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Stock Stories | Case Studies and Mental Models for Individual Investors

Sep 26, 2018

In many things in life, reversion to the mean is inevitable.  Sometimes it takes a lot of data for this to become clear.  But in investing and in life, it is important to be careful with our assumptions and make sure that we don't confuse correlation with causation.  Understanding regression to the mean will help us do...


Sep 19, 2018

Mental models = thought experiments.  We discuss what exactly a thought experiment is and cover a few examples to see how it can improve our thinking about the world around us.


Sep 12, 2018

It's the world's largest telecommunications company.  From it's humble origins with Alexander Graham Bell, the inventor of the telephone, AT&T has proved its dominance even as technology has shifted from wired to wireless networks.  In this episode we explore:

  • The origins of AT&T
  • The 'Baby Bell'...


Sep 5, 2018

Molson Coors is the fifth largest brewer by market cap in the world.  They own popular brands like Miller, Coors, Molson Canadian, Blue Moon, and more.