How To Write an Investment Thesis

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

Episoder(2107)

The House’s Cut is Going Up

The House’s Cut is Going Up

It’s tough facing the house, whether you’re playing it or trying to pay for one. (00:21) Asit Sharma and Dylan Lewis discuss: The latest housing data, showing high rates are affecting mortgage and r...

31 Mai 202321min

Debt Ceiling Drama, AI's Peak, and Expired Coffee

Debt Ceiling Drama, AI's Peak, and Expired Coffee

What kind of day has it been? (00:21) Bill Barker discusses: - The stock market reacting positively (or not) to the latest narrative around the debt ceiling debate - Nvidia's new all-time high and wh...

30 Mai 202328min

Peter Zeihan on China, Apple, and Europe

Peter Zeihan on China, Apple, and Europe

Who has the upper hand when Apple’s CEO walks into a room with the President of the People’s Republic of China? Peter Zeihan is a geopolitical strategist and the author of “The End of the World is Ju...

28 Mai 202327min

Apropos of Something

Apropos of Something

Chris Hill loves coffee, curiosity, and people. To celebrate his run as the host of Motley Fool Money, Mary Long rounded up a few Fools to talk about what they’ve learned from Chris as an investor, co...

27 Mai 202327min

Big Tech's Banner 2023 Continues

Big Tech's Banner 2023 Continues

Tech is leading the market higher in 2023, but a few giants are doing the heavy lifting. (00:21) Matt Argersinger and Jason Moser discuss: - Nvidia's AI-fueled earnings report and the company's hist...

26 Mai 202339min

Nvidia Booms

Nvidia Booms

The graphics processing maker became $200 billion more valuable in a single day. (00:21) Jim Gillies and Ricky Mulvey discuss:  - Nvidia’s blockbuster quarter and valuation questions to consider.  -...

25 Mai 202327min

The Chip War’s Next Chapter

The Chip War’s Next Chapter

Tech tensions between the U.S. and China continue to heat up. Micron is stuck in the middle and Apple looks to future-proof its supply chain.  [00:21] Asit Sharma and Dylan Lewis discuss: China’s b...

24 Mai 202329min

Is Zoom Still A Growth Stock?

Is Zoom Still A Growth Stock?

Zoom’s quarter showed that it’s no longer growing at its pre-pandemic levels. Can it move beyond video chat? (0:21) Bill Barker discusses: - Zoom’s growth trajectory - Where Zoom’s revenue might com...

23 Mai 202322min

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