Thesis Tracker

Workflow

Step 1: Define or Load Thesis

If creating a new thesis:

• Company: Name and ticker
• Position: Long or Short
• Thesis statement: 1-2 sentence core thesis (e.g., "Long ACME — margin expansion from pricing power + operating leverage as mix shifts to software")
• Key pillars: 3-5 supporting arguments
• Key risks: 3-5 risks that would invalidate the thesis
• Catalysts: Upcoming events that could prove/disprove the thesis (earnings, product launches, regulatory decisions)
• Target price / valuation: What's it worth if the thesis plays out
• Stop-loss trigger: What would make you exit

If updating an existing thesis, ask the user for the new data point or development.

Step 2: Update Log