Thesis terms explained
Understand the research pages, conclusions, and saved versions.
| Term | Meaning |
|---|---|
| Thesis | Your sourced investment case for one asset or a theme |
| Pillar | A group of related research questions, such as management or valuation |
| Research card / page | The findings and sources for one confirmed checklist item |
| Bull / base / bear case | Alternative scenarios built from the researched evidence |
| Conviction | The overall directional interpretation; not a probability of success |
| Key risk | A condition that could undermine the investment case |
| Valuation | An assumption-dependent estimate with a range where supported |
| Sensitivity | How a valuation changes when selected assumptions change |
| DCF Scenario | Projection evidence used in research; the report contains the final compiled valuation |
| Tracking | Background monitoring and refreshes for an enabled thesis |
| Version | A saved point-in-time record that you can review later |
Research status
Researching means work is in progress. Compiling means the report is being assembled. Completed means results are ready. Failed means the attempt could not finish; use the available retry action.
A research page may be bullish, neutral, bearish, or have insufficient data. Insufficient data means there is no supported conclusion; it is not a neutral recommendation.
X/Twitter sentiment
Some questions use social sentiment when market perception is relevant. A tool badge shows that it was used. Read whether it came from a live search or a model assessment; the distinction matters.
Workspace availability
Editing, history, and research-page navigation depend on the workspace available to that thesis. If editing is disabled, use the read-only view and its notice. Finance is limited to supported individual theses.