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(2137)

Michael Lewis on the Two Men Who Changed Our Minds

Michael Lewis on the Two Men Who Changed Our Minds

Other than their fields of study Daniel Kahneman and Amos Tversky could hardly be more different. In The Undoing Project: A Friendship that Changed Our Minds, best-selling author Michael Lewis shares ...

21 Jul 20202min

Twitter’s Hack, Silicon Valley’s Changing Landscape

Twitter’s Hack, Silicon Valley’s Changing Landscape

The FBI investigates a major Twitter hack. Netflix sells off on earnings. Domino’s serves up strong sales growth. Banking software company nCino has a big Wall Street debut. Pepsi gets a boost from sn...

17 Jul 202039min

Forget Networking. Ask This One Question.

Forget Networking. Ask This One Question.

“Marketplace Radio” host Tess Vigeland walked away from her job with no idea what was next. In her subsequent book, Leap: Leaving a Job with No Plan B, to Find the Career and Life You Really Want, she...

14 Jul 20202min

Buffett’s Buy and the Future of Restaurants

Buffett’s Buy and the Future of Restaurants

Retailers continue to struggle as Bed Bath & Beyond announces plans to close more than 20% of its stores over the next two years. Levi’s sales fall more than 60% for the second quarter. Berkshire Hath...

10 Jul 202039min

The Road to Success in Comedy

The Road to Success in Comedy

Back in the day a great stand-up comedy set on “The Tonight Show with Johnny Carson” meant instant success, but so much has changed since then. Greg Fitzsimmons, stand-up comedian and host of the long...

7 Jul 20203min

Tesla, Musk, and the Future of Movies

Tesla, Musk, and the Future of Movies

It’s our Independence Day Weekend Special! Corporate governance expert and film critic Nell Minow analyzes the latest corporate scandals and the future of the movie industry. Award-winning writer Morg...

3 Jul 202039min

The Summer of Beer and Whiskey

The Summer of Beer and Whiskey

Professional baseball almost didn’t make it out of the 1880s. In his book The Summer of Beer and Whiskey, writer Ed Achorn explains how a new owner of the team in St. Louis helped saved the business o...

30 Jun 20202min

Digital Ad Spending and the Power of Weird

Digital Ad Spending and the Power of Weird

Google deals with slipping ad sales while Facebook and Amazon gain market share. Amazon buys a new car. McCormick hits a new high. Nike stumbles. And Microsoft pulls the plug on its stores. Motley Foo...

26 Jun 202039min

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