 👀 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...

Microsoft is well known for their prowess in the cloud computing space as well as their gaming division. But there's more to the company than meets the eye. What is Microsoft's true strategic advantage? We cover this secret in today's video. 0:00 - Microsoft is one of The Best 0:45 - Some Facts 1:42 - People Forget This 4:12 - More Advantages 5:45 - Satya's Quote 6:57 - Success In Spite Of 👀 Subscribe on YouTube: https://youtube.com/channel/UCKwdV2I2k0tWvjVpa8szyHA 🎧 Listen to 200+...

New investors do this all the time. They see a new investment and get really excited about it.  Here's what to think about. 0:00 - The Problem 1:50 - What We Can Do 2:50 - Two Examples 3:35 - Data Behind The Examples 5:39 - NEVER Forget This 6:45 - IPO Data 7:55 - The Questions to Ask 👀 Subscribe on YouTube: https://youtube.com/channel/UCKwdV2I2k0tWvjVpa8szyHA 🎧 Listen to 200+ episodes on other companies and mental models: https://stockstoryteller.com/podcast/ Disclaimer: Everything...

McDonald's was once the most loved fast food brand in America.  They practically invented modern fast food.  But times have changed.  A lot of people are eating healthier, and many more fast casual and affordable food options are out there.  So as investors, we have to ask ourselves the question - why does McDonald's still exist?  And will they thrive in the future?  That's exactly what we're going to find out right now. 0:00 - Why Does McDonalds Still Exist? 0:45 - How Did McDonalds Get...

It’s not enough to look at a stock and decide whether it's a buy or not.  We have to look at it in context with other investing opportunities.  Let’s look at Hyatt stock and compare it to its rival Marriott, in order to find out which one is the better buy. Link to Marriott podcast: https://stockstoryteller.com/mar/ 0:00 - One Analysis Is Not Enough 1:03 - Factor #1 3:16 - Factor #2 4:28 - Factor #3 7:10 - Factors Worth Considering 👀 Subscribe on...

As one of largest hotel chains in the world, Hyatt has become known for its luxury brands in both the Americas and across the world.  But is the stock as good as the business seems?  Today we’re covering the history, business model, and financials of Hyatt Hotels ($H). 0:00 - On Vacation! 0:50 - How Did Hyatt Get Started? 6:01 - Business Model 7:21 - Financials 9:15 - Should You Buy, Sell, or Hold? 👀 Subscribe on YouTube: https://youtube.com/channel/UCKwdV2I2k0tWvjVpa8szyHA 🎧 Listen to...

Every intelligent investor wants to know the key principles they need to see success with their investments.  Today, we talk about one simple principle that is often overlooked, and discuss some examples (and an anti-example) of this principle in action. 0:00 - It’s Hard Enough 1:21 - An Example With Chocolate 3:33 - How It Works 5:09 - The Anti-Example 6:28 - The Principle In Action (Making Money) 👀 Subscribe on YouTube: https://youtube.com/channel/UCKwdV2I2k0tWvjVpa8szyHA 🎧 Listen to...

Over the past century, Harley-Davidson has made a name for itself as an iconic American motorcycle brand.  It helped grow and maintain biker culture all over the world.   Where does Harley-Davidson come from, and from an investor’s perspective, what kinds of things should we think about with this business?  Today we look at the history, business model, and financials of Harley-Davidson. 0:00 - The Iconic Brand 1:25 - How Did Harley-Davidson Get Started? 4:58 - Harley-Davidson’s Business...

What are the 5 types of investors?  Whether you invest in stocks, real estate, crypto, etc. you NEED to understand these investor archetypes, and the pros and cons of each. 0:00 - Different Investors Have Different Approaches 0:44 - Type #1 2:17 - Type #2 4:00 - Type #3 5:28 - Type #4 6:40 - Type #5 👀 Subscribe on YouTube: https://youtube.com/channel/UCKwdV2I2k0tWvjVpa8szyHA 🎧 Listen to 200+ episodes on other companies and mental...

Why Church and Dwight?  That’s where Arm and Hammer baking soda, Trojan condoms, First Response pregnancy tests, Xtra laundry detergent, and so many other products come from.  They make so many things that you and I probably use every day.  Today we’ll learn about the history, business model, and financials of Church and Dwight, and try to understand whether or not the stock is a good buy today. 0:00 - Why Church and Dwight? 0:54 - How Did Broadcom Get Started? 3:24 - Broadcom’s Business...

Broadcom is all about connectivity.  Everything from Wifi Routers, to smartphones, to data centers use their products.  Today we’ll learn about the history, business model, and financials of Broadcom (formerly Avago Technologies). 0:00 - Why Broadcom? 0:58 - How Did Broadcom Get Started? 3:30 - Broadcom’s Business Model 5:58 - Financials 9:20 - What’s the Growth Mechanism? 👀 Subscribe on YouTube: https://youtube.com/channel/UCKwdV2I2k0tWvjVpa8szyHA 🎧 Listen to 200+ episodes on other...

Big tech, now known more commonly by names such as Apple and Amazon, used to simply be ‘IBM’.  International Business Machines began a huge wave of computer science innovation and ushered the world into a new era. Today we discuss the history, business model, and financials of IBM, and whether or not the stock might make a good investment. 0:00 - Big Blue 0:50 - How Did IBM Get Started? 6:30 - IBM’s Business Model 8:06 - Financials 👀 Subscribe on...

Nvidia has made a name for itself in the arena of graphic cards, having invented the GPU.  They’ve expanded into professional visualization, the auto market, and are helping power the artificial intelligence revolution.  Today we learn about the history, business model, and financials of Nvidia ($NVDA). 0:00 - Start 2:30 - How Did Nvidia Get Started? 5:00 - Nvidia’s Business Model 7:00 - Financials 15:32 - Buy, Sell, or Hold? 👀 Subscribe on...

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...

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...

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...

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...

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: https://youtube.com/channel/UCKwdV2I2k0tWvjVpa8szyHA 🎧 Listen to 200+ episodes on other companies and mental...

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 -...

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...

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...

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...