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(2117)

Investing in the Future of Food

Investing in the Future of Food

Chewy gets and upgrade, while Coinbase gets a big thumbs-down from investment bankers. (:21) Asit Sharma and Maria Gallagher discuss: - Chewy’s pricing power and strong recurring revenue. - The cycl...

27 Jun 202226min

Money Laundering 101

Money Laundering 101

Corruption is a trillion-dollar drag for investors. So why doesn’t it get more attention? Oliver Bullough is the author of “Butler to the World: How Britain Helps the World's Worst People Launder Mone...

26 Jun 202228min

5 Stay-at-Home Stocks Revisited

5 Stay-at-Home Stocks Revisited

Jason Moser and Matt Frankel take a look at some of the companies that soared during the pandemic, and offer some takeaways from the surge in investor interest, including: - Pandemic stocks that got ...

25 Jun 202229min

Welcome to the "Larry David Gif" Stock Market!

Welcome to the "Larry David Gif" Stock Market!

Wall Street pros and individual investors are sifting through lots of noise to find signals about the stock market. (0:30) Matt Argersinger and Jason Moser discuss: - The lack of clarity (at the momen...

24 Jun 202239min

Time to Buy Zoom Video?

Time to Buy Zoom Video?

Most restaurant businesses operate in a single category, but not Darden Restaurants. (0:25) Jason Moser discusses: - Olive Garden driving the bulk of revenue - A comeback by Darden's fine dining seg...

23 Jun 202225min

E-Cigarette Ruling Hits Wall St.

E-Cigarette Ruling Hits Wall St.

The FDA is preparing to order Juul Labs to take its e-cigarettes off the market in the U.S. (0:25) Bill Mann discusses: - Shares of Altria Group, owner of a 35% stake in Juul, getting hit on the news ...

22 Jun 202220min

Snacks vs. Cereal: Kellogg's Plan to Split

Snacks vs. Cereal: Kellogg's Plan to Split

Kellogg is planning to split into three separate companies, while DocuSign's CEO is just splitting. (0:25) Bill Mann discusses: - Why DocuSign's falling stock price is probably not the reason CEO Dan ...

21 Jun 202228min

What’s On Your Balance Sheet?

What’s On Your Balance Sheet?

Upstart Holdings is a lending platform, powered by artificial intelligence. Shares are down more than 70% year-to-date. It’s down, but not out. CEO Dave Girouard joined Motley Fool CEO Tom Gardner to ...

19 Jun 202231min

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