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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How Luck Made “Rock Around The Clock” a #1 Hit

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$350 Billion and 10 Million

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The Federal Government launches a $350 billion small business lending program. Over 10 million Americans file for unemployment. Oil stocks rise. Constellation Brands serves up big earnings. And Luckin...

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Companies make thousands of acquisitions each year. Dan Heath, co-author of the New York Times bestseller Decisive: How to Make Better Choices in Life and Work, has a word of warning. The thinking tha...

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Congress passes a $2 trillion-dollar stimulus. A record 3.3 million Americans file for unemployment. The Federal Reserve cranks up lending. And the stock market has its best 3-day gain since 1931.  Mo...

27 Mars 202039min

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