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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Choosing a 529 and How Does Your 401(k) Compare

Choosing a 529 and How Does Your 401(k) Compare

529 plans aren’t just for college anymore. Robert Brokamp speaks with Martha Kortiak Mert of Savingforcollege.com about the newly expanded uses of 529s and how to choose the right plan for you. Als...

26 Juli 202524min

Meme Stocks Mania Returns & the Fantasy Stock Draft

Meme Stocks Mania Returns & the Fantasy Stock Draft

Meme stocks had a huge week, earnings season got into full swing with Alphabet going big on AI, and we draft our top stocks in the S&P 500 today. Travis Hoium, Lou Whiteman, and Emily Flippen discu...

25 Juli 202542min

Earnings Season Is in Full Swing, and Figma's IPO Is Right Around the Corner

Earnings Season Is in Full Swing, and Figma's IPO Is Right Around the Corner

Matt Frankel, Tom Gardner, Jon Quast, and Jonathan Wilder discuss: - Earnings disappointments from Tesla and Chipotle - AI-powered growth from Alphabet and ServiceNow - IBM's surprisingly strong AI...

24 Juli 202525min

Japan Gets a Trade Deal and Earnings Season Ramps Up

Japan Gets a Trade Deal and Earnings Season Ramps Up

The U.S. and Japan announced a big trade deal that lowers tariffs to just 15% on imports, and we discuss earnings from General Motors, Intuitive Surgical, and Enphase Energy.  (00:21) Travis Hoium, L...

23 Juli 202516min

Block Party and Big Swings

Block Party and Big Swings

With Block joining the S&P500 and Figma pricing its IPO, investors may be wondering if they should be rising with the tide or fishing where others are not.Emily Flippen, Jason Hall, and Sanmeet Deo di...

22 Juli 202520min

Has Biotech Met Its Moment?

Has Biotech Met Its Moment?

A surge in private market investment has Fools wondering: is it time to bet bigger on biotech? Tim Beyers and Karl Thiel discuss: - The rise in biotech funding from VCs and wealthy individuals. ...

21 Juli 202523min

Roland Rott, CEO of GE Healthcare Imaging on AI

Roland Rott, CEO of GE Healthcare Imaging on AI

A set of AI use cases within the medical space. David Meier, Asit Sharma, and Roland Rott discuss: The latest on GE Healthcare, of which GE Healthcare Imaging is a piece. How AI is used to cre...

20 Juli 202523min

Christine Benz on the Keys to a Happy, Prosperous Retirement

Christine Benz on the Keys to a Happy, Prosperous Retirement

Christine Benz is the director of personal finance at Morningstar and the author of “How to Retire: 20 lessons for a Happy, Successful, and Wealthy Retirement.” In this rebroadcast of an interview rec...

19 Juli 202539min

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