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

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AI, Superman, and Solar’s Kryptonite

AI, Superman, and Solar’s Kryptonite

Oh yes, we’re talking all kinds of stocks! (00:21) Jason Hall and Matt Frankel discuss: - AI stocks in the data center space (including CoreWeave) - Winners and losers in energy and solar from th...

11 Jul 202542min

Taiwan Semi’s $100 billion plan and housing is hot!

Taiwan Semi’s $100 billion plan and housing is hot!

Taiwan Semiconductor’s earnings beat Wall Street expectations, the housing market is picking up steam after, and TopBuild & Ferrero International go shopping. Tyler Crowe and Matt Frankel discuss: ...

10 Jul 202522min

Starbucks' China Challenge and Decoding Meta's AI Push

Starbucks' China Challenge and Decoding Meta's AI Push

Starbucks is looking to sell a stake in its China business, Hershey has a new CEO and Meta hits the gas on AI. Jason Moser and Lou Whiteman discuss: - Starbucks' move to sell part of its China bus...

9 Jul 202520min

Is Amazon the Best Prime Day Deal?

Is Amazon the Best Prime Day Deal?

Looking at the company and stock behind the summer shopping event. (00:21) Anand Chokkavelu, Jason Hall, and Matt Frankel discuss: - The Aug.1 tariffs - This year’s four-day Prime Day (and whet...

8 Jul 202515min

Dinosaurs Roar for Comcast and CoreWeave Goes Shopping

Dinosaurs Roar for Comcast and CoreWeave Goes Shopping

Andy Cross and Jason Moser discuss: - Jurassic World Rebirth delivers for Comcast - CoreWeave finally gets it done for CoreScientific - Oracle makes a deal with the federal government - Two stocks...

7 Jul 202519min

RBI Replay: What You’ve Done to Create Financial Freedom Vol. 3

RBI Replay: What You’ve Done to Create Financial Freedom Vol. 3

Independence Week in the United States is the perfect time to explore financial freedom. This week’s podcast highlights nine key points leading to financial independence, featuring insights from Greek...

5 Jul 202548min

First Half Lookback

First Half Lookback

For once, the big tech giants are not driving the market’s returns. (00:21) Motley Fool Senior Analyst, Anthony Schiavone, and Motley Fool Asset Management’s Chief Investment Strategist, Bill Mann,...

4 Jul 202542min

Jobs, Cars, AI and Financial Freedom!

Jobs, Cars, AI and Financial Freedom!

Jobs hold steady, Cloudflare takes a stand on AI and the stocks leading us to financial freedom. Jason Moser and Andy Cross discuss: - The recent jobs report. - What the stress test means for ban...

3 Jul 202523min

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