Thesis: WTF is an Investing Thesis and Why Do I Need One?

<p>In the first of this three part series, Bryce and Alec talk about… well exactly what is a thesis, and why it does matter. They look at how developing a good thesis can help you avoid mistakes and issues, and then talk through a couple of examples that we can all learn from.&nbsp;</p><br><p>The links Alec and Bryce mentioned:&nbsp;</p><ul><li><a href="https://www.fool.com/investing/how-to-invest/investment-thesis/" rel="noopener noreferrer" target="_blank">Motley Fool - Brookfield Investments</a></li><li><a href="https://medium.com/tdm-tidbits/what-we-need-to-believe-for-an-investment-thesis-a-case-study-on-peloton-9fec53b02191" rel="noopener noreferrer" target="_blank">TDM Peloton Investment Thesis</a>&nbsp;</li><li><a href="https://www.reddit.com/r/SecurityAnalysis/?f=flair_name%3A%22Long%20Thesis%22" rel="noopener noreferrer" target="_blank">SecurityAnalysis</a>&nbsp;</li><li><a href="https://www.reddit.com/r/SecurityAnalysis/comments/q15q2b/q3_2021_letters_reports/" rel="noopener noreferrer" target="_blank">Investor letters</a></li></ul><p><br></p><p>Order the book on <a href="http://booktopia.kh4ffx.net/vn2drL" rel="noopener noreferrer" target="_blank">Booktopia</a> or <a href="https://amzn.to/3dkncW2" rel="noopener noreferrer" target="_blank">Amazon</a> now.&nbsp;</p><p>If you want to let Alec or Bryce know what you think of an episode, contact them <a href="mailto:contact@equitymates.com" rel="noopener noreferrer" target="_blank">here</a>.&nbsp;</p><p>Make sure you don't miss anything about Equity Mates - sign up to our <a href="https://equitymates.com/email%20" rel="noopener noreferrer" target="_blank">email list</a> here.&nbsp;</p><br><p>Want more Equity Mates? Come to our<a href="https://equitymates.com/" rel="noopener noreferrer" target="_blank"> website</a> and explore! You’ll find information on our full network of shows, including our Equity Mates Investing Podcast, book recommendations, blogs, news, and more.&nbsp;</p><br><p>*****</p><br><p>In the spirit of reconciliation, Equity Mates Media and