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)

What’s Upflation?

What’s Upflation?

I don’t know, what’s up with you? Jason Moser and Mary Long discuss Tesla’s delivery numbers, how personal care companies are dealing with declining sales, and a mattress merger that might not come t...

3 Jul 202419min

Chewy’s New Kitten

Chewy’s New Kitten

This investor is not a cat, though. Asit Sharma and Ricky Mulvey discuss Chewy becoming a meme stock, Cedar Fair and Six Flags merging into one company, and headlines from 2029. Companies discussed: C...

2 Jul 202417min

Canada's Market: Apathy Means Opportunity

Canada's Market: Apathy Means Opportunity

It’s Canada Day! We celebrate our neighbor to the north with a mid-year check on the state of Canada’s stock market.  (00:21) Jim Gillies and Dylan Lewis discuss: - How the TSX stacks up to the S&P ...

1 Jul 202419min

The Global Cold Rush

The Global Cold Rush

Nicola Twilley is the author of “Frostbite: How Refrigeration Changed Our Food, Our Planet, and Ourselves” and the co-host of Gastropod. Ricky Mulvey caught up with Twilley for a conversation about: ...

30 Jun 202432min

The Two Most Important Questions in Investing

The Two Most Important Questions in Investing

What is it worth? Why?  Ricky Mulvey caught up with Motley Fool Canada’s Jim Gillies for a conversation about how retail investors can value stocks and why they have an advantage over institutional t...

29 Jun 202429min

Amazon Up, Walgreens, Nike & McPlant Down

Amazon Up, Walgreens, Nike & McPlant Down

Amazon joins the likes of Microsoft, Apple, Nvidia and Alphabet above $2T. Who is least likely to stay there? (00:21) Jason Moser and Bill Mann discuss: - Tips for playing the long game with the 2024...

28 Jun 202440min

Amazon Joins the $2 Trillion Club

Amazon Joins the $2 Trillion Club

Welcome to the stock market in 2024. When we recorded today’s show, Chewy was up about 60% for the month. By the time we wrote the description, Roaring Kitty had posted a picture of a dog and the sto...

27 Jun 202431min

FedEx Paints a Macro Picture

FedEx Paints a Macro Picture

2024 was a year of uncertainty for FedEx and the business of getting goods from A to B. Looking out to 2025, they expect shipping to pick up again. (00:21) Asit Sharma and Dylan Lewis discuss: - Ri...

26 Jun 202431min

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