Start with one candidate and a decision
A US stock idea is useful only if you can explain why it deserves your research time. Open ThesisMemo’s homepage and find Three stocks on our radar. Intelligently selected for yours. This guide shows how to turn one shortlist card into a decision: investigate the company, wait for better evidence, or set the idea aside. You will test the proposed catalyst against its source and the condition that could weaken it.
Use the Open the research radar buttons in this guide to reach the section directly. Begin with one ticker and its company name. Do not assume that appearing on the shortlist establishes investment suitability or confirms every interpretation on the card. The task is candidate screening before deeper company research. Keep your decision in your own document; the worksheet described below is an external manual step.
The section can show an empty edition while the next shortlist is taking shape. If no candidates appear, there is no card to evaluate in that visit. Return later or investigate a company you already follow. The section heading is not a promise that three new, actionable ideas will always be available.
Anchor the idea to its edition and evidence dates
Read Latest selection above the cards and record the date labeled ET. Then inspect the publisher and date beside your chosen card’s source link. These dates answer different questions: when the shortlist edition was selected and when its linked material was published. Neither tells you that the company has already achieved the outcome discussed in the card.
In your external note, write the ticker, company, selection date and source date on separate lines. Add the date you are doing the research. This small separation prevents an older report in a newer shortlist from looking like a fresh corporate announcement. If you revisit a card, compare those dates before deciding that you have found another development.
Next read WHY IT’S ON OUR RADAR. Reduce its argument to one testable sentence, keeping words such as could, plans or reported when they matter. For example, an expansion plan may suggest a future business opportunity; it does not establish completed capacity or revenue. That example is a general reading distinction, not a statement about any company currently featured.
Read the checkpoint and open the contrary case
Move to WHAT TO WATCH. Ask which future observation would help you decide whether the proposed catalyst is becoming more credible. A useful checkpoint names evidence you could recognize, rather than simply hoping that a stock price rises. Keep the checkpoint tied to the business claim in the first field. If you cannot describe what you would check, the idea is not ready for a confident interpretation.
Click or tap What could change the view to expand the card’s disclosure. Read the condition inside before opening deeper company research. It provides a contrary case to consider alongside the selection rationale. Copy its meaning into your external note without turning a conditional concern into an event that has already happened.
The expanded area also displays a window in calendar days, with starting and ending dates. Treat it as a review horizon attached to the idea, not a forecast that a disclosure or price move must occur before the end. Calendar days include weekends. If Window ended appears, reassess the evidence instead of treating the old horizon as a newly started deadline.
Follow the source before promoting the idea
Open the publisher link on the card. This takes you to external material, so the following source checks are manual research outside ThesisMemo. Confirm the company identity, publication date and exact claim. Read beyond the headline for qualifications, attribution and whether the story describes a completed event, management’s intention or reporting that still needs confirmation.
A publisher label identifies the linked publisher; it does not automatically make that page an original company disclosure. When the report cites an announcement or filing, seek the issuer’s investor relations release or the relevant SEC document. The SEC’s EDGAR search is an external route for this work. Finding and reading those documents is not an automatic verification feature of the radar.
Compare the specific claim with the underlying wording. If a report says talks are continuing, do not write that a contract has been signed. If the primary document cannot be found or the source cannot be read, record that limitation and choose wait rather than supplying the missing confirmation yourself. A visible link is a starting point for verification, not the completed verification.
Work through a hypothetical shortlist decision
Consider a fictional US-listed manufacturer whose card describes a proposed factory as a possible growth catalyst. This is a hypothetical exercise, not a description of today’s shortlist. Suppose WHY IT’S ON OUR RADAR discusses additional capacity, WHAT TO WATCH points toward project confirmation, and What could change the view identifies cancellation or delay. Your question is whether the proposal has enough evidence to justify deeper research.
First, label the event precisely. A source describing a proposal supports the existence of a proposal, subject to the quality of that reporting. It does not demonstrate construction, production or customer demand. In your external worksheet, put the source’s wording beside your shorter interpretation. Revise the interpretation if it has quietly advanced the project to a later stage.
Second, select a checkpoint that matches the uncertainty. An issuer release confirming approval would answer a different question from a later filing reporting capital spending. Third, retain the contrary condition: an announced delay would require reassessment. You can decide investigate if the evidence supports a concrete question, wait if confirmation is missing, or set aside if the premise is contradicted. None of these screening outcomes is a buy or sell instruction.
Use company research for the next question
After the source check, select Explore company research on the chosen card if you want to continue. The link follows that card’s ticker. Public access to the shortlist does not mean every linked company page has the same access. NVIDIA, AMD and Palantir have fixed free previews; other company research can require membership. Follow the access information shown on the destination before expecting its research content.
If you have access, carry forward the specific question you identified rather than starting over with a broad opinion about the stock. Inspect available Current key factors and their sources for relevant context, and use the news or SEC timeline to locate related material. Check the dates on those views independently; the shortlist’s edition date does not refresh the company assessment.
If the destination requires access you do not have, you can still complete the screening decision using readable external evidence. Do not substitute an unrelated free preview as proof about the original company. The result of this guide is a bounded research question with its evidence and contrary condition, even when deeper company research remains a later step.
Close the screen with a traceable result
Before leaving the radar, review a short checklist in your own document: correct ticker and company; edition and source dates separated; rationale stated conditionally where necessary; WHAT TO WATCH converted into an observable checkpoint; contrary condition read; source inspected; and investigate, wait or set aside recorded with a reason. Include the source URL so you can repeat the check.
On your next visit, examine the current edition instead of assuming the same card is still present. If the original window has ended without resolving the question, mark it unresolved and decide whether another check is worthwhile. Absence of confirmation is not automatically a cancellation. This process helps allocate research attention while preserving the distinction between an interesting idea and an evidenced investment thesis.
Sources and product references
Questions & answers
Is a stock on the radar a recommendation to buy?
No. Use the card as a research candidate. Read its rationale, checkpoint and contrary condition, then verify the source. The screening decision in this guide concerns whether to investigate further, not position size, valuation suitability or trade execution.
Does Latest selection mean the linked news is new that day?
No. The edition date and the source publication date can differ. Record both, and check the date of any original announcement you find. A later selection date does not transform older reporting into a new company event.
What should I do when the calendar-day window ends?
Recheck the claim and its evidence. The window is a review horizon, not a guarantee of a scheduled event. If the expected evidence remains unavailable, record the question as unresolved rather than assuming the catalyst succeeded or failed.
Can I read every company page from the public shortlist for free?
The public shortlist and the linked research pages have different access rules. NVIDIA, AMD and Palantir offer fixed free previews. Other company research can require membership. Check the destination’s access information before planning the rest of your session.
Does ThesisMemo save the evidence worksheet in this guide?
The worksheet is an external manual record in your own document. This guide does not rely on built-in note storage or automatic alerts. Save the ticker, dates, source URL, checkpoint, contrary condition and your screening decision yourself.