DiscoverMarket MakeHer Podcast8. How To Write an Investment Thesis and Use a Stock Screener to Find Ideas
8. How To Write an Investment Thesis and Use a Stock Screener to Find Ideas

8. How To Write an Investment Thesis and Use a Stock Screener to Find Ideas

Update: 2023-07-18
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Learn what an investment thesis is and why it’s good to have one before jumping on a stock buying bandwagon. We’ll also show you how to start finding ideas using your thesis with stock screeners (they're free)!

Think about what you know is happening in the world or something anecdotal you saw on social media. For example, currently, we’re facing constrained labor supply,  issues with housing, and there’s an aging population leaving the  workforce - what are the sectors that are potentially going to solve these problems or see some gains from these events? That’s your thesis, now let’s find ideas with free research tools!

We share our screen in this episode to show how a screener works. You can watch us go over that on YouTube.

Things We Talked About:



  • What is an investment thesis?

  • Macro/Micro Headwinds and Tailwinds

  • The 11 Different Sectors  - they’re all  around you

  • Every stock has a sector - when researching, start with the sector

  • Find ideas using your investment thesis with stock screeners

  • Where are people spending money? What’s a solution to a current problem?


You can have your own criteria for what makes a good investment for you, and we will do episodes on strategy, risk tolerance, and diversification soon - subscribe and stay tuned! 


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About Us


Market MakeHer is an investing education podcast and LLC with a mission to demystify the stock market and make financial literacy accessible to all self-directed investors! We believe that investing is for everyone and that's why we break down complex investing topics (from "Her" perspective), show you free tools/resources on our podcast, and offer a ton of free educational content on our ⁠website⁠!




Important Disclosures:


Market MakeHer podcast is unsponsored at the time of recording.


Tools and resources mentioned are for informational and educational purposes only. Remember, investing involves risk, and there's always a potential for losses when investing in securities.


Market MakeHer LLC provides educational content and resources, but we are not registered financial advisors and do not provide personalized investment advice. Consult with a licensed financial advisor before making any investment decisions.

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8. How To Write an Investment Thesis and Use a Stock Screener to Find Ideas

8. How To Write an Investment Thesis and Use a Stock Screener to Find Ideas

Jessica Inskip and Jessie DeNuit