Investment Thesis Tracker: Post-Buy Discipline

Track an investment thesis for a holding. First use on a company → build the thesis; later uses → quarterly check.

Supported input: company name (auto-decide build vs track); company build (force rebuild); company quarterly check (against latest earnings).

"Buying is only the beginning. The real work is continuous tracking through the holding period." — Li Lu

"When the facts change, I change my mind. What do you do, sir?" — Keynes

Design Philosophy

Most investors' process is: research → buy → pray. Without systematic post-buy tracking, they: refuse to sell when they should ("wait, it'll come back"); panic-sell when they shouldn't ("down 20%, was I wrong?"); forget why they bought ("why did I buy this again?").

Buffett and Li Lu write down sell conditions before buying, then check the thesis each quarter.

Step 1: Decide the Mode

Check whether a thesis file already exists (use read_file on reports/{company}-thesis.md): not found → Build (Mode A); found → Track (Mode B).