What's Your Investing Thesis?

Motley Fool Money

The Motley Fool

Business, Investing

4.4 • 3K Ratings

🗓️ 6 March 2023

⏱️ 22 minutes

🔗️ Recording | iTunes | RSS

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Summary

It's always a good idea to know why you're about to invest in a business.

(0:21) Jason Moser discusses:
- Short-term catalysts, long-term trends, and why it's ok to invest in both
- The importance of understanding how a business makes money
- Reasons to sell a stock

(10:17) Deidre Woollard looks back at the bear market of 2020 with Liz Hoffman, author of the new book "Crash Landing: The Inside Story Of How The World's Biggest Companies Survived An Economy On The Brink".

Companies discussed: ABND GS, HLT

Host: Chris Hill
Guests: Jason Moser, Deidre Woollard, Liz Hoffman
Producer: Ricky Mulvey
Engineers: Dan Boyd, Heather Horton, Rick Engdahl

Transcript

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0:00.0	A look back at the crash of 2020 and a closer look at when to sell.
0:10.2	Motley Fool Money starts now.
0:14.8	I'm Chris sale joining me today.
0:22.4	Motley Fool Senior Analyst Jason Moser.
0:24.6	Happy Monday.
0:25.6	Hey, happy Monday.
0:26.7	We got an email from longtime listener Will Martin.
0:30.0	It was a very nice note that included a shout out to you.
0:34.4	And I'm quoting here, special thanks to Alison Southwick and Robert Brokeham for years
0:39.4	of great personal finance advice.
0:42.0	I'm not going to read the whole thing that will wrote because it's pretty lengthy.
0:45.5	But the investing questions from him boil down to a couple of key things that I think
0:50.7	apply to all investors.
0:53.2	And it has to do with investing thesis and sell signals.
0:58.2	So let's start with the first one there.
1:01.3	And he asks as much what guidance do you have for an investing thesis?
1:08.1	And we're investors who focus on businesses.
1:11.6	So feel free to use any business as an example.
1:15.4	But when you're looking at a business, Jason, how do you come up with your investing thesis?
1:20.5	Yeah.
1:21.5	I mean, this is a good question.
1:22.5	I mean, ultimately, the investing thesis that's more or less your case, right?
	...

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