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

Avsnitt(2101)

NAR Settlement: Real Estate’s Potential Winners And Losers

NAR Settlement: Real Estate’s Potential Winners And Losers

The National Association of Realtors settled a lawsuit that could dramatically change the way homes are sold. (00:21) Nick Sciple and Ricky Mulvey discuss: - How the settlement could impact realtors ...

26 Mars 202432min

The Long Goodbye

The Long Goodbye

Boeing’s CEO is moving on, just not quite yet. (00:21) Jason Moser and Deidre Woollard discuss: - The ins and outs of Boeing’s CEO search. - Why Masimo may spin out its consumer division. - If Elliot...

25 Mars 202427min

The Dividend Returns

The Dividend Returns

For decades, dividends have been out of style. History suggests that may soon change. Daniel Peris is a trained historian, a portfolio manager, and the author of many investing books, including his l...

24 Mars 202425min

Does F1 Need Netflix?

Does F1 Need Netflix?

The Netflix show “Drive to Survive” completely changed the sport of motor racing. But Formula One’s story begins long before the streamer stepped in. Joshua Robinson and Jonathan Clegg are sports rep...

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FTC vs. Apple’s Walled Garden

FTC vs. Apple’s Walled Garden

For years Apple has claimed its app store and ecosystem is meant to protect its users. The FTC isn’t so sure.  (00:19) Emily Flippen and Jason Moser discuss: - The FTC’s suit against Apple, and why i...

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A Denim Moat

A Denim Moat

Getting into the jeans business is harder than it may seem. (00:13) David Meier and Deidre Woollard discuss: - Chewy’s customer growth problem. - If Chewy is the future of veterinary care. - The pick...

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Split Your Burrito and Your Stock

Split Your Burrito and Your Stock

Chipotle’s epic run makes it the latest big name to split its stock, we talk about why its good for the options market and why Chipotlanes and breakfast are still huge levers for CMG.    (00:13) Tim ...

20 Mars 202429min

Nvidia Sells Chips Like Pancakes

Nvidia Sells Chips Like Pancakes

The chip designer unveiled a bigger and faster graphics processing unit, but the market isn’t cheering the announcement. (00:21) Asit Sharma and Ricky Mulvey discuss: - The advancements in Nvidia’s n...

19 Mars 202429min

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