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(2104)

WeWork and Reworking Real Estate

WeWork and Reworking Real Estate

Housing is expensive, rates are high, but the cut going to agents might be going down.  (00:21) Asit Sharma and Dylan Lewis discuss: - The $1.8B decision hitting The National Association of Realtors a...

1 Nov 202331min

We Like Cannibals*

We Like Cannibals*

*Specifically, we like share cannibals. Motley Fool Money proudly stands against human cannibalism.  (0:21) Ricky Mulvey and Jim Gillies discuss: - Economic takeaways from a trip to Las Vegas. - Share...

31 Okt 202330min

Wanting Fries With That May Cost You

Wanting Fries With That May Cost You

Labor costs are just one concern facing restaurants. (00:21) Jason Moser and Deidre Woollard discuss: - Restaurant trends and consumer behavior. - The impact of rising labor costs on restaurants. - Ho...

30 Okt 202339min

Hungry for Experience

Hungry for Experience

How do you build a restaurant chain with lines out the door?  Dylan Lewis caught up with Ron Shaich, the former CEO of Panera and Au Bon Pain, the current Chairman of Cava, and author of the upcoming ...

29 Okt 202325min

Michael Lewis Interviewed by Tom Gardner

Michael Lewis Interviewed by Tom Gardner

Michael Lewis knows how to tell a story. He’s given color to the characters behind baseball and the finance industry. Now, he paints a portrait of Sam-Bankman Fried, the infamous face of crypto who we...

28 Okt 202329min

Softness Ahead for Ads and Consumer Spend?

Softness Ahead for Ads and Consumer Spend?

Big tech is still benefiting from the push into the cloud, but digital advertising might be slowing down a bit. Earnings from the credit card companies help explain why.  (00:21) Emily Flippen and Jas...

27 Okt 202340min

Put The Glasses On!

Put The Glasses On!

(00:21) Asit Sharma and Deidre Woollard discuss: - Why this quarter has been so good for ad revenue and if that might change. - How Meta’s spending on virtual reality could pay off. - If Apple or Meta...

26 Okt 202338min

One of these Clouds Is Not Like the Other

One of these Clouds Is Not Like the Other

Alphabet shed $100 billion in market value as it ceded some ground in the cloud competition.  (00:21) Ricky Mulvey and Nick Sciple discuss: - Microsoft’s quarter and focus on Copilot. - If Bing can be...

25 Okt 202328min

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