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(2101)

Lyft’s Typ0

Lyft’s Typ0

Shares of the ride hailing soared more than 60% on a mistake. (00:21) Ricky Mulvey and Tim Beyers discuss: - Airbnb’s $6 billion share buyback. - Lyft’s earnings mistake and business fundamentals. -...

14 Helmi 202428min

A Stock To Spice Things Up

A Stock To Spice Things Up

Love can be stubborn and so can inflation. (00:21) Ricky Mulvey and Nick Sciple discuss: - Wall Street’s reaction to the latest inflation print. - Shopify acting like a growth stock. - A new partners...

13 Helmi 202429min

Are Big Ads Worth The Spend?

Are Big Ads Worth The Spend?

Celebrities, talking cats, and bad animation, did those Big Game ads connect? (00:21) Ricky Mulvey, Dan Boyd and Deidre Woollard discuss: - What brands are looking for from a major spend. - The incre...

12 Helmi 202432min

The Next Internet

The Next Internet

Motley Fool CEO and co-founder Tom Gardner caught up with longtime Fool Contributor Brian Stoffel to talk through Tom’s fervent belief that AI is the next internet, but better. In this segment from a ...

11 Helmi 202428min

Stocks for the Big Game

Stocks for the Big Game

Before the Kansas City Chiefs face off against the San Francisco 49ers, we’ve got a look at the companies sponsoring the game, and a look at gambling history. Mary Long caught up with Motley Fool Sen...

10 Helmi 202427min

Big Wins: Burrito, Music, Ride-Hailing

Big Wins: Burrito, Music, Ride-Hailing

The industry defining companies continue to win in fast-casual, music streaming, and transportation. (00:21) Emily Flippen and Matt Argersinger discuss: - Chipotle’s status as big burrito, and how th...

9 Helmi 202440min

Disney’s New Magic: Saving Money

Disney’s New Magic: Saving Money

Disney’s quarter included sports, games, and a healthy dose of cutting costs. (00:21) Rick Munarriz and Deidre Woollard discuss: - Disney’s ability to cut costs. - How Disney plans to extend its IP i...

8 Helmi 202432min

No Artificial Sweetener for Uber

No Artificial Sweetener for Uber

Uber’s first ever year of profitability comes without any caveats, what should investors make of the everything app at all-time highs?  (00:21) Tim Beyers and Dylan Lewis discuss: - Uber at all-time ...

7 Helmi 202435min

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