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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Alphabet Soars While Meta Sinks

Alphabet Soars While Meta Sinks

2025 has been the year of AI capex (so far). Companies have been announcing huge spending increases and signing deals to secure critical supplies like semiconductors for years into the future. So far,...

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Microsoft Gets $135 Billion OpenAI Stake

Microsoft Gets $135 Billion OpenAI Stake

Microsoft has agreed to a deal that will allow OpenAI to become a for-profit company, likely paving the way for an IPO. The tech giant’s stake will be worth $135 billion and comes with another $250 bi...

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Host Emily Flippen is joined by Motley Fool analysts Jason Hall and Keith Speights to unpack how a prolonged U.S. government shutdown ripples through markets - from missing economic reports and the Fe...

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AI’s Power Problem

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Scott D. Anthony is a professor of strategy at Dartmouth's Tuck School of Business and author of the new book, Epic Disruptions: 11 Innovations that Shaped Our Modern World. Motley Fool analyst Sanmee...

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Sahil Bloom on the 5 Types of Wealth

Sahil Bloom on the 5 Types of Wealth

Sahil Bloom writes The Curiosity Chronicle newsletter and is the managing partner of SRB Ventures, a venture investment firm. He is also the author of The 5 Types of Wealth: A Transformative Guide to ...

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Investing After Cloud Outages & The End for Electric Vehicles?

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We discuss how cloud outages may impact stocks beyond Amazon. Plus, GM’s great results may show how weak EV sales will be in the U.S. and the how Co-CEO roles have become so popular in tech. Travis...

24 Okt 202542min

Tesla’s Margins Face Headwinds

Tesla’s Margins Face Headwinds

There are a plethora of so-called stock market calendar effects. What are they and how should Foolish investors think about them? Matt and Jon also take a look at Tesla’s latest financial report as we...

23 Okt 202519min

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