How To Write an Investment Thesis
Motley Fool Money7 Maalis 2022

How To Write an Investment Thesis

Before you buy that stock, have you thought about why you're buying it? It can help (in part, for future reference) to go through the process of writing out your investment thesis. (0:25) Jason Moser discusses: - Recognizing short-term catalysts - Why home improvement is "one of the most obvious long-term trends out there" - Travel and return-to-work being two trends worth watching (15:45) Using language-learning app Duolingo as an example Alicia Alfiere shares key questions to ask when writing an investment thesis, including: - What are its competitive advantages? - Who's running the company? - Will broader trends help or hurt? Stocks discussed: BKNG, HD, LOW, MSFT, DUOL Host: Chris Hill Guest: Jason Moser, Alicia Alfiere Producer: Ricky Mulvey Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

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Walmart & Home Depot vs. Inflation

Walmart & Home Depot vs. Inflation

Two major retailers, two different results as they battle inflation. (0:30) Asit Sharma discusses: - Walmart's unusually large stock drop in the wake of disappointing 1st-quarter results - Being a bla...

17 Touko 202227min

McDonald's Exits Russia (Who's Next?)

McDonald's Exits Russia (Who's Next?)

If you were hoping to start the week with a hostile takeover, you're in luck! (0:30) Jason Moser discusses: - JetBlue Airways going hostile in its pursuit of Spirit Airlines - McDonald's leaving a maj...

16 Touko 202224min

Money Lessons from Gandhi, Dante, and Chimpanzees

Money Lessons from Gandhi, Dante, and Chimpanzees

You might not think of your money as a flock of sheep, but Dr. Martha Beck does. And it makes more sense than you’d imagine. A best-selling author and life coach, Beck joins Motley Fool contributor Br...

15 Touko 202224min

Capital Allocation: The Superpower of (Some) Public Companies

Capital Allocation: The Superpower of (Some) Public Companies

After a company pays its expenses, it has some decisions to make – pay a dividend, buy back stock, make an acquisition, or just hold on to the money. That's capital allocation, and not every company d...

14 Touko 202228min

The Hidden Upside for Stock Investors

The Hidden Upside for Stock Investors

"This is a once in a blue moon butt-kicking." And we've got the numbers to back it up! (0:30) Jason Moser and Maria Gallagher discuss: - Historic numbers to put the current market into perspective - D...

13 Touko 202239min

Future Consolidation in Gaming

Future Consolidation in Gaming

If the consumer economy is going well, why do our portfolios not reflect it? (0:20) Asit Sharma discusses: - Sonos being "underrated" as a business - Revenue growth being Sonos' key metric to watch - ...

12 Touko 202225min

Metaverse, Streaming Ads, and The Biz of Freelancing

Metaverse, Streaming Ads, and The Biz of Freelancing

Is Wall Street starting to take a breath before reacting to earnings reports? (0:20) Tim Beyers discusses: - Roblox shares rising despite (on the surface) a disappointing Q1 report - Developer exchang...

11 Touko 202228min

Economic Indicators: China, Men's Underwear Index

Economic Indicators: China, Men's Underwear Index

Investors are taking a closer look at stocks trading below their IPO price. (0:20) Bill Mann discusses: - Why he believes that "poor uses of capital have not been punished" - Anchoring to 52-week hi...

10 Touko 202229min

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