Stock Stories

Informações:

Sinopsis

Stock Stories is a podcast dedicated to improving individual investor's knowledge through case studies of companies. We explore the characteristics of individual businesses in order help you make better investing decisions.

Episodios

  • FedEx (FDX) - Big Moat, Small Margins

    10/07/2023 Duración: 15min

    Today we're looking at one of the world's largest transportation companies, Federal Express (better known as FedEx). We'll discuss the history, business model, and financials of this logistics giant.History: [01:02]Business Model: [03:27]Financials: [05:47]Stock Price: [13:08]

  • Morgan Stanley (MS) - Wealth Management Powerhouse

    03/07/2023 Duración: 14min

    Morgan Stanley's Origins and Glass-Steagall Act [00:00:00]Merger with Dean Witter and Diversification [00:02:27]Financials and Business Segments of Morgan Stanley [00:04:51]Debt Issuance and Payments [00:10:35]Increasing Cash Dividends [00:11:45]Stock Performance and Valuation [00:12:49]

  • Citigroup (C) - Lowest Price Big Bank Stock

    29/06/2023 Duración: 13min

    Today we'll learn about Citigroup, one of the Big Four American banks. Like its peers, Citi has had a tumultuous history. Is the stock worth the price at current levels?History of Citigroup [00:02:26] Citigroup's history, from its founding in the early 1800s to its expansion and innovation in the 20th century, to its acquisition of Travelers Group and subsequent spinoff, to its troubles during the financial crisis and eventual return to profitability.Citi's Business Model [00:04:50] An overview of Citigroup's business model, including its five major markets: banking, personal banking, markets, Citi Global Wealth, and services.Citigroup's Financials [00:07:00] A summary of Citigroup's financial data over the past several years, including its revenue, net income, dividends, and share repurchases.Citigroup's stock price performance [00:10:22] Citigroup's stock price has been flat over a year and down over 30% over the past five years. The market is pricing it lower than it

  • Bank of America (BAC) - Trading Below Book Value

    26/06/2023 Duración: 12min

    Bank of America has become one of the largest banks in the United States, and has rebounded nicely from the Great Recession of 2008. We'll look at the history, business model, and financials of this banking giant.01:17 - History of Bank of America. The founder of Bank of America, Amadeo Peter Giannini, opened the Bank of Italy in San Francisco in 1904, which later merged with another bank in Los Angeles in 1928 and was renamed Bank of America. The bank expanded through acquisitions and innovations such as the Bank America card, which later became Visa.05:37 - Bank of America's Recovery. After suffering major losses from acquiring Countrywide Financial, Bank of America paid over $23 billion in fines and downsized, but returned to growth in 2015 and is now the second largest bank by deposits in the US.08:01 - Financials of Bank of America. Bank of America's financials show mid single-digit growth across all segments, indicating a diversified financial business. The bank has seen gradual growth in

  • 100 Stock Market Investing Lessons

    02/06/2023 Duración: 01h50min

    Check out these 100 stock market investing lessons below! For all of the fun visuals, check out the video on the Stock Stories YouTube channel.0:51 - (1) Why Invest?01:57 - (2) Investing Goals03:00 - (3) Put Your Money To Work03:39 - (4) What's Your Goal?05:15 - (5) Shares = Business Ownership06:07 - (6) Intrinsic Value07:15 - (7) Greed vs Fear08:03 - (8) Margin of Safety09:00 - (9) Don't Fall In Love09:30 - (10) Investing Takes Time10:08 - (11) High Interest Debt10:49 - (12) Asset Class Time Horizon11:40 - (13) 10-K Filings12:32 - (14) 13-K Filings13:29 - (15) CEO's Letter to Shareholders14:07 - (16) The Three Financial Statements15:02 - (17) Assets vs Liabilities15:59 - (18) Revenue vs Profits16:58 - (19) Price to Sales Ratio17:46 - (20) Price to Earnings Ratio18:21 - (21) Trading Stocks19:39 - (22) Active vs Passive20:58 - (23) Age as Proof of Concept21:54 - (24) Timeless Businesses23:14 - (25) Young Businesses24:11 - (26) Size Matters25:45 - (27) Initial Public Offerings27:33 - (28) Brand S

