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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A Homebuyer's Dilemma Might Be A Homebuilder's Delight

A Homebuyer's Dilemma Might Be A Homebuilder's Delight

Existing home sales are down around 20% year over year for two reasons: mortgage rates are too high and there aren't enough homes for sale. Matt Argersinger and Deidre Woollard discuss: - The curren...

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Different Customers, Different Retail Results

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Buffett Quotes Under the Microscope

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Instacart Is IPO Ready

Instacart Is IPO Ready

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Redfin On The Attack

Redfin On The Attack

Real estate is always a tough business to be in, but especially right now.  Redfin is trying to meet customers on multiple fronts from studio apartment rentals to selling $5 million homes.  Glenn Ke...

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Companies Going on Offense

Companies Going on Offense

Most companies find success in different ways, but there’s a secret sauce to ones that are leading innovators.  Behnam Tabrizi is a transformation expert and a faculty member in Stanford University’s...

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