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

Jaksot(2119)

Who Wants To Be A Millionaire?

Who Wants To Be A Millionaire?

If you want to soothe supply chain woes, try cutting out the middleman. Nike’s direct-to-consumer sales now make up more than 40% of the company’s revenue. (00:18) Auri Hughes joins Asit Sharma to dis...

22 Maalis 202226min

Price Matters

Price Matters

After six years Warren Buffett finally pulled the trigger. Berkshire-Hathaway is buying insurance company Alleghany for $11.6 billion. (0:20) Jason Moser analyzes: - The reaction from investors - Berk...

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The Inside Story of Instagram

The Inside Story of Instagram

Few people know Instagram better than Bloomberg News tech reporter Sarah Frier. Author of the award-winning book No Filter: The Inside Story of Instagram, she talked with Ricky Mulvey about: - How par...

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How to Evaluate Company Leadership

How to Evaluate Company Leadership

You probably can’t meet with the CEO of a company on your watch list, but you have some tools to evaluate them. Motley Fool Senior Analyst John Rotonti talks with fellow analysts Auri Hughes and Alyce...

19 Maalis 202224min

0.25% Increase? No Problem!

0.25% Increase? No Problem!

For the first time since 2018 the Federal Reserve raised interest rates. Not only did everyone survive, but investors actually seemed to embrace the first of what will probably be several rate hikes t...

18 Maalis 202239min

Russia/China: What's Next?

Russia/China: What's Next?

Russia's stock market was supposed to open this week. Even if you don't own Russian stocks directly, you may own them through global funds or ETFs.  (0:20) Bill Mann discusses: - How Russia's market ...

17 Maalis 202220min

Meet Starbucks' New Boss (Same As The Old Boss)

Meet Starbucks' New Boss (Same As The Old Boss)

Kevin Johnson surprises almost everyone by announcing his retirement, with Howard Schultz returning (again) to run Starbucks. (0:20) Jason Moser discusses: - The company's board of directors taking th...

16 Maalis 202226min

Chinese Stocks? Not Now.

Chinese Stocks? Not Now.

The SEC is threatening to delist several U.S.-listed ADRs of Chinese companies. What does this mean for American investors? (0:20) Bill Mann discusses: - Why China's government is happy with the SEC's...

15 Maalis 202227min

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