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