Tag
#thesis
6 articles
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How Professional Investors Actually Build an Investment Thesis
A thesis is a falsifiable claim about why the market is wrong. Here is the thinking that gets you there: understand the business, map revenue, isolate the drivers, and name what breaks it.
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The Institutional Equity Research Workflow, End to End
Institutional equity research runs a full lifecycle: idea, business map, model, forecast, forensic checks, committee, and monitoring, with AI reshaping each stage.
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Why Your Investment Thesis Should Be a Living Document
A thesis is not a decision you make once at purchase. It is an object you maintain: falsifiable claims, key drivers, and guideposts you grade over time.
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Why Conviction Fades After You Buy
Conviction erodes after purchase because price noise, second-guessing and out-of-context news pull at it. A written thesis and a short list of the drivers that matter protect it.
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Why One Sentence in a Filing Can Change Your Thesis
A single line in a filing can confirm or break a thesis. The discipline is tying each thesis claim to the exact sentences that would move it, then watching for them.
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How to Write an Investment Memo (With a Template)
An investment memo is the document that argues for a position. Here is what a strong one contains, plus a reusable template you can adapt.
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