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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Microsoft Wins Netflix Ad Biz

Microsoft Wins Netflix Ad Biz

Can a $1.9 trillion company still be a dark horse? Microsoft beats the odds and wins the Netflix ad business. (0:21) Maria Gallagher discusses: - How Microsoft being "agnostic" helped it beat Google ...

14 Juli 202223min

Investors Shrug Off Inflation Fears

Investors Shrug Off Inflation Fears

You'd think the phrase "record inflation" would chill investors, but Wall Street seemed to shrug it off. (0:21) Bill Mann discusses: - The prospect for more acquisitions and deploying of capital - Op...

13 Juli 202222min

Former FDIC Chair on Crypto, The Fed, and Student Debt

Former FDIC Chair on Crypto, The Fed, and Student Debt

Pepsi is not an obvious candidate if you're looking for companies with pricing power, but the latest quarter proves Pepsi's got it. (0:21) Asit Sharma discusses: - Pepsi's strong quarterly results in...

12 Juli 202223min

Twitter in Limbo, Amazon in the Spotlight

Twitter in Limbo, Amazon in the Spotlight

Elon Musk and Twitter are headed to a Delaware courtroom. (0:21) Jason Moser discusses: - How messy the current situation is for Twitter's employees and shareholders - The potential for another compa...

11 Juli 202226min

Tech Trends with Qualcomm’s CFO

Tech Trends with Qualcomm’s CFO

Cars and cameras are getting smarter, and that trend isn’t stopping any time soon. Billions more devices are going to connect to the cloud, and that's just one trend driving tech giant Qualcomm. The c...

10 Juli 202224min

Dividends 101

Dividends 101

Warren Buffett isn’t planning on paying his shareholders a dividend, but he’s a big fan of getting a piece of his stocks’ profits. Ricky Mulvey joins The Motley Fool’s Matt Argersinger and Anthony Sch...

9 Juli 202224min

Big Tech's Latest Plans, Emerging Trends To Watch

Big Tech's Latest Plans, Emerging Trends To Watch

As U.S. job growth continues, the biggest tech companies plot their next moves. (0:30) Maria Gallagher and Jason Moser discuss: - June's jobs report, falling gas prices, and the shifting employment l...

8 Juli 202240min

GameStop's Split, Peloton's Gamble, and Crafty Investments

GameStop's Split, Peloton's Gamble, and Crafty Investments

If you hate analogies you might want to skip this episode. (0:21) Tim Beyers discusses: - Why GameStop's 4-for-1 stock split is like a Chinese finger trap - Peloton's attempt at boosting employee mor...

7 Juli 202226min

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