This is the podcast that helps you decode the business behind the stock. Join Alex Mason, your stock storyteller, as we journey through the S&P 500, mental models, and more.
Mental Model: Two Front War - Fighting Two Enemies Is Harder Than Fighting One
23 mins; February 17, 2021
Keurig Dr Pepper (KDP) Part III - The Business Of Gourmet Coffee And Soda
44 mins; February 10, 2021
Keurig Dr Pepper (KDP) Part II - K-Cups, K-Pods, And The Gourmet Coffee Obsession
25 mins; February 03, 2021
Keurig Dr Pepper (KDP) Part I - Beginnings Of The World's Favorite Non-Cola
33 mins; January 27, 2021
Salesforce (CRM) - Cloud Computing And The End Of Software
29 mins; January 20, 2021
Costco (COST) - Using Economies Of Scale And Subscriptions To Master The Wholesale Experience
52 mins; January 13, 2021
State Of The Market 2021 - Reflections From Another Year Of Investing
38 mins; January 06, 2021
O'Reilly Automotive (ORLY) - Fast Growing Auto Parts Profits Masked By Slow But Steady Sales
32 mins; December 30, 2020
Mental Model: Feedback Loops - When The Output Influences The Input
24 mins; December 23, 2020
Advance Auto Parts (AAP) - Selling Car Parts To Businesses
30 mins; December 16, 2020
Tesla (TSLA) Part II - Innovation Through Energy, Transportation, And Software
35 mins; December 09, 2020
Tesla (TSLA) Part I - The Rise Of Elon Musk And The New Age Of Electric Vehicles
42 mins; December 02, 2020
AutoZone (AZO) - Serving The DIY Auto Parts Niche And Buying Back Lots Of Stock
45 mins; November 25, 2020
General Motors (GM) - The Rise, Fall, And Recovery Of America's Auto Titan
44 mins; November 18, 2020
8 Mistakes of Beginner Investors - What I Wish I Knew When I Started Investing
47 mins; November 13, 2020
Mental Model: Multiplying by Zero - Sometimes, One Thing Negates Everything
21 mins; November 11, 2020
SAP SE (SAP) - Advancing Productivity At Work Through Enterprise Software
42 mins; November 04, 2020
Ventas (VTR) - Nursing Homes, Medical Centers, And The Intersection Of Healthcare And Real Estate
33 mins; October 28, 2020
Digital Realty (DLR) - The Intersection Of Data Storage And Real Estate
33 mins; October 21, 2020
Federal Realty (FRT) - Developing The Diamonds Of Commercial Retail And Producing Consistent Dividends
35 mins; October 14, 2020
Mental Model: Seizing the Middle - Achieve Greater Flexibility Through Alignment
18 mins; October 07, 2020
Host Hotels and Resorts (HST) - Marriott, Hyatt, And Collecting Rent From Hotel Stays
35 mins; September 30, 2020
Marriott Vacations Worldwide (VAC) - A Look Inside The Timeshare Industry
37 mins; September 23, 2020
Investing in Space with Aaron Burnett of Spaced Ventures
78 hours 2 mins; September 16, 2020
Virgin Galactic (SPCE) - Shooting For The Stars And The Birth Of Space Tourism
24 mins; September 09, 2020
Mental Model: Opportunity Costs (Comparative Advantage) - Every Action Or Inaction Is A Choice With Consequences
20 mins; September 02, 2020
Marriott International (MAR) - Success Is Never Final And The Transformation Of A Hospitality Icon
33 mins; August 26, 2020
Macerich (MAC) - High Quality Tenants In A Pure-Play Mall REIT
29 mins; August 19, 2020
Simon Property Group (SPG) - Evolution Of The Modern Mall In The Age Of E-commerce
49 mins; August 12, 2020
Southern Company (SO) - Keeping The Lights On In The Southeast United States
35 mins; August 05, 2020
Mental Model: Fight or Flight - Our Primitive Instincts At The First Hint Of Danger
23 mins; July 29, 2020
American Airlines (AAL) - Travel Booms, Bankruptcy, And The World's Largest Aircraft Fleet
44 mins; July 22, 2020
Mattel (MAT) - Barbie, Hot Wheels, And The Struggle For Cultural Relevance
39 mins; July 15, 2020
Hasbro (HAS) - Classic Games And The Dying Art Of Toy-making
45 mins; July 08, 2020
Mental Model: Bottlenecks - The Point Where You Can Go No Further
17 mins; July 01, 2020
Marvin Barron - Tracking Political Stocks with FinePrint
59 mins; June 26, 2020
LiveNation Entertainment (LYV) - Ticket Revenue, Live Events, And Making Money Through The Concert Experience
33 mins; June 24, 2020
Fastenal (FAST) - Mastering Nuts, Bolts, And Keeping Customers Happy
49 mins; June 17, 2020
Employee Stock Purchase Plans - Leveraging Your Job To Get Stocks At A Discount
20 mins; June 10, 2020
Sysco (SYY) - Where The Chefs Get Their Food
33 mins; June 03, 2020
Tractor Supply (TSCO) - Cultivating Loyalty In Retail With A Focus On The Country Life
32 mins; May 27, 2020
Mental Model: Leverage - The Force Multiplier Of All Things
28 mins; May 20, 2020
Deere & Co. (DE) - Taming The Land With Farm, Forestry, And Construction Equipment
27 mins; May 13, 2020
Caterpillar (CAT) - Mammoth Machines And Building The Backbone Of Society
43 mins; May 06, 2020
Copart (CPRT) - Where Cars Go To Die And Be Reborn
