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How To Write A Great Investment Thesis & More w/ Morgan Housel, Collaborative Fund (Episode: 47)

How To Write A Great Investment Thesis & More w/ Morgan Housel, Collaborative Fund (Episode: 47)

FromValue Hive Podcast


How To Write A Great Investment Thesis & More w/ Morgan Housel, Collaborative Fund (Episode: 47)

FromValue Hive Podcast

ratings:
Length:
54 minutes
Released:
Oct 16, 2020
Format:
Podcast episode

Description

This episode is brought to you by TIKR. Join the free beta today at TIKR.com/hive. They're constantly releasing new updates that make the platform better including a new Business Owner Mode that hides share count, market cap and enterprise value. I couldn't be more excited to partner with TIKR.
Morgan Housel is a man that needs no introduction. He's a NY Times Bestseller, prolific writer for Collaborative Fund and great conversationalist. I'm still amazed I was able to swindle him into joining the podcast this week. As a writer, I've wanted to chat with him and pick his brain about his writing process, how he thinks about new topics and the power of reading. 
Morgan and I spend an hour discussing investment philosophy, the power of writing and what makes a great investment thesis. This was arguably my favorite and most challenging podcast to plan. I struggled with the question, "What do I ask the man that's been asked every question under the sun?" 
Well, here's how it turned out: 

[0:00] Who is Morgan Housel?
[1:32] Most Challenging Parts of Writing a Book.
[7:45] Investing Psychology
[14:10] Topics that Haven’t Been Written About in WW2 and in Finance.
[19:50] Becoming a Writer
[28:00] How to Write an Investment Thesis?
[30:00] Examples of Good Investment Theses: Dandelion Energy & Beyond Meat
[34:00] The Reasons Behind Complex Business Models
[39:00] How to Look for Ideas.
[45:00] Writing is a Thinking Process.
[48:00] How Has Writing Changed Your Life?
[50:00] Closing Questions: What Writer Would You Like to Write Your Biography?

This episode is a testament to scratching my own itch. Asking questions because I wanted to know the answer, not because I thought it would make for a great podcast. I hope you enjoy this episode as much as I did. 
Thanks again to Morgan for coming on the show. If you want to learn more about Morgan, check out the following links: 

Morgan Housel on Twitter
The Psychology of Money 
Collaborative Fund


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Support this podcast: https://anchor.fm/valuehive/support
Released:
Oct 16, 2020
Format:
Podcast episode

Titles in the series (100)

Welcome to The Hive! It's nice in here, isn't it? The Hive is a collection of investors, entrepreneurs, thinkers and individuals dedicated to getting a little smarter each day. If you're a fan of value investing, business models, eclectic success and failure stories -- this is your podcast. Our goal is to provide you the highest quality interviews with new twists on old topics. Fresh perspectives on antiquated ideas. Passionate discourse on all things investing. Join us as we strive to improve a little bit each day: https://macro-ops.com/ Support this podcast: https://anchor.fm/valuehive/support