Investment Theses

Define your trading strategies in plain English

New Thesis
Name Status Criteria Last Scanned Actions
Japan Comes Home: Duration Repricing draft Unparsed View
Consulting AI-Disruption Sell-the-News active Parsed 2026-09-16 10:45 View
Quality oversold on macro, not fundamentals active Parsed 2026-09-16 10:32 View
AI buildout Shorts active Parsed 2026-09-16 10:43 View
Short Oil: Hormuz Reopens active Parsed 2026-09-16 10:41 View
SaaSpocalypse Buy-the-Dip active Parsed 2026-09-16 10:39 View