242 Avsnitt

  1. Mental Model: Two Front War - Fighting Two Enemies Is Harder Than Fighting One

    Publicerades: 2021-02-17

  2. Keurig Dr Pepper (KDP) Part III - The Business Of Gourmet Coffee And Soda

    Publicerades: 2021-02-10

  3. Keurig Dr Pepper (KDP) Part II - K-Cups, K-Pods, And The Gourmet Coffee Obsession

    Publicerades: 2021-02-03

  4. Keurig Dr Pepper (KDP) Part I - Beginnings Of The World's Favorite Non-Cola

    Publicerades: 2021-01-27

  5. Salesforce (CRM) - Cloud Computing And The End Of Software

    Publicerades: 2021-01-20

  6. Costco (COST) - Using Economies Of Scale And Subscriptions To Master The Wholesale Experience

    Publicerades: 2021-01-13

  7. State Of The Market 2021 - Reflections From Another Year Of Investing

    Publicerades: 2021-01-06

  8. O'Reilly Automotive (ORLY) - Fast Growing Auto Parts Profits Masked By Slow But Steady Sales

    Publicerades: 2020-12-30

  9. Mental Model: Feedback Loops - When The Output Influences The Input

    Publicerades: 2020-12-23

  10. Advance Auto Parts (AAP) - Selling Car Parts To Businesses

    Publicerades: 2020-12-16

  11. Tesla (TSLA) Part II - Innovation Through Energy, Transportation, And Software

    Publicerades: 2020-12-09

  12. Tesla (TSLA) Part I - The Rise Of Elon Musk And The New Age Of Electric Vehicles

    Publicerades: 2020-12-02

  13. AutoZone (AZO) - Serving The DIY Auto Parts Niche And Buying Back Lots Of Stock

    Publicerades: 2020-11-25

  14. General Motors (GM) - The Rise, Fall, And Recovery Of America's Auto Titan

    Publicerades: 2020-11-18

  15. 8 Mistakes of Beginner Investors - What I Wish I Knew When I Started Investing

    Publicerades: 2020-11-13

  16. Mental Model: Multiplying by Zero - Sometimes, One Thing Negates Everything

    Publicerades: 2020-11-11

  17. SAP SE (SAP) - Advancing Productivity At Work Through Enterprise Software

    Publicerades: 2020-11-04

  18. Ventas (VTR) - Nursing Homes, Medical Centers, And The Intersection Of Healthcare And Real Estate

    Publicerades: 2020-10-28

  19. Digital Realty (DLR) - The Intersection Of Data Storage And Real Estate

    Publicerades: 2020-10-21

  20. Federal Realty (FRT) - Developing The Diamonds Of Commercial Retail And Producing Consistent Dividends

    Publicerades: 2020-10-14

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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.

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