Stock Stories

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]

🎧 Listen to 250+ episodes on other companies and mental models:

https://stockstoryteller.com/podcast/

Disclaimer: Everything shared is for informational and educational purposes only.  Nothing I share on this platform should be construed as financial, tax, or legal advice.  Please consult a competent professional who can assist with your specific needs and circumstances.

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]

🎧 Listen to 200+ episodes on other companies and mental models:

https://stockstoryteller.com/podcast/

Disclaimer: Everything shared is for informational and educational purposes only.  Nothing I share on this platform should be construed as financial, tax, or legal advice.  Please consult a competent professional who can assist with your specific needs and circumstances.

Email: alex...

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.<...

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...

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...

Goldman Sachs History [00:00:46]
The history of Goldman Sachs, from its origins in commercial paper trading to its expansion into investment banking and asset management.

Goldman Sachs Business Model [00:05:20]
An overview of Goldman Sachs' business model, including its three main divisions: global banking and markets, assets and wealth management, and platform solutions.

Goldman Sachs Financials [00:08:21]
A breakdown of Goldman Sachs' revenue streams, including investment banking, investment management, commissions and fees, and market making.

Goldman Sachs' Revenue [00:10:08]
Goldman Sachs' revenue in investment management has steadily grown, while their investment banking division...

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...

In today's episode, I reveal the big project that I've been working on for the past year.

Email: alex@stockstoriespodcast.com

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 Rat...

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 200+ episodes on other com...