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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Weight-Loss Drugs and Coca-Cola

Weight-Loss Drugs and Coca-Cola

Being a CEO is probably a pretty sweet gig. So why are so many leaving their posts?  (00:21) Ricky Mulvey and Bill Barker discuss: - General Motors quarter and the latest in its dispute with United Au...

24 Loka 202329min

Live from ONE: NYC!

Live from ONE: NYC!

We took Motley Fool Money on the road to our ONE member event in NYC, and we’ve got a special episode of analyst insights and listener questions.   (00:21) Asit Sharma and Andy Cross discuss: - The Na...

23 Loka 202334min

Buffett's Advantage

Buffett's Advantage

When you have about $150 billion in cash on hand, you’re never out of position for making a decision. Shane Parrish is the founder of Farnam Street, the host of “The Knowledge Project” podcast, and th...

22 Loka 202322min

Tom Tackles the Member Mailbag

Tom Tackles the Member Mailbag

Motley Fool CEO and co-founder Tom Gardner answers member questions in an excerpt from Stock Advisor Roundtable, our premium podcast offering. Tom talks about: His top starter stock picks and how Foo...

21 Loka 202328min

Price Hikes or Push to Ad-Tier?

Price Hikes or Push to Ad-Tier?

Netflix’s premium tier is now nearly twice as expensive as it was a decade ago – is this pricing power or an effort to move more users to its new ad tier?  (00:14) Jason Moser and Matt Argersinger dis...

20 Loka 202341min

A Tesla For Everyone

A Tesla For Everyone

Can Elon Musk build a $30,000 EV that everyone wants to drive? (00:15) Tim Beyers and Deidre Woollard discuss: - Tesla’s compressing margins. - Robots with brains and Tesla’s take on the AI universe. ...

19 Loka 202331min

The IRS Enters the Tax Game

The IRS Enters the Tax Game

The IRS has good news for taxpayers and bad news for Intuit’s TurboTax.     (00:16) Jason Moser and Dylan Lewis discuss:   - The IRS’ Direct File pilot program coming to 13 states, and what it means f...

18 Loka 202328min

Microsoft Closes Activision Deal

Microsoft Closes Activision Deal

Nearly two years after the initial announcement, Microsoft has completed the largest deal in tech history.  (00:21) Ricky Mulvey and Asit Sharma discuss: - What got Microsoft across the finish line fo...

17 Loka 202332min

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