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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Google Speaks, OpenAI Listens

Google Speaks, OpenAI Listens

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The Meme Casino Reopens

The Meme Casino Reopens

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Squarespace’s $6.9B Takeover, First of Many?

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It’s Always About the Forecast

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Relatively strong earnings results from Shopify and Roblox were overshadowed by questions about the outlook for the rest of the year and whether consumers will keep up the online shopping and in-game ...

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“This Looks Bad. Look Over Here.”

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