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(2114)

1 Key Metric for Earnings Season

1 Key Metric for Earnings Season

If the upcoming earnings season tells us anything, it will be which companies are getting better (or worse) at managing their inventory. (00:21) Bill Mann discusses: - CarMax ending its fiscal year o...

11 Apr 202321min

A Bull Case for Walmart

A Bull Case for Walmart

Earnings season kicks off on Friday. What should investors be watching? (00:21) Jason Moser discusses: - Key takeaways from Walmart's investor day event - Why the retailer is an underrated capital al...

10 Apr 202327min

Gambling Versus Investing

Gambling Versus Investing

A survey from Lending Tree found that a majority of Americans thought investing was just as risky as gambling. And sure, the stock market can be a casino, but it doesn’t have to be. Anand Chokkavelu a...

8 Apr 202325min

11 Stocks for Spring Cleaning Your Portfolio

11 Stocks for Spring Cleaning Your Portfolio

If you clean out your closet once in a while, consider doing the same with your investment portfolio. (0:21) Ron Gross and Jason Moser discuss: - Stocks investors should consider trimming like hedges...

7 Apr 202339min

How Gen Z Spends

How Gen Z Spends

There are no style points in investing, and big brands continue to dominate teen spending habits. (00:21) Dylan Lewis and Nick Sciple discuss: - Piper Sandler’s Generation Z survey about brands and s...

6 Apr 202325min

J&J Attempts a “Texas Two-Step”

J&J Attempts a “Texas Two-Step”

Johnson & Johnson proposes a $9 billion settlement and Chewy hits a speedbump. (00:21) Dylan Lewis and Tim Beyers discuss: - The fallout from Johnson & Johnson's talc settlement. - What the lawsuit co...

5 Apr 202328min

The WWE Makes a Match

The WWE Makes a Match

The WWE agreed to merge with UFC parent company, Endeavor Group, to form a new publicly traded company. (00:21) Dylan Lewis and Jim Gillies discuss:  - The terms of the deal, and the media rights stor...

4 Apr 202327min

Tesla’s Competition

Tesla’s Competition

Tesla hit all time records for production and deliveries but left Wall Street unsatisfied.  (00:21) Deidre Woollard and Asit Sharma discuss:  - Rivian’s profitability problem.  - How Tesla is trying t...

3 Apr 202325min

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