Understand the evidence behind the research.
ThesisMemo brings company disclosures, market data and news into one research workspace. Sources, reporting periods and update dates help you judge what the information can—and cannot—tell you.
Where the information comes from
- Company disclosures. SEC filings, including annual and quarterly reports and current-report exhibits, provide business and financial context. Company earnings releases and other issuer disclosures can supplement that evidence.
- Market and financial data. External data providers supply prices, company information and earnings-calendar estimates. Where implemented, financial measures are reconciled with SEC financial facts. This does not mean every displayed metric has been independently verified.
- News and market briefings. Collected reporting and official announcements provide event context. Briefing sources currently include CNBC feeds and Federal Reserve releases. Coverage is selective and may rely on a feed excerpt rather than a full article.
Follow the source links attached to research and timeline entries to inspect the underlying material. A news headline, a company disclosure and our interpretation are different kinds of evidence.
How AI contributes
AI helps select relevant developments and draft company factors, market summaries and research checkpoints from collected sources. The company-factor workflow checks source references and quoted evidence, and uses a separate AI review step to examine support for the proposed claims.
These automated checks can miss errors. An AI review is not human verification, and we do not claim that every item has been reviewed by an analyst. Check the original source before relying on a material claim.
Company factors separate reported facts, possible implications and what to watch next. A potential catalyst is not a promised outcome, and a risk is not proof that a negative event has occurred. A price move alone does not establish its cause.
When content updates
- Company key factors: scheduled for weekly review. An unchanged source set may result in a new review date without a new assessment.
- Market briefings: checked for refresh on an hourly cadence. A check does not guarantee a new edition or enough supported developments to fill every slot.
- Stocks to watch: reviewed daily. This shared research shortlist is separate from the three fixed free company previews.
- News, filings and market data: refreshed periodically, with availability depending on source publication, collection and provider delays.
These are intended review intervals, not delivery guarantees. Use the dates shown on each page. A financial reporting period, a source publication date and a research review date describe different things. Earlier research may remain visible while a refresh is pending or unsuccessful.
Coverage and selection
The coverage universe includes major US index constituents and eligible US-listed companies valued at $10 billion or more at the coverage snapshot. Market values change, and inclusion does not guarantee that every field or assessment is available.
The daily stock shortlist considers covered companies valued at $100 billion or more, using recent reporting and price-trend context. It is a selection of companies to investigate, not a ranking of all investment opportunities or personalized buy or sell advice.
Missing data, estimates and limitations
When evidence is insufficient or a refresh fails, an assessment may be unavailable or an earlier dated version may remain visible. Missing information should not be read as zero, no risk or no change in the business.
Prices and financial data may be delayed. Calendar dates and earnings estimates come from a provider and can change; they are not company-confirmed unless explicitly stated. Price-trend labels describe observed price behavior rather than forecasts.
For financial comparisons, check the reporting period, currency, units and accounting basis. Quarterly and annual figures, consolidated and segment results, and reported and adjusted earnings are not interchangeable.
Report a data issue
If something looks wrong, email us a data issue with the ticker, page URL, affected figure or statement, and a supporting source if available. That context helps us investigate the specific discrepancy.
ThesisMemo provides research information, not investment advice. Read our Disclaimer for more detail, or explore the free company examples to see the research format.