How To Write A Great Investment Thesis w/ Morgan Housel


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:

***Disclaimer: Nothing you hear on this podcast is in any way, shape or form to be construed as investment advice. The guest on this podcast may hold positions in any/all names mentioned during the podcast. This is not investment advice and investors should always conduct personal due diligence before investing in any security. Past performance of any funds mentioned are not indicative of future returns.***

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Brandon has been a professional investor focusing on value for over 13 years, spending his time in small to micro-cap companies, spin-offs, SPACs, and deep value liquidation situations. Over time, he’s developed a deeper understanding for what deep-value investing actually means, and refined his philosophy to include any business trading at a wild discount to what he thinks its worth in 3-5 years.

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Founder and head macro trader at Macro Ops. Alex joined the US Marine Corps on his 18th birthday just one month after the 9/11 terrorist attacks. He subsequently spent a decade in the military. Serving in various capacities from scout sniper to interrogator and counterintelligence specialist. Following his military service, he worked as a contract intelligence professional for a number of US agencies (from the DIA to FBI) with a focus on counterintelligence and terrorist financing. He also spent time consulting for a tech company that specialized in building analytic software for finance and intelligence analysis.

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