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(2100)

Kyla Scanlon on Inflation, Economic Vibes, and Pizza

Kyla Scanlon on Inflation, Economic Vibes, and Pizza

Almost half of the United States believes the S&P 500 is down for the year. The chart says otherwise. So, what can explain the disconnect? Kyla Scanlon is an economic commentator and educator. Her ne...

2 Jun 202425min

What a CEO Learned from Warren Buffett

What a CEO Learned from Warren Buffett

… and other legendary leaders. David Novak is the former CEO of Yum! Brands. He’s also the author of the new book, “How Leaders Learn: Master the Habits of the World’s Most Successful People.” Ricky ...

1 Jun 202425min

Mall Retailers are Alive and Well

Mall Retailers are Alive and Well

Abercrombie and Fitch and Dick’s Sporting Goods show the familiar names near the food court are doing just fine, and we share one stock that wins regardless of where you stop in to shop. (00:21) Jaso...

31 Mai 202440min

Salesforce = Less of a Force?

Salesforce = Less of a Force?

Sales slow for the software company. But is that the end of the growth story? At (00:21), Tim Beyers and Mary Long break down Salesforce earnings and ask whether the stock’s slump is warranted. Then, ...

30 Mai 202428min

529s for 5/29

529s for 5/29

On May 29, there is one investing account that deserves a celebration. First up, (00:21) Ricky Mulvey and Bill Barker break down earnings from Chewy, Dick’s Sporting Goods, and CAVA. Then, (16:16) R...

29 Mai 202429min

Activists: Higher All-Time Highs, Please

Activists: Higher All-Time Highs, Please

Sometimes, great isn’t good enough. (00:21) Jason Moser and Mary Long discuss T-Mobile’s latest purchase and why Elliott Management has beef with a company that’s trading at all-time highs. Then, at...

28 Mai 202428min

Finding “Home Run” Investments

Finding “Home Run” Investments

Venture capitalists don’t mind strike-outs, so long as they get their home runs. What can stock investors learn from that approach?  Ricky Mulvey talks with Ilya Strebulaev and Alex Dang, co-authors ...

26 Mai 202437min

The Movies’ Market Correction

The Movies’ Market Correction

In 2018, the U.S. box office grossed almost $12 billion. This year, it’s expected to bring in closer to $8 billion. What’s eating the silver screen? Catie Peiper, the Fool’s resident entertainment ex...

25 Mai 202419min

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