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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Fast Food Innovation

Fast Food Innovation

Cola-flavored ketchup, Taco Bell’s musical for Mexican Pizza, and McDonald’s Grimace Shake are just some of the ways that food companies are fighting for your attention. But does social media buzz tra...

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How to Beat the Market

How to Beat the Market

Everybody wants to beat the market. But how does one actually … beat the market?    Ricky Mulvey and Anand Chokkavelu got together to explore different camps within the world of investing – from sho...

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U.S. Hits AA+ and the iPhone Slumps

U.S. Hits AA+ and the iPhone Slumps

Apple’s having the bad kind of “iPhone moment” and one restaurant chain is showing great growth without raising prices.  (00:35) Jason Moser and Bill Mann discuss: - Fitch downgrading U.S. credit and...

4 Aug 202339min

An E-Commerce Trifecta

An E-Commerce Trifecta

Shopify pushes merchant services, Etsy tries to find its footing, and MercadoLibre continues to dazzle. (00:20) Tim Beyers and Deidre Woollard discuss: - If Shopify is actually a fintech now. - The i...

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Starbucks Targets 12 Cups of Coffee

Starbucks Targets 12 Cups of Coffee

China was the star of Starbucks’ earnings report. Can the company convince consumers to drink more than a dozen cups of coffee annually to keep fueling growth? (00:21) Asit Sharma and Dylan Lewis dis...

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Uber Makes a Profit

Uber Makes a Profit

For the first time ever, Uber reported an operating profit. Staying in the green is a different story.  (00:21) Ricky Mulvey and Bill Mann discuss: - Uber’s long-term vision. - If the ride hailing ap...

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Yellow Can’t Keep On Trucking

Yellow Can’t Keep On Trucking

Freight company Yellow stopped operations and a bankruptcy is expected as the next move. (00:21) Bill Barker and Deidre Woollard discuss: - Why Yellow shut down and what place it occupied in the worl...

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Anglerfish, Gila Monsters, and the Origin of Weight Loss Drugs

Anglerfish, Gila Monsters, and the Origin of Weight Loss Drugs

Weight loss drug sales are estimated to hit $44 billion by 2030. Many of these treatments can thank previously obscure research on a carnivorous deep sea fish for their development. Rolfe Winkler is ...

30 Juli 202320min

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