In this podcast, Motley Fool analyst 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 are two trends worth watching.
Then, using language-learning app Duolingo ( DUOL -12.66% ) as an example, Motley Fool analyst 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 ( BKNG -0.86% ), HD ( HD 0.50% ), LOW ( LOW 1.93% ), MSFT ( MSFT -1.30% ), and DUOL.
To catch full episodes of all The Motley Fool’s free podcasts, check out our podcast center. To get started investing, check out our quick-start guide to investing in stocks. A full transcript follows the video.
This video was recorded on March 7, 2022.
Chris Hill: Tell the DJ to queue up ZZ Top because we’re talking about investing trends with legs. Motley Fool Money starts now. I’m Chris Hill joined by Motley Fool senior analyst Jason Moser. Thanks for being here.
Jason Moser: Hey, thanks for having me.
Chris Hill: Everybody loves a good trend, right?
Jason Moser: Sure.
Chris Hill: We’re investors, we love a good trend. Lately, I don’t know if you’ve noticed as the market has continued its grim slide of 2022, that doesn’t stop potential trends from emerging here or there. I wanted to talk with you about how to figure out which trends have legs and which ones don’t. I’ll just start with an example of one that I think for me anyway, doesn’t really have legs, and it goes under the umbrella of because of reasons, this industry has sold off tremendously. Therefore, it presents an opportunity for investors because it’s trading below where it should be. The one that leaves to mind for me that’s come up several times over the past two plus years is the Cruise Industry, and that may be a good short-term opportunity for some people. I’m not interested in that.
Because it’s not an industry that …….
Source: https://www.fool.com/investing/2022/03/14/how-to-write-an-investment-thesis/