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Stock Stories | Case Studies and Mental Models for Individual Investors

Dec 26, 2018

We often think in terms of cause of effect, as in event A causes event B.  But then that's it.  What about events C, D, and E?  How are they related to A, B, and each other?  The world is not one smooth sequence of events.  If we want to understand it better, it helps to apply the principle of second-order...


Dec 19, 2018

Although not part of the S&P 500, British American Tobacco is the world's largest publicly listed tobacco company.  It currently exists as a company that sells brands in over 200 markets, and is constantly creating new products to combat the inevitable decline of cigarettes.

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Dec 12, 2018

Corona, Modelo, Robert Mondavi, Svedka - these are just a small sampling of brands that Constellation Brands sells.  They are one of the largest beer and wine producers in the world and they are number one in total alcohol sales in the United States.

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Dec 5, 2018

How can we talk about the beverage giants without first talking about Pepsi?  Pepsi is not just about the iconic soda brand.  They also sell Gatorade, Fritos, Cheetos, Tropicana, Quaker Oats, and a host of other products.  Contrary to Coca-Cola, their strategy has been to diversify in both food and beverages.

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