Citigroup (C) - Lowest Price Big Bank Stock
Stock Stories | Case Studies & Mental Models for Individual Investors
by Alex Mason
10M ago
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, mark ..read more
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Bank of America (BAC) - Trading Below Book Value
Stock Stories | Case Studies & Mental Models for Individual Investors
by Alex Mason
10M ago
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. Af ..read more
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100 Stock Market Investing Lessons
Stock Stories | Case Studies & Mental Models for Individual Investors
by Alex Mason
11M ago
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 Goals 03:00 - (3) Put Your Money To Work 03:39 - (4) What's Your Goal? 05:15 - (5) Shares = Business Ownership 06:07 - (6) Intrinsic Value 07:15 - (7) Greed vs Fear 08:03 - (8) Margin of Safety 09:00 - (9) Don't Fall In Love 09:30 - (10) Investing Takes Time 10:08 - (11) High Interest Debt 10:49 - (12) Asset Class Time Horizon 11:40 - (13) 10-K Filings 12:32 - (14) 13-K Filings 13:29 - (15) CEO's Letter to ..read more
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Goldman Sachs (GS) - Top Deal-Maker On Wall Street
Stock Stories | Case Studies & Mental Models for Individual Investors
by Alex Mason
11M ago
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 c ..read more
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Wells Fargo (WFC) - From Stagecoach Company to Modern Bank
Stock Stories | Case Studies & Mental Models for Individual Investors
by Alex Mason
1y ago
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 poten ..read more
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The Big Project Revealed!
Stock Stories | Case Studies & Mental Models for Individual Investors
by
1y ago
In today's episode, I reveal the big project that I've been working on for the past year. Email: alex@stockstoriespodcast.com ..read more
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JP Morgan Chase (JPM) - Fortress Balance Sheet
Stock Stories | Case Studies & Mental Models for Individual Investors
by
1y ago
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 ..read more
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NVR Inc. (NVR) - Disciplined Home-Building
Stock Stories | Case Studies & Mental Models for Individual Investors
by Alex Mason
1y ago
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] ? Listen to ..read more
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Macy's (M) - Department Store For The Masses
Stock Stories | Case Studies & Mental Models for Individual Investors
by Alex Mason
1y ago
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 - Intro 00:49 - History 03:49 - Business Model 07:07 - Financials 13:08 - Valuation and Final Thoughts ? Listen to 200+ episodes on other companies and mental models: https://stockstoryteller.com/podcast/ Disclaimer: Everything shared is ..read more
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Alphabet (GOOGL) - The World's Greatest Knowledge Company
Stock Stories | Case Studies & Mental Models for Individual Investors
by Alex Mason
1y ago
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 Company 1:34 - History 11:46 - Business Model 17:27 - Financials 25:44 - Risks 28:12 - Yup, This is the One... ? Listen to 200 ..read more
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