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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Everything at Highs: Tech, Rates, Gold and Cocoa

Everything at Highs: Tech, Rates, Gold and Cocoa

Conventional theory says stocks, debt, and hedges shouldn’t all be at highs at the same time – what does it mean for investors? (00:21) Emily Flippen and Matt Argersinger discuss: - The latest inflat...

12 Apr 202440min

Ok, Cloud

Ok, Cloud

Google is the latest tech company to host a conference full of AI pronouncements. (00:21) Asit Sharma and Deidre Woollard discuss: - Why the market is smiling on Alphabet lately. - How Google’s annou...

9 Apr 202428min

If You Build It, Chips Will Come

If You Build It, Chips Will Come

Tawain Semiconductor’s plans for Arizona factories just got a bit bigger. (00:21) Jason Moser and Deidre Woollard discuss: - The ambitious plans for U.S. semiconductor growth. - The challenges of bui...

8 Apr 202429min

Grindr Goes Beyond Dating

Grindr Goes Beyond Dating

How do you grow a business where a customer’s success often means they leave your product?   George Arison is the CEO of Grindr, a dating app and social media offering for LGBTQ+ individuals. Dylan Le...

7 Apr 202428min

Intangible Greatness

Intangible Greatness

James Rhee is the former CEO of Ashley Stewart, a professor, entrepreneur, and the author of “red helicopter―a parable for our times: lead change with kindness (plus a little math).” Mary Long caught ...

6 Apr 202428min

Four Rules for Using AI

Four Rules for Using AI

Instead of the age of artificial intelligence, investors might be better off thinking of this as the age of co-intelligence. We dig into how you can embrace AI and put it to use. (00:21) Jason Moser ...

5 Apr 202440min

Is Lemonade A Lemon?

Is Lemonade A Lemon?

Investors soured on the insurance company. But, what happens if the business can become cash flow positive? (00:21)Yasser El-Shimy and Deidre Woollard discuss: - Why big trucks might become less popu...

4 Apr 202429min

The Chip Biz: Taiwan and Intel

The Chip Biz: Taiwan and Intel

The chip industry is center stage this week – Intel’s foundry losses now might prove negligible as the world looks to diversify beyond Taiwan.  (00:21) Asit Sharma and Dylan Lewis discuss: - The 7.5...

3 Apr 202427min

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