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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Coke's Pop, Weber's Buyout, Stock Market Superstitions

Coke's Pop, Weber's Buyout, Stock Market Superstitions

Big Red is still trailing Pepsi but, just like its competitor, it's got pricing power. (0:21) Jason Moser discusses: - Coca-Cola's strength in the face of currency headwinds - PayPal's new partnershi...

25 Okt 202225min

Big Tech Earnings Preview

Big Tech Earnings Preview

Earnings season kicks into full swing with Alphabet, Meta, and Microsoft reporting this week. (:21) Dylan Lewis and Tim Beyers discuss: - Margins, pricing power, and other metrics to watch from big t...

24 Okt 202229min

Crazy Eddie and the Art of Stock Fraud

Crazy Eddie and the Art of Stock Fraud

Spotting a stock fraud is extremely difficult, but finding some smoke is significantly easier.  Founded by Eddie Antar, Crazy Eddie was a chain of consumer electronic stores in the Northeast. After g...

23 Okt 202229min

What “Currency Headwinds” Mean for Investors

What “Currency Headwinds” Mean for Investors

Expect to hear “currency headwinds” a lot this earnings season. But a strong U.S. dollar isn’t all bad and can make international companies cheaper. Ricky Mulvey caught up with Bill Mann to look at fo...

22 Okt 202225min

Stocks (and Investing Books) We're Bullish On

Stocks (and Investing Books) We're Bullish On

Snap fell 30% and took other social media and advertising stocks down with it. (0:30) Emily Flippen and Ron Gross discuss: - Pinterest, Meta Platforms, and Alphabet getting dragged down by Snap's bad...

21 Okt 202239min

Tesla's Optimism Springs Eternal

Tesla's Optimism Springs Eternal

Despite mixed 3rd-quarter results Elon Musk is ever-optimistic about Tesla's future. (0:21) Bill Mann discusses: - Economic takeaways from England's sudden need for a new Prime Minister - Questions a...

20 Okt 202220min

Netflix Rising, WWE Preparing

Netflix Rising, WWE Preparing

Netflix surprises Wall Street and throws down the gauntlet at streaming competitors. (0:21) Tim Beyers discusses: - 3rd-quarter profits, revenue, and subscriber growth coming in higher than expected ...

19 Okt 202228min

Activist Investors Shake the Tree

Activist Investors Shake the Tree

If you'd like to see tech stocks turn around, some activist investors feel the same way. They just have some more fire power. (0:21) Deidre Woollard and Asit Sharma discuss: - Starboard Value's rece...

18 Okt 202228min

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