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Thesis BuildingAdvanced9 min

Building an Investment Thesis

A thesis is your written reason for owning a position. This lesson teaches you how to write one that you can actually hold yourself accountable to.

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Why this matters for beginners

Without a written thesis, emotions decide for you when the price moves. With one, you can check whether the original reasoning still holds.

Main explanation

A thesis is a written statement: why this business, why now, what must remain true for the thesis to hold, and what would invalidate it (the 'kill criteria').

Writing forces clarity. Re-reading prevents emotional decisions later when the stock is down 30% and headlines are loud.

If you cannot write three sentences that a friend could understand, you do not have a thesis yet. You have a hunch.

Example using a real company

ASML is a classic thesis case: monopoly position, structural demand, clear kill criteria around export controls or competing technology.

  • Thesis: 'I own ASML because EUV is a monopoly, AI/HBM is driving structural demand, and service revenue is a recurring anchor. I would sell if export restrictions collapse the order book or if a competitor ships viable EUV.'
  • Compare that to 'I bought it because it's been going up'. That's not a thesis.

Common beginner mistakes

  • Writing only the bull case and calling it a thesis.
  • No kill criteria, so any price drop feels like a crisis.
  • Never re-reading the thesis after buying.

Key terms

Thesis
Written reasoning for why you own a position and what would change your mind.
Kill criteria
Specific conditions that would make you sell.
Conviction
How strongly your analysis supports holding through volatility.

Key takeaways

  • 01Always write the thesis first.
  • 02Include kill-criteria.
  • 03Review quarterly.

Check yourself

  1. 01
    A thesis should include conditions that would make you sell.
  2. 02
    'It's been going up' counts as a thesis.
  3. 03
    Re-reading a thesis helps reduce emotional decisions.
Apply this in the Analyzer

Try the concept on a real company

Analyze ASML, MSFT, NVDA, and AAPL. For each, draft 3 sentences: why now, what must remain true, what would change your mind.

Educational examples only. Not buy or sell recommendations.

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