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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Survivor Takeover!

Survivor Takeover!

“People aren’t stocks.” That’s just one of the realizations Fool analyst Emily Flippen came to during her time on the hit show, “Survivor.” Mary Long caught up with Emily to debrief on her time as a c...

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Netflix Has Cash

Netflix Has Cash

If you’re an entertainment company in need of some money, then Netflix would like a word. (00:14) Ricky Mulvey and Nick Sciple discuss: - Occidental Petroleum’s acquisition of private energy producer,...

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Would A Macy’s Buyout Be A Miracle On 34th Street?

Should investors be excited about a big department store potentially going private? (00:21) Jason Moser and Deidre Woollard discuss: - The potential for Macy’s going private. - If department stores...

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Checking Out Retail’s Year

Checking Out Retail’s Year

The key word for retail in 2022 was inventory. This year, it’s shrink. Deidre Woollard caught up with Motley Fool Senior Analyst Asit Sharma and Contributor Toby Bordelon to check out the retail land...

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Oh, Canada!

Oh, Canada!

Get in, Fools! We’re going to Canada. Nick Sciple and Jim Gillies, both analysts for The Motley Fool Canada, caught up to talk about the macro environment in America’s Northern Neighbor and opportuni...

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Alphabet’s Gemini, At Your Service

Alphabet’s Gemini, At Your Service

Google’s Bard just got an upgrade, can it catch up to OpenAI’s ChatGPT? (00:21) Ron Gross and Andy Cross discuss: - New jobs report numbers, Alphabet’s latest AI move bringing Gemini into Bard, and ...

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Pet Parents Keep Spending

Pet Parents Keep Spending

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Burgers Rise, Booze Dips

Burgers Rise, Booze Dips

The McDonald’s golden arches will be coming to thousands of new spots in the next few years and Brown-Forman feels the ache of slowing growth in the spirits market. (00:21) Bill Mann and Dylan Lewi...

6 Dec 202325min

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