What stocks do you own and why do you own them? What are the fundamentals that ultimately drive stock market returns? I'm Alex Mason, an individual investor like you. Join me in my journey to decode the business behind the stock, and uncover principles and best practices for individual investors. My goal is to improve your investing process with knowledge and insight through case studies of real companies. This is the show where we explore the histories, business models, and economic characteristics of publicly traded companies, as well as mental models to complement investment analysis.
D. R. Horton (DHI) - Building Homes And The American Dream
As America’s largest homebuilder, D.R. Horton has been focused on expanding one of the most central aspects of American culture and the American Dream - the home. By focusing on modest customization at reasonable prices, they’ve grown into a national...
The 3 Things You Can Do With Money (Investing 101)
Today, we’re going to take it back to basics. A lot of times when people talk about investing they jump right into the “what” and the “how”. Well, what about the why? Today’s episode discusses the three things you can do with money. You can...
McCormick (MKC) Part II - Giving Food Its Flavor
In the modern era, McCormick is one of those companies that focuses on selling spices, seasonings, and related products like French’s Mustard and Cholula Hot Sauce. They sell to both businesses and everyday consumers like you and me. Not to mention,...
McCormick (MKC) Part I - The Spice Trade and Historical Significance of Seasonings
Aside from the commodities we know them as today, spice and seasonings were once fought for by kings and treasured by merchants. They were the precursor to modern currency and have spanned all cultures across the globe.In the modern era, McCormick is...
Mental Model: Utility - The Fundamental Principle of Purpose
Utility is what relates to something’s function or value. When something has utility, it has inherent or perceived usefulness to you. In today's episode we cover the mental model of utility, both in a general sense as well as in the context of...
Mondelez International (MDLZ) - The Snack Giant Behind Oreos, Ritz Crackers, And Chips Ahoy Cookies
Snacks have become a huge part of the modern food system. Instead of meals cooked from raw ingredients, there are now a plethora of packaged foods available all over the world. Mondelez International is one of the dominant companies in this space,...
Great insights into the components of the S+P 500 ...
... and into the US American corporate landscape. Keep up the excellent work, Alex.
A German listener from Düsseldorf
Absolutely awesome podcast which gives a well researched introduction into the companies.
Continue the great job and please included also stock stories from Europe.