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(2136)

Netflix & the Rise of Comedy Specials

Netflix & the Rise of Comedy Specials

Once upon a time, 1-hour comedy specials were a rare bird. Will the big investments Netflix has made in stand-up comedy backfire? Jason Zinoman, comedy critic for The New York Times, weighs in on the ...

15 Sep 20203min

Your Most Important Moneymaking Asset

Your Most Important Moneymaking Asset

Peloton revs up on earnings. Chewy wavers. RH Holdings hits a new all-time high. Lululemon tumbles. Citigroup makes history with a new CEO. And investors refuse to cut Slack any slack. Motley Fool ana...

11 Sep 202039min

Getting Rich vs. Staying Wealthy

Getting Rich vs. Staying Wealthy

It was the best August for the stock market since 1984. Is the market overvalued? What stocks should investors keep on a short leash? What stocks still have room to run? What should investors be focus...

4 Sep 202039min

Why You Make Bad Decisions About Money

Why You Make Bad Decisions About Money

Ok, it’s not just you. It’s all of us. Why do human beings tend to make bad decisions when it comes to spending money? According to Dan Ariely, best-selling author and professor of psychology and beha...

1 Sep 20203min

TikTok Deals, Investing in Real Estate

TikTok Deals, Investing in Real Estate

Microsoft and Walmart team up to pursue TikTok. Salesforce reports a record quarter. Workday gets the job done. Okta hits an all-time high. Best Buy gets a big boost from online sales. Ulta Beauty sur...

28 Aug 202039min

Change One Word to Win Support For Your Idea

Change One Word to Win Support For Your Idea

Looking to get support for your ideas? Dr. Robert Cialdini, author of the best-selling book Influence: The Psychology of Persuasion, recommends using a key word when making the request.   Learn more ...

25 Aug 20203min

Retail Records, Home Improvement Highs, and Pro Sports

Retail Records, Home Improvement Highs, and Pro Sports

Walmart reports big earnings and big growth in e-commerce. Target surges on record same-store sales growth. Home Depot and Lowe’s hit all-time highs. Uber and Lyft attempt to navigate regulatory conce...

21 Aug 202039min

How Good is Your Investing Behavior?

How Good is Your Investing Behavior?

Award-winning writer Morgan Housel shares how behavior can have a greater impact on your financial life than investing skills. His book The Psychology of Money: Timeless Lessons on Wealth, Greed, and ...

18 Aug 20202min

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