01Research workflow
Screen US stock research ideas with Discover’s financial filters
Use ThesisMemo Discover to shortlist US stocks, check screening limits and missing metrics, and turn a financial match into a focused source-reading task.
THESISMEMO / FIELD GUIDES
Research US stocks.
Build your thesis with ThesisMemo.
Learn how to evaluate earnings, investigate company risks, and track what changes—with practical guides to ThesisMemo’s research, SEC filings, news timelines, and watchlists.
Explore the NVIDIA guide ↗US stock research, step by step
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02Research workflow
Plan your US stock earnings week with the watchlist calendar
Use ThesisMemo’s watchlist earnings calendar to prioritize company research, verify tentative dates and keep missing events visible in your weekly plan.
03Product workflow
Choose SEC filing alerts for your NVIDIA research questions
Use ThesisMemo’s NVIDIA Alerts panel to select results, governance or debt filings, confirm your preferences and turn a notification into a source check.
04Research workflow
How to check a US stock idea from the research radar
Decide which US stock ideas deserve deeper research: use ThesisMemo’s shortlist to check the catalyst, source, review window and contrary evidence.
05Source verification
How to reconcile debt face value, carrying amount and fair value
Use a worked debt-note reconciliation to distinguish principal, carrying amount and fair value, check accounting adjustments and avoid double counting.
06Source verification
How to check receivables and days sales outstanding
Build a receivables worksheet with matched periods, worked DSO examples and checks for cash collection, allowances and differing company definitions.
07Source verification
How to compare capital spending, depreciation and asset balances
Separate equipment payments, depreciation and asset balances with worked examples, a reproducible roll-forward and practical checks for company filings.
08Source verification
How to check inventory turnover with matched reporting periods
Build an inventory turnover worksheet with worked examples, matched periods and explicit averaging methods, then separate the calculation from its explanation.
09Source verification
How to derive quarterly cash flow from year-to-date reports
Reconstruct standalone quarterly cash flow with worked examples: match reporting periods, preserve negative signs and reconcile revised disclosures.
10Source verification
How to compare reported and constant-currency revenue growth
Check currency-adjusted revenue with worked examples: verify exchange-rate direction, reconcile growth and separate translation effects from demand.
11Source verification
How to check customer concentration in revenue and receivables
Build a customer concentration worksheet: calculate revenue shares, compare receivables, check customer identity and test a clearly labeled sensitivity.
12Research workflow
How to read company guidance ranges and revisions
Read earnings guidance with a worked revenue example: compare endpoints, check midpoints and separate completed results from the remaining outlook.
13Research workflow
How to read business segments and trace a company’s revenue growth
Build a segment research worksheet: reconcile revenue, separate growth rates from contributions, check profit definitions and preserve comparable reporting periods.
14Source verification
How to read risk factors and identify meaningful changes in company filings
Compare company risk disclosures with a practical worksheet: separate new exposures from reported events, check context and define the next evidence to watch.
15Financial statement research
How to check GAAP and adjusted earnings with a research worksheet
Follow a practical GAAP-to-adjusted earnings worksheet: verify the reconciliation, check tax effects, compare matching periods and record unresolved questions.
16Earnings preparation
How to prepare for earnings with a ThesisMemo research checklist
Build a practical earnings preparation sheet with ThesisMemo: verify the date, define three questions, record guidance and check the original release.
17Company comparisons
How to compare NVIDIA and AMD research without mixing metrics
Use ThesisMemo’s free NVIDIA and AMD pages to compare periods, revenue scope, margins and source evidence with a practical two-company worksheet.
18Getting started
How to research NVIDIA with ThesisMemo’s free preview
Follow a practical NVIDIA research walkthrough: check the review date, read key factors, inspect original sources and choose your next question.
19Your workspace
How to build a free stock watchlist in ThesisMemo
Create an account, add NVIDIA, Palantir and AMD, and use your watchlist as a repeatable research queue rather than a trading signal.
20Source verification
How to track stock news and SEC filings in ThesisMemo
Use a company timeline to find news and filings, check their original sources and distinguish disclosure dates from the periods they describe.
21Research workflow
Build a weekly stock research routine with ThesisMemo
A practical weekly workflow for checking company factors, source changes and unresolved questions without confusing a review with a trading signal.
22Data literacy
How to read research dates and missing data in ThesisMemo
Learn what review dates, reporting periods, price dates and missing fields mean before comparing company research or interpreting an update.
23Product guide
ThesisMemo free access vs membership: choose by your workflow
Understand the three free company previews, free account watchlist and broader membership access before choosing the research workflow you need.