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Stock Stories | Case Studies and Mental Models for Individual Investors

Mar 28, 2018

Today we discuss the anatomy of a company.  At the individual company level, there are five parts that must work in harmony in order for it to be successful:

  1. Value creation
  2. Marketing
  3. Sales
  4. Value Delivery
  5. Finance

Within the finance section of the business, there are three main financial statements:

  1. Income...


Mar 21, 2018

In today's episode we cover the six categories of stocks.  These are:

  1. Slow Growers
  2. Stalwarts
  3. Fast Growers
  4. Cyclicals
  5. Turnarounds
  6. Asset Plays

We can groups all stocks first by size, and then break them down further into one or two of these categories.  This will give us a framework for understanding how they might...


Mar 11, 2018

This episode will cover: a brief recap of the advantages of investing in stocks and why they can make great investments, and a brief history of the stock market.


Mar 11, 2018

In this episode we discuss the three asset classes of: paper assets, real assets, and private business.  We look at the economics characteristics of each, considering the pros and cons within the investment universe.


Mar 11, 2018

Welcome to the Stock Stories podcast!  In episode 1 you'll find:

  • What this podcast is all about
  • Who this podcast is and is not for
  • A little bit about me, your Stock Storyteller