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(2111)

Peloton's Turning Point?

Peloton's Turning Point?

It's been a rough 12 months for Peloton, but the fitness company just offered shareholders a glimmer of hope. (0:21) Asit Sharma discusses: - Peloton's 2nd-quarter revenue surprising to the upside - ...

1 Feb 202323min

Record Profits? Record Profits.

Record Profits? Record Profits.

The list of companies who had a more profitable 2022 than Exxon Mobil is decidedly short.  (0:21) Bill Mann discusses: - McDonald's growing global sales by $20 billion during the pandemic - Exxon Mob...

31 Jan 202325min

Gen Z & Millennials Are Driving AmEx Higher

Gen Z & Millennials Are Driving AmEx Higher

If American Express had a problem with an aging demographic, it looks like that problem is being addressed. (0:20) Jason Moser discusses: - Shares of AmEx popping 15% in two days off of strong guidan...

30 Jan 202323min

Howard Marks on China, Risk, and Interest Rates

Howard Marks on China, Risk, and Interest Rates

If a key to personal happiness is low expectations, then a key to investing may be realistic expectations. Howard Marks is the co-founder and co-chairman of Oaktree Capital Management. Motley Fool Dir...

29 Jan 202338min

Lessons from Buffett’s Investing Framework

Lessons from Buffett’s Investing Framework

Can you think of any stocks in the S&P 500 that will have higher earnings five years from now? Are you 90% confident in your prediction?  If you have a good answer to these questions, then you might b...

28 Jan 202325min

GDP, Tesla, FinTech, and "Burrito Season"

GDP, Tesla, FinTech, and "Burrito Season"

As much as we love stocks, sometimes the Big Macro really does drive the market.  (0:21) Emily Flippen and Ron Gross discuss: - Stronger-than-expected GDP sending stocks higher - Tesla ending the yea...

27 Jan 202339min

Netflix, Comcast, Southwest Airlines

Netflix, Comcast, Southwest Airlines

If you attempted to fly Southwest Airlines over the holidays, you're not going to be surprised by their latest earnings results. (0:20) Tim Beyers discusses: - Southwest's $220 million loss - Why the...

26 Jan 202322min

Eyes on the Cloud

Eyes on the Cloud

Investors are paying up for stability, as big tech growth slows down. (0:15) Dylan Lewis and Motley Fool Chief Investment Officer Andy Cross discuss: - Microsoft's quarter, and lower growth expectati...

25 Jan 202330min

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