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(2098)

Liz Ann Sonders on Market Concentration and Economic Cycles

Liz Ann Sonders on Market Concentration and Economic Cycles

Liz Ann Sonders is a Managing Director and Chief Investment Strategist at Charles Schwab. The Motley Fool’s Bill Mann interviewed Sonders for our member event FoolFest. This show is a cut of that conv...

20 Jul 202429min

Small Caps are Back!

Small Caps are Back!

After a year and a half of the big names pushing the market forwards, some of the smaller companies are starting to go on a run.  (00:21) Bill Mann and Jason Moser discuss: - The Russell 2000s unusua...

19 Jul 202440min

Big Banks Roll On

Big Banks Roll On

The traders are making money and credit card delinquencies are hopefully plateauing. (00:21) Matt Frankel and Ricky Mulvey discuss: - Bank of America’s comeback story. - What big financial instituti...

18 Jul 202429min

Alphabet’s Next Act in Cybersecurity

Alphabet’s Next Act in Cybersecurity

Alphabet eyes its biggest acquisition of all time in Wiz, and a struggling retailer’s outlook gets worse – but it might be a buying opportunity for investors.   (00:22) Jason Moser and Dylan Lewis di...

17 Jul 202430min

The CEO Draft

The CEO Draft

We’re picking CEOs for investors to watch. (1:01) Recorded live at FoolFest 2024, Bill Mann, Asit Sharma, and Ricky Mulvey discuss earnings from Charles Schwab and their takeaways from the conference....

16 Jul 202429min

 Live from FoolFest 2024!

Live from FoolFest 2024!

We’re on with members in Washington DC looking ahead at some of the major themes of the market in 2024 and looking back at a decade of FoolFests.  (0:49) Matt Argersinger and Andy Cross discuss: - Why...

15 Jul 202425min

Ryan Holiday on Decision-Making, Stoicism, and Comfort Zones

Ryan Holiday on Decision-Making, Stoicism, and Comfort Zones

Steve Jobs was famous for his micromanagement, but he never visited Apple’s manufacturing plants in China.  Ryan Holiday is a best-selling author and a student of stoic philosophy. His latest book is...

14 Jul 202427min

A Sea Change of Mass Cognition

A Sea Change of Mass Cognition

Mike Maples is a co-founding partner at the venture capital firm, Floodgate. He’s also the author of the new book, “Pattern Breakers: Why Some Start-Ups Change the Future.” Alex Friedman caught up wit...

13 Jul 202426min

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