Thesis Tracker

To track investment theses over time, you record each new data point in an update log, mapping its impact to specific pillars and adjusting your conviction level to reflect whether the original rationale still holds.

A falsifiable investment thesis structures your rationale into testable pillars and upcoming catalysts, allowing you to map new data points against specific expectations and measure conviction trends over time.

To update an equity analysis thesis after earnings, you input the new development to map its impact on specific pillars, which outputs an updated conviction score, required action, and a concise thesis summary.

Yes, you can apply conviction scoring and maintain a catalyst calendar for watchlist positions to run scheduled integrity reviews and verify whether the original investment rationale remains intact.

The best way to run a periodic portfolio review is to use a thesis scorecard to evaluate pillar status trends and check the catalyst calendar to determine if any active positions require trimming or exiting.

You should increase, trim, or exit a position when recording new data points if the thesis impact mapping reveals significant changes to pillar status that alter your conviction level from high to medium or low.