ABOUT THESISMEMO

A market moves.
Your understanding
should move with it.

ThesisMemo is an AI-powered investment research workspace for individual investors. It connects market information to a living investment thesis: what you believe, why you believe it, and what would change your mind.

Explore our approach

THE LIVING THESIS

One view.
An evolving body
of evidence.

Your investment case, connected to what happens next.

NEWSEARNINGSFILINGSMARKET DATA

01What changed?
02Why does it matter?
03What should I revisit?

A research framework—not a live market feed.

01 / WHY WE EXIST

More information isn’t
the same as more clarity.

Investors have no shortage of headlines, price charts or AI answers. The harder task is connecting them: does this new development support the investment case, challenge it, or simply add noise?

ThesisMemo is built around that connection. Research should accumulate. A new earnings report should build on what you already know, and a new risk should be evaluated against the assumptions you made—not in a fresh conversation with no history.

Our aim is a clearer, continuously updated investment view. The judgment remains yours.

02 / HOW IT WORKS

From a first question
to a thesis worth revisiting.

A thesis is a reasoned investment case, not a price target alone. It connects a view of the business with expectations, valuation and risk.

Build the initial case

Understand the business, financials, valuation and catalysts. Make the assumptions behind your view explicit.

Connect new evidence

Bring earnings, filings, market moves and relevant reporting into the context of the existing thesis.

Understand the change

Ask which assumption a development affects. Distinguish reported facts, market expectations and interpretation.

Revisit your judgment

Review what supports the case, what challenges it and what evidence you still need before deciding.

03 / ONE CONNECTED WORKSPACE

The tools are connected.
So is the research.

Each part of ThesisMemo serves the same purpose: understanding an investment case and how it evolves.

AI Research

Start with the question that matters to you. Explore a company, sector or market development through structured answers connected to supporting evidence.

Living Thesis

Keep the investment case in context. Connect new developments with the assumptions, evidence and risks behind your view instead of treating each update in isolation.

Earnings Intelligence

Look beyond the headline beat or miss. Read results alongside expectations, guidance and the operating measures that could change the investment case.

Filings & Fundamentals

Bring financial statements and company disclosures into the same research process. Examine operating performance, financial health and what management reports.

Market Movers

Investigate why an asset moved. Separate a price reaction from a meaningful business change—and consider what the market may already have expected.

Valuation & Peers

Put a company’s valuation next to its growth, margins and peers. A strong business and an attractive investment are different questions.

Portfolio Intelligence

Use your holdings and watchlist to give research personal context. Focus attention on the companies you follow and the developments relevant to your existing view.

Catalysts & Risks

Identify what deserves another look: an upcoming report, a changing assumption or evidence that challenges the thesis. Keep the next test visible.

04 / EVIDENCE BEFORE CONFIDENCE

Know where a conclusion
comes from.

ThesisMemo connects company disclosures, SEC filings, earnings information, fundamentals, market data and reporting. Source links let you inspect the underlying evidence rather than relying on an answer alone.

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Separate facts from interpretation

A company’s reported result, a consensus estimate and our analysis are not the same thing. Read the source and the context together.

Make uncertainty visible

Coverage varies by asset and source. Market data may be delayed or unavailable; source dates matter, and missing information should not be treated as zero.

Use AI to support—not replace—judgment

AI helps organize and explain research, but it can make mistakes. Verify material claims and consider evidence that contradicts the thesis.

05 / RESEARCH AND MEMBERSHIP

Start with a development.
Keep following the bigger picture.

PUBLIC RESEARCH

Understand what’s happening.

Our public Research site brings together market news, company deep dives, daily macro, commodity research and the US Stock Academy. These articles are free to read; no free subscription is required or offered.

Explore Research

THESISMEMO MEMBERSHIP

Build an ongoing investment view.

The paid product is built for continuing the research: keeping the investment case, evidence and risks together with watchlist and portfolio context. Choose a monthly or annual membership on the Pricing page.

View subscription plans

US equities are the product’s primary focus today. Public research also covers macro and commodities; asset-level data and tools vary by coverage. Broader cross-asset thesis tracking is the direction we’re building toward.

KEEP THE QUESTION OPEN

What would change your mind?

That question belongs at the heart of every investment thesis.