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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The Real Risk

The Real Risk

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How Much Makes Someone Wealthy, and Why It Pays to Delay Social Security

More people are claiming Social Security early in 2025. Robert Brokamp speaks with Dr. Michael Finke, a professor at the American College of Financial Services, about why he thinks this is likely a mi...

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Tariffs and Trade Wars Can’t Slow Big Tech’s Momentum

The Federal Reserve holds rates steady for now, but an ever-evolving trade and tariff picture raises questions about for how long. Also, Meta Platforms and Microsoft earnings suggest no slowdown in AI...

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Coffee, Chips, and Credit Cards

Coffee, Chips, and Credit Cards

Earnings from Starbucks, Visa, and Spotify’s earnings give us a read on the consumer and Samsung takes a big chip order from Tesla.  (00:21) Travis Hoium, Lou Whiteman, and Rachel Warren discuss: - ...

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A Rough Day for Dividend Knights

A Rough Day for Dividend Knights

Between battered industries and overlooked opportunities, plenty of dividend-paying companies have slipped to the bottom of the earnings jar. Today, Emily Flippen, Matt Argersinger, and Ant Schiavone ...

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Intel Can’t Stop Cutting

Intel Can’t Stop Cutting

The former Chip King is cutting again in hopes of finding a path to sustainable growth. Tim Beyers and Jose Najarro discuss: - Intel’s big restructuring plans.- Predictions for when Intel Foundry ma...

28 Juli 202523min

What Business School is Missing

What Business School is Missing

So what is the role of business? Motley Fool contributor Rich Lumelleau and Motley Fool analyst Dave Meier talk with Andy Hoffman, Professor at University of Michigan’s Ross School of Business and Sch...

27 Juli 202517min

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