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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Money Expert Michelle Singletary

Money Expert Michelle Singletary

For more than 25 years Michelle Singletary has penned the nationally syndicated column "The Color of Money". Between her column and her books, she doesn't hold back when it comes to helping people be ...

1 Touko 202223min

Office Hours: Valuing ETFs, Investing For Kids, and Creating Dividends

Office Hours: Valuing ETFs, Investing For Kids, and Creating Dividends

Office Hours: Valuing ETFs, Investing For Kids, and Creating Dividends You've got questions? We've got answers! John Rotonti and Robert Brokamp answer audience questions about investing in ETFs, cash...

30 Huhti 202224min

Mega Caps Struggle, Becky Quick on Berkshire-Hathaway's Future

Mega Caps Struggle, Becky Quick on Berkshire-Hathaway's Future

The biggest companies in the U.S. markets couldn't stop April being the worst month for the stock market in years. (0:30) Emily Flippen and Ron Gross discuss: - Amazon falling more than 10% after a we...

29 Huhti 202239min

We Like Big Moats And We Cannot Lie

We Like Big Moats And We Cannot Lie

It's one of the best advantages a business can have: a moat to keep competitors at bay. (0:21) Asit Sharma discusses: - Meta Platforms bouncing back from its recent lows - PayPal's strong 1st-quarter ...

28 Huhti 202225min

Chipotle's Future is...?

Chipotle's Future is...?

To understand Alphabet's latest results it helps to look past the headlines and hand-wringing. (0:20) Jason Moser discusses: - 1st-quarter revenue growing 23% - Alphabet's board approving a $70 billio...

27 Huhti 202221min

Twitter's New Owner

Twitter's New Owner

Now that Elon Musk has a deal in place to take Twitter private, we have a few questions. (0:20) Bill Mann discusses: - The mediocre performance (to date) of Twitter's business - Whether Tesla sharehol...

26 Huhti 202229min

Big Soda > Big Beer

Big Soda > Big Beer

Shares of Coca-Cola hit a new all-time high today, continuing a trend of steady results for big soda producers. (0:20) Jason Moser discusses: - Coke's strong 1st-quarter organic revenue growth - CEO J...

25 Huhti 202221min

DTC Healthcare with 23andMe CEO Anne Wojcicki

DTC Healthcare with 23andMe CEO Anne Wojcicki

Genes aren’t always predictive, but understanding them better could dramatically improve our healthcare system. Motley Fool contributor Brian Orelli interviews Anne Wojcicki, the CEO of 23andMe, about...

24 Huhti 202226min

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