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

<p>This episode is brought to you by TIKR. Join the free beta today at <a href="https://tikr.com/hive">TIKR.com/hive.</a> 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.</p> <p>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.&nbsp;</p> <p>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?"&nbsp;</p> <p>Well, here's how it turned out:&nbsp;</p> <ul> <li>[0:00] Who is Morgan Housel?</li> <li>[1:32] Most Challenging Parts of Writing a Book.</li> <li>[7:45] Investing Psychology</li> <li>[14:10] Topics that Haven’t Been Written About in WW2 and in Finance.</li> <li>[19:50] Becoming a Writer</li> <li>[28:00] How to Write an Investment Thesis?</li> <li>[30:00] Examples of Good Investment Theses: Dandelion Energy &amp;&nbsp;Beyond Meat</li> <li>[34:00] The Reasons Behind Complex <a href="https://macro-ops.com/stocks-that-dont-screen-well-why-it-happens-how-to-find-them/">Business Models</a></li> <li>[39:00] How to Look for Ideas.</li> <li>[45:00] Writing is a Thinking Process.</li> <li>[48:00] How Has Writing Changed Your Life?</li> <li>[50:00] Closing Questions: What Writer Would You Like to Write Your Biography?</li> </ul> <p>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 podca