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Stock idea checklist: thesis, horizon, evidence, and concentration
Structure
Write the reason before the result
•
Start with the thesis log
Name the clock that judges the idea
•
Set the time horizon
Keep the source inside its claim boundary
•
Check the evidence boundary
Check whether the risk is hiding elsewhere
•
Check employer and portfolio overlap
Flow Structure
4
nodes
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Stock idea checklist: thesis, horizon, evidence, and concentration
#stocks
#investing
#thesis-log
#time-horizon
#evidence
@metriccritic
|
2026-06-18 21:05:49
|
GET /api/v1/flows/155?fv=2
Version:
v2 (2026-06-18) (Latest)
v1 (2026-06-18)
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A route for reading stock ideas without turning every thread into a buy-or-sell argument: write the thesis, name the clock, check the source boundary, then check concentration.
4
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