  • Goldman Sachs (GS) - Top Deal-Maker On Wall Street

    31/05/2023 Duración: 16min

    In this episode of the Stock Stories podcast, we will be discussing the history, business model, and financials of Goldman Sachs. We will provide a brief history of the company, highlighting its innovation in trading capabilities and investment banking services. Today, Goldman Sachs has three main divisions: global banking and markets, assets and wealth management, and platform solutions. It is worth noting that Goldman Sachs derives most of its revenue from investment activities, with the investment management division showing steady growth. We will also take a look at the balance sheet and cash flow statement of Goldman Sachs, concluding that the stock is not undervalued or overvalued.00:46 - Goldman Sachs HistoryThe history of Goldman Sachs, from its origins in commercial paper trading to its expansion into investment banking and asset management.05:20 - Goldman Sachs Business ModelAn overview of Goldman Sachs' business model, including its three main divisions: global banking and markets, assets and

  • Wells Fargo (WFC) - From Stagecoach Company to Modern Bank

    12/05/2023 Duración: 10min

    Today we discuss the importance of conservatism in banking and the risks of not managing risk well. He then analyzes the history, business model, and financials of Wells Fargo, noting that the bank is a fundamentally good business with potential for growth. Despite a decline in revenue due to economic headwinds and a scandal related to fraudulent cross-selling, I believe that Wells Fargo is simplifying its operations and positioning itself for strong shareholder returns in the future. While I would prefer a slightly cheaper valuation, I do consider Wells Fargo to be a good business and a potential investment opportunity.00:46 - History of Wells FargoThe founding of Wells Fargo by Henry Wells and William Fargo, their early courier business, and the company's expansion to the West Coast during the gold rush. 05:33 - Divisions of Wells FargoAn overview of Wells Fargo's four main divisions: consumer banking, commercial banking, corporate and investment banking, and wealth and investment management.07:38

  • The Big Project Revealed!

    05/05/2023 Duración: 11min

    In today's episode, I reveal the big project that I've been working on for the past year.Email: alex@stockstoriespodcast.com

  • JP Morgan Chase (JPM) - Fortress Balance Sheet

    28/04/2023 Duración: 11min

    Today, I am excited to share with you the story of JP Morgan Chase, the largest bank in the United States. We'll look at the history of the bank, its business model, financials, and risks. I believe that rising interest rates will ultimately benefit the bank as long as the overall system remains robust, and we'll look at potential impacts of interest rates on JP Morgan Chase's revenue and profits. History of JP Morgan Chase [00:00:42] Business Model of JP Morgan Chase [00:03:39] Financials and Risks of JP Morgan Chase [00:07:18] Interest Rates and Revenue Growth [00:09:06] JP Morgan Chase Stock Price [00:10:46] 

  • NVR Inc. (NVR) - Disciplined Home-Building

    14/04/2023 Duración: 16min

    Today we discuss the history, business model, and financials of NVR Inc, a home builder, to determine if it is a potentially good investment for individual investors. We go over the company's financials, including their revenues, home building income, and net income, including the fact that NVR's net income has doubled (!!) over the past couple of years, and their earnings per share have been increasing rapidly. We also look at the risks of this cyclical company.History of NVR: [00:00:00]Business Model: [00:08:07]Financials: [00:08:58]NVR Inc. Risks and Conclusion: [00:14:34]

  • Macy's (M) - Department Store For The Masses

    01/04/2023 Duración: 15min

    Macy's is one of the iconic American department stores that has survived over the decades, even after rapid consolidation in the industry. Although the company has an impressive past, the finances of the company struggled during the pandemic, but have since rebounded. Can Macy's offer a compelling return to investors today, given it's cheap valuation?00:00 - Intro00:49 - History03:49 - Business Model07:07 - Financials13:08 - Valuation and Final Thoughts

  • Alphabet (GOOGL) - The World's Greatest Knowledge Company

    17/03/2023 Duración: 31min

    Alphabet, parent company of Google is a tech juggernaut. While starting with one powerful product - Search - the company has continued to innovate over the last two decades. Now, its reach expands into nearly every corner of the internet, from Maps, to Gmail, and more. The business also has 400 subsidiaries which explore the business potential of everything from artificial intelligence, to self-driving cars, to solutions for aging.0:00 - World's Greatest Knowledge Company1:34 - History11:46 - Business Model17:27 - Financials25:44 - Risks28:12 - Yup, This is the One...

