Investment Theses

Define your trading strategies in plain English

New Thesis
Name Status Criteria Last Scanned Actions
Consulting AI-Disruption Sell-the-News active Parsed 2026-07-18 12:08 View
Quality oversold on macro, not fundamentals active Parsed 2026-07-18 11:52 View
AI buildout Shorts active Parsed 2026-07-18 12:05 View
Short Oil: Hormuz Reopens active Parsed 2026-07-18 12:03 View
SaaSpocalypse Buy-the-Dip active Parsed 2026-07-18 12:01 View