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Core thesis, supporting evidence, risks, catalysts, and what would change the view. Active research first. Companies without a run sit in Needs research.
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Cumulative argument, evidence, and what would change your mind.
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Core thesis
The load-bearing view in one place.
Supporting evidence
Operating facts, management, institutions, and Street overlay.
Risks
Foundation, landmines, and the other side of the trade.
Catalysts
What could move the story next.
What would change the view
Falsifiers and watch items.
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