Preview Mode Links will not work in preview mode

Stock Stories | Case Studies and Mental Models for Individual Investors

Aug 29, 2018

Brown Forman is the largest American maker of spirits.  Their flagship brand, Jack Daniels, is the 15th best selling spirit in the world.  They also sell scotch, vodka, tequila, liqueur, and other whiskies.


Aug 22, 2018

First Principles are the core ideas or facts that exist in the world that are irrefutable.  We can build on them in order to come up with more complex ideas.


Aug 15, 2018

Many things are random, but many things are not.  When it comes to investing in stocks, it pays to know the difference.  What are the cause and effects relationship in the market and what must be accept as truly random events?


Aug 8, 2018

Charles Schwab is one of the largest asset managers and broker-dealers in the U.S.  I used to think that all they did was execute trades, but their business model is actually a lot more involved than that.  They're also a bank and an investment manager.


Aug 1, 2018

Today we look at another one of the U.S.'s largest asset managers, which has always operated from a philosophy of growth investing.