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(2102)

Mag Seven or Lag Seven?

Mag Seven or Lag Seven?

Big tech had a monster 2023, but companies have some big expectations and valuations to live up to in the new year. (00:21) Jason and Matt Argersinger discuss: - The premium 2023’s Magnificent Seven...

5 Jan 202440min

Is Walgreens Your Next Healthcare Giant?

Is Walgreens Your Next Healthcare Giant?

Walgreens’s new CEO has some big plans. (00:21) Bill Barker and Deidre Woollard discuss: - The big tasks ahead for Walgreens’s new CEO. - What a dividend drop might be signaling. - How price drops im...

4 Jan 202433min

The End of the Mickey Mouse Moat?

The End of the Mickey Mouse Moat?

After 95 years of copyright protection, Steamboat Willie enters the public domain.   (00:21) Asit Sharma and Dylan Lewis discuss: - Why early versions of Disney’s Mickey and Minnie Mouse characters ...

3 Jan 202428min

Stock Picks > Economic Forecasts

Stock Picks > Economic Forecasts

Institutional investors make headlines with sweeping predictions about the economy, but there’s not much of a consequence if they’re wrong. (00:21) Ricky Mulvey and Jason Moser discuss:  - Apple res...

2 Jan 202433min

2024 Preview!

2024 Preview!

We’re ringing in the new year with stocks to watch, leaders feeling the heat, and some half-baked predictions. (00:21) Ron Gross and Matt Argersinger share: - The trends they’re following in 2024 - C...

29 Des 202340min

One Christmas Was So Much Like the Other

One Christmas Was So Much Like the Other

Dylan Lewis shares a family tradition and some well-wishes, however and wherever you might be spending the holidays. Host: Dylan Lewis Engineer: Dan Boyd Learn more about your ad choices. Visit mega...

24 Des 202324min

The Deal on Real Estate

The Deal on Real Estate

Offices = empty. Housing = expensive. But don’t let the gloominess fool you! There are still bright spots in real estate markets. Deidre Woollard caught up with Motley Fool analysts Matt Argersinger ...

23 Des 202331min

The Tastes That Change and Stay the Same

The Tastes That Change and Stay the Same

It’s our annual best-of interview show! (00:21) Best-selling author Morgan Housel talks through his book Same as Ever the timeless lessons from history that endure, no matter how the world changes. ...

22 Des 202340min

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