  • Bed, Bath and Beyond (BBBY) - The Rise, Fall, and Lessons Learned

    03/03/2023 Duración: 25min

    Bed Bath and Beyond was once a great brick and mortar retailer, but now it is on the verge of bankruptcy. How did this happen? What is the company's story, and how did it rise to prominence and what caused its decline? In today's episode we explore these questions from the investor's perspective.0:00 - Bed Bath and Bankrupt1:32 - History14:00 - Business Model15:27 - Financials20:06 - Email with a ListenerEmail: alex@stockstoriespodcast.com

  • The 7 Phases of Financial Independence

    17/02/2023 Duración: 19min

    I'm back! Happy 2023!! I want to start the year off by talking a bit about the philosophy of financial independence, and what the various phases are. I hope you find this useful as you continue down your investing journey, in whatever phase you're in.-AlexEmail: alex@stockstoriespodcast.com

  • Undervalued Stocks...What's Going On? (Market and Life Update)

    29/09/2022 Duración: 09min

    Hey, what's up? It's been a little while, so I came to say hello

  • Why Big Banks Aren't Scared of Fintech Companies

    14/09/2022 Duración: 12min

    Banks are where our money lives. But with the rise of fintech companies and cryptocurrencies, is that all going to change? Today we explore how companies like Chase, Bank of America, Wells Fargo, and Citigroup compete with the likes of SoFi, PayPal, and more. Is the FinTech revolution going to change banking?0:00 - Where Does Money Live?1:10 - What Is A Bank, Anyway?4:35 - The Big Ones5:02 - FinTech's Rise6:54 - No Fear10:43 - The Bottom Line

  • Has Starbucks Lost Its Magic?

    05/09/2022 Duración: 12min

    Starbucks is known the world over for its gourmet coffee.  It's branding is iconic and it sells billions of dollars worth of coffee every year.  But is the company still what it used to be?  Can Starbucks keep it's magic alive...and what does that mean for future investors in the stock?0:00 - We LOVE Coffee...1:01 - The Brew Begins2:36 - How It Was Different3:44 - Growth5:35 - Investor Returns6:14 - Business Issues Today8:43 - What Can They Do?

  • Investing Books You Should Add To Your List

    01/09/2022 Duración: 13min

    Today we'll look at some of my favorite investing books and why they're great. Each book has its own strengths, and is appropriate for different steps on your investing journey. Check out the links below!Book Links:The Intelligent InvestorOne Up On Wall StreetBeating The StreetThe Single Best InvestmentQuality InvestingThe Motley Fool Investment GuideThe Future For InvestorsFinancial StatementsCommon Stocks and Uncommon Profits0:40 - The Intelligent Investor2:22 - One Up On Wall Street3:51 - Beating The Street4:41 - The Single Best Investment5:23 - Quality Investing6:22 - The Motley Fool Investment Guide7:37 - The Future For Investors9:35 - Financial Statements11:07 - Common Stocks and Uncommon Profits

  • 20% Annual Returns From Progressive

    29/08/2022 Duración: 09min

    Today we're discussing insurance company Progressive (PGR). Known for its iconic advertising characters, Progressive Insurance is one of the faster growing publicly traded auto insurance stocks. In this episode we learn the state of Progressive's current business, and highlight some aspects of its growth profile.0:00 - The Commercials0:50 - Why They Grew2:00 - Financial Results5:11 - Risks7:03 - The Dividend Policy

  • How MetLife Policyholders Quietly Got Rich

    25/08/2022 Duración: 10min

    MetLife hasn't always been publicly traded.  In fact, it was a private company mutually owned by its policy holders until 2000.  How has the stock done since then?  And how could you possibly own thousands of dollars worth of MetLife stock without every buying it?  0:00 - What Does MetLife Do?0:50 - How It Got Started1:50 - Demutualization3:38 - MetLife Today7:21 - How Much Could You Have Made?

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