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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3 Ingredients for a Happy Retirement

3 Ingredients for a Happy Retirement

Flutter Entertainment, the owner of FanDuel, entered the New York Stock Exchange with impressive revenue growth. But, what’s driving it? (00:21) Ricky Mulvey and Jim Gillies discuss: - What to watch...

30 Jan 202429min

Roomba Go Home

Roomba Go Home

Amazon ends its deal with iRobot leaving the Roomba maker’s path forward unclear. (00:21) Jason Moser and Deidre Woollard discuss: - Why Amazon ended the iRobot deal. - Where iRobot could go next. - ...

29 Jan 202434min

What Real Estate and Stock Investors Have In Common

What Real Estate and Stock Investors Have In Common

Owning companies can help you build wealth. So can real estate. Dave Meyer is the VP of Growth and Analytics at BiggerPockets and the author of “Start with Strategy: Craft Your Personal Real Estate P...

28 Jan 202425min

Fool School: The Dividends Show

Fool School: The Dividends Show

Growth companies get a lot of the glory in investing. But something seemingly more snooze-worthy is behind a whole lot of wealth creation.  Ricky Mulvey caught up with Fool analysts Matt Argersinger ...

27 Jan 202428min

Microsoft’s Reminder: Don’t Sleep on Giants

Microsoft’s Reminder: Don’t Sleep on Giants

Microsoft taking the spot as the largest company in the world is a good reminder that sometimes it takes a while for big names to turn it around. We explain why and talk about how IBM and Comcast coul...

26 Jan 202440min

Tesla Learns To Surf

Tesla Learns To Surf

(00:21) Asit Sharma and Deidre Woollard discuss: - The promise of Tesla’s next-generation vehicles. - If Tesla’s energy business is finally ready for prime time. - How ServiceNow’s AI push is paying o...

25 Jan 202430min

Margin Game

Margin Game

We’ve got some different takes on the state of semiconductors, and continued signs that Netflix is the king of streaming. (00:21) Tim Beyers and Dylan Lewis discuss: - ASML’’s surging revenue, and ...

24 Jan 202428min

Netflix Gets Raw

Netflix Gets Raw

One of the biggest shows on cable is leaving for streaming. (00:21) Ricky Mulvey and Bill Mann discuss:  - Netflix’s $5 billion deal with the WWE.  - Proctor & Gamble’s quarter and write down of Gill...

23 Jan 202433min

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