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(2135)

GameStop, Adobe, and Domino’s CEO Ritch Allison

GameStop, Adobe, and Domino’s CEO Ritch Allison

GameStop’s volatility continues in the wake of earnings. Adobe has a strong start to the fiscal year. Restoration Hardware hits an all-time high. Laser equipment maker Coherent settles on a suitor. Da...

26 Mar 202139min

The New Retirement Savings Time Bomb

The New Retirement Savings Time Bomb

FedEx rises on a strong holiday quarter. Nike stumbles on earnings. Williams-Sonoma surges on strong stay-at-home sales. Laser technology company Coherent rises on competing buyout offers. Five Below ...

19 Mar 202139min

Roblox’s Debut and the Future of Gene Editing

Roblox’s Debut and the Future of Gene Editing

Ulta Beauty’s CEO steps down. Docusign and JD.com decline on earnings. Bumble bounces higher. Poshmark misses the mark. Roblox has a big debut. And Dick’s Sporting Goods and Funko deliver on earnings....

12 Mar 202139min

Tech Sell-Off, Square Deals, and Power Moms

Tech Sell-Off, Square Deals, and Power Moms

The Trade Desk, Magnite, and other ad-tech companies tumble after Google announces some big changes. Costco and Target fall on earnings. Zoom Video reports a big jump in revenue but the stock tumbles....

5 Mar 202139min

Market Volatility, Airbnb, and Dan Ariely

Market Volatility, Airbnb, and Dan Ariely

The stock market falls as interest rates rise. Airbnb reports a big loss but shares rise on stronger than expected revenue. Home Depot, Lowe’s, and Square slip on growth concerns. Etsy rises on earnin...

26 Feb 202139min

Retail, Tech Earnings, and Berkshire’s Surprising Buys

Retail, Tech Earnings, and Berkshire’s Surprising Buys

Walmart shares slip on earnings. The Trade Desk surges on record revenue. Roku rises on an unexpected profit. Fastly falls on growth concerns. Shopify slips. CVS Health treads water. Berkshire-Hathawa...

19 Feb 202139min

Disney’s New High, Bumble’s IPO, and Motley Fool co-founder David Gardner

Disney’s New High, Bumble’s IPO, and Motley Fool co-founder David Gardner

Disney hits an all-time high as Disney+ reports 95 million subscribers. Dating app Bumble surges 70% in its Wall Street debut. Twitter and Zillow surge on earnings. Affirm Holdings and Cloudflare slip...

12 Feb 202139min

End of an Era

End of an Era

Jeff Bezos announces he’s stepping down as CEO, with Andy Jassy (the head of AWS) named to take over. Amazon also reports a $125 billion quarter. Activision Blizzard, Alphabet, PayPal, and Pinterest r...

5 Feb 202139min

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