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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6 Companies, 4 Strong Balance Sheets

6 Companies, 4 Strong Balance Sheets

What separates a strong balance sheet from a weak one? Motley Fool senior analysts John Rotonti and Bill Mann discuss: - Assets, liabilities, and when more liabilities can actually be a good thing - A...

23 Huhti 202226min

Tesla, Twitter, and Real Estate Trends to Watch

Tesla, Twitter, and Real Estate Trends to Watch

Comments from Fed Chief Jay Powell on Thursday sent the overall market lower. How should investors think about the impending interest rate hike in May? (0:30) Ron Gross and Jason Moser discuss: - A ch...

22 Huhti 202239min

Beth Kindig on Tech Stocks

Beth Kindig on Tech Stocks

As major airline stocks pop, it's reasonable to ask what the long-term prospects are for shareholders. (0:20) Jim Gillies discusses: - American, United, and the other major U.S. carriers - The airline...

21 Huhti 202229min

Netflix Plummets, Lululemon Plans

Netflix Plummets, Lululemon Plans

For the first time in over a decade, Netflix had a quarterly net-loss of subscribers and shares fell more than 35%. (0:20) Tim Beyers discusses: - The growing competition in video streaming - Shares o...

20 Huhti 202225min

The Good, Bad, and Ugly of TikTok Financial Advice

The Good, Bad, and Ugly of TikTok Financial Advice

Is Wall Street starting to give companies the benefit of the doubt? (0:20) Bill Mann discusses: - Johnson & Johnson's rise despite lowering guidance - How J&J's margins are better than they appear - T...

19 Huhti 202225min

While Wall St. Was Sleeping...

While Wall St. Was Sleeping...

The ongoing drama surrounding Elon Musk and Twitter distracted investors from relevant news involving one of the most important companies in America. (0:20) Jason Moser discusses: - His headline from ...

18 Huhti 202227min

How to Value a Company with the Discounted Cash Flow Model

How to Value a Company with the Discounted Cash Flow Model

Grab your notebook and get ready to dive deep.  Motley Fool Senior Analyst John Rotonti discusses how investors can value a company using the discounted cash flow model. This method is the fundamenta...

16 Huhti 202244min

12 Spring Cleaning Stocks

12 Spring Cleaning Stocks

Our portfolios benefit from spring cleaning as much as our closets and yards do. (0:30) Andy Cross and Maria Gallagher discuss: - Stocks investors should consider trimming like hedges - 2 stocks to th...

15 Huhti 202239min

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