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(2098)

What Happens if Alphabet Breaks Up?

What Happens if Alphabet Breaks Up?

Here’s why investors could win. (00:21) Tim Beyers and Mary Long discuss the lawsuit against Google, the likelihood of a big tech breakup, and consolidation in the snacking sector. Then, (14:29) Jas...

14 Elo 202429min

 Chipotle CEO Orders Coffee

Chipotle CEO Orders Coffee

(00:21) David Meier and Ricky Mulvey discuss: - Why Starbucks wants Chipotle’s CEO. - What Home Depot’s quarter says about the economy. - On Holding’s impressive growth. Plus, (15:39) Alison Southwic...

13 Elo 202426min

All Eyes on the Attention Economy

All Eyes on the Attention Economy

Two quarters in, Reddit’s looking pretty good. And big box office numbers and streaming profits can’t distract investors from a slowdown in Disney’s parks segment.   (00:21) Asit Sharma and Dylan Lew...

12 Elo 202431min

Nate Silver on Gambling, VCs, and AI

Nate Silver on Gambling, VCs, and AI

What can we learn from the people who put everything on the line? Nate Silver talked to just about every type of gambler – poker players, venture capitalists, crypto traders – to find out.  Silver jo...

10 Elo 202451min

Big Trouble or Business as Usual?

Big Trouble or Business as Usual?

The Yen carry trade sent markets down across the world this week, but the rebound was swift – is this the market’s usual knee-jerk reaction to macro updates or is there more for investors to be mindfu...

9 Elo 202439min

Two Growth Stories

Two Growth Stories

Wall Street may be missing something about Toast. (00:21) Ricky Mulvey and Tim Beyers discuss: - Toast’s quarter, and move into convenience stores. - Shopify’s impressive profitability. - What could ...

8 Elo 202430min

Another Wild Day in the Market

Another Wild Day in the Market

(00:21) Kirsten Guerra and Mary Long discuss: - Why SuperMicro stock is down bad after boasting nearly 150% revenue growth. - Whether Airbnb's slump is due to a company problem or a macro one. -The im...

7 Elo 202430min

“Since When Has The Fed Known Anything about The Economy?”

“Since When Has The Fed Known Anything about The Economy?”

Jeremy Siegel, a professor at Wharton and the author of Stocks for the Long Run is ready for an emergency rate cut. (00:21) Jim Gillies and Ricky Mulvey discuss: - Being a buyer of stocks when others...

6 Elo 202430min

Suosittua kategoriassa Liike-elämä ja talous

sijotuskasti
psykopodiaa-podcast
mimmit-sijoittaa
rss-rahapodi
ostan-asuntoja-podcast
herrasmieshakkerit
rss-neuvottelija-sami-miettinen
rss-rahamania
rahapuhetta
rss-h-asselmoilanen
taloudellinen-mielenrauha
rss-markkinointitrippi
rss-seuraava-potilas
van-elamaa
pomojen-suusta
rss-porssipuhetta
rss-lahtijat
rss-laakispodi
rss-sisalto-kuntoon
rss-inderes