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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What Cybersecurity, Shoes, and Homebuilders Tell Us About Change

What Cybersecurity, Shoes, and Homebuilders Tell Us About Change

Palo Alto Networks is bracing investors with its latest earnings, homebuilders are sweetening deals to attract strapped buyers, and footwear brands are rewriting the playbook. Today on Motley Fool Mon...

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What’s Eating at Restaurant Stocks?

What’s Eating at Restaurant Stocks?

Summer is heating up, but restaurant stocks are cooling down. Today on Motley Fool Money, Rick Munarriz, with analysts Alicia Alfiere and Jason Hall will dig into problems at your favorite chains. The...

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Interview with Karooooo CEO Zak Calisto

Interview with Karooooo CEO Zak Calisto

Heard the one about the CEO who wanted to buy the url for his company, found out it was taken, and added a few o’s to save a few million? Karooooo CEO and founder Zak Calisto talks with Motley Fool CE...

17 Aug 202521min

Should You Retire Sooner, and Is Your Fund Winning?

Should You Retire Sooner, and Is Your Fund Winning?

Wes Moss is a Certified Financial Planner practitioner and the author of “What the Happiest Retirees Know.” In Part 2 of this conversation with Robert Brokamp, Wes discusses the non-financial keys to ...

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Warren Buffett Is Making Big Buys Again

Warren Buffett Is Making Big Buys Again

Warren Buffett bought $1.6 billion of United Health stock in Q2, inflation may be ticking higher after all, and play “Ohh, No! or Let’s Go!!” Travis Hoium, Lou Whiteman, and Rick Munarriz discuss: ...

15 Aug 202542min

Making Sense of Market Hyperbole

Making Sense of Market Hyperbole

There are some stunningly large data points pulling the market in different directions between cash on the sidelines and market valuations. These numbers can be a little paralyzing for investors witho...

14 Aug 202522min

Why Restaurant Stocks Have Gone Bad

Why Restaurant Stocks Have Gone Bad

Restaurants are starting to see a drop in traffic and pressure from higher commodity prices and labor costs. So, it’s no surprise restaurant stocks are down big this year, but the size of the drop in ...

13 Aug 202521min

The Business of Vice: UFC, Sports Gambling, and Tobacco’s Comeback

The Business of Vice: UFC, Sports Gambling, and Tobacco’s Comeback

Today on Motley Fool Money, analysts Emily Flippen and Nick Sciple discuss the reemergence of “sin stocks” and whether today’s market is building lasting moats for these controversial businesses or si...

12 Aug 202524min

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